When logging into ConstructionOnline as a Company Employee, the view shown above will be the first page you see. Each section is broken down as follows:
- Company - This section includes the Company Overview, Company Calendar, GamePlans, Scorecard & Reporting, Time Tracking, and Company Contacts. With the ConstructionOnline Company Overview feature, you can see how your entire business is performing by viewing your recent financial data, schedules, communication and more.
- Sales Management - From the Sales Management section you can access your Lead Pipeline, Lead Calendar, Lead Call Log, Opportunities, and Sales Management Reporting Tools.
- File Management - File Management provides a centralized location for all your Company Files and Personal Files, such as permits, insurance documentation, forms, and more.
- Favorites - Need to access specific Projects frequently? Saving a Project as a Favorite will allow the Project to appear in this section for quick and easy access.
- Projects by Type - All Active Company Projects are shown here, organized by the Project Type field.
- +New & Contact Bubble
- +New - Ready to create a new Project, Contact, Document, etc.? Clicking on the +New button will show a variety of options based on the current visible page.
- Contact Bubble - All active Company Employees will be listed here. For Administrators, the pages that each user on will be visible when hovering over the Bubble.
- Feature Tabs - Across the top of ConstructionOnline, the Feature Tabs allow you to easily navigate through the numerous features offered; such as: Estimating in Financials, Daily Logging in Project Tracking, and much more.
- Company Dropdown Menu - From the Company Dropdown Menu you can edit your profile, permissions, notifications, Public Profile, and more!
TIPS AND TRICKS
- ConstructionOnline has numerous right-click menus throughout the platform - if you're looking to easily edit an RFI or change a Schedule Task, try right-clicking!
For additional information about getting started in ConstructionOnline, contact UDA Technologies at 800-700-8321.