RedTeam Flex - Configuration
Controls | Employees | Vendors | Customers | Equipment | Opportunities | Projects | Accounting | Services | Accounting Periods
46 articles
- 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 - Configure My Company Payroll SettingsWhat information can be updated in the "My Company" section of Configuration.
- RedTeam Flex - Configure CredentialsCredentials are qualifications certifying that a person or company meets the requirements for a certain job/contract
- RedTeam Flex - Configure DocumentsCreate/customize documents for use throughout the entire application.
- RedTeam Flex - Configure Entity Sub TypesIn RedTeam Flex, there are four basic types of entities that exist in the system: Customers, Occupants, Third-Parties, and Vendors.
- RedTeam Flex - Configure Company DivisionsCompany Divisions were designed to give you more flexibility and control when managing your projects.
- RedTeam Flex - Manage Contract EmployeesRedTeam allows users to manage their employees by creating user profiles in the application.
- RedTeam Flex - Manage Employee Equipment UsageThe Equipment tab within each Employee Profile is designed to manage day-to-day processes.
- RedTeam Flex - Configure Labor CategoriesThe purpose of Labor Categories is both pricing on the construction management side and compensation on the timesheets and payroll side.
- RedTeam Flex - Configure Time and Expense CodesHow to create Indirect Time and Expense codes in Configuration
- RedTeam Flex - Configure Workers CompensationThe list of Workers Compensation Codes are used when creating Employees in the system.
- RedTeam Flex - Configure Roles & PermissionsRoles are company defined titles given to all RedTeam Flex users.
- RedTeam Flex - Configure UsersUsers Configuration has the same controls as the edit function for Employee profiles.
- RedTeam Flex - Configure Equipment CategoriesThe Equipment section of RedTeam allows you to track and manage any and all equipment that is assigned, rented, returned, etc.
- RedTeam Flex - Configure Equipment ConditionsThe Equipment section of RedTeam allows you to track and manage any and all equipment that is assigned, rented, returned, etc.
- RedTeam Flex - Configure Opportunity TypesConfigure the available Opportunity Types used when creating a new Opportunity.
- RedTeam Flex - Configure Opportunity RatingsA Marketing Opportunity is a chance for a company to market or sell goods or services.
- RedTeam Flex - Configure Opportunity StagesA Marketing Opportunity is a chance for a company to market or sell goods or services.
- RedTeam Flex - Configure Customer BillingIn the Configuration menu you have the ability to modify or customize aspects of the documents that you can create
- RedTeam Flex - Configure Lien Law ClaimsIn order to manage your Lien Law Documents in RedTeam Flex, you must first configure the various aspects in Configuration
- RedTeam Flex - Configure Proposal ClarificationsWhen you are building a Proposal to a Customer in RedTeam, you have the ability to include Clarifications or Alternates for that Proposal.
- RedTeam Flex - Configure Proposal FormsRedTeam allows users to create, customize and manage proposal forms to fit any business relationship.
- RedTeam Flex - Configure Default IssuesProblems, concerns, and other topics of contention on a Project are officially captured and tracked in RedTeam as Issues.
- RedTeam Flex - Configure Progress ReportsDaily Reports are detailed records that are important to tracking and recording the progress of a job.
- RedTeam Flex - Configure Commitment FormsRedTeam allows users to create, customize and manage vendor and subcontractor contracts to fit any business relationship.
- RedTeam Flex - Configure AddendumsThis Wiki shows you how to change the title and the footer of the addendum in Configuration
- RedTeam Flex - It’s time to clean up your project databaseBelieve it or not, your RedTeam database hygiene is important to accurately report to you on your business.
- RedTeam Flex - Configure Cost CategoriesRedTeam supports user-defined Cost Categories that are linked to our 5 main Cost Types (Subcontract, Material, Labor, Equipment, and Other).
- RedTeam Flex - Configure Approvals WorkflowSteps to create Approval Workflows for Vendor Invoices and Employee Expenses.
- RedTeam Flex - Configure Tax VenuesTax Venues can be set up for all of the areas (venues) where you do work and/or purchase materials and services that are subject to tax.
- RedTeam Flex - Set up a General Ledger (GL Account) for Customer DepositsHow to set up a General Ledger when adding a new deposit
- RedTeam Flex - Configure Company Credit CardsThis Wiki shows you how to set up Company Credit Cards in the Configuration menu.
- RedTeam Flex - Configure Payment TermsPayment terms are simply terms and conditions upon which you and/or a Customer agree to make a payment for goods or services
- RedTeam Flex - Configure Cost PoolsCost Pools allow you to configure grouped costs in order to better manage your accounting process.
- RedTeam Flex - Configure Cost Types and Indirect Cost Allocation RatesRedTeam Flex supports 5 main Cost Types for cost tracking Subcontract, Material, Labor, Equipment, and Other
- RedTeam Flex - Configure Event TypesIn the Opportunities menu, users can create Events to be added to the Calendar.
- RedTeam Flex - Configure Master Inventory ItemsMaster Inventory Items are various categories of labor and a master list of Item Prices
- RedTeam Flex - Supplemental MarkupsSupplemental Markups are additional costs or charges added into the estimate of your project
- RedTeam Flex - Manage Service OverviewThe Services section of RedTeam manages Service Assemblies, Cost Codes, and Cost Divisions.
- RedTeam Flex - Configure Cost CodesThe Cost Codes in your database are always your own.
- RedTeam Flex - Configure Master AssembliesCost Code Assemblies can be used to establish standard costing for Estimates in RedTeam.