RedTeam

In the Opportunities menu, users can create Events to add to the Calendar.

RedTeam Flex - Configure Event Types

Master Inventory Items are various categories of labor and a master list of Item Prices

RedTeam Flex - Configure Master Inventory Items

Supplemental Markups are additional costs or charges added into the estimate of your project

RedTeam Flex - Supplemental Markups

The Cost Codes in your database are always your own.

RedTeam Flex - Configure Cost Codes

Cost Code Assemblies can be used to establish standard costing for Estimates in RedTeam.

RedTeam Flex - Configure Master Assemblies

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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