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Manage Work, Maximize Profit A Profit from Efficiency Power Session From TEAM Software

Manage Work, Maximize Profit: Power Session Webinar

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Manage Work, Maximize Profit

A Profit from Efficiency Power SessionFrom TEAM Software

• 30-minute power session

• Brief Q & A at the end – type your questions in the GoToWebinar panel

• Webinar is being recorded

Housekeeping

• Brief overview of our products and integration

• Learn about Work Scheduling and Work Tickets in WinTeam

• Explore mobile work ticket functionality for employees in the field

• Brief Q & A

Power Session Overview

Introductions

Host: Scott Gauger, Director of Sales

Shannon Robertson, Education Coordinator

Shelly Reida, Project Manager & Business Analyst for Mobile Team

WinTeam & Integration

Poll Question

Manual/Paper

How does your company currently schedule work?

Excel spreadsheet

WinTeam

We don’t.

Other scheduling software

Results0%

17%

17%

43%

23%

Tracking and Managing

Recurring work

One-time tasks

Using Work Scheduling and Work Tickets

Work Schedules Screen

Work Scheduling Calendar

Work Ticket

Work Ticket Profit Summary

Billable Ticket Review

Unbilled Work Tickets

Work Scheduling: Not just for Building Service Contractors

Security contractors can use Work Scheduling tools, too• Alarm, camera or other

equipment installations• Bill services per hour• Track supplies and cost

associated with the work

Work Scheduling tools for distributed workforces

Work Request in eHub Web

Poll Question

No.

Do you provide your field-based supervisors with smartphones?

Yes.

Results92%

8%

eHub Mobile: On the GoAccess Work Tickets in a couple of ways:

• On Main Landing Page• By Job

eHub Mobile: Open Work Tickets

eHub Mobile: Creating Work Tickets

eHub Mobile: Creating Billable Work Tickets

eHub Mobile: Work Ticket Billing Tab (Budgets & Actuals)

eHub Mobile: Work Ticket Actuals

eHub Mobile: Work Ticket Signatures (Attachments Tab)

Product Integration at Its Best

Automatically updated in WinTeam

Work Ticket from eHub Mobile

Real-World Scenarios

Tracking non-contractual work

Completing tickets with actuals and marking it as billable

Questions?

Thank you for attending.

Recording of this webinar and slides available next week.

Visit teamsoftware.com/blog or watch for a follow-up email.

Contact us for more [email protected]