Integrate RedTeam Flex and Fieldlens to enhance your field management. Use Fieldlens to capture activity on your job sites. When integrated with RedTeam Flex you can share information between the two applications.

To learn more about RedTeam Flex, click here.
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​When your accounts are connected you will be able to sync:

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To connect to Fieldlens go to the Apps menu.
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Press the Connect button to open a new window.

The new window will have the Fieldlens Sign-In form, enter your Fieldlens credentials to complete the connection. Remember you need an existing Fieldlens Paid account.

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You will see a confirmation message when the access has been granted successfully.

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Please note that you can only select one type. Any RFI record for the chosen type created in RedTeam Flex will sync to Fieldlens and be shared with all your Fieldlens Project teams.

It's important to consider that RFIs in Fieldlens are Public records, so it's advisable to use an RFI type suitable for vendors and Jobsite personnel. Additionally, all RFIs created in Fieldlens will sync to RedTeam Flex under the corresponding RFI type. The numbering for both platforms will remain synchronized. For best practices on creating an RFI template to be used with Fieldlens, please refer to the guidelines below.

You can have a separate RFI type to send to Architects and/or Customers and keep communication separated between them and your vendors and Jobsite Personnel.

We HIGHLY recommend having a separate RFI Template to be used with Fieldlens.

Please have these considerations for the RFI template you will use to sync RFIs:

Once you have created your RFI type for Fieldlens go back to your Fieldlens app card and select it from the dropdown list.

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In Fieldlens users can comment and collaborate within the RFI post, in order to send the final answer from Fieldlens to RedTeam Flex, you need to close the RFI post in Fieldlens, keep in mind that ONLY the last comment entered will be posted as the Answer in RedTeam Flex.

On the left side of the App Card you will find analytics on how many Projects, Team Members, Drawings, and RFIs have been sent to Fieldlens or Received from Fieldlens using the integration.

You can click on the hyperlinked counters or click the Transactions Log button

A new screen will open to display all the transactions sent or received from/to Fieldlens. By default, the last 50 transactions are listed, but you can use the Filter option to narrow down your search.

The log will record any Project, Team Member, Drawing or RFI synchronized using the integration. Data like Source, Project Number, Record Name, Author, Date, and Status are available for you.

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You can choose to Disconnect the integration using the Disconnect button that you can click when you no longer want to synchronize your projects between the two platforms.

Keep in mind that once disconnected the data will not synchronize anymore for your Projects between the 2 platforms.

In RedTeam Flex: Go to the project you wish to send and navigate to the Scope Details step in the Project Setup form, and click the Send to Fieldlens button on the top of the form.

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Restriction: The user needs to have this permission assigned to its role: SendToFieldlens. By default, this permission is only available for SP Admins.

This permission allows users to send Projects, Plans, and Team Members to Fiedlens.

A lightbox will pop up with the list of all your Project Team Members in RedTeam Flex grouped by Entity Type. You can expand each group type to select the contacts you'd like to send to Fieldlens. Using the checkboxes select the contacts from the list, and click the Send button when you are ready.

After that, it will show you a confirmation message on the top right of your screen that the project has been successfully posted in Fieldlens
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If you need to send additional team members later, you need to go to the Manage Members in RedTeam Flex and using the checkboxes, select the contacts to be sent to Fieldlens.

Note that there's a column Fieldlens that indicates who has been sent already.

Restriction: The user needs to have this permission assigned to its role SendToFieldlens. By default, this permission is only available for SP Admins.

This permission allows users to send Projects, Plans, and Team Members to Fiedlens.

After the Project and the Project Team Members have been sent, we can send the Project Drawings.

In your RedTeam Project: Go to the step 3 - Plans & Specifications, in the Project Setup form select the files you need to send over to Fieldlens, and click the "Send to Fieldlens” button on the top of the page.

IMPORTANT: Drawings to be sent to Fieldlens need to be single-page PDF files, make sure you use the "Split File" option when uploading your files in RedTeam Flex.

IMPORTANT: The drawing number and Name, will be sent to FL.

We do not send the Author name, discipline, scope number, or version number

Restriction: The user needs to have this permission assigned to its role SendToFieldlens. By default, this permission is only available for SP Admins.

This permission allows users to send Projects, Plans, and Team

Members to Fiedlens.
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Addendums or revised Plans & Specs from Scope Changes will need to be sent to Fiedllens after committing them in RedTeam Flex.

Plans from Addendums or Scope Changes that are new and/or supersede existing plans will still need to be sent to Fieldlens. Superseded plans from Flex will update the existing version in Fieldlens.

See the instructions below.

Select in RedTeam Flex which records would be Superseded, or leave it blank if you are not superseding anything.

Once the Addendum or the revised plans for a Change Order have been Committed in RedTeam Flex, from the Manage Plans and Specs select the records you need to sync and click the button Send to Fieldlens.

Using the same RFI template set in the Fieldlens App card when you set up the integration, create an RFI. After creation, the RFI will automatically be sent to Fieldlens.

The RFI sync is bi-directional, which means if the RFI is answered in either Flex or Fieldlens the answer will be recorded in both places.

If the answer is recorded in RedTeam Flex it will send it to Fieldlens as the last comment and will close the RFI.
Keep in mind that any files attached to the Answer from RedTeam Flex will not post in Fieldlens.

If the answer is recorded in Fieldlens the answer will sync to RedTeam Flex once the RFI post is closed, keep in mind that ONLY the last comment entered will be posted as the Answer in RedTeam Flex, and the attachments will not post in RedTeam Flex only the comments.

You may view the Fieldlens Punch List without going into Fieldlens. This can be accessed in the Progress Tab within RedTeam Flex.

Follow the steps below:

If you need to reply to any punch list or add files, you will be prompted to log in to your Fieldlens account using the Join the conversation button. If you are already logged in to Fieldlens in the same browser you will automatically view the post and will be able to comment.
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You may view the Fieldlens Safety List without going into Fieldlens. This can be accessed in the Progress Tab within RedTeam Flex.

Follow the steps below:

If you need to reply to any Safety post item or add files, you will be prompted to log in to your Fieldlens account using the Join the conversation button. If you are already logged in to Fieldlens in the same browser you will automatically view the post and will be able to comment.

When Projects are sent to Fieldlens the Project is created as a Private Project, which means that only invited users can join the project.

By default, the Project Organizer will be the Project Manager sent from RedTeam. Also, the user who pushed the project to Fieldlens will also be designated as Project Organizer.

You can also go back to RedTeam Flex and push additional team members from the Manage Project Team. if you need to add collaborators in Fieldlens, that are not part of your RedTeam Flex team, you can do so from the People Tab in Fieldlens.

All Drawings sent from RedTeam Flex will be listed in the Drawings Tab in Fieldlens.

The same Drawing Number and Name will be brought to Fieldlens.

Remember, you cannot upload drawings directly in Fieldlens for projects synchronized to RedTeam Flex.

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