Introducing Project Team: Always Know Who's Running the Project

Your projects now have a Project Team tab, giving you a quick, clear view of your internal team and the companies working on each flip. Instead of hunting through contacts or digging through expenses to find who's involved, everyone on the project is organized in one place.

How It Works

Open any project and click the Project Team tab at the top of the Project Overview. The Project Team is split into two distinct sections, each focused on a different group of people involved in the project.

• ‍Users on Project Team — the internal team members actively managing the project, listed with their contact info, optional project role, and software access level. Think project manager, acquisition lead, bookkeeper.
• ‍Companies on Project Team — the contractors, lenders, insurance companies, and vendors involved in the project.

Intelligent Auto-Assignment

You don't have to build either list manually. FlipperForce intelligently assigns users and companies to the Project Team based on real activity on the project.

Users are automatically added when they:

• Create an expense, add income, or upload a receipt
• Get assigned to a task or assign a task to someone else
• Post a project update or create a project note
• Run a Flip Analyzer, BRRRR Analyzer, or load a Repair Estimator template
• Add a photo to the Photo Log or upload a project document

Companies are automatically added when they are:

• Assigned to a task on the project schedule
• Assigned to an expense in the expense tracker

You can also add or remove users and companies manually at any time.

What You'll See at Launch

We've already done the work for you. Your existing Project Teams have been pre-populated based on who has already been active on each project and which companies have already been assigned to schedules or expenses. When you open the Project Team tab for the first time, your team should already look accurate.

‍