ConstructionOnline Knowledge Base
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Using the ClientLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Back to home
ConstructionOnline Knowledge Base
Using the ClientLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Using the ClientLink™ Portal
Add a Selection Choice to a Client Selections Category from the ClientLink™ Portal
Reject a Change Order from the ClientLink™ Portal
Approve a Change Order from the ClientLink™ Portal
Print a Change Order Summary from the ClientLink™ Portal
Login to the Portal
Logout of the Portal
Edit Your Email in the Portal
Edit your Password in the Portal
Edit your Notification Settings in the Portal
Recover your Password for the Portal
View Project Announcements in the Portal
View the Project Team in the Portal
Contact the Project Creator from the Portal
View Project Files in the Portal
View Project Photos in the Portal
FAQ: ClientLink
What is ClientLink?
Do I need to have my own subscription to ConstructionOnline to use the Portal as a ClientLink User?
How do I set up my ClientLink account?
Do I need to request a project invitation myself? (ClientLink)
I can't find my project invitation (ClientLink)
Is there a mobile app? (ClientLink)
How do I contact my builder? (ClientLink)
I don't see my Project in the Portal. What should I do? (ClientLink)
My builder shared plans with me—how do I access them? (ClientLink)
How do I log in? (ClientLink)
I can't remember my login email or password. What should I do? (ClientLink)
How do I reset my password? (ClientLink)
Why can't I access [a specific ConstructionOnline feature or functionality] as a ClientLink User?
How do I upload files and/or photos to the Portal as a ClientLink User?
How do I respond to a Request for Information (RFI) from the Portal? (ClientLink)
How do I change where my notifications go? (ClientLink)
What type of support resources are available for me as a ClientLink User?
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