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, Tools, and Help.
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; and backing up and restoring your ConstructionSuite database.
Tools gives you access to company and user configuration; reports for activities, scheduling, and cash flow; options to set your preferences for various functions in the ConstructionSuite system; and the ability to remove sample data.
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, Verify Office Integration, and get information about Appropriate Use and contacting UDA Technologies.
The ConstructionSuite Navigation Bar, located below the menu row, enables you to:
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 button.
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.
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.
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.
Recent Projects gives you fast access to the most recent projects you have worked on.
Notepad enables you to enter and store quick notes. If you choose to save a note from the Notepad, you can associate the note with a project or contact.
Quick Links 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.
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.
& NOTE: You can expand the sidebar by clicking on the left side of the column and moving your mouse left. This will display more information in all of the sections, including more Quick Links and a two-month view of 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.
At the bottom of the ConstructionSuite interface, you will see multiple tabs with two main tabs and then a series of second- and third-level tabs.
Use the ConstructionNet tab to navigate to all project, contact, and calendar information.
Use the ConstructionOffice tab to access project management templates for estimating, scheduling, contracts, documents, and more.
To learn more about the ConstructionSuite tab system, read the information in the following section.