- ConstructionOnline Knowledge Base
- SuiteLink
- FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
Can I upload Templates to ConstructionOnline?
ConstructionSuite offers templates for Estimates, Schedules, Project, Opportunities, Documents, and Reports.
- Estimate Templates can be uploaded to ConstructionOnline and accessed within Company Projects > Templates > Estimate Templates.
- Schedule Templates can be uploaded to ConstructionOnline and accessed within TrueVision™ Scheduling, and from there, you can choose to Save as a Template in ConstructionOnline.
- Templates for ConstructionSuite Projects and Opportunities cannot be uploaded to ConstructionOnline, however, ConstructionOnline does have excellent options for creating new templates for Projects that better align with available tools and functions in ConstructionOnline.
- Document Templates and Report Templates in ConstructionSuite cannot be uploaded to ConstructionOnline, however, ConstructionOnline has a library of over 150 customizable construction documents & reports - including advanced estimating proposals - that fully integrate with all ConstructionOnline data.