What is TeamPlayer?
TeamPlayer is an optional collaborative portal within RedTeam Flex that streamlines interactions between General Contractors (GCs) and vendors. It enhances efficiency by offering features such as:
Digital bid solicitation and quote submission
Real-time access to subcontracts, purchase orders, and change orders
Electronic submission of AIA-style progress billing
Convenient access to project planrooms
Comprehensive lien waiver and compliance credential management
Digital signature functionality for lien documents
Basic vs. Upgraded Features
TeamPlayer offers both basic and upgraded activation options to suit different clients’ needs. Understanding these differences will help you determine the best option for your company.
Basic Features: Available free of charge to all RedTeam Flex clients, including bid solicitation, contract viewing, and compliance tracking. Basic features allow you to activate a view-only portal for your vendors to track key project documents and requirements.
Upgraded Features: Available as part of a monthly subscription, upgraded features include electronic construction billing submission and electronic lien waiver requests and signatures.
Activating TeamPlayer Basic Features
Before you can use TeamPlayer, your RedTeam System Administrator must ensure activation is completed. TeamPlayer's basic features are available for use free of charge to all RedTeam Flex clients.
Accessing the TeamPlayer App: Navigate to Apps Menu > TeamPlayer and click the app tile to initiate setup.
Reviewing and Accepting Terms: Carefully read the Terms of Service, then check the box to accept them and enable TeamPlayer's basic features for your company.
Confirming Activation: Once activated, verify that the TeamPlayer app tile shows "Operational" and proceed to Step 2: Configuring Commitment Forms below.
Activating TeamPlayer Upgraded Features
TeamPlayer's upgraded features are available with a monthly subscription, so you'll need to contact your Client Success Manager (CSM) to ensure your subscription is active before activating the upgraded features. Once your subscription is active, your System Administrator can follow the steps below to complete activation.
Accessing the TeamPlayer App: Navigate to Apps Menu > TeamPlayer and click the app tile to initiate setup.
Reviewing and Accepting Terms: Carefully read the Terms of Service, then check the box to accept them and enable TeamPlayer's basic features for your company.
Confirm Subscription Status: If you do not have an active subscription for TeamPlayer's upgraded features, click the "Contact CSM" button or email your CSM directly to receive pricing information and enroll. Once your subscription is active, you will see the sections in steps 4 and 5 below.
Activate Construction Billing: Expand the Construction Billing heading within the app tile and check the box "Activate TeamPlayer Construction Billing" to allow submission of eApps (electronic invoices) for your vendors.
Select Discount Amount to Vendor Payments (Optional): If you would like to collect a discount, or invoice processing fee, from your vendors with each invoice submitted, enter the dollar value in the text box within the Construction Billing section.
Accounting Integration: If you are using an accounting integration, select the correct control account for your vendor payment discounts to flow to within your accounting software. Click the blue pencil to edit the linked account.
Configure Default Application for Payment Certification:
Stored Materials: Use the Activate/Deactivate dropdown to choose whether your vendors should be allowed to reflect stored materials on their eApps.
Vendor's Certification: Review the Vendor's Certification language and click the blue pencil to make edits if desired. This statement will appear on all AIA-style pay applications submitted by your vendors.
Display Notary Certification: Use the checkbox to indicate if you would like your vendor's pay applications to include a Notary Certification section. You may use the preview button on the right to see an example of what this will look like on the pay application.
Display Architect's Certification: Use the checkbox to indicate if you would like your vendor's pay applications to include an Architect's Certification section. You may use the preview button on the right to see an example of what this will look like on the pay application.
Configuring Commitment Forms
For detailed instructions on configuring commitments for TeamPlayer, visit: RedTeam Flex - Enabling Commitments for TeamPlayer.
Enabling Vendor Profiles
For detailed instructions on enabling vendors for TeamPlayer, visit: Enabling Subcontractors for TeamPlayer.
Accessing Support and Help Resources
If you need additional assistance:
Click your name in RedTeam Flex and select Help Center for training resources.
Utilize our RedTeam Flex Intercom Chat feature for live support.
Access the TeamPlayer Intercom Help Center for vendor-specific guidance.
Next Steps
Once setup is complete, you can start inviting vendors to use TeamPlayer and streamline your billing and contract processes!
For more information on inviting vendors, visit: Invite Vendors to TeamPlayer.