RedTeam Flex
General information about RedTeam Flex
208 articles
- Best Practices: Preparing Your Project for the Closed StageUse the suggested processes below to help ensure that your finished project is ready to be promoted to a Closed status within your database.
- RedTeam Flex Glossary of TermsTake a look at some common terminology used in your RedTeam Flex database
RedTeam Flex - Employees
Articles explaining the functions of the Employees Menu
- RedTeam Flex - Manage Employee PreferencesSystem Admin users and other users with permission to do so can update preferences for any employee by editing the employee's profile.
- RedTeam Flex - Configure Expertise CategoriesEmployee expertise is a section for credentials held by an employee, managed in Configuration
- RedTeam Flex - Send Login Credentials
RedTeam Flex - Customers
Create Customers | Manage Customers | Manage Customer Facility
- RedTeam Flex - Manage Customer ContactsCustomer Contacts are the people associated with specific Customers (potential and existing).
- RedTeam Flex - Manage Customer FacilityAfter you have created a Customer in RedTeam, it is important to add a Customer Facility to be used in your Projects.
- RedTeam Flex - Manage Customer Facility MembersThe Members tab of the Customer Facilities section displays all the users that have access to a particular Facility.
- RedTeam Flex - Manage Customer ProfileCustomers are companies and individuals who may hire your company to build and work on projects.
- RedTeam Flex - Add Customers to RedTeamThe term Customer in RedTeam refers to the owner, or an entity that you, the Service Provider, enters into contract with to perform services
- RedTeam Flex - Manage Customer OverviewThis list displays your customers currently in your database
RedTeam Flex - Contracting and Commitments
Contracting | Commitments | Change Management
- RedTeam Flex ContractingCustomer Contracts2 articles
- RedTeam Flex CommitmentsVendor Commitments (Buyout) | Vendor Credentials | Employee Labor Authorizations | Employee Expense Authorizations6 articles
- RedTeam Flex Change ManagementPotential Changes | Customer Changes | Changes Overview | Vendor Changes4 articles
RedTeam Flex - Financial Management
Billing & Accounts Receivable | Cost Control & Account Payable | Planning | Adjusting Entries
- RedTeam Flex Billing & Accounts ReceivableSchedule of Values | Stored Materials | Customer billings (Pay Apps) | Customer T&M and Misc. Billing | Customer Payments (Receipts)6 articles
- RedTeam Flex Cost Control & Accounts PayableTime | Expenses | Vendor Invoices and Approvals | Vendor Portal (TeamPlayer) | Vendor Payments | Lien Law Documents and Claims | Job Cost Reports6 articles
- RedTeam Flex PlanningProject Budget | Estimate At Complete (EAC) (Budget Forecasting) | Work In Progress (WIP) | Financial Overview | IOR6 articles
RedTeam Flex - Construction Management
Projects | Document Control | Submittals | Scheduling | Vendors
- RedTeam Flex ProjectsProject Dashboard1 article
- RedTeam Flex Document ControlRequests for Information (RFI) | RFI: PDF markup Annotation | Project Correspondence | Meeting Minutes & Agendas | Spreadsheets | Performance Overview | Project Documents: Custom Folders and Files8 articles
- RedTeam Flex SubmittalsProject Submittals | Submittal Requests | Requests for Approval | Submittal Notifications5 articles
- RedTeam SchedulingGantt Scheduling | Milestones | Schedule Updates3 articles
- RedTeam VendorsVendor Management7 articles
RedTeam Flex - Jobsite Collaboration
Jobsite Management | Team Collaboration | Basics and Navigations
- RedTeam Flex Jobsite ManagementProgress Reports (Daily Reports) | Project Photos | Project Checklists | Request for Corrections (Punchlists, Safety, Warranty, etc) | T&M Sheets6 articles
- RedTeam Flex Team CollaborationProject Teams | Action Items | Newsfeed | Collaborative Console4 articles
- RedTeam Flex Basics and NavigationsAlerts and Notifications | Dashboard & Calendar | Key Performance Metrics | Help Center | Configuration Menu | Apps Menu | Contact Verification9 articles
RedTeam Flex - Business Development
CRM | Bid Management
RedTeam Flex - Preconstruction and Pricing
Drawing Management | Specs Management | Bid Solicitation | Estimating | Proposals
- RedTeam Flex Drawing ManagementPlans (Drawing Management) | Drawings PDF Annotations | Drawings Overlay Comparison | Addendums9 articles
- RedTeam Flex Bid SolicitationOnline Planroom | Requests for Quote | Vendor Quotes6 articles
- RedTeam Flex EstimatingCost Estimating | New Cost Estimate5 articles
- RedTeam Flex ProposalsCustomer Proposals4 articles
RedTeam Flex - Equipment Management
Company Equipment
RedTeam Flex - Apps Integrations
QuickBooks Online | Sage 100 Contractor | Sage 300 CRE | Sage Intact | Accumatica
- RedTeam Flex - DocuSign Integration: Overview & TroubleshootingTake a look at the article below to get an understanding of how the integration between RedTeam Flex and DocuSign operates and how to resolve potential concerns with the transfer…
- RedTeam Flex - Changing Financial Integration AccountsInformation when changing to a new account on your current financial integration, or changing to a new financial system
- QuickBooks OnlineConfiguration | Projects and Master Tables | Commitments and Vendor Changes | Vendor Invoices and Payments | Employee Expenses | Employee Time | Job Cost Transactions | Customer Invoices and Payments3 articles
- Sage 100 ContractorConfiguration | Projects and Master Tables | Commitments and Vendor Changes | Vendor Invoices and Payments | Job Cost Transactions1 article
- Sage Intacct8 articles
- Acumatica3 articles
- FieldlensProjects Sent to FL | Team Members Sent to FL | Plans Sent to FL | RFI Sent to FL | Punch Items | Safety Items1 article
- DocuSignCustomer Changes | Billing | Commitments | About Envelope IDs1 article
RedTeam Flex - Configuration
Controls | Employees | Vendors | Customers | Equipment | Opportunities | Projects | Accounting | Services | Accounting Periods
- RedTeam Flex - Configure Duplicate ContactsRedTeam has many features in place to minimize and avoid duplicate data entries into the system.
- RedTeam Flex - Configure Service ProviderYour company is known in RedTeam as the Service Provider.
- RedTeam Flex: Email settings.
- RedTeam Email SettingsLearn how to update your SPF (Sender Policy Framework) to prevent emails sent via RedTeam Flex from being classified as spoofed or spam.
- RedTeam Flex Mobile - Why I can't enter Requests for Correction?Quick steps to troubleshoot problems when entering a Request for Correction (RTC)
- RedTeam Flex - Navigation in RedTeam FlexLearn how to navigate in RedTeam Flex
- RedTeam Flex - Login and Logout and Manage Users sessionsInstructions on how to login and logout of your user account
RedTeam Flex - Mobile
Articles describing the functionality and instruction on how to use our Mobile App
- Navigating the RedTeam Flex Mobile AppLearn your way around the RedTeam Flex mobile app with this basic overview
- Daily Reports in the RedTeam Flex Mobile AppLearn how to create and manage Progress Reports from the RedTeam Flex mobile app
- Creating and Managing Action Items in the RedTeam Flex Mobile AppLearn how to create, edit, and mark complete miscellaneous tasks in the RedTeam Flex Mobile App
- Viewing and Marking Up Plans in the RedTeam Flex Mobile AppLearn how to review your plan drawings and make markups from the field with the RedTeam Flex mobile app
- Viewing & Contacting Team Members in the RedTeam Flex Mobile AppAccess your team members list and reach out to key project contacts with the RedTeam Flex mobile app
- Viewing a Project Schedule in the RedTeam Flex Mobile App
- Viewing Submittals in the RedTeam Flex Mobile AppKeep up to date on your project submittals status and review associated files within the RedTeam Flex mobile app
- Using Checklists in the RedTeam Flex Mobile AppFill out custom checklists on the jobsite and share results with your team using the RedTeam Flex mobile app
- Managing Punch Lists (Requests for Correction) in the RedTeam Flex Mobile AppCreate and manage all types of Requests for Correction, including punch, safety, quality, and warranty tasks from within the RedTeam Flex mobile app
- Viewing and Creating RFIs in the RedTeam Flex Mobile AppCreate, edit, and review documents from your Dialog Tab from within the RedTeam Flex mobile app
- Download the RedTeam Flex Mobile App