The ConstructionSuite tab system is organized into three main sections: Summary, Items Database and Company Overview.
& 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.
From this interface, you will have multiple options for accessing, sorting, and relating information, so it's easy to customize for your company and project needs. You will also find that the interface serves as a central locale for all dynamic templates, allowing you to create estimates, schedules, contracts, specifications and more. You can also link templates into the advanced Workflow system to help smooth the transition between phases and keep your projects progressing effectively. For more information about Workflows, see About Project Workflows.
The Today tab serves as the home base for managing your construction projects. It also allows you to create a new project, new contacts, new activities, new to do lists, new correspondences, new notes and files, including new estimates, schedules, specifications, a custom AutoDoc and a new proposal.
From the Today screen, you have access to the following tabs:
Estimating includes advanced estimating features, including the UDA Items Database with RS Means integration, Change Order Management, Resource Allocation, and CAD Integration. From the estimating tab, you can access a comprehensive library of project-specific estimate templates, including Residential, Remodeling, Light Commercial, CSI, Commercial, and any custom templates, depending on your version. You can also access the Estimate Wizard, which takes you step by step through the estimate creation process, from template style and sales tax to project information and color theme.
Scheduling now includes advanced scheduling features including multiple predecessors and multiple resource allocation, unlimited baselines and nested groups, custom holidays and workdays, as well as improved Microsoft Project Integration, and more dynamic reporting options. You can create a schedule using the Schedule Wizard, which takes you step by step through the schedule creation process, from template style and project information to work days and holidays. Depending on your version, you can also access templates for Residential, Remodeling, Light Commercial, Commercial, and any custom templates from the Scheduling tab.
Contracts includes a comprehensive library of professionally-authored
contracts and forms designed to protect your company and help limit your
liability. Depending on your version, you can access templates for Residential,
Remodeling, Construction Management, Architecture, Design-Build, Real
Estate, Property Development, and California contracts and forms.
Located within documents you will find:
Contracts includes a comprehensive set of 170 contracts and forms that you can customize to fit your project needs. Comprehensive contracts include clauses that cover scope of work, permits, insurance, arbitration, change orders, finish schedules, project allowances, sales agreement, toxic mold, hazardous materials, termination, and more.
Documents combines all other essential project documentation such as Contracts, Specifications, Financing, and Planning. Depending on your version, you can access tools for Residential, Light Commercial, and Property Development Specifications; forms and spreadsheets for Financing; and the complete UDA Planning Guide.
LEED Resources is included in ConstructionSuite Green Versions and will provide you with detailed documentation about the benefits of the LEED program. This folder also includes additional resources, including Credit Substitution Guides, LEED Reference Documents, Green Specifications, and much more.
LEED Rating Systems is included in ConstructionSuite Green Versions and will provide you with project checklists and rating system guidelines per project type, which determine your LEED rating of either Certified, Silver, Gold, or Platinum.
LEED Version 3 is included in ConstructionSuite Green Versions and will provide you with the latest updates and changes to the LEED Resources, including credit weightings, rating systems technical advancements, and regional priority credits per state,
Energy Star Guidelines play a significant role in Green Building Certification of all types of buildings. ConstructionSuite Green versions now include a comprehensive listing of the latest guidelines and standards for maximizing the efficiency and energy ratings of your residential, commercial and industrial projects
NAHB Green guidelines, standards, and project workflows are included in the complete family of ConstructionSuite Green products. The National Green Building Standard was recently approved by the American National Standards Institute (ANSI) for all residential construction work including single-family homes, apartments and condos, land development, remodeling and renovation projects.
Developer Tools (available in Corporate/Developer versions and above) includes documents for Residential and Commercial developments including Application Forms, Covenants, Association Documents, and more.
Report Templates include activity reports, allowance reports, an application for payment, a cash flow report, purchase orders and many other report templates. You have the ability to run reports directly from these templates, or create and save your own report template here.
Personnel Management (available in Corporate/Developer versions and above) includes documents for Human Resources, Operations, Employment Manual, and Safety Manual.
Property Management (available in Corporate/Developer versions and above) includes documents for Applications and Notices, Checklists, Forms and Agreements, and Lease Agreements.
Marketing Tools includes Brochures, Newsletters, Client Letters, Images, Marketing Handouts, Postcards, Press Releases, Sample Campaigns, and Thank You letters to help you promote and put a professional face on your business.
The Projects tab delivers full access to all of your project information in addition to other features including the ability to create a new project, look at an overview that includes project details, activities, a to do list, related contacts, RFIs, submittals, a correspondence log and files related to that project. You also have the option of viewing the project workflow and project log.
The Project Files tab delivers a comprehensive list of your files, sorted by project.
The Contacts tab is a central place to retain contact information for a variety of clients. You can view and edit contacts, manage leads relating to a specific project, generate a contact summary report, send e-mails or text messages and track insurance. You can directly sync your Outlook contacts into ConstructionSuite.
The Calendar feature of ConstructionSuite allows you to add new activities and view by day, week, month or in a list. You can also sort your calendar to only show you a type of event such as a meeting, call or certificate expiration. Completed activities can be hidden.
The To Do List tab allows for the creation of a new to do list and allows you to classify events by due date. You also have the option of viewing which to do's are overdue, upcoming, incomplete, complete or you can view all of the to do's to make sure you stay on schedule.
The ConstructionOnline tab will give you instant access to your latest ConstructionOnline announcements, notifications, files and photos. This is a TotalCare Member Only feature, which must be activated by completing the ConstructionOnline User Configuration.
The Products & Services tab provides access to UDA Technologies' available products and services, including the various ConstructionSuite Specialized Versions, ConstructionOnline, UDA Echo & Envoy, and TotalCare Support & Services.