Knowledge Base
UDA Technologies
Contact UDA Support
Financials
Getting Started
User Profile
Company Employees
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
Scheduling Reports
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™
Redline™ Planroom
Redline™ Takeoff
Reporting
GamePlan™
ScoreCard
Customer Service
SuiteLink
ConstructionOnline Drive
ConstructionOnline Mobile App
ClientLink/TeamLink Portal
Back to home
Knowledge Base
Financials
Getting Started
User Profile
Company Employees
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Financial Reports
QuickBooks Online Integration
QuickBooks Desktop Integration (Socket)
Items Database & Company Costbooks
Communication
Envoy™ Chat
Messages
Inbound Emails
Call Logs
Requests for Information (RFIs)
Submittals
Transmittals
Calendars & Schedules
Calendars
Scheduling
Scheduling Reports
Project Tracking
Daily Logging
To Dos
Punch Lists
Checklists
Time Tracking
Redline™
Redline™ Planroom
Redline™ Takeoff
Reporting
GamePlan™
ScoreCard
Customer Service
SuiteLink
ConstructionOnline Drive
ConstructionOnline Mobile App
ClientLink/TeamLink Portal
Financials
Estimating, Client Selections, Change Orders, QuickBooks Integration, and Financial Reports
Estimating
Create an Estimate
Create a 3-Level Estimate
Import an Estimate from Excel
Edit an Estimate
Duplicate an Estimate
Rename an Estimate
Edit Custom Units
Lock/Unlock an Estimate
Show/Hide Estimating Toolbar
Expand/Collapse a Category or Subcategory
Change an Estimate's Column View
Show/Hide Estimate Columns
Arrange Estimate Columns
Restore Estimate Column Defaults
Set Defaults within an Estimate
Set Classifications within an Estimate
Set Markup Types within an Estimate
Set Classification Markup
Set Company Overhead and Margin in an Estimate
Set Status within an Estimate
Add Resources to an Estimate
Delete Items/Subcategories in an Estimate
Add Notes to an Estimate
Create an Estimate Template
Export an Estimate to Excel
Delete an Estimate
Delete an Estimate Template
See more
Selections
Create a Client Selection Category
Add Selections to a Category
Add Choices to a Selection
Install the Selection QuickPick Add-On
Using the Selection Picker Tool
Edit a Client Selection Category
Edit Selections within a Category
Edit Choices within a Selection
Delete a Client Selection Category
Delete Selections within a Category
Delete Choices within a Selection
Set the order of Client Selection Categories
Set the order of Category Selections
Set the order of Selections Choices
Duplicate a Client Selection Category
Duplicate Category Selections
Enter a Location for Category Selections
Enter Notes for Category Selections
Set Due Dates for Category Selections
Link a Selection Category to a Schedule Milestone
Attach Files to Selection Choices
Add Images to Selection Choices
Send Selection Email Alerts to Clients
Enter Client Selection Payments
Delete Attachments from Selection Choices
Export Client Selections to Excel
See more
Change Orders
Create a Change Order
Change Order Status: Draft vs. Pending
Edit a Change Order
Link a Change Order to an Estimate Subcategory
Attach Files to a Change Order
Add an Image to a Change Order
Add Notes to a Change Order
Add a Time Stamp to Change Order Notes
Approve/Reject Change Orders for Clients
Edit a Change Order's Payment Status
Show/Hide the Change Orders Dashboard
View Change Order Summary
Delete a Change Order
Enter Change Order Payments
See more
Financial Reports
Create an Estimate Proposal
Create a Current Contract Summary
Create an Estimate Notes Report
Create an Estimate Status Report
Create an Estimate vs. Actual Report
Create a Committed vs. Actual Report
Create an Estimate vs. Invoiced Report
Create an Over Budget Report
Create a Request for Quote
Create a Materials List
Create a Purchase Order
Create a Change Order Proposal
Create a Change Order Contract (Fixed Fee)
Create a Change Order Contract (Cost Plus)
Create a Selection Book
Create an All Selections Report
See more
QuickBooks Online Integration
Getting Started with QuickBooks Online Integration
Integrate with QuickBooks Online
Link a Project to QuickBooks Online
Link a ClientLink User to a QuickBooks Customer
Send an Estimate to QuickBooks Online
Send Change Orders to QuickBooks Online
Import Financials from QuickBooks Online
Create Purchase Orders for QuickBooks Online
Credit Memos
See more
QuickBooks Desktop Integration (Socket)
What is Socket?
QuickBooks Desktop Initial Setup
Creating Estimates in QuickBooks
Creating Purchase Orders in QuickBooks
Creating Invoices in QuickBooks Desktop
Connecting to PlanSwift
See more
Items Database & Company Costbooks
Create New Company Costbooks
Insert Costbook Items into an Estimate
Import New Company Costbooks
Enable Costbook Items for Estimates