Client service Team is managing client jobs mostly. For that are used following modules of Teamogy:

Jobs, Tasks, Timetracks, Quotation, Purchase orders, Purchase invoices, Sales invoices

See the quick guide and watch the video please

2.1 How to set up your own personal profile, theme and other preferences

Tune your Teamogy that fits your personal taste

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Output/Practical part: Set your photo, change the theme, set your font size, send the post it to your colleague

2.2 How to create business contact.(Clients, Brands, Suppliers,..)

To have all business contacts well organised is goal of each company. With Teamogy it is easy.

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Output/Practical part: Create your favorite client (and brands), create address, create a person, fill in registration of company and upload some attachment

3.1 How to create a Job

Opening of jobs is habit that you should know. Anytime there is a new assignment from client, it is great to open Job for it. The Job itself is an entry that helps you to keep under control all following activities

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Output/Practical part: Create your first job, set deadline, your will be the job owner, choose the client and brand, use tags to find your job easily in the future, check the access rights and add your colleague to the read access right

3.2 How to create Task from Job

Once you need somebody will be working on this job it is great habit to assign task to this person (or more people). It will allow you to set name of task, who is responsible and who is participating on it, deadline of task and all description and attachments you can add there as well

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Output/Practical part: Create a task related to your job. Enter the specific name of task, set the deadline and set allocation for this task, choose the person who will be responsible for this task. Into description area specify your comments and also upload file or insert a picture. Finally use clone button and create another simillar tasks

Many clients, many jobs, many tasks. It is necessary to know, where you have overview of all tasks, what is their current status, who is working on it and how far we are with the task, or if we are not after deadline.

See the guide and watch the video please…
Output/Practical part: Use filters in the top of the view and choose all tasks. Drag that task and drop it into the the status you want your task will be

Time is the most precious thing and whenever you or your colleagues are working on the job for client is necessary to record this time. It will be shown in the job table and will help you to have instant overview how many hours of your people this job already consumed.

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Output/Practical part: Go back to your job and enter your time you spent on the creating of job and assigning of tasks, than add another one time track, choose the date in case you want to record time for another day and fill in brief description ot this timetrack

4.1 How open new quotation

All the activites we are doing to deliver the job to the client should be covered by the client. Quotation will help you to set the list and price of items that will be delivered wtihin this job. Client should recieve this quotation and in best case scenario should confirm this document to you.

See the guide and watch the video please…
Output/Practical part: Open your first  quotation directly from job, set the 2 items for your internal work (using hour rates) and 2 items for 3rd party supplier. Dont’ forget to set your mark up with 3rd party items. Categorise items to separate them visualy to Internal/External. Add descriptions below table. Activate column details and VAT. Save document as PDF. 

Guide or description #1
New quotation

Guide or description #2
Work with item table

4.2 How to mark quotation as approved 

To have instant overview about quotations, if is approved or still waiting for approval or what quotations are declined by client is great to manage precisely statuses of quotations.

See the guide and watch the video please…
Output/Practical part: Find your quotation in list of documents, see the current status, open quotation and change status to approved. Check the quotation is visible in job and values are valid in the job as well.

5.1 How to create a Purchase order

Some items of our jobs we are not able to deliver without a help of our suppliers. To specify exactly what we need from them, what we will be the price for their services and when we need the services will be delivered, is the best to using Purchase orders.

See the guide and watch the video please…
Output/Practical part: Open your job and create new purchase order. Choose your supplier, modify the subject. Delete the internal items and specify the price  and details of services you need to be delivered by supplier. Include more description above and under the item table. Save the PO as PDF

Guide or description #1
New PO

Guide or description #2
Work with item table

5.2 How to find and approve Purchase invoice 

For any services that are delivered by 3rd party supplier our company will most probably recieve an invoice. This invoice should be in the system and should be linked with our job and job owner should approve those invoices

See the guide and watch the video please…
Output/Practical part: Find the purchase invoice from the supplier in supplier invoices, match the items of invoice with your job. Check the values and approve the invoice (change status). 

5.3 How to see the status of 3rd party costs

The more bigger jobs you are doing the more suppliers might be involved. It is important to understand the table in job to see at any point if you are within your initial cost estimate or you are over.

See the guide and watch the video please…
Output/Practical part: Find your job and look at the financial talbe, pay attention to blue columns. Check the graph at the top right corner of your job 

6.1 How to mark job as delivered

To have a instant overview about various jobs you are doing, is necessary to maintain well their statuses. Once the job is handover to client and work is finished it is time to change status of job to Done.

See the guide and watch the video please…
Output/Practical part: Open your job and change status of job to Done

Guide or description

6.2 How to create a Draft of Invoice 

The jobs what are deliverd (marked as Done) should be charged to client. Means you should create Invoice to ask for your money. Let’s compose invoice and send it to further approval to your finance guys.

See the guide and watch the video please…
Output/Practical part: Open the job and create new invoice. Set up dates of supply, specify detail in description, choose the invoice categore (inland/foreign), type the client PO number to the body of invoice and save it.

6.3 How to close the job

To close the job is a goal of every job owner. To change the status to closed we indicate yoursefl that this job is over and we can focus on the opens ones and as well our managemnt may undertand the values from the job as final and stable.

See the guide and watch the video please…
Output/Practical part: Find your job and look at the financial talbe and check the status of all financial document. If they are waiting for approval, try to approve them or change the status to the final one. As well check the Tasks tab to see if all tasks are in close status, if not drop them to this status.

7.1 Understand the Job values in job item table

In previous sections you already looked into the item table, but just to recap what the table is showing. To understand it will give you a magic power to have all your individual jobs financial under control

See the guide and watch the video please…
Output/Practical part: Open your  closed job and understand the numbers in the table.

Guide or description

7.2 Understand the Job report

If you know already how to read in the one individual job, another powerfull tool is going into your hand. It is report for all your jobs, where you can categorise and see the issues right in a second.

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Output/Practical part: Open the section financial and open My Reports. Use the filter and choose All statuses. Find the job with lower billings than estimates, with hugher costs than estimated and find the jobs where you have not reported any hour.

7.3 How to create Task report to client

Great habit is to show at anypoint your client how far we are or what we already finished for their assignments. If you are using tasks for whatever is assigned to your company you can easily create a well looking report of tasks to prove client that you are working hardly to satisfy them

See the guide and watch the video please…
Output/Practical part: Find the job where you have more tasks created (if you don’t have create a job with many tasks). Open the job and create Task report. In case of need modify the table of tasks and save the task report as PDF

7.3 How to create Timesheet report to client

Majority of your billings are created becasue you are charging the client your time. To show and have the best ammunition to negotiations it is great tool to be able at anypoint compose a nice looking Time report.

See the guide and watch the video please…
Output/Practical part: Find the job where you have more tasks created (if you don’t have create a job with many tasks). Open the job and create Task report. In case of need modify the table of tasks and save the task report as PDF