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Administration with TEAMS Software

TEAMS software makes light work of administrative tasks by automating the flow of information between departments and connecting functions of the asbestos management process together.

Each step of the process has been scrutinized and carefully integrated into TEAMS software to provide a streamlined, yet super-simplified system increasing productivity and profit all the way from analyst to admin.

Labour intensive tasks such as creating asbestos registers and bulk sample reports are reduced to the click of a button, while other tasks such as job costs and invoicing are calculated based on pre-defined user values and presented to the user for adjustment or acceptance.

TEAMS software makes light work of administrative tasks by automating the flow of information between departments and connecting functions of the asbestos management process together.

Each step of the process has been scrutinized and carefully integrated into TEAMS software to provide a streamlined, yet super-simplified system increasing productivity and profit all the way from analyst to admin.

Labour intensive tasks such as creating asbestos registers and bulk sample reports are reduced to the click of a button, while other tasks such as job costs and invoicing are calculated based on pre-defined user values and presented to the user for adjustment or acceptance.

Integrated Scheduling and Diary

TEAMS Appointments comes complete with a full diary system including Month, Week, Day and Map views allowing information to be visible at all times to everyone involved.

We design TEAMS around the ways asbestos consultancies operate and the appointments system is no exception. We understand jobs move around a lot and you need flexibility when scheduling jobs in.

 

TEAMS Appointments comes complete with a full diary system including Month, Week, Day and Map views allowing information to be visible at all times to everyone involved.

We design TEAMS around the ways asbestos consultancies operate and the appointments system is no exception. We understand jobs move around a lot and you need flexibility when scheduling jobs in.

 

Flexible bookings

Using our custom designed booking forms you get very granular control over who goes where, on what day, and at what time. Simply setup the main parts of the appointment first, then hop into individual days and setup any specifics - including different start times, different end times and different staff.

During this process, TEAMS manages all associated job numbers, client order numbers, appointment reminders, even any attachments you may have to hand, such as site plans, that can be included here and sent with the appointment to the onsite surveyor or analyst.Once the jobs are booked in, all appointments in TEAMS are viewed and accessed in the easy-to-manage, colour coded diary screens and also visually on the integrated map view.

Using our custom designed booking forms you get very granular control over who goes where, on what day, and at what time. Simply setup the main parts of the appointment first, then hop into individual days and setup any specifics - including different start times, different end times and different staff.

During this process, TEAMS manages all associated job numbers, client order numbers, appointment reminders, even any attachments you may have to hand, such as site plans, that can be included here and sent with the appointment to the onsite surveyor or analyst.Once the jobs are booked in, all appointments in TEAMS are viewed and accessed in the easy-to-manage, colour coded diary screens and also visually on the integrated map view.

Map View - Visualise your appointments

Make more informed decisions about staff assignments to jobs by visually seeing appointments and their geographical location on the integrated Map View tab from the appointments section of TEAMS.

Current traffic conditions are also available and built into the map control to further assist you and your field staff when making and adjusting appointments.

Make more informed decisions about staff assignments to jobs by visually seeing appointments and their geographical location on the integrated Map View tab from the appointments section of TEAMS.

Current traffic conditions are also available and built into the map control to further assist you and your field staff when making and adjusting appointments.

Project Bookings

When working with large numbers of sites, TEAMS appointments allows 'projects' to be booked as easily and as straight forwards as a single site, by booking in bulk.

Once the project is scheduled in, any alterations to the bookings can also be done in one action, as the TEAMS diary continues to work with the project as a whole, reducing administration time on larger contract works.

Along with bulk bookings, TEAMS also offers the ability to replicate appointments for sites that share a common project. A simple right click of the appointment allows you quickly and easily to select other sites within the project and clone the appointment onto these other sites.

Replicated appointments can then be adjusted and amended as required to suit the needs of the new job.

When working with large numbers of sites, TEAMS appointments allows 'projects' to be booked as easily and as straight forwards as a single site, by booking in bulk.

Once the project is scheduled in, any alterations to the bookings can also be done in one action, as the TEAMS diary continues to work with the project as a whole, reducing administration time on larger contract works.

Along with bulk bookings, TEAMS also offers the ability to replicate appointments for sites that share a common project. A simple right click of the appointment allows you quickly and easily to select other sites within the project and clone the appointment onto these other sites.

Replicated appointments can then be adjusted and amended as required to suit the needs of the new job.

TEAMS Scheduler - never miss a trick

Designed to bring information to you, the TEAMS scheduler retrieves key information from the other areas of TEAMS and delivers it to you as you move around the weeks and months of your diary.

As you click into any given week or month to view or book appointments, items related to that time period are displayed, including links to the items in question that need attention.

Designed to bring information to you, the TEAMS scheduler retrieves key information from the other areas of TEAMS and delivers it to you as you move around the weeks and months of your diary.

As you click into any given week or month to view or book appointments, items related to that time period are displayed, including links to the items in question that need attention.

Creating quotes and enquiries

TEAMS produces all documentation by default as PDF and quotes are no exception to this.

TEAMS automatically selects the latest quote template for the type of work being quoted from your template library within TEAMS. This template is then loaded onscreen for the user to create the new quote from.

If the tablets have been used for a site visit, a full inventory of items and costs is automatically available for any adjustments before finalizing the content and producing the finished quote.

Once the PDF is generated it is immediately available for emailing via TEAMS integrated email system straight to the client and logged as sent.

TEAMS produces all documentation by default as PDF and quotes are no exception to this.

TEAMS automatically selects the latest quote template for the type of work being quoted from your template library within TEAMS. This template is then loaded onscreen for the user to create the new quote from.

If the tablets have been used for a site visit, a full inventory of items and costs is automatically available for any adjustments before finalizing the content and producing the finished quote.

Once the PDF is generated it is immediately available for emailing via TEAMS integrated email system straight to the client and logged as sent.

Report production

Unlike other software on the market, we design TEAMS to produce reports in your format, in your styles, so much so you shouldn't be able to tell the difference between your original reports and TEAMS generated reports.

Your existing reports - just made automatic

Producing accurate and valuable reports is key to any company but efficiency and speed of production is also a vital consideration.

The combination of efficient and validated data collection onsite coupled with a smart, process driven office end system gives users of TEAMS a clear advantage when producing reports.

All reports once generated and approved are held within TEAMS permanently and published automatically to the TEAMS portal.

Unlike other software on the market, we design TEAMS to produce reports in your format, in your styles, so much so you shouldn't be able to tell the difference between your original reports and TEAMS generated reports.

Your existing reports - just made automatic

Producing accurate and valuable reports is key to any company but efficiency and speed of production is also a vital consideration.

The combination of efficient and validated data collection onsite coupled with a smart, process driven office end system gives users of TEAMS a clear advantage when producing reports.

All reports once generated and approved are held within TEAMS permanently and published automatically to the TEAMS portal.

Your existing reports - just made automatic

Many clients want to increase efficiency and general output, but still want to retain their current report design, content and appearance - after all this is what your clients are used to and expect.

TEAMS is designed around exactly this concept and we aim to make TEAMS produce, as close as possible, a mirror copy of your current report templates.

When the report is produced from TEAMS, the finished PDF should be identical in look and feel to your existing reports as well as retaining all the same structure and content as before. The difference is the report is now produced in a fraction of the time.

All reports are generated directly to PDF, and during approval digital signatures of approving officers and site staff (if and where applicable) are appended automatically to create the finished document.

Many clients want to increase efficiency and general output, but still want to retain their current report design, content and appearance - after all this is what your clients are used to and expect.

TEAMS is designed around exactly this concept and we aim to make TEAMS produce, as close as possible, a mirror copy of your current report templates.

When the report is produced from TEAMS, the finished PDF should be identical in look and feel to your existing reports as well as retaining all the same structure and content as before. The difference is the report is now produced in a fraction of the time.

All reports are generated directly to PDF, and during approval digital signatures of approving officers and site staff (if and where applicable) are appended automatically to create the finished document.

Client specific templates

Where clients require bespoke or tailored reports for different customers which are significantly different from their standard company reports, TEAMS maintains client specific templates.

Depending on the customer and report requirements, both the data collection via mobileTEAMS as well as the office system will automatically switch to capture and process the different data as jobs are booked for that client.

Where no client specific requirements are setup, the data collection and report templates will automatically use the company standard, making the whole process seamless from the users point of view.

Where clients require bespoke or tailored reports for different customers which are significantly different from their standard company reports, TEAMS maintains client specific templates.

Depending on the customer and report requirements, both the data collection via mobileTEAMS as well as the office system will automatically switch to capture and process the different data as jobs are booked for that client.

Where no client specific requirements are setup, the data collection and report templates will automatically use the company standard, making the whole process seamless from the users point of view.

Managing your templates

TEAMS contains and automatically manages all of your templates for you, and includes a built-in editor allowing you to modify each and every one whenever you require.

Once a change is made to a template, a new version is saved automatically to the system as a draft.

Once the draft is approved for use, TEAMS automatically updates it to the latest version ready for the rest of TEAMS to start using.

Current and past versions, revisions, along with their authors and approval dates are tracked and managed automatically by TEAMS.

TEAMS contains and automatically manages all of your templates for you, and includes a built-in editor allowing you to modify each and every one whenever you require.

Once a change is made to a template, a new version is saved automatically to the system as a draft.

Once the draft is approved for use, TEAMS automatically updates it to the latest version ready for the rest of TEAMS to start using.

Current and past versions, revisions, along with their authors and approval dates are tracked and managed automatically by TEAMS.

Invoicing

Our integrated invoicing system makes light work of what is traditionally a labour intensive task at the end of each month.

All completed works by default are pushed into the invoicing section of TEAMS automatically. From here, its as simple as selecting the jobs and adding them to either an existing invoice that is in progress, or creating a new invoice. Both are just a click away and you are done.

To streamline the process further, we fully integrate TEAMS with both Sage accounts and Xero. This allows the user to simply create the invoice in TEAMS itself and watch how it is automatically created for you in your accounts package. No double handing, no human error, no hassle.

Along with standard invoicing, TEAMS also support credit notes and proforma invoices for clients who require these facilities.

Our integrated invoicing system makes light work of what is traditionally a labour intensive task at the end of each month.

All completed works by default are pushed into the invoicing section of TEAMS automatically. From here, its as simple as selecting the jobs and adding them to either an existing invoice that is in progress, or creating a new invoice. Both are just a click away and you are done.

To streamline the process further, we fully integrate TEAMS with both Sage accounts and Xero. This allows the user to simply create the invoice in TEAMS itself and watch how it is automatically created for you in your accounts package. No double handing, no human error, no hassle.

Along with standard invoicing, TEAMS also support credit notes and proforma invoices for clients who require these facilities.

Managing your business. All from one place.

The Management section of TEAMS knits the entire system together and gives you the power and control to manage and administer TEAMS yourself.

From adding users and adjusting their rights to amending templates and pricing, straight forward and easy to use screens makes managing TEAMS a pleasure not a chore.

Managing clients, projects and sites

Adding, amending and managing clients, projects and sites is taken care of within the management section of TEAMS. Bulk or batch importing clients and sites is fully supported and takes the leg work out of this task when working with large portfolios of properties.

Projects in TEAMS group these large numbers of sites and work together, and with projects summaries, information about progress through a project is available at a glance.

Managing staff communications

TEAMS gives its users a whole wealth of tools and facilities to create, book, track and monitoring jobs as they progress through their various stages, but with many jobs there is a back story or conversation which takes place alongside the work itself keeping it on track.

The Job Log automatically collects key notes and communications as screens are completed and processes done. It also allows the users to manually add entries, upload supporting files such as Purchase orders, and notify other staff of activities as they are done through its built in 'Save and notify' facility.

Managing client contacts

The ability to assign specific contacts to quotes, jobs and even invoices has always been an important function of TEAMS, but managing all of these different contacts can prove difficult when managing large clients with different work streams and numerous people involved in the chain.

An address book interface in TEAMS allows for easy management of contact and the creation of contact groups to link these together.

Managing staff rights, roles and authorisations

TEAMS organises security within the system into specific roles and rights which can be assigned to staff allowing them to perform tasks.

Staff roles not only affect what a user can do, but also doubles as a filter allowing screens to only show information relevant to people with certain roles.

Managing document templates

TEAMS contains and automatically manages all of your templates for you, and includes a built-in editor allowing you to modify each and every one whenever you require.

Current and past versions, revisions, along with their authors and approval dates are tracked and managed automatically by TEAMS.

Managing report approval and delivery

Reducing administration is a key part of TEAMS and this doesn't stop once the report has been created. Once a report has been approved, TEAMS can assist with delivering this to your client via automated email triggers.

Built into survey approval, air test completion, bulk sample report approval and invoice completion, you can easily set on a client per client basis if an email is automatically sent once these events have happened.

Managing equipment and inventory

TEAMS gives you an easy way to keep track of equipment including each item's calibration history and due dates for next calibration. Equipment use is tracked and recorded when kit is used on a job - both out in the field and in the lab.

Managing equipment is made easy with TEAMS with pre-designed categories for easy organisation and automatic calibration reminder alerts built into the diary system and into mobileTEAMS so equipment calibration is never missed or overlooked.

Managing everything else

Reporting is completely bespoke and uniquely tailored to produce the reports and information required by the consultancy. Everything from turnover and job costs, through to employee productivity and time onsite can be accessed and then filtered to produce onscreen graphs and reports or output to to excel, CVS, or PDF.

The Management section of TEAMS knits the entire system together and gives you the power and control to manage and administer TEAMS yourself.

From adding users and adjusting their rights to amending templates and pricing, straight forward and easy to use screens makes managing TEAMS a pleasure not a chore.

Managing clients, projects and sites

Adding, amending and managing clients, projects and sites is taken care of within the management section of TEAMS. Bulk or batch importing clients and sites is fully supported and takes the leg work out of this task when working with large portfolios of properties.

Projects in TEAMS group these large numbers of sites and work together, and with projects summaries, information about progress through a project is available at a glance.

Managing staff communications

TEAMS gives its users a whole wealth of tools and facilities to create, book, track and monitoring jobs as they progress through their various stages, but with many jobs there is a back story or conversation which takes place alongside the work itself keeping it on track.

The Job Log automatically collects key notes and communications as screens are completed and processes done. It also allows the users to manually add entries, upload supporting files such as Purchase orders, and notify other staff of activities as they are done through its built in 'Save and notify' facility.

Managing client contacts

The ability to assign specific contacts to quotes, jobs and even invoices has always been an important function of TEAMS, but managing all of these different contacts can prove difficult when managing large clients with different work streams and numerous people involved in the chain.

An address book interface in TEAMS allows for easy management of contact and the creation of contact groups to link these together.

Managing staff rights, roles and authorisations

TEAMS organises security within the system into specific roles and rights which can be assigned to staff allowing them to perform tasks.

Staff roles not only affect what a user can do, but also doubles as a filter allowing screens to only show information relevant to people with certain roles.

Managing document templates

TEAMS contains and automatically manages all of your templates for you, and includes a built-in editor allowing you to modify each and every one whenever you require.

Current and past versions, revisions, along with their authors and approval dates are tracked and managed automatically by TEAMS.

Managing report approval and delivery

Reducing administration is a key part of TEAMS and this doesn't stop once the report has been created. Once a report has been approved, TEAMS can assist with delivering this to your client via automated email triggers.

Built into survey approval, air test completion, bulk sample report approval and invoice completion, you can easily set on a client per client basis if an email is automatically sent once these events have happened.

Managing equipment and inventory

TEAMS gives you an easy way to keep track of equipment including each item's calibration history and due dates for next calibration. Equipment use is tracked and recorded when kit is used on a job - both out in the field and in the lab.

Managing equipment is made easy with TEAMS with pre-designed categories for easy organisation and automatic calibration reminder alerts built into the diary system and into mobileTEAMS so equipment calibration is never missed or overlooked.

Managing everything else

Reporting is completely bespoke and uniquely tailored to produce the reports and information required by the consultancy. Everything from turnover and job costs, through to employee productivity and time onsite can be accessed and then filtered to produce onscreen graphs and reports or output to to excel, CVS, or PDF.