Project Team

Learn how to use the Project Team to manage your internal Team Members, Contractors, and Companies across every project.

FlipperForce Field is now available!

How it Works

The Project Team module shows you exactly who is actively working on each project — your internal team members, assigned contractors, and linked vendor companies — all in one place with their contact details, roles, and project involvement automatically tracked.

What it does

Project Team automatically builds itself based on workspace activity. When someone logs an expense, gets assigned a task, or posts a project update, they're added to the Project Team without any manual setup. It distinguishes between active team members and users who simply have workspace access.

How to use it

Access the Project Team tab from within any project. Review the current team roster and their assigned roles. Contact team members directly from their profile. See which contractors and vendors are associated with the project, including their company details and total paid to date.

Why it matters

Knowing who is responsible for what — and being able to reach them instantly — is critical for keeping renovations on schedule. The Project Team module eliminates the need to dig through contracts or phone lists to find contact information, and gives you a clear picture of who is active on each project at any given moment.

Highlights
Auto-Intelligence Team Building - FlipperForce automatically adds users to your Project Team based on their activity — the moment someone creates an expense, posts an update, or gets assigned a task, they're added to the team with no manual setup required.
Active Team vs. Users with Access - Project Team separates active team members from users who simply have workspace access, so you always know who is actually running the project without scrolling through your entire user list.
Automatic Company Tracking - Contractors, lenders, and vendors are automatically added to the Project Team the moment they're assigned to a schedule task or expense, giving your team instant access to contact details, insurance status, and total paid to date in one place.
Videos

Case Studies

Deep dives into real world real estate examples.
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Videos

Software Feature Tutorials and Tips

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Product Updates

Latest Updates

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

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

Learn how the new Project Team feature automatically tracks your internal team members and companies on every flip, so you always know who's managing the project and how to reach them.
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