Modify Forms screen
Use the Modify Forms screen to edit the format of forms in your application, giving you greater control over the layout of your documents.
To open the Modify Forms screen, go to .
Note: ProContractor uses Microsoft SQL Server Report Builder to modify forms. Report Builder provides an intuitive authoring environment for business and power users. Report Builder is installed along with your application. When you begin to modify a form, it opens in Report Builder.
You can modify the following forms, listed by module.
Estimating
- Enter Invitation to Bid Requests screen
- Print Est. C/O Proposal - Billing Item Detail Screen
- Print Est. C/O Proposal - Lump Sum Screen
- Print Proposal - Billing Item Consolidated screen
- Print Proposal - Billing Item Detail screen
- Print Proposal - Billing Item Summary screen
- Print Proposal - Lump Sum screen
- Print Proposal - Unit Price Bid Item screen
Projects
- About the Enter Change Management Record screen
- About the Enter Owner Change Order screen
- Enter Issue screen
- Enter Checklist screen, including ACS-CSM Checklist Form
- Enter Customer Lien Notice & Release screen
- Enter Customer Lien Notice & Release screen
- Enter Daily Field Report screen
- Enter Drawing screen
- Enter Drawing Package screen
- Enter Field Order screen
- Enter Meeting Minutes screen
- Enter Project Plan screen
- Enter Request for Information screen
- Enter Submittal screen
- Enter Submittal Package screen
- Enter Transmittal screen
- Enter Vendor Lien Notice & Release screen
- Print Contract Invoices by Batch screen, including forms for Progress Billing Format, Unit Billing Format, Pending Change Orders, AIA G702 Format, and AIA G703 Format
- Print Time & Material Invoices by Batch screen
Customers
Vendors
Employees
- Create Direct Deposit Transfer File screen, including the following forms for Canadian direct deposits:
- Bank of Montreal - 80
- Bank of Montreal - 1464
- Bank of Nova Scotia (BNS)
- Canadian Imperial Bank of Commerce (CIBC)
- National Bank
- National Bank 96
- Royal Canadian Bank (RCB)
- Telpay for Business
- Toronto Dominion (TD) Bank
- Enter Record of Employment (Canada) screen
- Print Form 941 screen (U.S.)
- Print Form 941 - Schedule B screen (U.S.)
- Print Forms T4 screen (Canada)
- Print Payroll Checks & Advices screen
Note: The Modify Forms screen is a step in the customization setup process. The Modify Reports screen is the next step.
