A commitment to continuous improvement drives every update to ConstructionOnline™. Each release brings targeted enhancements, expanded capabilities, and new features designed to deliver a faster, smarter, and more powerful construction management experience. The latest updates include -
INVOICING
ConstructionOnline's Invoicing now includes advanced Retainage options, empowering users to define, calculate, and invoice for withheld amounts—ensuring accurate billing and full transparency into retained and paid funds.
- Retainage Types - Define how retained amounts are calculated:
- % Percent: Retainage is calculated as a percentage of the current Invoice amount
- $ Flat Dollar: Retainage is set to a fixed dollar amount
- Functionality Highlights - Seamlessly manage Invoicing and reporting:
- Total invoiced amounts now excludes prorated Retainage, ensuring accurate data across reports, estimates, QuickBooks Online (QBO) integration, and other financial tools.
- Retainage can be invoiced independently or as part of running totals for full billing flexibility.
- The Invoice Dashboard now displays Running Retainage alongside Paid amounts, offering immediate insight into retained and collected funds.
- Invoice Details now include a dedicated line for Retainage alongside Invoice Total, Paid to Date, and Outstanding balances.
- Access & Permissions
- Retainage is available for all companies with active ConstructionOnline Business subscriptions.
- To access and utilize this tool, Company Users must have "Can Create, Edit, and Delete" permissions for Invoicing.
✴️ Achieve complete control and visibility over retained funds with smarter, more accurate, and fully transparent billing and reporting.
LEAD TRACKING
- Lead Tag colors now save consistently when set during text-entry creation and display as expected, providing clear visual organization for lead management.
CLIENTLINK™/ TEAMLINK™ PORTALS
- Comments added to Project content from ClientLink and TeamLink portals cannot be broadcast to other ClientLink or TeamLink team members, preserving clear communication boundaries and appropriate information control.
ONPLAN™ SCHEDULING
- Task Groups with subgroups retain their correct order when reordered, delivering a smoother, more organized scheduling workflow.
CLIENT SELECTIONS
- Selections are further optimized for larger datasets, providing faster access to choice information and a more responsive experience when managing extensive selection libraries.
REDLINE™ TAKEOFF
- The Joist Tool is now included in Takeoff Print reports, giving users complete visibility of joist details in their documentation.
MESSAGING
- As recipients, users can create and post Messages in existing Company threads as expected, supporting clear and efficient team communication.
COST CODES
- Cost Code deletion now functions correctly in all appropriate instances, helping teams maintain accurate and organized cost structures across Projects.
FILES
- Image Files in "My Files" now open reliably in the preview modal when double-clicked, providing a consistent and predictable image-viewing experience across the platform.
PROJECT HEALTH
- Estimate value calculations in Project Health are now optimized, improving load speed of Project Scorecards for faster access to project performance metrics.
CHANGE ORDERS
- Multi-line Change Order line item names account for longer text strings to prevent rows from overlapping—creating a cleaner, more organized table display for improved readability.
- View-Only permissions now display Change Order Details appropriately, reserving proper access controls and ensuring table alignment appears as intended.
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