How can I create a Costbook?

ConstructionOnline provides three ways for you to create new Costbooks:

1. Navigate to the Company Dropdown Menu located in the top right corner of ConstructionOnline. 
2. Within the Financial Settings category, choose "Company Costbooks". 
3. From the Costbooks pane, click the green (+) Add New Costbook button. 
4. From the dropdown menu, select the way you wish to create a new Costbook: 
   1. Import Costbook - If choosing to import a new Costbook, start with Step 5 in the Import New Company Costbooks article linked here.
   2. Create Blank Costbook - If choosing to create a Costbook from scratch, start with Step 4 in the Create New Company Costbooks article linked here. 
   3. Create From Estimate - Choosing this option allows you to create a Costbook from any existing Estimate or Estimate Template in ConstructionOnline.
      1. Within the "Create New Costbook from Estimate" window, select: 
         
         1. Estimate - All Estimates and Estimate Templates will appear within the dropdown menu. 
         2. Costbook Name - By default the Costbook Name is set to "[Estimate Name] Estimate Costbook", but this can be modified. 
         3. Then, select from the following additional options: 
            
            ☑️ Auto-generate costbook links for items in the selected estimate 
            ⬜ Overwrite existing costbook item and assembly links 
5. Upon completion, the new Costbook will appear within the Costbooks pane. 

Please note this video tutorial only shows how to create a new Costbook via import. 

Click here for more frequently asked questions (FAQs) regarding ConstructionOnline's Items Database & Costbooks.