- ConstructionOnline Knowledge Base
- Client Selections
- FAQ: Client Selections
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Projects
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Contacts
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Lead Tracking
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Opportunities
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Estimating
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Items Database & Costbooks
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Client Selections
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GamePlan™
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Daily Logs
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Time Tracking
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Checklists
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To Dos
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Company Reporting
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Files & Photos
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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CO™ Mobile App
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SuiteLink
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ConstructionOnline API
How can a client add their own selections?
Part of what makes ConstructionOnline's ClientLink Portal unique is the ability for construction companies to allow clients to view, approve, track, and create Selection Choices all within one cloud-based location. ClientLink Users with Client Selections permissions set to "Can create Client Selections" have the ability to add Selection Choices from the Portal. Once added, the Selection Choice must be reviewed by a Company User before it can be marked as "Approved" by you or your client.
Step-by-step instructions for clients adding Selection Choices from the Portal can be found here.