Meet your new office. When you open ConstructionSuite, you’ll find a digital work space designed for total information management. Use the ConstructionSuite interface as your home base for the integrated applications and components that comprise the new ConstructionSuite system.
& NOTE: Not all features are included in every version. For a complete listing of what's included in your version, view the ConstructionSuite Specialized Versions listing in this help documentation.
At the top of the ConstructionSuite Interface, you will find drop-down menus for File, View, Data, Reports, Tools, Trial Versions, Help, and New Features.
File gives you options to launch wizards and forms for ConstructionSuite tools, access the Items Database, log out of the system, and close ConstructionSuite.
View provides another method of accessing various tabs within the ConstructionSuite system.
Data gives you access to importing files, projects, and contacts; synchronizing contacts, projects, and appointments to Microsoft Outlook; and backing up and restoring your ConstructionSuite database.
Reports gives you access to all reports than can be run within the entire ConstructionSuite system, including Project Management, Vendor, Cash Flow reports, among others.
Tools gives you access to company and user configuration, which includes email and ConstructionOnline configuration; options to set your preferences for various functions in the ConstructionSuite system; and the ability to remove sample data.
Activate will allow you to instantly enter in your license key to activate ConstructionSuite. License keys are only provided to users after purchase of ConstructionSuite.
Trial Versions is a complete listing of all of the trial versions that are offered, including Residential, Commercial, Green Residential and Green Commercial versions. You can try different versions of the application and experiment with the features of each of them. To return to your license, select "User License".
Help provides access to all forms of UDA Help, including a PDF version of the User Guide and Online Assistance (reserved for TotalCare members). You can also Check for Updates, Submit Feedback, Receive online assistance, including web help, software upgrades, and technical support, Verify Office Integration, and get information about Appropriate Use and contacting UDA Technologies.
New Features directs you to our latest News and Features. With ongoing feedback from thousands of clients every month, ConstructionSuite is constantly evolving to better meet your needs.
Search delivers one of the fastest and most advanced database searches available. The progressive search begins returning results as soon as you start typing and will search the entire database for Projects, Contacts, Activities, To Do list items, and Files that match your search query.
Move back and forth between My Workspaces and Shared Workspaces.
Server indicates which computer's database your ConstructionSuite is logged in to if you are using a multi-user version. To learn more about sharing databases with multiple licenses of ConstructionSuite, see Working with Additional Licenses.
Move backward and forward through tabs you have previously visited using the Backward and Forward Arrows.
Return to the main screen: Today Summary by clicking the Home icon.
Track your progression through the system with the ConstructionSuite Tab Trail.
The ConstructionSuite Sidebar gives you ready-access to essential tools no matter which tab you are currently working from.
Overview Box will show you an overview of the screen you are currently viewing.
ConstructionSuite Tab System can be reviewed in the Understanding the ConstructionSuite Tab System section.
ConstructionOnline SuiteLink in the bottom left corner will be activated, for TotalCare members only, once you have completed the ConstructionOnline User Configuration.
Weather shows the 5-day forecast for your area. You must have a ZIP code entered in Company Information to use this feature. To learn more about company information, see Changing Company Information.
Devices provides access to the following devices: UDA Envoy, UDA Echo, and OnSite Mobile Devices including iPhone, iPad, and BlackBerry. If applicable and connected, UDA Envoy and UDA Echo will appear here with important information such as available space, etc.
Recent Projects lists your recent projects within ConstructionSuite.
Quicklinks gives you instant access to the tasks you'll perform most often in ConstructionSuite such as creating new Contacts, Projects, Activities, Estimates, or Schedules. You can also launch the Items Database from this section.
Mini Calendar shows the current month. Use the arrows on either side of the month name to view other months. The Mini Calendar also works in conjunction with the UDA Construction Calendar. To learn more, see Using the Mini Calendar.
& NOTE: To view all of the sidebar features, you can expose the right sidebar by clicking on the slider signified by five vertical dots and moving your mouse left. This will display more sections, including Recent Projects, Quick Links and the Mini Calendar. Additionally, you can collapse the sidebar completely by clicking on the left side of the column and moving your mouse all the way to the right side of the interface.