Designating Company Information

During the installation and setup of ConstructionSuite, you will be taken through the Initial Configuration Wizard to designate company information, import contacts, and (depending on your version) designate your QuickBooks company file.  This information will then be stored in your database for future use.

Company information is automatically imported into estimates, schedules, contracts, specifications, reports, proposals, change orders, and more. If you need to edit this information at any time, you can easily access it through the ConstructionSuite interface.

Edit company information 

  1. Open ConstructionSuite by clicking the desktop icon or by going to  Start > Programs > UDA Technologies > UDA ConstructionSuite.

  2. Go to Tools > Configuration > Company Information.

  3. Edit information as needed.

  4. Click OK.