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Overview and Setup

Dashboard

The update icon

CoConstruct is designed to make sure that nothing gets missed and that one person on each project is staying on top of all the changes or interactions. By allowing only one person to clear updates, you will always have someone on your team who has re ...

CoConstruct Setup Guide

As your dedicated team at CoConstruct, we've helped implement and support builders of all sizes, all over the world, and we're excited to help you along the path to success! While you're setting up your new account, you'll have a coach working close ...

Clearing updates

Seeing the green "Updated" icons throughout the CoConstruct site is a good thing. It means that people are talking, clients are making selections, and that you've got free flowing communication on your project. But, once you have read and addressed t ...

What is the difference between viewing "All Projects" and "My Projects"?

On your CoConstruct dashboard, you can filter the projects that you see with the drop down at the top of the page.   In addition to letting you choose from your project groups, you will use this to filter between "All Projects" and "My Projects."   A ...

How do I switch between a simple and a detailed view for my dashboard?

You can pick and choose between two different views of your projects for your main CoConstruct dashboard. There's a simple and a detailed view, which will let you choose between a high level overview of all of your projects or a page-by-page breakdow ...

What tasks will show up on my dashboard?

On the right side of your CoConstruct dashboard, you'll find a list of My Tasks. My Tasks will include any tasks to which you have been assigned (schedule, to-dos, warranty or contact activities), which have not yet been completed.   Filtering My Tas ...

What do the different colored numbers on the dashboard indicate?

On your dashboard, you will see various green and red icons to call your attention to important information for your projects. Red indicates overdue items and green indicates items that have been updated. The numbers that you see within each color ...

What are project groups and how can I use them?

What are project groups? Project groups put you in control of organizing your jobs in CoConstruct. While you can sort and report on projects in different ways, such as by status or by the person who could clear updates, you occasionally need somethin ...

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Mobile App

What do I need to tell my trade partners about accessing the mobile app from their phones?

What can trade partners do with the mobile app? Trade Partners can do almost everything in the mobile app that they can on the full site, including: Checking their assigned to-do, warranty, and schedule items on a project Confirming schedule assignm ...

What do I need to tell my clients about accessing the mobile app from their phones?

What do I need to tell my clients about the mobile app? Let them know the app is there, and that they can search for and install "CoConstruct" in the App Store or Google Play to get it on their mobile device. Tell them to use the app when they need ...

Mobile app overview

How to get CoConstruct’s Mobile App CoConstruct’s mobile app is available for Android and Apple devices.  You can download the mobile app with the links below, or by searching for "CoConstruct" in the Google Play and App Stores.                Notif ...

Can I access the full CoConstruct website from my phone?

Yes, you can access the regular CoConstruct site from your phone's browser! On iPhone and Android devices, you can of course opt to use CoConstruct's mobile app instead of the full website. For a list of the differences between the full website and C ...

What settings do I need to have in place to access the mobile app from my phone?

To ensure you have the proper settings in place to access the mobile app from your iPhone: Go to Settings > Safari. Ensure that "Block All Cookies" is off.   To ensure you have the proper settings in place to access the mobile app from your Andr ...

How does the mobile app differ from the main CoConstruct website?

The mobile app allows you to utilize most of the same functions from the main CoConstruct site. Available Features Here is a breakdown of what you can access and do within the mobile app: Task Manager View, edit, and complete your tasks in one place ...

How can I upload photos to a project from my phone?

Sharing the latest project photos with your clients has never been easier. Send progress pictures in seconds right from your phone, before ever leaving the job site.  Via the mobile app If you're using a smartphone or tablet with the mobile app, simp ...

How do I access the mobile app for my phone?

The CoConstruct mobile app works on iPhone, iPad, and Android devices. Here's how you can get it. Install the mobile app Simply head to the App Store (Apple users) or Google Play (Android users) for a fast and easy way to download the CoConstruct ver ...

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QuickBooks

Including markup amounts in budget actuals for QuickBooks Online

In QuickBooks Online, you are able to specify markup amounts on the bills and payments that you enter. When you go to invoice the billable expense to your client, your markup will be included on the invoice alongside the original expense as an additi ...

How do I push an invoice to QuickBooks?

CoConstruct makes it a breeze to integrate your invoicing with your project management. If you are excited to use CoConstruct's invoicing, but still want to use QuickBooks to manage your accounts receivable and enter payments without upending your es ...

Configuring QuickBooks Online settings for budget actuals

If you're retrieving your budget actuals from QuickBooks Online Plus, you will want to make sure you're tracking these job costs with your products and services. There are a few important settings that you may need to configure on the QuickBooks side ...

How do my Xero invoices account for GST or other taxes?

When you create an invoice in Xero from a CoConstruct change order, you will see a column for "tax rate" on your Xero invoice. Xero will use the default tax rate set for the revenue account that you are using with CoConstruct. If you need to accou ...

Importing/exporting an estimate or budget

  Importing an Estimate or Budget You can import financial data to your projects on the Estimate tab of the Financials page. To do this, click the "Import" button at the top of your estimate and follow the instructions in the prompt: Download the C ...

QuickBooks Web Connector Troubleshooting

When you run your Web Connector, the status next to CoConstruct Accounting Service should read "Connection Closed".  If you're seeing a red error message there, please contact our Support team at 800-213-3392 option 2 or support@co-construct.com with ...

QuickBooks Troubleshooting - Client Payments

When an account is linked with QuickBooks, but doesn't seem to be pulling in or updating Client Payments, there are a few steps that you can take to troubleshoot the issue.   In QuickBooks, confirm that the payment is recorded as a "Payment" or "Sal ...

QuickBooks Troubleshooting - Budget Actuals

When an account is linked with QuickBooks, but doesn't seem to be pulling in or updating Budget Actuals, there are a few steps that you can take to troubleshoot the issue.   In QuickBooks, confirm that the project costs are recorded under the "Items ...

Setting up QuickBooks Desktop

Setting up a New Company File Setting up Accounts Setting up Vendors Setting up Employees Setting up Customers Setting up Items Setting up Payroll Items   Setting up a New Company File If you're starting from the beginning with QuickBooks or starting ...

How can I create a progress invoice for my clients in QuickBooks?

If you’re using the integration with QuickBooks you can quickly create progress invoices from the estimates you’ve built out in CoConstruct. Remember, however, that you can create progress invoices from your estimates (fixed price) or budget actuals ...

What if I don't have a default tax rate?

QuickBooks Online When setting up your integration settings for QuickBooks Online, you may be asked "What tax rate do you use on transactions in QuickBooks?" If you're seeing this setting, then you currently have your QuickBooks Online account set u ...

How do I get my accounting codes into the system?

To add your accounting code information into CoConstruct, any admin user on your account can go to Settings > Accounting Integration from the Main Menu. From there, click on the "Accounting Codes" tab to view your list. You have a few different o ...

What default tax rate should I use for QuickBooks Online?

If your QuickBooks Online account is configured to track sales tax such as Goods and Services Tax (GST) or Provincial Sales Tax (PST), you will need to specify the default tax rate for CoConstruct to use for any estimates, invoices, or bills (from yo ...

What happens when I push Time to QuickBooks?

Any time you're pushing your Time entries to QuickBooks, CoConstruct will push all the "approved" entries that fit the current filter you’ve set on the Time Clock. Entries that have already been pushed to QuickBooks will not be pushed again. As long ...

Labor Actuals - QuickBooks Online Setup

In order to start pulling labor actuals from QuickBooks Online, you will first need to make sure you have set up the QuickBooks integration.  If you have not set up your integration yet, you can find more information on that process here. CoConstruct ...

Labor Actuals - QuickBooks Desktop Setup

In order to start pulling labor actuals from QuickBooks Desktop, you will first need to make sure you have set up the QuickBooks integration.  If you haven’t set up your integration yet, you can find more information on that process here.  CoConstruc ...

Setting up accounting integration with Xero

At CoConstruct, we want to make it easy to set up accounting integration between your CoConstruct account and your Xero account. This article includes both a video walking you through the setup process, as well as step-by-step written directions to m ...

Importing Accounting Codes to QuickBooks

CoConstruct can automatically "pull" codes from QuickBooks, but there's no way for us to "push" codes from CoConstruct to get them into QuickBooks. The below article and videos will provide step-by-step instructions on how to import your accounting c ...

Set up your Push Time to QuickBooks

You’ll need to set up a few things in your account before you can push time entries to QuickBooks, but CoConstruct makes it easy by walking you through the process. Keep in mind, only an Admin user will have the correct permission to set up the conn ...

Pulling budget actuals from QuickBooks

With your CoConstruct account linked to QuickBooks, you can automatically pull in all of the actual costs for your projects where you are tracking the budget in CoConstruct. By letting your project management system and your accounting system work ha ...

Requirements to Push Time to QuickBooks

Pushing your time from CoConstruct to QuickBooks requires that you have linked your account with a compatible version of QuickBooks Online or Desktop.   Permissions Admin users: Are the only users who will have the correct permission to set up the c ...

Exporting an estimate to QuickBooks

Once you've built your estimate in CoConstruct, pushing that into your accounting system is only a few clicks away!   What software is supported for this feature? QuickBooks Desktop: Desktop versions of QuickBooks that have connected to CoConstruct w ...

Accounting Codes Overview

Summary: This article will give an overview of what accounting codes are and the importance of their roll within CoConstruct.   What are accounting codes? The accounting codes are the basis for job costing in CoConstruct and will carry through the fi ...

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Setup

Communicating with trade partners - Setup

Communication with your trade partners can take place in a few places within CoConstruct. You can send comments through Bids, Purchase Orders, To-Dos, Selections, Schedule tasks, and Warranty items and you can assign tasks on the To-Do, Schedule and ...

What are the different project phases?

Prospect Active Warranty Archived How can I update the phase of my project?  Prospect You can set up and use CoConstruct projects with your prospects or potential customers. These let you show off the system to interested leads before you land t ...

Getting Started with CoConstruct Estimating

Webinar originally held 11/27/19. ...

What is the best way to set up a new project, so that my schedule and spec/selection milestones match up?

When setting up a new project, the key to syncing up your schedule and your Specs & Selections page is to associate your selection deadlines with the milestones in your schedule. If you are copying items from a Spec/Selection Template and your sc ...

How can I use CoConstruct as a sales tool?

What sets you apart from your competitors? Do you have something that will "wow" potential clients the first time you talk with them? Using CoConstruct in your sales presentation will grab the attention of potential customers and will assert your com ...

Is CoConstruct compliant with the General Data Protection Regulation (GDPR)?

For customers in the European Union and United Kingdom, CoConstruct is compliant with the General Data Protection Regulation (GDPR) legislation. Here is a list of how we ensure compliance with the GDPR for customers in the EU or UK: All of our vendo ...

How do I get a copy of my project's data?

To download the data from a project, go to the Main Menu > Settings > Account and pull up the "Other Settings" tab. There you can specify the project and the type of data you want to download. Your project data will be placed into a ZIP archi ...

How do I delete a project?

To remove a project from the Active, Prospect, or Warranty list, we simply archive the project with the following steps: From the Main Menu, click on the project name Go to the Setup page for the project from the top navigation menu Change the proje ...

How do I search my projects for key information?

CoConstruct's project search functionality lets you quickly and easily reference important details, conversations, and info for your projects in CoConstruct. Without bouncing around to multiple pages or worrying about remembering exactly where someth ...

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Fill out the form to get access to a full demo video now + a designated CoConstruct expert to answer all your questions.

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Questions? Please read our full privacy policy.

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