RedTeam Flex

This software has been a critical part of managing our multiple projects. It allows us to build jobs from the very beginning and keep everything in once place. If problems or questions ever arise you can chat with a representative immediately. I don't think I've ever waited more than a minute or two to be connected to a live person. I have truly never worked with another software company that delivers this kind of customer service and it is a game changer. It makes all of the cons that much less troublesome because there's always someone there to work through them with you.

I think that this software is still growing and developing so eventually these may not even be issues anymore, but the thing I like the least is that there is a lack of any kind of portal that the subcontractors can log into to view POs. The clients also can't log in to any type of portal to view current schedules, See an open list of RFIs, Submittals, etc. That makes these processes very manual and I think it would be a huge time saver if they had a higher level of access.

Although the print is too small, the subcontract and change order process is easy to use.
My subcontractors complain that the size of the font is too small after printing for signature. It's no longer legible after scanning and saving the executed contracts, CO's, PO's, etc.

The submittal process (IMO) is ridiculously cumbersome.
1. Having to go through 6 steps to submit 1 submittal is so time consuming that I have to schedule a full day to process multiple submittals. I am very very busy with non-stop calls, emails, meetings, etc.; a simple distraction can cause a mistake while drudging through the unnecessary 6 steps to submit for approval ... If I make a mistake, I have to edit and basically start all over. Then the tracking...
2. The Revise & Resubmit submittal just need to turn RED, there is no need to cross it out. The submittal log becomes messy and confusing with the crossed out submittals.
3. RedTeam should auto populate a submittal cover sheet; one that the reviewer can add comments, a stamp, etc. If I was to use RedTeam to request submittals from a sub, I would have to download, (often print), add the transmittal, the upload the submittal... That's dumb. Regardless, my subs cannot be bothered by using RedTeam to upload submittals. It's not user friendly for those whom are out in the field, working from their truck or trailer. Therefore, they forward the submittal from their supplier via email and/or hand deliver the samples and product data.
3. The reference number should be the cost code per the project submittal book. For example:
Trash Chutes Cost Code 14-91-82
Trash Chutes as a Sbmittal reference #: 14-91-82 or for revisions 14-91-82 R1 etc.

1) Sending RFQ's. I like being able to send emails to all subs at the same time and keep track of who I sent them to, and who is bidding or not. I can also upload their bids. It's great having all the bids in one place. 2) I also like the freedom in how I enter information into the estimating section. Although it would be nice if it could do one additional calculation for me, i.e. #men x #days x $rate, instead of just qty x rate. 3) The Progress Reports and the ability to capture photo's and upload them from the mobile app is also a great feature. 4) Billing through RT is quick and easy. 5) Writing Sub Agreements and PO's in the buyout section is helpful also.

- It's not always intuitive. I find the Submittals section somewhat time-consuming and cumbersome to use. I also find the Dialog section a little cumbersome and haven't found much value in it beyond what I get from Outlook. - It would be nice if there was a record of when emails were sent through RedTeam. When I send an email, I can go back and check sent emails. That's not the case with RT, unless I copy myself on the emails and then can find it in Outlook. - It has it's quirks such as not being able to enter a website when creating a new customer/vendor. The customer/vendor has to be saved 1st, then the website added later. In the Contract section, I have to save several times as I set it up. If I check boxes for the set up, set the duration, add clarifications, etc., then save it, I'll have to go back and do some of those things again. If I only do a few things at a time before saving, then it will remember what I changed. And in many areas I can add a new vendor or contact person but in other areas I can't without exiting the job.