Overview + Setup
Dashboard
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 ...
Welcome to CoConstruct! You've joined a great team and community of builders looking to coordinate projects, collaborate, and control financials. Ready to start leveraging this powerful tool? Check out the video below for a quick overview on how t ...
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 ...
The Projects page in CoConstruct will display all of your Active, Prospect, Warranty and Archived jobs.
Add a project Add a schedule Build your estimate and/or selections Add your clients Add a project Start on the Projects page and select the + New project button to create a project. General info: Give the project a name that your team will u ...
On your CoConstruct Projects list, 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." ...
You can pick and choose between two different views of your main Projects list. 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 breakdown within all of those proj ...
On the right side of your Projects page, 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 Tasks This ...
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? 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 ...
Mobile App
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 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 ...
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.
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. Reference the full list of differences between the full webs ...
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 ...
Leverage the CoConstruct mobile app on the go to quickly reference important details and document progress or changes to the project. Designed with you in mind, the mobile app offers similar functions you find logging into CoConstruct from a web b ...
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 ...
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 ...
QuickBooks
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 ...
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 ...
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 ...
Once you've built your estimate in CoConstruct, pushing that into your accounting system is only a few clicks away!
Learn how to export your CoConstruct estimate to QuickBooks Online.
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 ...
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 ...
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 ...
In your accounting integration settings (Settings > Accounting), you will be asked to set default behavior for some or all of the following CoConstruct accounting integration features
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 ...
***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 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 ...
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 ...
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 ...
CoConstruct uses the term Accounting Code to refer to those cost codes, item codes, products/services, or inventory items you use to manage income and expenses at the customer/project level.
Importing an Estimate or Budget Import cost lines to your project from the Estimate page. To do this, click the "Import" button at the top of your estimate and follow the instructions in the prompt: Download the CSV template to use when importing ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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
Ready to start receiving payments from your clients through CoConstruct?* Follow the simple steps below to get started.
CoConstruct offers built-in integration with QuickBooks Desktop, and QuickBooks Online. QuickBooks Desktop. CoConstruct integration is available for all recent, Windows-based versions of QuickBooks Desktop.
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 ...
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 ...
Setup to receive client payments by following the simple steps below.
Setup
Make CoConstruct your own with a custom logo and color! Under the Settings menu, select Custom Branding. Any Admin user on the account has access to these settings.
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 ...
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 ...
Only Builders with admin access can add additional builder side users to the site. To do this: From the Contacts menu on the top navigation bar, select My Team Click the + New button. Fill out the info there. You can use the Show Optional Setting ...
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 ...
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.
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 ...
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 ...
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 ...
Whoever has admin rights on your team can change your email address. This can be done by going to the Contacts > My Team page and clicking "Edit" from the ellipse menu ("...") next to your name. Updating the email address here will update the emai ...
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 ...
To change your password: Head to your Personal Settings located in the menu under your name. On the Personal Settings page enter your password changes. Click the "Save Changes" button at the bottom of the page before exiting. If you can't remember ...
To specify your personal notification settings for email and texts: Head to your Name in the upper right corner and select Personal Settings On the Personal Settings page you can specify your preferences for: Individual Task Assignments Task Summa ...
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 your Personal Se ...
To remove a client from a project: Navigate to the Project Setup page In the Clients section, click three dots next to the client and select "Remove." Be sure to click the "Save" button before exiting the page. Once a client is removed, they no lon ...
Builders with admin access are able to add, edit and remove builder-side users by going to Contacts then My Team. Admin users will always have access to all projects as well as all permission access for viewing financial information and the ability t ...
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 control this permission for your team, head to Contacts > My ...
Builders with admin access can control non-admin user project access by going to Contacts > My Team. Select "Edit" from the ellipse menu next to the team member. From there you can set a builder's access to all, none or some projects. Click "Save" ...
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. ...
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 ...
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 ...
Download data from any project by heading to Settings > Account. From the "Other Settings" tab, select "Download Project Data." Choose between downloading all project data for a single project OR multiple project information (excluding files &am ...
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 Contacts page. Perform a search and/or click on the contact's name to vie ...
To remove a project from the Active, Prospect, or Warranty list, we simply archive the project with the following steps: Click on the project name Go to the Setup page Change the project's phase to "Archived" Once a project has been entered in th ...
Users with admin access can control and limit non-admin users' ability to view financial information.
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. ...
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 ...
Set up your team for success in CoConstruct by providing them with the necessary access and permissions based on their role and job in your organization. Each team member interacts with CoConstruct based on TWO types of settings
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 ...
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 ...
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 ...
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 ...