Empowering construction teams with the best technology, the ConstructionOnline Team continues to roll out updates and enhancements to the industry-leading project management software, delivering greater efficiency, speed, and functionality. Recent developments include -
INVOICING
- Added option to create Invoices from scratch, mirroring the flexibility and ease of use found in Purchase Orders.
ACCOUNT INTEGRATION
- Updated Google Calendar integration to ensure seamless and reliable connectivity following recent changes to Google's API.
NAVIGATION
- Introduced intuitive ribbon toolbars in both Scheduling and Estimating, centralizing key controls and features for greater ease and efficiency.
TIME TRACKING
- Enhanced Time Tracking controls to include time shift limitations.
- Admin Users can now set daily hour limits for time shifts.
- When a user exceeds the set daily limit, both the user and Admins can receive push notifications and email alerts detailing all shifts and total hours, including paid lunches and breaks.
- Note: While this enhancement allows Admins the option to prevent the creation of new shifts after the limit is reached (both in the app and via browser), it does not automatically clock a user out of an ongoing shift. The user has the option to clock out or continue.
COMPANY REPORTING
- New Combined Summary Report introduced for Estimating Reports, offering unparalleled flexibility in analyzing estimate data.
- The report's compound custom breakdown filters allow users to combine multiple criteria for incredibly precise insights into project costs, including -
- Room
- Phase
- Group
- Trade
- Stage
- Classification
- Type
- Resource
- Users can dynamically group their report data by any of these criteria for a clear, organized view, or choose "None" for a consolidated list.
- Users can tailor their output using both Display Columns and Report Options. The Report Options allow users to include -
- Items with No Value Assignment
- Items with Zero Cost
- Grouping Breakdown Table
- Signature Lines
- Flexible print orientation options allow users to generate the report in either Portrait or Landscape mode to best accommodate for included content and columns.
- This new report is easily accessible from all locations where other estimate summary reports are found and mirrors their styling for a consistent and familiar user experience.
- The report's compound custom breakdown filters allow users to combine multiple criteria for incredibly precise insights into project costs, including -
- Added a new wait timer to the Financial Reports section. This prevents issues with report generation by ensuring all financial data is fully loaded before attempting to launch the report settings modal.
- Confirmed that filters are now correctly applied when generating the Lead Overview Report.
CLIENTLINK™ PORTAL
- Ensured that re-adding a previously removed ClientLink User correctly restores their access to Projects.
QUICKBOOKS ONLINE (QBO)
- Implemented new checks when linking Projects and Customers to QuickBooks Online. Should any field exceed QBO's character limits, users will receive a clear warning message indicating the specific field(s) and limit(s), preventing sync errors.
- Verified that single line item Invoices are correctly sent from ConstructionOnline to QuickBooks Online.
WARRANTY TRACKING
- Confirmed that the "Warranty Details" dynamic table loads correctly and consistently.
ONPLAN™ SCHEDULING
- Verified that setting a Contact as an "Editor" or "Viewer" for a Schedule accurately reflects their intended level of access.
ONCOST™ PURCHASING
- Confirmed that payment items created from additional Purchase Order items, Bill items, and Receipt items are correctly sent to QuickBooks Online (QBO).
CO™ MOBILE
- Improved the Newsfeed to display an informational pop-up instead of an error message when users attempt to open deleted items.