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: