Well-known for providing consistent 5-star Customer Service, Support, & Training, UDA Technologies continues to demonstrate a dedication to customer success by delivering additional resources to the ConstructionOnline™ Knowledge Base. Currently, the CO™ Knowledge Base provides over 900 step-by-step articles & help guides to support the successful adoption of ConstructionOnline™ by construction companies around the world.

Users can access the CO™ Knowledge Base from the Help Button in ConstructionOnline™ or from the Support & Education page on the company’s website. New resources & pertinent updates are published regularly to the Knowledge Base, which is maintained by UDA’s experienced team of Product Specialists.

New & Updated Articles:

• Import an Estimate Template from Excel
  Quickly & efficiently import Estimate data to create reusable Estimate Templates in ConstructionOnline™
  
  
• Create an Estimate Template
  Improve efficiency and accuracy with standardized construction estimates powered by ConstructionOnline’s OnCost™ Estimating & Company Template options.
  
  
• Approve a Selection Choice for a Client
  Speed up the Selections approval process by accepting a Selection Choice on behalf of a client.
  
  
• Enter a Location for a Selection
  Keep Client Selections organized by adding a specific location for each Selection in ConstructionOnline™
  
  
• Understanding Estimate Tax Settings
  Learn how to customize tax settings for each individual ConstructionOnline™ OnCost™ Estimate.
  
  
• Edit Estimate Tax Settings
  Manage Estimate taxes for your ConstructionOnline™ OnCost™ Estimate.
  
  
• Apply Tax to an Estimate Line
  Apply taxes from Estimate Tax Settings to individual Estimate Lines.
  
  
• Markup vs. Margin
  Understand the difference between markup & margin for more accurate estimates with ConstructionOnline’s advanced financial tools for construction.
  
  
• Understanding OnCost™ Estimating Column Views
  ConstructionOnline™ provides multiple default column views for OnCost™ Estimates to support the best financial workflows for every phase of construction.
  
  
• Save an Existing Estimate as a Template
  Repurpose existing construction Estimate structures for repeated use using ConstructionOnline’s Estimate Templates options.
  
  
• Create a New Estimate Template from an Existing Estimate Template
  Generate new Estimate Templates from existing Estimate Templates to increase the efficiency & accuracy of construction projects.
  
  
• Create a Blank Estimate Template
  Build a new Estimate Template from scratch with ConstructionOnline™
  
  
• Edit a Selection within a Category
  Manage Selection details within ConstructionOnline’s industry-leading Client Selections tool.
  
  
• Export Client Selections to Excel
  Quickly pull construction Client Selections data into Excel spreadsheets using ConstructionOnline™
  
  
• Set Due Dates for Selections
  Avoid delays to construction projects by assigning Due Dates for Client Selections within ConstructionOnline™
  
  
• Duplicate a Selection Choice
  Experience seamless construction Selections creation with ConstructionOnline’s duplicate Client Selections option.
  
  
• Duplicate a Selection
  Easily replicate the Selections construction clients love within ConstructionOnline™
  
  
• Duplicate a Client Selections Category
  Create a copy of Client Selections Categories for repeated use in ConstructionOnline™
  
  
• Delete Selections within a Category
  Remove Selections from Client Selection Categories with ease in ConstructionOnline™
  
  
• Delete a Client Selections Category
  Remove unwanted Selection option sets with ease using ConstructionOnline™
  
  
• Delete Choices within a Selection
  Quickly & easily remove Selection Choices from ConstructionOnline™
  
  
• Edit Order/Delivery Status for Selection Choices
  Update the Order & Delivery Dates and/or Status for ConstructionOnline™ Selection Choices.