RedTeam Flex

General information about RedTeam Flex

226 articles

RedTeam Unified LoginUnified Login: One account, multiple products. Get started with your new login today.

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 - Implementation

RedTeam Flex Implementation Course Videos

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 FlexCreation_{1 article}

RedTeam FlexTimesheets_{2 articles}

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 Contracts_{2 articles}

RedTeam Flex CommitmentsVendor Commitments (Buyout) | Vendor Credentials | Employee Labor Authorizations | Employee Expense Authorizations_{6 articles}

RedTeam Flex Change ManagementPotential Changes | Customer Changes | Changes Overview | Vendor Changes_{4 articles}

RedTeam Flex - Financial Management

Billing & Accounts Receivable | Cost Control & Account Payable | Planning | Adjusting Entries

RedTeam Flex - Using RetainageHow to setup and use Retainage

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 Reports_{6 articles}

RedTeam Flex PlanningProject Budget | Estimate At Complete (EAC) (Budget Forecasting) | Work In Progress (WIP) | Financial Overview | IOR_{6 articles}

RedTeam Flex - Construction Management

Projects | Document Control | Submittals | Scheduling | Vendors

RedTeam Flex ProjectsProject Dashboard_{1 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 Files_{8 articles}

RedTeam Flex SubmittalsProject Submittals | Submittal Requests | Requests for Approval | Submittal Notifications_{5 articles}

RedTeam SchedulingGantt Scheduling | Milestones | Schedule Updates_{3 articles}

RedTeam VendorsVendor Management_{7 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 Sheets_{6 articles}

RedTeam Flex Team CollaborationProject Teams | Action Items | Newsfeed | Collaborative Console_{4 articles}

RedTeam Flex Basics and NavigationsAlerts and Notifications | Dashboard & Calendar | Key Performance Metrics | Help Center | Configuration Menu | Apps Menu | Contact Verification_{9 articles}

RedTeam Flex - Business Development

CRM | Bid Management

RedTeam Flex CRMCampaigns and Opportunities | Events and Interactions | Relationship Mgmt Overview_{2 articles}

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 | Addendums_{4 articles}

RedTeam Flex Bid SolicitationOnline Planroom | Requests for Quote | Vendor Quotes_{6 articles}

RedTeam Flex EstimatingCost Estimating | New Cost Estimate_{5 articles}

RedTeam Flex ProposalsCustomer Proposals_{4 articles}

RedTeam Flex - Equipment Management

Company Equipment

RedTeam Flex Company EquipmentEquipment Assignments | Equipment Maintenance | Equipment Utilization_{2 articles}

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…

QuickBooks OnlineConfiguration | Projects and Master Tables | Commitments and Vendor Changes | Vendor Invoices and Payments | Employee Expenses | Employee Time | Job Cost Transactions | Customer Invoices and Payments_{3 articles}

Sage 100 ContractorConfiguration | Projects and Master Tables | Commitments and Vendor Changes | Vendor Invoices and Payments | Job Cost Transactions_{1 article}

Sage Intacct_{8 articles}

Acumatica_{3 articles}

FieldlensProjects Sent to FL | Team Members Sent to FL | Plans Sent to FL | RFI Sent to FL | Punch Items | Safety Items_{1 article}

DocuSignCustomer Changes | Billing | Commitments | About Envelope IDs_{1 article}

RedTeam Flex - Configuration

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.

Controls_{5 articles}

Employees_{7 articles}

Customers_{2 articles}

Equipment_{2 articles}

Opportunities_{3 articles}

Projects_{9 articles}

Accounting_{8 articles}

Services_{6 articles}

RedTeam Flex - Frequently Asked Questions

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

FAQs: Contracting and Commitments_{4 articles}

FAQs: Financial Management_{1 article}

FAQs: Construction Management_{3 articles}

FAQs: Jobsite Collaboration_{1 article}

FAQs: Preconstruction and Pricing_{2 articles}

RedTeam Flex - Mobile

Articles describing the functionality and instruction on how to use our Mobile App

RedTeam Flex - Mobile AppRedTeam Flex mobile is our application designed to complement the full web version of RedTeam Flex

Navigating the New RedTeam Flex Mobile AppLearn your way around the new RedTeam Flex mobile app with this basic overview

Daily Reports in the New RedTeam Flex Mobile AppLearn how to create and manage Progress Reports from the new RedTeam Flex mobile app

Creating and Managing Action Items in the New RedTeam Flex Mobile AppLearn how to create, edit, and mark complete miscellaneous tasks in the new RedTeam Flex Mobile App

Viewing and Marking Up Plans in the New RedTeam Flex Mobile AppLearn how to review your plan drawings and make markups from the field with the new RedTeam Flex mobile app

Viewing & Contacting Team Members in the New RedTeam Flex Mobile AppAccess your team members list and reach out to key project contacts with the new RedTeam Flex mobile app

Viewing a Project Schedule in the New RedTeam Flex Mobile App

Viewing Submittals in the New RedTeam Flex Mobile AppKeep up to date on your project submittals status and review associated files within the new RedTeam Flex mobile app

Using Checklists in the New RedTeam Flex Mobile AppFill out custom checklists on the jobsite and share results with your team using the new RedTeam Flex mobile app

Managing Punch Lists (Requests for Correction) in the New RedTeam Flex Mobile AppCreate and manage all types of Requests for Correction, including punch, safety, quality, and warranty tasks from within the new RedTeam Flex mobile app

Viewing and Creating RFIs in the New RedTeam Flex Mobile AppCreate, edit, and review documents from your Dialog Tab from within the new RedTeam Flex mobile app

Download the New RedTeam Flex Mobile App

Project Management_{20 articles}

Employee Time & Expenses_{2 articles}

Frequently Asked Questions_{1 article}