Knowledge Base
UDA Technologies
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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
ConstructionOnline Mobile App
ClientLink/TeamLink Portal
Back to home
Knowledge Base
Reporting
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
ConstructionOnline Mobile App
ClientLink/TeamLink Portal
Reporting
Financial Reports, Communication Reports, Project Tracking Reports, Schedule Reports, ScoreCard, and GamePlan
Add a Logo/Letterhead to Reports and Documents
Remove or Change an Existing Logo/Letterhead
Save a Report to ConstructionOnline
Create a Project Team Report
Create a Project Summary Report
View Company History Log
GamePlan™
What is GamePlan?
Create a GamePlan Email
Manage GamePlan Settings
Create a Quick GamePlan
Print a GamePlan Report
Delete a GamePlan
See more
ScoreCard
Choose what to Show/Hide on ScoreCard
Mark a Schedule Task Complete After End Date in ScoreCard
Change the Time Period for ScoreCard
