Getting Started
- Navigating ConstructionOnline
- Understanding Profile Settings
- Set Notification Preferences
- Overview: What are Cost Codes?
Projects
- Create a New Project from Scratch
- Create a Project Template
- Download All Project Files
- Archive a Project
- Assign Key Roles
Files & Photos
- Download Files/Photos
- Access Files/Photos via Dropbox
- Share Albums/Folders to the Portal
- Manage Folder Permissions
- Restore Deleted Albums, Folders, & Files
CRM & Sales Management
- Getting Started with Lead Tracking
- Enable Lead Capturing on your Company Website
- Overview: What are Opportunities?
- Create a Proposal for an Opportunity
- Convert an Opportunity to a Project
Financials
- Create an Estimate Template
- Getting Started with Estimating
- Install the Selection QuickPick Add-On
- Edit a Change Order
- Overview: What is Socket™?
Communication
- Show/Hide Envoy Chat
- Add a Custom Message Signature
- Getting Started with Inbound Emails
- View RFI Summary
- Create a Submittal Revision
Calendars & Schedules
- Create a Schedule from an Estimate
- Print a Schedule
- Edit Calendar Integration Settings
- Getting Started with Scheduling
- Set Predecessors in a Schedule
Project Tracking
- What is a Daily Log?
- Enable Weather Tracking
- Create a To Do Reminder
- Share a Punch List
- Add an Item Issue to a Punch List
Redline™ Planroom + Takeoff
- Adding Sheets to Redline Planroom
- Takeoff Sheet Requirements
- Starting a Takeoff
- Redline Takeoff + Estimating Integration
- Pin New Items to Redline Sheets
ConstructionOnline Mobile App
- Download the ConstructionOnline Mobile App
- Login the ConstructionOnline App
- Access your Project List in the Mobile App
- Edit the ConstructionOnline App Settings
- Time Tracking: Geofence Settings