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Share, Copy, or Move
Sales Management
Lead Tracking
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Estimating
Selections
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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
User Profile
Company Employees
Cloud Integrations
Company Public Profile
Company Cost Codes
Projects
Contacts
ClientLink & TeamLink
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Sales Management
Lead Tracking
Opportunities
Financials
Estimating
Selections
Change Orders
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
