ConstructionOnline Knowledge Base
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Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
How can we help you?
Getting Started
Navigating ConstructionOnline
Guide to Getting Started with Estimating
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FAQs
FAQ: Integrating with QuickBooks Online
FAQ: Managing ClientLink™ and TeamLink™ Users
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Workflows
Project Creation Workflow
Change Order Workflow
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Manage Account
Set Notification Preferences
Overview: What is the Company Public Profile?
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Manage Company Users
Add a Company Employee
Understanding Company Employee Permissions
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Contacts
Public vs. Private Contact Details
Essential Guide to Contacts in ConstructionOnline™
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Lead Tracking
Import Leads from Excel
Enable Lead Capturing on your Company Website
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Opportunities
Overview: What are Opportunities?
Create a Proposal for an Opportunity
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Projects
Create a New Project
Create a Project Template
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Estimating
Essential Guide to Building a Construction Estimate
Create an Estimate Proposal
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Change Orders
Create a Change Order
How do I apply markup to a Change Order?
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Client Selections
Overview: What are Client Selections?
Using the Selection QuickPick Tool
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Purchasing
Create a Purchase Order from an Estimate
Record an Expense
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Invoicing
Record Payment for Invoices
How can I send an Invoice to a client?
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Items Database & Costbooks
Import New Company Costbooks
Insert Costbook Items into an Estimate
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Accounting Integrations
Integrate with QuickBooks Online
QuickBooks Desktop Initial Setup
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Scheduling
Understanding Predecessors
Overview: What is a Schedule Baseline?
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Calendars
Print the Calendar
How do I create Custom Calendars in ConstructionOnline?
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To Do Lists
Understanding To Do Views
Mark a To Do as Complete
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Punch Lists
Overview: What is a Construction Punch List?
Share a Punch List
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Checklists
Import a Checklist from Excel
Can I add sub-tasks to my Checklist?
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Daily Logs
Understanding Daily Log Types
Create Daily Log Reminders
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GamePlan™
Overview: What is GamePlan™?
Create a Quick GamePlan
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Time Tracking
Edit Time Sheets
Add Clock In/Out Requirements
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Communication
Add Contacts to a Message
View Project Announcements
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RFIs
Overview: What is an RFI?
Mark an RFI as Resolved
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Submittals
Respond to a Submittal
Create a Submittal Revision
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Transmittals
Attach Files to a Transmittal
Create a Letter of Transmittal
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Redline™ Takeoff
Takeoff Sheet Requirements
Send Takeoff Data to Estimate
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Redline™ Planroom
Pin New Items to Redline Sheets
Email Redline Sheets
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Files & Photos
What is the Photostream?
How can I share files with my ClientLink/TeamLink Users?
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Company Reporting
Create Default Text Blocks
Add a Company Logo or Letterhead to Reports & Documents
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CO™ Drive
Download CO Drive
Getting Started with ConstructionOnline Drive
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Using the ClientLink™ Portal
Login to the Portal
Edit your Notification Settings in the Portal
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Using the TeamLink™ Portal
Create Daily Logs from the TeamLink™ Portal
View GamePlans in the Portal
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SuiteLink
Overview: What is SuiteLink?
How do I send my Project information to ConstructionOnline?
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CO™ Mobile App
Download the ConstructionOnline Mobile App
Enable Geofence Settings for Time Tracking
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ConstructionOnline API
ConstructionOnline API Documentation
Who is the ConstructionOnline API for?
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