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 wi ...

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 ...

Syncing client payments with your accounting software

Once your accounting software is linked to CoConstruct, you can set the system to automatically look for payments on that invoice so that you can avoid questions from your clients about things like "how much have I paid?" With synced payment informat ...

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.   The client payment is logged in QuickBooks I set up customers with jobs/pro ...

What are the differences between accounting integration default settings and project settings?

In your accounting integration settings (Settings > Accounting > "Integration" tab), you will be asked to set default behavior for some or all of the following CoConstruct accounting integration features: Budget Actuals (QuickBooks Desktop &am ...

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 ...

Creating invoices from change orders

***Supported Versions of Accounting Software*** With CoConstruct linked to your accounting system, you can generate invoices automatically from any fully-approved change orders or variations. This video will walk you through the process. You can also ...

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 ...

Who are we using to power payments?

Client Payments Client Payments CoConstruct has partnered with Stripe for managing payments.  As you invoice your clients, you can provide them the option to pay electronically with either ACH bank transfers or credit cards.  Clients paying invoices ...

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 ...

Why does CoConstruct link to my items instead of the Chart of Accounts?

QuickBooks allows you to enter expenses directly to your Chart of Accounts through journal entries or bills, checks and expenses. In order for your budget actuals to come into CoConstruct however, expenses must be entered using your Item List (QuickB ...

Passing Fees to Clients

As you look to accept payments from clients via CoConstruct, keep in mind any local or state laws dictating how transaction fees should be handled.  Some US states and local municipalities prohibit fees charged to consumers who use credit cards (surc ...

Setting up accounting integration with QuickBooks Online

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

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 ...

Connecting Client Payments to QuickBooks

Look through the quick steps below to ensure that payments made through CoConstruct end up in your QuickBooks.* SETTING UP RECEIVING PAYMENTS DEPOSITING FUNDS MY PAYMENTS WON'T PUSH SETTING UP When setting up your integration with QuickBooks, you are ...

Setting up accounting integration with QuickBooks Desktop

This video will walk you through the main steps of the setup process to link your CoConstruct account with QuickBooks Desktop. You can also review the written step-by-step directions below. Overview Configuring Web Connector Linking QuickBooks to y ...

Requesting Payments for Invoices

Get your clients to pay invoices directly through CoConstruct in a few simple clicks.* First, set up an account with Stripe.  You'll need to integrate your CoConstruct account with Stripe in order to process these payments.  Stripe offers a secure an ...

What can I do with CoConstruct linked to my accounting software?

When you link your CoConstruct account to your accounting software, you'll still be able to take advantage of all the usual ways in which CoConstruct can help you communicate effectively, organize your business, and tackle projects in a smart and pow ...

Setting up to Receive Client Payments

Ready to start receiving payments from your clients through CoConstruct?*  Follow the simple steps below to get started. CONNECTING WITH STRIPE SETTING UP YOUR PLAN INTEGRATING WITH QUICKBOOKS GETTING PAID First, navigate to the "Receive Payments" in ...

What accounting software integrates with CoConstruct?

CoConstruct offers built-in integration with QuickBooks Desktop, QuickBooks Online, and Xero. QuickBooks Desktop CoConstruct integration is available for all recent, Windows-based versions of QuickBooks Desktop, including different tiers of these ve ...

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 ...

Client Payments Overview

Send your clients an invoice and receive payment directly in CoConstruct.*  Setup to receive client payments by following the simple steps below. SETTING UP REQUESTING PAYMENT RECEIVING PAYMENT SETTING UP Example account linking to Stripe Start by s ...

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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 ...

Using Multiple User Types & Changing User Type

How can I set up a single person as multiple user types?(e.g. set them up as both a builder and a trade partner) CoConstruct uses email addresses to identify users in the system and log them into the correct account, therefore a single email address ...

How do I delete a user?

Sometimes, you might need to remove a user (builder, client, or trade partner) from the system. Deleting or deactivating a user will prevent them from logging in and will stop all notifications from going out.   Deleting a builder user Main Menu > ...

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 ...

How can a client change their personal settings?

Clients with login access can adjust their settings using the "Settings" tab at the top right of their main menu. From there they can change their passwords, enable instant alerts, and set how often they want to receive summary emails.   Note: Clie ...

How can I change my email address?

Whoever has admin rights on your team can change your email address. This can be done by going to the Main Menu > Users > My Team and clicking "Edit" next to your name. Updating the email address here will update the email you use to login as w ...

How do client Summary Emails differ from Instant Alerts?

The Instant Alerts and Summary Emails are designed to be complimentary of each other. The daily or weekly summaries will report anything new, upcoming, or urgent on their project.  This is what lets clients know about new files and photos, pending c ...

How can I change my password?

To change your password: Login to CoConstruct. From the Main Menu, select Settings > Personal Settings. On the Personal Settings page enter your password changes. Click the "Save Changes" button at the bottom of the page before returning to the M ...

How can I control my personal notification settings?

To specify your personal notification settings for email and texts: Login to CoConstruct. From the Main Menu, select Settings > Personal. On the Personal Settings page you can specify your preferences for: Individual Task Assignments Task Summar ...

How can I set my profile picture in CoConstruct?

Logged in users (builders, clients and trade partners) can upload a profile picture that will display within the system, on the Question List, Messages page and comment sections throughout the site. To set your profile picture, go to Settings> Per ...

How do I remove a client from a project?

To remove a client from a project: From the Main Menu click, on the "i" info icon next to the desired project. Click the "Edit project setup" link. In the Clients section, click three dots next to the client and select "Remove." Be sure to click th ...

What are the differences between admin and non-admin builder access?

Builders with admin access are able to add, edit and remove builder-side users by going to Users > My Team from the Main Menu. Admin users will always have access to all projects as well as all permission access for viewing financial information a ...

How can I control builder user permissions for editing financial information?

Users with admin access can control and limit non-admin users' ability to edit budget information in the spec/selection templates, project spec/selections, and the Financials pages. To do so, go to the Main Menu > Users > My Team and click the ...

How can I limit builder-side access to projects?

Builders with admin access can control non-admin user project access by going to Main Menu > Users > My Team. Click on the Manage Projects link. From there you can set a builder's access to all, none or some projects. Click "Save" to update the ...

How can I bookmark CoConstruct?

Time is precious, and every little shortcut helps. Here are some ways to get to CoConstruct quickly. First, save your login email and password: Open your web browser. Copy and paste this link: https://www.coconstruct.com/app into the URL search bar. ...

What information from my project's overview does the client see?

The majority of the information that you see on your Project Overview will be the same information that your clients see on their dashboard when they log in, with a few variations. Here's the scoop of what your clients will or won't see:   Cover Phot ...

Compliance with 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 ...

Can I create a new CoConstruct user from a contact?

A user in CoConstruct is anyone whom you'll want to interact with your projects. You can easily see if one of your contacts is already a CoConstruct user by navigating to the Main Menu > Contacts.  Perform a search and/or click on the contact's n ...

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 can I control builder user permissions for viewing financial information?

Users with admin access can control and limit non-admin users' ability to view financial information. To do so, go to Main Menu > Users > My Team and click the "Edit" link next to the desired builder user. If you check the "View Financials" per ...

Cancelling Your CoConstruct Account

To cancel your CoConstruct subscription, simply give us a call at 800-213-3392 and choose option 4 for billing adjustments and cancellations. You can also submit your request in writing to support@coconstruct.com. ...

Updating Credit Card Payment Information for Your Account

Starting January 2020, you can use the link on your monthly invoice receipt to set up an online portal to manage your billing for CoConstruct. The online billing portal will allow you to update the credit card used for your monthly or annual subscri ...

User Permissions: What Do They Allow me to Do or See?

Admin users in CoConstruct can control and limit other builder users' ability to access and view Projects, Update Schedules, Update Templates, View Financials, Edit Budgets, View Contacts, or Add/Edit Contacts. To guide you in deciding which settings ...

What do I do if the "Remember Me" feature is not working when I try to log in?

If you are having problems with the "Remember me" option on your computer when logging in to CoConstruct, try these steps to clear the local cache on your computer: 1. Uncheck the "Remember me" box. 2. Log in by manually entering your email address a ...

Making Changes to Your CoConstruct Plan

Looking to update your plan? No worries! Upgrading or downgrading your plan Most of our plans can be upgraded automatically from within your account. When you reach the limit of active projects, you will be prompted to upgrade. When you add 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 ...

Can I change a free no-client project to an active client?

If you're on one of our plans that offer unlimited no-client projects, you'll be able to select the no client access option when making the job active. Once you designate a project as "active client" or "no-client" you will not be able to change the ...

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