ConstructionOnline Knowledge Base
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Contacts
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: 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
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: 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
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
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ConstructionOnline Knowledge Base
Contacts
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: 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
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: 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
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Contacts
Essential Guide to Contacts in ConstructionOnline™
Public vs. Private Contact Details
Add New Contacts
Import Contacts
View a Contact's Projects
View a Contact's History
Edit a Contact
Bulk Edit the Properties of Multiple Contacts
Convert a Contact to a Lead
Export Contacts to Excel
Delete a Contact
Bulk Delete Multiple Contacts
Hide Leads in your Contacts List
ClientLink™ and TeamLink™ Contacts
Add ClientLink™ and/or TeamLink™ Users to Projects
Manage ClientLink™ and/or TeamLink™ Permissions
Send Project Invitations to Clients and Subcontractors
Preview the Portal
View a ClientLink/TeamLink User's Last Login
Remove a ClientLink or TeamLink User from a Project
See more
FAQ: Managing ClientLink and TeamLink Contacts
What are ClientLink™ and TeamLink™ Contacts?
Do I need to manually send project invitations to my clients/subs?
My client/sub says they can't find their project invitation. How do I re-send their project invitation emails?
I accidentally put in the wrong email when setting up my client or sub's account. How can I fix this?
What is the difference between a Contact's Public and Private Details?
Can I change my client or sub's contact information?
Can I reset my client or sub's password?
Can I customize what my clients and subs are able to view and do in the Portal?
How do I see what my client/sub sees?
I'm previewing the Portal, why can't I see [a specific ConstructionOnline feature, item, or functionality]?
Why can't my client/sub view photos in the Photostream?
Can I change my client or sub's notification settings?
I accidentally added my client as a TeamLink Contact. Can I convert it?
What support resources are available for my clients and subs with ConstructionOnline?
What should I do if I still have questions about managing my company's ClientLink/TeamLink Users?
See more