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RedTeam Flex
RedTeam Flex - Implementation
RedTeam Flex Implementation Course Videos
RedTeam Flex Implementation Course Videos
Updated over a week ago

Basics:

General Navigation:

Managing Companies:

Project Creation and Plan Management:

Estimation & Supplemental Markups and Fees:

Request for Quote (RFQ) Management:

Customer Proposal Generation:

Request for Information (RFI) Management:

Meeting Minutes & Agendas:

Project Budget Management:

Project Budget Reporting:

Scheduling:

Commitment Creation:

Submittal Management:

Planroom Navigation & Usage:

Daily Progress Reporting:

Project Checklists:

Performance Overview Report:

Schedule of Values (SOV) Management

Customer Billing:

Vendor Invoicing:

Lien Law:

Invoice Approvals Workflow:

Employee Time & Expense Creation (on Desktop):

Accounts Payable/Accounts Receivable Reporting:

Transaction Management:

Customer Change Management:

Vendor Change Management:

Change Reporting:

Work In Progress Tab (WIP):

Financial Overview Report:

Flex Mobile App Features:

API Connections:

Configuration:

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