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Working with Estimate Templates
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
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Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Back to home
ConstructionOnline Knowledge Base
Estimating
Working with Estimate Templates
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Estimating
Creating OnCost™ Estimates
Essential Guide to Building a Construction Estimate
Create a Blank Estimate
Create an Estimate from a Template
Import an Estimate from Excel
Add a New Estimate Category, Subcategory, or Item
Set Item Defaults within an Estimate
Understanding Company Overhead & Margin
Set Company Overhead and Margin in an Estimate
Markup vs. Margin
Set Markup for an Estimate Item
Set Classifications within an Estimate
Set Classification Markup
Understanding Estimate Tax Settings
Apply Tax to an Estimate Item
Add Resources to an Estimate
Add Attachments to an Estimate Item
Add a Description to a Category, Subcategory, or Item
Add Notes to an Estimate
Set Status within an Estimate
Set Traffic Level of an Estimate Category, Subcategory, or Item
Add a Cost Code to an Estimate Category, Subcategory, or Item
See more
Working with Estimate Templates
Create a New Estimate Template from an Existing Estimate Template
Import an Estimate Template from Excel
Save an Existing Estimate as a Template
Create a Blank Estimate Template
Create an Estimate Template
Favorite an Estimate Template
Edit an Estimate Template
Delete an Estimate Template
See more
Estimating Navigation
Enter/Exit Full Screen Mode within a Construction Estimate
Guide to Using the Estimating Toolbar
Show/Hide the Estimating Toolbar
Expand/Collapse a Category or Subcategory
Show/Hide Empty Estimate Sections
Understanding OnCost™ Estimating Column Views
Change an Estimate's Column View
Move Estimate Columns
Show/Hide Estimate Columns
Restore Estimate Column Defaults
See more
Managing OnCost™ Estimates
Link an Estimate Subcategory to a Change Order
Adjustments vs. Change Orders
Manage Estimate Settings
Edit an Estimate Category
Edit an Estimate Subcategory
Edit an Estimate Item
Move Estimate Categories, Subcategories, or Items
Copy and Paste within an Estimate
Edit Estimate Tax Settings
Edit Custom Estimate Units
Delete Categories, Subcategories, or Items from an Estimate
Rename an Estimate
Export an Estimate to Excel
Duplicate an Estimate
Delete an Estimate
Lock/Unlock an Estimate
Duplicate an Estimate Category, Subcategory, or Item
See more
Financial Reports: Estimating
Understanding Estimate Proposal Presets
Create an Estimate Proposal
Create a Current Contract Summary Report
Generate a Report from the Estimate Toolbar
Create an Estimate vs. Actual Report
Create a Committed vs. Actual Report
Create an Estimate vs. Invoiced Report
Create an Over Budget Report
Create an Estimate Status Report
Create an Estimate Notes Report
Create a Request for Quote
Create a Materials List
Create a Purchase Order Report
See more
FAQ: Estimating
Can a Project have multiple Estimates?
Can ClientLink™ or TeamLink™ Users view an Estimate in ConstructionOnline?
How can I print an Estimate?
Can an Estimate have Options?
How do I send an Estimate Proposal to a client?
Can I add specific phrasing to my Estimate Proposal?
What are Adjustments?
Why aren't my Estimate's Cost Codes showing up in QuickBooks?
Can I lock parts of an Estimate?
Why can't I see the Categories/Subcategories/Items I'm adding to my Estimate?
See more