[OPENING — 0:00 to 0:20]
Hey, it's Dave, and I'm excited to share that we just launched our new Project Team feature which gives you a single centralized view to see everyone working on your project — your internal team members like your project manager and bookkeeper, and your external companies like contractors, lenders, and insurance companies — so that way you always know exactly who is involved on each project.
So let’s show you how it works
[WHERE TO FIND IT — 0:20 to 0:35]
To get started, open any project and go to the Project Overview page, click the Project Team tab at the top of the page.
[SETTING THE STAGE — 0:35 to 1:00]
Once you're on the Project Team page, you'll notice there are two distinct sections.
The first is Users on Project Team. These are your internal team members who have software access to FlipperForce and are actively managing the project — people like your acquisition lead, project manager, or bookkeeper.
The second is Companies on Project Team. These are the external companies like contractors, vendors, lenders, and insurance companies involved in the flip. Unlike users, companies don't have software access — they're simply tracked here so your team always has their contact details, tax status, insurance status in one place.
Together these two sections give you a complete picture of everyone involved in the project, both inside and outside your organization.
[USERS ON PROJECT TEAM — 1:00 to 1:40]
Let's start with Users on Project Team.
FlipperForce intelligently adds users to the Project Team automatically based on their activity. The moment someone performs a meaningful action on the project — creating an expense, getting assigned a task, posting a project update, or running an analysis — they're automatically added to the team, so the system is quietly building your team in the background as real work gets done.
If you want to add someone to the Project Team manually, it's simple. Just check the checkbox next to their name and they're going to be moved to the Project team.
Not everyone on this page is on the Project Team. Below the active Project Team you'll see a separate list of users who have access to the project through their workspace permissions, but aren't actively working on it. They're shown here for reference so you always know who can see the project versus who is actually running it.
You can also optionally assign a Project Team Role to any team member — things like Project Manager, Acquisition Lead, or Bookkeeper — to make responsibilities clear for everyone on your workspace.
[COMPANIES ON PROJECT TEAM — 1:40 to 2:15]
Now let's look at Companies on Project Team.
Just like users, companies are intelligently added to the project automatically. The moment a company is assigned to a scheduled task or an expense in the expense tracker, FlipperForce adds them to the Project Team. As your team logs work and expenses, the company list builds itself in the background without you manually needing to add the Companies to the list.
Each company entry shows you everything you need in one place — contact details, tax and insurance status, so you can make sure you have the compliance documentation you need befor they start work.
If you want to add companies manually, click the Edit Project Team button in the top right of the Companies section. That opens a bulk assignment modal where you can quickly select and assign multiple companies to the project at once — a great way to get your contractor list set up at the start of a new project before any expenses or tasks have been created.
[CLOSING — 2:15 to 2:35]
So Project Team gives you a clear, automatically maintained picture of everyone involved on each project — your internal team and your external companies — without requiring you to set it up yourself.
So Go check it out, we've already pre-populated your Project Team based on your previous activity in the platform, so your team and companies should already be there waiting for you.
As always, if you have any feedback we'd love to hear it — thanks for watching.
