Knowledge Base
English
Español
UDA Technologies
Contact UDA Support
Español
Financials
Getting Started
Account Settings
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
Company Users
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Invoicing
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
ClientLink/TeamLink Help Articles
ConstructionOnline Mobile App
Back to home
Knowledge Base
Financials
Getting Started
Account Settings
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
Company Users
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
Invoicing
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
ClientLink/TeamLink Help Articles
ConstructionOnline Mobile App
Financials
Estimating, Client Selections, Change Orders, Invoicing, QuickBooks Integration, and Financial Reports
Estimating
Move Estimate Items
Hide Empty Estimate Sections
Getting Started with Estimating
Edit an Estimate Template
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 Estimate Tax Settings
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
Import Selections from Excel
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
Delete Attachments from Selection Choices
Export Client Selections to Excel
See more
Change Orders
Duplicate a Change Order
Revert a Change Order
Create a Change Order
Change Order Status: Draft vs. Pending
Edit a Change Order
Link a Change Order to an Estimate
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
Invoicing
Create Invoices from the Estimate
Create Invoices from Approved Change Orders
Edit an Invoice
Filter Invoices
Sort Invoices
Show/Hide Invoice Columns
Arrange Invoice Columns
Print Invoices
Email Invoices
Delete Invoices
Record Payment for Invoices
See more
Financial Reports
Create Custom Text Blocks
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
ConstructionOnline + QuickBooks Online Integration
Send Invoices to QuickBooks Online
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
Create a Credit Memo
See more
QuickBooks Desktop Integration (Socket)
ConstructionOnline + QuickBooks Desktop Integration
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
Activate an archived Costbook
Delete Costbooks
Archive Costbooks
Update an Existing Costbook
Create New Company Costbooks
Insert Costbook Items into an Estimate
Import New Company Costbooks
Enable Costbook Items for Estimates
See more