ConstructionOnline Publish Report for the Week of May 26, 2025

ConstructionOnline's power, speed, and vision are made possible by UDA's dedication to resolving client requests, enhancing existing features routinely, and introducing new tools often. This week's publish includes - 

CLIENTLINK/TEAMLINK PORTALS

• Introduced the new "All Projects" view for My Agenda in the ClientLink™ and TeamLink™ Portals.
• Confirmed that switching between Projects within the Portals functions as expected. 

COMPANY PROJECTS 

• Added the option to designate an individual ClientLink User as the Primary Client on any given Project. 
  • The Primary Client is selected by default as the Primary Customer when integrating with QuickBooks Online. 
  • The Primary Client populates to relevant ConstructionOnline Reports, including but not limited to Estimate Proposals, Change Order Proposals, Estimate Summary Reports, Punch Lists, Checklists, and more. 
• Users can now include Opportunity Details within Project Templates, further streamlining the process of creating new Opportunities. 
• ConstructionOnline Company Users can search the Company Projects List using the related Project Number. 

OPPORTUNITIES

• ConstructionOnline Company Accounts no longer reference Account Project Limits when a Company User attempts to create an Opportunity or Project Template. 
• Company Users can view and access Pending Opportunities, specifically when selecting a File Upload / Transfer destination. 

PUNCH LISTS 

• New Automated Reminder System introduced for construction Punch Lists
  • Conveniently modeled after the Reminder System previously implemented for ConstructionOnline's Permit Tracking, Insurance Tracking, Requests for Information (RFIs), Submittals, Change Orders, and Client Selections
  • Automated Reminders key off of the Punch List Item "Due Date" 
  • Default Email Templates are provided for the following instances - 
    • Punch List Due Date Upcoming
    • Punch List Overdue
    • Punch List Due Today
  • Users can edit and/or add Email Templates to further customize messages included with scheduled email reminders
  • When setting up Automated Email Reminders for Punch Lists, users can configure multiple components, including - 
    • Email Template
    • Send Type
    • Frequency
    • Duration
    • Internal and CC: / BCC: Recipients

COST CODES 

• Reviewed and verified the accurate and consistent import of two-level Cost Codes. 

ACCOUNTING INTEGRATION

• Enhanced Accounting Integration within Project Estimates to expand access to additional Purchasing options, now including new "Send" features and updated modals for smoother operations. 

CERTIFICATE TRACKING 

• Ensured that changes made to the Certified Resource(s) within a Certification are accurately reflected in the "Certificates" dynamic table. 
• Verified that applying a License to all employees within a Licensed Company automatically adds these Contacts as External Recipients for automated reminders. 

WARRANTY TRACKING 

• Improved the Calendar table view on smaller screens, ensuring that Service Appointment Names are displayed in full. 

DAILY LOGGING 

• Confirmed that Advanced Daily Logs that use Schedule Task data correctly process and display dates in accordance with the user's chosen Date Format - 
  • DD/MM/YYYY
  • YYYY-MM-DD

ONGUARD™ PERMIT TRACKING 

• Expanded the functionality of Permit Tracking Reports with the option to include more data when Printing Permits, allowing users to -  
  
  • Select Project(s) 
    
    • All Projects or an individual Project 
  • Select Permit(s) 
    • All Permits or an individual Permit
  • Select Sort Type
    
    • Expiration Date 
    • Permit No. 
  • Select Filter Preferences
    
    • Permit Status 
    • Permit Type
    • Responsible Contact 
    • Permit Date

TO DOS

• Added the option to export To Dos to Excel.