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.