UDA Technologies continues to expand ConstructionOnline™ with ongoing enhancements, performance refinements, and powerful new tools designed to support smarter workflows across every phase of construction management. This week’s updates introduce new sales reporting capabilities, improved scheduling performance, and additional key refinements across the platform.
SALES MANAGEMENT
New! Sales Dashboards for Leads & Opportunities
ConstructionOnline now includes new TrueVision™ Sales Dashboards for Leads and Opportunities, giving teams a dynamic new way to evaluate pipeline performance and sales progress over time.
These dashboards provide a macroscopic view of key sales activity—helping users identify trends, measure outcomes, and make more informed decisions throughout the sales lifecycle.
Dashboard insights include:
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New Leads and Opportunities created month over month
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Pipeline distribution by stage, status, and source
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Closed-won and closed-lost value comparisons over time
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Top-performing leads, opportunities, and sales reps by total value
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Activity tracking across events, notes, messages, and call logs
Availability
As part of TrueVision Business Intelligence in ConstructionOnline, new Sales Dashboards are included with active ConstructionOnline subscriptions at Business and Enterprise levels.
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For all other subscription plans, Sales Dashboards are available as a
Per-Company Add-On.
BID TRACKING
- Bid submissions now support consistent account attribution in shared-browser environments. When multiple accounts are logged into active sessions within a single browser instance, submitting a bid will automatically log other sessions out to ensure bid submission data is saved under the correct user account.
- Best Practice Recommendation: Users accessing ConstructionOnline in shared-browser environments should consistently "log out" of their accounts when ending their active session.
PROJECT TEMPLATES
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Company Users may now assign a Project Color directly to Project Templates, supporting clearer visual organization when creating new projects.
MEETING MINUTES
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Users can now update the repeating Date and Time of existing recurring meetings, providing greater flexibility when managing long-term meeting schedules.
AGENDA VIEW
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The Calendar widget consistently loads all correct events whenever accessed, ensuring accurate schedule visibility across all date ranges.
REDLINE™ PLANROOM
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The Symbol tool performs reliably during markup workflows, ensuring accurate placement for clearer takeoff and documentation.
ONCOST™ PURCHASING
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Removing tags from the Custom Tag menu now applies consistently across all associated Purchasing records, including Purchase Orders, Bills, Receipts, Payments, and other financial items.
ONPLAN™ SCHEDULING
Additional scheduling optimizations improve performance and reliability across connected workflows, including:
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Faster schedule importing
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Reliable loading of linked To Dos within Scheduling
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Consistent synchronization of linked To Dos within the To Dos feature
NAVIGATION
Dynamic tables across multiple areas of ConstructionOnline populate completely upon initial load, delivering a smoother and more responsive user experience.
Enhanced table behavior applies to:
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Bid Tracking
- Bid Packages
- Bidders
- Sales Management
- Leads
- Opportunities
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