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Upcoming Sessions
Please click the blue hyperlink to register and join us for these LIVE training sessions. See you there!!
Upcoming Live Webinars in 2022:
November 4, 2022 – Site Administration – In this session, we will go over setting up your company default settings. how to manage cost codes and trade types. In addition to creating templates. As well as setting up your accounting defaults.
November 17, 2022 – Job Cost statement – In this session we will be reviewing the Job Cost Statement and how to get the full project view on costs, along with the recent updates that were made with the addition of the Committed Cost columns.
November 18, 2022 – Bidding – In this session, we will cover creating the bid worksheet, sending invitations, and creating the scope of work. Last but not least how to create the proposal.
December 9, 2022 – Pending status/ Owner contracts – This session will go over the whole pending status, such as setting the job to pending, creating revisions, and accepting alternatives, units and phases. We will also go over the process of creating an owner contract.
December 23, 2022 – Will Start Soon / Subcontracts – This session will cover moving the job to Will Start Soon. We will then create the construction budget and learn about the award subs page. We will lastly learn about how to create a subcontract.
January 6, 2023 – Change Orders – This session is geared towards the project manager. We will look at creating potential change orders, change orders, and internal change orders.
January 20, 2023 – Owner Billing – This session is geared towards your project managers and accountants. We will look at the owner billing applications. We will then review the Schedule of values and how they can be broken down. Finally, we will learn how to approve, send and void the bill via the accountant.
February 3, 2023 – Scheduling/ Daily logs – This session is geared towards the project manager. In this session, we will talk about the different schedule templates and how to build a project schedule. Next we will go over how to create and manage daily logs.
February 17, 2023 – RFI/ Meetings/ Submittals/ Closeout – This session will cover the creation and management of RFI, meetings, and submittals. Lastly, we will go over closeout procedures.
March 3, 2023 – RedTeam Go QuickBooks Online – This will cover the Quickbooks Online Integration.
March 17, 2023 – RedTeam Go QuickBooks Desktop – This will cover the Quickbooks Desktop integration.