This course is for database Administrators within your company. Administrators can update Global Default Settings for the RedTeam Go database following the instructions below.
​
​Company Settings

Adding Companies & Contacts

Cost Codes & Estimate Templates

Administration Default Settings

Working with Trade Types

Accounting Defaults

This course is for Estimators and those working to create a new project and take it through the Bidding Status.
​

Creating a new project + estimate worksheet

Adding Project Information

Adding Alternates, Units, & Phases

Planroom - Upload Drawings

Planroom - Upload Revisions

Planroom - red-line mark-ups

Planroom - overlay & compare

Planroom - mark-up & attach

Creating & Sending Bid Invitations

Creating & Sending the Proposal Package

This course is for Estimators or Project Coordinators responsible for creating project revisions or Owner Contracts.

​​Pending Status and Owner Contract

Owner Contracts - Administrative Controls

Owner Contracts - Adding Attachments

Owner Contracts - Request Signature and Sign as GC

Owner Contracts - Unsign/Revise/Resend

This course is for Project Managers or Coordinators who will be responsible for the Construction Buy-Out process, awarding Subcontracts, issuing Purchase Orders and entering project Expenses.
​

Moving projects from Pending to In Progress Status

Budget Worksheet & Buy-Out Process

Import Bid Estimate

Budget Adjustments

Understanding the Cost Item Menu

Required Documents

Subcontract Menu Explained

Subcontract Agreements

Terminating a Subcontract Agreement

Expenses & Field Purchase Orders

Purchase Orders

Entering a Subcontractors Invoice

This course is for Project Managers or Coordinators responsible for Change Management.

Potential Change Orders

Change Orders

This course is for Project Managers or Accountants who are responsible for setting up the Owner Billing Schedule of Values and entering Owner Bills.
​

Pay Application Types

Schedule of Values by Division Options

Schedule of Values by Cost Code Options

Custom Schedule of Values Options

Finalizing the Owner Bill

This course is for Project Managers responsible for setting up the Construction Project Schedule. This feature can only be updated or modified by those with Project Manager rights assigned within your company employee settings.

Schedules Templates menu

Create a Project Schedule

Daily Logs

This course is for Project Managers or Coordinators in the managing of Submittals, Meetings, and RFI's.
​

Submittals Set-up

Creating Submittals

Rejecting Submittals Process

Submittals Reports

RFI's

Preparing a Meeting Agenda

Preparing a Meeting Minutes

This course is for Project Managers or Coordinators responsible for sending and receiving of Close Out documentation.

Warranty Letters

Punch List

Substantial Completion

Job Backup

This course is for Subcontractors utilizing RedTeam Go's Subcontractor Portal and how to utilize the system to respond to GC requests for documentation.

Logging in for the first time and resetting password

How to Submit a Bid to the GC

Viewing & Signing Subcontract Agreements

Uploading Submittals

Responding to Punchlist Item(s)

Uploading a Lien Release

Responding to Warranty Letter Request

How to Submit Billing to the GC

Adding Material Vendor List

This course is for Accountants and covers key reports and administrative reports, as well as our QuickBooks Online integration.
​

QuickBooks Online
QuickBooks Desktop - coming soon!
​Job Cost Statement
​Owner & Sub Billing Reports

Accountant Specific Functions in RedTeam Go

Accountant Administrative Defaults

Mobile App - General Navigation

View and Approve Owner Billing