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RedTeam Flex

General information about RedTeam Flex

211 articles

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_{8 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

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 - Configure Entra ID(formerly known as Azure AD) SSOA document to help Admins configure the enterprise application with Federated SSO.

Adding Multifactor Authentication for SSO in RedTeam Flex

RedTeam Flex: Email settings.

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

Project Management_{20 articles}

Employee Time & Expenses_{2 articles}

Frequently Asked Questions_{1 article}