Engineered to provide the industry’s best ROI, UDA continually invests in its clients success through regular updates & new features added to the award-winning construction management software, including -
RFIs
- Added a new RFI Reminder system which can be accessed from the “Reminder Settings” option within the three-dot action menu. The new RFI Reminder system is similar to the one implemented for the Permit Tracking and Insurance & Certificate Tracking features where users can:
- Manage Email Templates - ConstructionOnline provides three default email templates for RFIs that are Overdue, with a Due Date Upcoming, or Due Today; however, companies can use this feature to create and manage an unlimited number of email templates that they wish to be associated with RFIs.
- Users can customize email templates using the provided text styling/formatting options, add links, and select from additional variable functions which allow companies to insert variables for Contact Name, RFI Number, RFI Subject, Project Name, and/or Due Date in order to expand the utility of the email template. The variable fields will be replaced with the specific information for the RFI and email recipient.
- Users may alter the default email templates. Default email templates can be restored to their original settings at any time.
- Set Up Automated Reminders - Users can set up automatic emails that will be sent for open or overdue RFIs. The Status, Email Template, Send Type, Frequency, and Duration can be customized.
FINANCIAL REPORTS
- Added the ability to “Include Items with Zero Adjusted Cost” on the Estimate vs. Actual Report
COMPANY PROJECTS
- Added the ability to duplicate Active Projects from the Company Projects table
- Archived Projects may not be duplicated.
MISCELLANEOUS
- Added the ability to access Default Text Block settings from the Company Settings category of the Company Dropdown Menus
QUICKBOOKS INTEGRATION
- Added enhanced backend checkers and error logging for the QuickBooks Online integration as a foundational step for quicker troubleshooting
CALENDAR
- Verified Lead Events that have been marked as Complete display as such on the Company Calendar
ONCOST™ ESTIMATING
- Confirmed the Current Cost Basis Estimate cost calculates correctly on client-facing estimates
LEAD TRACKING
- Ensured Lead Event times are congruous on the Lead Calendar and within the Lead Details modal
- Verified Lead Events appearing on the Lead Activity timeline accurately display Lead Event Reminders in all instances
CO™ MOBILE
- Verified Message signatures format consistently in all instances