Using the Initial Configuration Wizard

Designed to help you set up your company information, register your product, import contacts from Outlook, and designate your QuickBooks company file (select versions only), the Initial Configuration Wizard makes it easy to get started using the new ConstructionSuite system.

Use the Initial Configuration Wizard

The Initial Configuration Wizard will launch automatically the first time you open UDA ConstructionSuite 2007.

  1. Click Next to begin the wizard.

  2. Register your product.

Enter your License Key.

Create a Username for the primary user (Administrator).  

If desired, create a Password and verify it. You only have to enter a Username each time you open ConstructionSuite.

  1. Click Next.

  2. Enter Company Information.

Only Company Name is required, but enter as much information as possible.

Your Company Name and Address are automatically inserted into documents, and the Zip Code is used for features such as the weather forecast and adjusting costs in the Items Database.

You can edit this information later by going to Tools > Company Information.

  1. Click Next.

  2. Import Contacts from Microsoft Outlook.

Use the checkboxes to select which folders contain contacts that you would like to import.

Select if you would like to Import Contacts Only or Import Contacts and Groups. If you choose Import Contacts and Groups, your Outlook contact groups will be re-created in ConstructionSuite.

Click the Import button.

  1. Click Next once the import has finished.

Select a QuickBooks Company File (QuickBooks Integration is available in Pro versions and above.)

Use the checkbox to select your QuickBooks company file. If it does not appear in the list, click the Browse button and locate the file on your computer.

Designate whether you would like to Import QuickBooks transactions automatically into your ConstructionSuite database and whether you would like to Verify insurance status when writing checks and paying bills. To learn more about these options, see Importing QuickBooks Transactions and Using Insurance Tracking with QuickBooks Integration in the QuickBooks Integration section of this help documentation.

  1.  Click Next.

  2. You have now completed the Initial Configuration Wizard. Click Finish to access ConstructionSuite.