Best-in-class Construction Integrations
construction management and field management solutions.
Acumatica + RedTeam Flex
Acumatica Construction Edition Integration
RedTeam Flex connects to Acumatica to provide your construction teams with the latest financial information for project management. Streamline contracting and disbursement authorization workflows, and eliminate duplicate work.
RedTeam Flex’s “event-driven” accounting integration requires no manual interventions to link data entities and transactions, which eliminates workflow latency and ensures real-time access to financial and project information.
Selectively control which projects in RedTeam Flex are connected to Acumatica.
Configuration and Maintenance Transactions
Working Transactions
Docusign + RedTeam Flex
Login to Docusign straight from RedTeam
With the integration of DocuSign, Redteam Flex now offers its users a seamless path to enter into a formal agreement using electronic signatures.
Docusign Integration Benefits
- With Docusign, users can electronically sign, prepare, act on, and manage agreements to deliver great experiences for customers and employees.
- By combining Docusign with RedTeam Flex’s industry-leading construction project management platform, you can’t lose.
Execute a Wide Variety of Documents
- Vendor Commitments (subcontracts, POs)
- Customer Change Orders (AIA-style)
- Vendor Change Orders
- Customer Proposals
- Customer Change Proposals
- Customer Billing
Levelset + RedTeam Flex
Eliminate the headache of lien waivers
RedTeam Flex users can create a project in Levelset directly from their RedTeam Flex dashboard. Users can generate lien waiver requests routed to vendors ready to be signed. Once executed, lien waivers will automatically load into the Levelset project and be available anytime in RedTeam Flex. Such functionality provides excellent data integrity and helps reduce the time spent tracking these critical documents. This integration effectively reduces the risk of lien claims and better protects all project stakeholders.
Levelset Integration functionality
- Send Notices Seamlessly from RedTeam Flex
- Sign and Request Waivers Smoothly to Prevent Payment Delays
- Keep Everybody on the Same Page with Online Communication
- Set Lien Waiver Requirements by State
Save time generating, tracking, and collecting lien waivers
Levelset connects construction stakeholders and leverages millions of data records to make payment documentation stress-free. The construction industry has traditionally used attorneys and mounds of paperwork to sort out payment issues. However, over 100,000 industry stakeholders have relied on Levelset to enable better visibility, smoother paperwork exchanges, and faster, more accurate payments.
Customers use Levelset to easily exchange and collaborate around payment documents such as lien waivers easily, pay applications, and preliminary notices, and to complete the picture of who else is on their job.
QuickBooks Online + RedTeam Flex
Industry-leading Accounting Software for Your Projects
RedTeam Flex for QuickBooks Online provides contractors of any size with a robust project management software solution to effectively manage large and small projects, and to help dissolve communication barriers with stakeholders. Customers can now leverage the combination of the industry-leading QuickBooks Online accounting system with the construction industry’s most comprehensive project management software and cost control product.
Paperless Routing and Approval of Vendor Invoices
- RedTeam Flex handles the approvals process for invoices, putting a preliminary invoice in QBO, then updating it for payment once it has been approved through the RedTeam Flex workflow.
Mobile Application and Quickbooks Online
- The mobile application can be used to generate employee expenses, fill out employee timesheets, expenses and employee time created in the app, or RedTeam Flex will send to QBO as they are approved.
How It Works
- RedTeam Flex connects to QuickBooks Online to provide a complete construction accounting platform for commercial construction contractors, including customer proposals, contracts, change orders (G701), schedules of value, AIA-style progress billing (G702/703), time and materials (T&M) billing, employee time and expenses, subcontracts, subcontract change orders, purchase orders, project budgets (including real-time data pulled from QBO regarding vendor payments made and customer payments received), job cost, estimated cost at complete, revenue recognition, and work in progress (WIP) schedules.
QuickBooks + RedTeam Go
Project Management and Accounting United
No More Double Entry
- RedTeam Go Owner is QuickBooks Customer
- RedTeam Go Job is QuickBooks Job
- RedTeam Go Cost Code is QuickBooks Item/Product
- RedTeam Go Subcontractor is QuickBooks Vendor
- RedTeam Go Bid is QuickBooks Estimate
- RedTeam Go Subcontractor Bill is QuickBooks Bill
Subcontract Billing
- Know how much to pay your subcontractor.
- Once you approve a sub bill in RedTeam Go, we’ll create a bill for you in QuickBooks.
- We’ll build the bill line-by-line for you in QuickBooks.
- Each line item will have the appropriate expense account you want associated with it.
Bids and Estimates
- When you are ready to start a job in RedTeam Go, the estimate goes over to QuickBooks.
- We’ll look for the matching Job and Owner (or create a new one) for you.
- We’ll build the estimate line-by-line for you in QuickBooks.
- Each line item will have the appropriate income account that you want associated with it.
Easy Setup
- Set it up by clicking the Connect to QuickBooks button and allowing access to QuickBooks.
- Match the corresponding RedTeam Go cost code types to the QuickBooks income and expense accounts.
- View “sync” logs to see what moved over to QuickBooks.
Configuration and Maintenance Transactions
Working Transactions
Sage 100 + RedTeam Flex
Sage 100 Construction Integration
RedTeam Flex connects to Sage 100 Contractor to provide your construction teams with the latest financial information for project management, streamline contracting and disbursement authorization workflows, and eliminate duplicate work.
System Initialization
RedTeam Flex uses hh2 Cloud Services to connect to Sage 100 Contractor, to provide your construction business with a unified, collaborative platform for both operations and accounting.
Configuration
Once the system is connected, mapping for chart accounts is handled automatically. You will map RedTeam Flex Control Accounts to the Sage Chart Cost Types and Standard Cost Categories.
Startup
RedTeam Flex can selectively import or link Cost Codes, Customers, Customer Types, Vendors and Vendor Types from Sage to expedite the implementation process.
SAGE / HH2 SYNCHRONIZATION CLIENT
Sage works with hh2, a third-party integration partner that provides software to install on your server.
Project Setup
Enter a Sage Job ID into RedTeam Flex to link new RedTeam Flex Projects to Sage. Once linked, RedTeam Flex will insert all new Customers, Vendors, Project Cost Codes, and Project Cost Categories into Sage as required. If used in RedTeam Flex, Extras (Sub Jobs) will be created in Sage for Job Cost.
Vendor Commitments
All Vendor Commitments and Change Orders, including item details, are sent to Sage as they are executed in RedTeam Flex.
A/P Transactions
Vendor Invoices (including invoices submitted via the mobile application) approved for disbursement in RedTeam Flex will be posted into Sage. Vendor Payments issued from Sage will be displayed in RedTeam Flex, so your project teams will know exactly what’s been paid.
Job Costs
All Job Costs will be synchronized with Sage, so your teams have real-time access to current financial information for all of their projects within RedTeam Flex.
Configuration and Maintenance Transactions
Working Transactions
Sage 300 + RedTeam Flex
Sage 300 Construction Integration
RedTeam connects to Sage 300 CRE to provide your construction teams with the latest financial information for project management, streamline contracting and disbursement authorization workflows, and eliminate duplicate work.
System Initialization
RedTeam works with hh2 Cloud Services to connect to Sage 300 CRE to provide your construction business with a unified, collaborative platform for both operations and accounting.
Configuration
Once the system is connected, mapping for chart accounts is handled automatically. You will map RedTeam Flex Control Accounts to the Sage Chart Cost Types and Standard Cost Categories.
Startup
RedTeam Flex can selectively import or link Cost Codes, Customers, Customer Types, Vendors and Vendor Types from Sage to expedite the implementation process.
SAGE / HH2 SYNCHRONIZATION CLIENT
Sage works with hh2, a third-party integration partner that provides software to install on your server.
Project Setup
Enter a Sage Job ID into RedTeam Flex to link new RedTeam Flex Projects to Sage. Once linked, RedTeam Flex will insert all new Customers, Vendors, Project Cost Codes, and Project Cost Categories into Sage as required. If used in RedTeam Flex,, Extras (Sub Jobs) will be created in Sage for Job Cost.
Vendor Commitments
All Vendor Commitments and Change Orders, including item details, are sent to Sage as they are executed in RedTeam Flex.
A/P Transactions
Vendor Invoices (including invoices submitted via the mobile application) approved for disbursement in RedTeam Flex will be posted into Sage. Vendor Payments issued from Sage will be displayed in RedTeam Flex, so your project teams will know exactly what’s been paid.
Job Costs
All Job Costs will be synchronized with Sage, so your teams have real-time access to current financial information for all of their projects within RedTeam Flex.
Configuration and Maintenance Transactions
Working Transactions
Sage Intacct + RedTeam Flex
Sage Intacct Construction Integration
RedTeam connects to Sage Intacct to provide your construction teams with the latest financial information for project management, streamline contracting and disbursement authorization workflows, and eliminate duplicate work.
Users can link new RedTeam Flex projects to Sage Intacct by entering a Sage job ID into RedTeam Flex. Once linked, RedTeam Flex will insert all new customers, vendors, project cost codes, and project cost categories into Sage as required.
Configuration and Maintenance Transactions
Working Transactions
