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ConstructionOnline Knowledge Base
Company Reporting

Getting Started
- For Company Users
- For Clients & Subcontractors
FAQs
Workflows
Manage Account
Manage Company Users
- FAQ: Company Contacts
- FAQ: Company Employee Permissions
Contacts
Lead Tracking
Opportunities
- FAQ: Opportunities
Projects
Bid Tracking
Estimating
Change Orders
Client Selections
Purchasing
Invoicing
- FAQ: Invoicing
Items Database & Costbooks
- FAQ: Items Database & Costbooks
Accounting Integrations
Scheduling
To Do Lists
Calendars
- FAQ: Calendars
Checklists
- FAQ: Checklists
Punch Lists
- FAQ: Punch Lists
Daily Logs
- Project Tracking Reports: Daily Logs
- FAQ: Daily Logs
GamePlan™
- FAQ: GamePlan™
Meeting Minutes
Time Tracking
- FAQ: Time Tracking
Communication
RFIs
- FAQ: RFIs
Submittals
- FAQ: Submittals
Transmittals
- FAQ: Transmittals
Warranty Tracking
Permit Tracking
Insurance & Certificates
Redline™ Takeoff
- FAQ: Redline Takeoff
Redline™ Planroom
- FAQ: Redline Planroom
Files & Photos
Company Reporting
- Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
- FAQ: ClientLink
Using the TeamLink™ Portal
- FAQ: TeamLink
CO™ Mobile App
API Access
- FAQ: ConstructionOnline API

Company Reporting

Generate professional, print-ready reports from existing data.

Add a Company Logo or Letterhead to Reports & Documents
Remove or Change an Existing Logo/Letterhead
Save a Report to ConstructionOnline
Create Default Text Blocks
Understanding Smart Document Branding
Edit Company Header and Footer Settings

Employee ScoreCard™

Choose what to Show/Hide on ScoreCard
Change the Time Period for ScoreCard
Mark a Schedule Task Complete After End Date in ScoreCard

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