How can I create a Costbook?

ConstructionOnline provides three ways for you to create new Costbooks:

Navigate to the Company Dropdown Menu located in the top right corner of ConstructionOnline.
Within the Financial Settings category, choose "Company Costbooks".
From the Costbooks pane, click the green (+) Add New Costbook button.
From the dropdown menu, select the way you wish to create a new Costbook:
1. Import Costbook - If choosing to import a new Costbook, start with Step 5 in the Import New Company Costbooks article linked here.
2. Create Blank Costbook - If choosing to create a Costbook from scratch, start with Step 4 in the Create New Company Costbooks article linked here.
3. Create From Estimate - Choosing this option allows you to create a Costbook from any existing Estimate or Estimate Template in ConstructionOnline.
  1. Within the "Create New Costbook from Estimate" window, select:
    1. Estimate - All Estimates and Estimate Templates will appear within the dropdown menu.
    2. Costbook Name - By default the Costbook Name is set to "[Estimate Name] Estimate Costbook", but this can be modified.
    3. Then, select from the following additional options:
      
      ☑️ Auto-generate costbook links for items in the selected estimate
      ⬜ Overwrite existing costbook item and assembly links
Upon completion, the new Costbook will appear within the Costbooks pane.

Please note this video tutorial only shows how to create a new Costbook via import.

To view a visual flowchart of the Costbook creation process in ConstructionOnline, visit our Costbook Creation Workflow!