How can we help you?

Getting Started

• Navigating ConstructionOnline
• Guide to Getting Started with Estimating

FAQs

• FAQ: Integrating with QuickBooks Online
• FAQ: Managing ClientLink™ and TeamLink™ Users

Workflows

• Project Creation Workflow
• Change Order Workflow

Manage Account

• Set Notification Preferences
• Overview: What is the Company Public Profile?

Manage Company Users

• Add a Company Employee
• Understanding Company Employee Permissions

Contacts

• Public vs. Private Contact Details
• Essential Guide to Contacts in ConstructionOnline™

Lead Tracking

• Import Leads from Excel
• Enable Lead Capturing on your Company Website

Opportunities

• Overview: What are Opportunities?
• Create a Proposal for an Opportunity

Projects

• Create a New Project
• Create a Project Template

Estimating

• Essential Guide to Building a Construction Estimate
• Create an Estimate Proposal

Change Orders

• Create a Change Order
• How do I apply markup to a Change Order?

Client Selections

• Overview: What are Client Selections?
• Using the Selection QuickPick Tool

Purchasing

• Create a Purchase Order from an Estimate
• Record an Expense

Invoicing

• Record Payment for Invoices
• How can I send an Invoice to a client?

Items Database & Costbooks

• Import New Company Costbooks
• Insert Costbook Items into an Estimate

Accounting Integrations

• Integrate with QuickBooks Online
• QuickBooks Desktop Initial Setup

Scheduling

• Understanding Predecessors
• Overview: What is a Schedule Baseline?

Calendars

• Print the Calendar
• How do I create Custom Calendars in ConstructionOnline?

To Do Lists

• Understanding To Do Views
• Mark a To Do as Complete

Punch Lists

• Overview: What is a Construction Punch List?
• Share a Punch List

Checklists

• Import a Checklist from Excel
• Can I add sub-tasks to my Checklist?

Daily Logs

• Understanding Daily Log Types
• Create Daily Log Reminders

GamePlan™

• Overview: What is GamePlan™?
• Create a Quick GamePlan

Time Tracking

• Edit Time Sheets
• Add Clock In/Out Requirements

Communication

• Add Contacts to a Message
• View Project Announcements

RFIs

• Overview: What is an RFI?
• Mark an RFI as Resolved

Submittals

• Respond to a Submittal
• Create a Submittal Revision

Transmittals

• Attach Files to a Transmittal
• Create a Letter of Transmittal

Redline™ Takeoff

• Takeoff Sheet Requirements
• Send Takeoff Data to Estimate

Redline™ Planroom

• Pin New Items to Redline Sheets
• Email Redline Sheets

Files & Photos

• What is the Photostream?
• How can I share files with my ClientLink/TeamLink Users?

Company Reporting

• Create Default Text Blocks
• Add a Company Logo or Letterhead to Reports & Documents

CO™ Drive

• Download CO Drive
• Getting Started with ConstructionOnline Drive

Using the ClientLink™ Portal

• Login to the Portal
• Edit your Notification Settings in the Portal

Using the TeamLink™ Portal

• Create Daily Logs from the TeamLink™ Portal
• View GamePlans in the Portal

SuiteLink

• Overview: What is SuiteLink?
• How do I send my Project information to ConstructionOnline?

CO™ Mobile App

• Download the ConstructionOnline Mobile App
• Enable Geofence Settings for Time Tracking

ConstructionOnline API

• ConstructionOnline API Documentation
• Who is the ConstructionOnline API for?

Warranty Tracking