ConstructionOnline Knowledge Base
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Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
Time Tracking
Punch Lists
Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
How can we help you?
Getting Started
Navigating ConstructionOnline
Guide to Getting Started with Estimating
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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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Projects
Create a New Project from Scratch
Create a Project Template
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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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Estimating
Essential Guide to Building a Construction Estimate
Create an Estimate Proposal
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Items Database & Costbooks
Import New Company Costbooks
Insert Costbook Items into an Estimate
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Client Selections
Overview: What are Client Selections?
Using the Selection Picker Tool
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Change Orders
Change Order Status: Draft vs. Pending
View Change Order Summary
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Invoicing
Email Invoices
Record Payment for Invoices
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Accounting Integration
Import Financials from QuickBooks Online
QuickBooks Desktop Initial Setup
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Scheduling
Understanding Predecessors
Create a Schedule from an Estimate
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Calendars
Edit Global Calendar Settings
Print the Calendar
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GamePlan™
Overview: What is GamePlan™?
Create a Quick GamePlan
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Daily Logs
Create Daily Log Reminders
Enable Weather Tracking
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Time Tracking
Edit Time Sheets
Add Clock In/Out Requirements
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Punch Lists
Share a Punch List
Sign a Punch List
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Checklists
Add an Item to a Checklist
Filter Checklist Items
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To Dos
Create a To Do Reminder
Make a To Do Private
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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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Company Reporting
Create Default Text Blocks
Add a Company Logo or Letterhead to Reports & Documents
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Files & Photos
Download Multiple Project Files/Photos
Share Albums/Folders to the Portal
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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 new Daily Logs in the Portal
View GamePlans in the Portal
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CO™ Mobile App
Download the ConstructionOnline Mobile App
Time Tracking: Geofence Settings
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SuiteLink
Overview: What is SuiteLink?
SuiteLink FAQ
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