New 'Primary Client' Designation Streamlines Accounting & Project Documentation

UDA Technologies is excited to announce a powerful new update to ConstructionOnline, the industry's leading construction project management software. With the introduction of the Primary Client designation for Project Teams, construction professionals can now designate any individual ClientLink Contact as the Primary Client for a project - streamlining operations across accounting, reporting, and documentation. 

This latest enhancement delivers significant benefits to users by unifying client-related data throughout ConstructionOnline and integrated platforms like QuickBooks™ Online. By centralizing the identity of the Primary Client for each project, teams can save time, reduce errors, and improve clarity across critical touchpoints. 

Key Benefits of the Primary Client Designation

♦ Seamless QuickBooks Online Integration

For companies utilizing ConstructionOnline's integration with QuickBooks Online, the Primary Client designation ensures that the selected contact is automatically assigned as the QuickBooks Primary Customer for that project - simplifying invoicing, syncing, and financial reporting. 

♦ Automated Report Population

Primary Client contact details are now automatically included as the singular contact on a wide variety of ConstructionOnline Reports, such as:

• Estimate Proposals
• Estimate Summary Reports
• Change Order Proposals
• Punch Lists, Checklists, and more.

♦ Template & Project Duplication Compatibility

Companies can now incorporate the Primary Client designation into Project Templates and/or retain it when duplicating existing projects, helping to maintain consistency and efficiency across company workflows.

♦ Enhanced Project List Visibility

In the dynamic Company Projects table, the Primary Client can be displayed directly within the table view or included in Excel exports of the Company Projects List - offering increased visibility and easy access to essential client information across multiple projects. 

This new functionality reflects the ConstructionOnline Team's continued commitment to delivering smart, streamlined solutions for construction professionals. By reinforcing consistency across project data and integrated systems, the Primary Client designation supports construction companies using ConstructionOnline in building stronger client relationships and operating with greater precision. 

To learn more about ConstructionOnline's project management solutions, visit www.constructiononline.com or contact the ConstructionOnline Team by live chat, email, or phone.