Create New Transmittals in the ConstructionOnline™ Mobile App

Send and document transmittals on the go

BACKGROUND

Transmittals in ConstructionOnline provide a formal, trackable method for sending project information—such as drawings, documents, instructions, or material details—to other project stakeholders. Each Transmittal documents who sent what, to whom it was sent, why it was sent, and what actions are required, helping maintain a clear and reliable communication record. 

HOW TO CREATE TRANSMITTALS IN CONSTRUCTIONONLINE MOBILE 

1. Open the ConstructionOnline Mobile App on your device.
2. Click Transmittals under the Communication section in your Tools dashboard. 
   
   
3. Select the desired Project from your Projects list. 
   1. This will display all Transmittals associated with the selected Project. 
4. Press the orange (+) button in the bottom right corner of your screen.   
5. This will open the "New Transmittal" window where you can enter information about the Transmittal, including - 
   1. Details 
      1. To: Specify the Contact(s) to whom you want to send the Transmittal. This field is required.  
         
         1. Add CC Recipients: Add Contact(s) to be carbon copied on the Transmittal.
      2. Subject: Give the Transmittal a title. 
      3. Notes: Add any instructions or relevant information. This field is required. 
      4. Number: The number assigned to the Transmittal for organizational purposes.
         
         1. ConstructionOnline assigns a sequential number by default, reflecting the total number of previously created Transmittals. However, the number can be changed or deleted.
      5. Trade: Select the relevant trade.
      6. Cost Code: The relevant Cost Code. This field cannot be modified.
      7. Cost Impact: Describe any potential cost impact associated with the Transmittal. 
         1. By default, ConstructionOnline has the "To Be Determined" box selected. This is useful when the cost impact is unknown.
      8. Make Private: Toggle to restrict visibility of the Transmittal to the added Contact(s).
      9. Submitted for: Choose the purpose(s) of the Transmittal. 
      10. Actions as noted: Specify the action(s) requested or status applied. 
   2. Files & Photos: Upload any attachments pertinent to the Transmittal.
6. Click either the “Create Transmittal” button or the “Create & Send Emails” button. 
   1. Selecting the “Create & Send Emails” button will send emails to the Assigned Resource(s). 

ADDITIONAL INFORMATION

• Subscription Level: ConstructionOnline's Transmittals feature is available for all Commercial, Specialty & Subs, Multi-Family, and Enterprise active  ConstructionOnline subscriptions. 
  • Submittals & Transmittals are also available as a Per-Company Add-On for all other plans. 

• Permissions: 
  
  • Company Users must have "Can Create, Edit, & Delete" Transmittals permissions to create new Transmittals. 
  • ClientLink™ / TeamLink™ Users must have Transmittals permissions enabled to create new Transmittals.

HAVE MORE QUESTIONS? 

• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.