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Using the TeamLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
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
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
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
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
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ConstructionOnline Knowledge Base
Using the TeamLink™ Portal
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
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
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
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
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
Using the TeamLink™ Portal
View To Dos in the Portal
View the Project Timeline in the Portal
View the Project Calendar in the Portal
View the Project Schedule in the Portal
View GamePlans in the Portal
View Punch Lists in the Portal
View Checklists in the Portal
View Daily Logs in the Portal
Create new Daily Logs in the Portal
Client Selections in the Portal
Change Orders in the Portal
Requests for Information in the Portal
Transmittals in the Portal
Submittals in the Portal
Project Plans in the Portal
Project Messages in the Portal
Duplicate a Checklist Item and Item Issue in the Portal