Accounts Payable

The Accounts Payable module is a great tool for tracking vendor pricing, purchase orders, invoices and payments.

• Store standard pricing quoted to you for each vendor
• Recurring invoices for standard weekly, monthly or quarterly payments, such as rent or lease payments
• Flexible Payment Wizard with extensive control over which vendors get paid and when

Accounts Receivable

Invoicing is a breeze with WinTeam’s Accounts Receivable module. Because of its tight integration with the Work Scheduling and Inventory modules, updating invoices only takes a few clicks of your mouse.

• Flexible recurring invoices
• Multiple invoicing frequencies available
• Information flows directly into the General Ledger, updating Job Costing immediately

Fixed Assets

The Fixed Assets module was designed to track equipment and asset depreciation.

• Create and view a depreciation schedule for each asset based on depreciation method, expected life, cost and salvage values
• Allocate costs to one or multiple jobs

General Ledger

WinTeam’s General Ledger is completely integrated with all other modules. Any transaction that occurs in WinTeam passes through the General Ledger and then on to job costing. There is no need to maintain a complicated interface to an outside General Ledger package.

• Standard features, such as Trial Balance, Check Register & Reconciliation and Chart of Accounts
• Format and customize your company’s financial statements to meet your preferences
• Detailed budgeting capabilities

Human Resources

Since each company offers its own unique benefits packages, the Human Resource module was designed for ultimate flexibility.

• Design and customize any type of benefit, such as vacation pay, sick pay, or medical insurance
• Build different benefit packages to be offered to different groups of employees – you can even customize by job
• View benefit balances, for example, available vacation time, on the paycheck stub

Payroll

Win Team ’s robust and easy-to-use Payroll module streamlines administrative processes by housing all important employee data.

• Supports payroll processing in all 50 states and Canada
• Payroll hours flow directly from the Timekeeping program for payroll batch creation
• Track important information by employee, such as absences, and completed training classes

TEAM is very excited to now offer payroll check printing and tax reporting services. TEAM customers can take advantage of the convenience of outsourced payroll while maintaining accurate and detailed labor data in WinTeam. Click here to find out more.

Job Costing

WinTeam’s Job Costing module not only allows your company to enter and track important details about each account, but also provides a powerful on-screen job cost so that you may analyze profitability for each location you service.

• Track specific details about each location you service, such as directions, notes on keys and contract review date.
• Perform detailed labor budgeting down to the position level
• Use WinTeam’s unique “tiers” in the job set up area to segment data based on manager, region, division or any department within your company
• Run detailed, on-screen job costing for a given time frame for one, several, or all jobs. Drill down capabilities help you identify problem areas or positive performance

TeamBid & Work Scheduling

TeamBid is the first step in the TEAM software solution, and the most flexible janitorial service bidding and estimating software program on the market. This incorporated module allows you to workload, prospect, bid, provide position descriptions for each task and create professional proposals--all with a few keystrokes. When you have won the business, simply convert a prospect into a customer with a few mouse clicks and begin building periodic and project work schedules.

TeamBid Features:

• Storage of industry standard production rates
• Rollover from other workloads
• Ability to add, change or delete tasks
• Schedule follow-ups
• Custom fields
• Mail merge
• Graphs
• “What-if” calculations
• Timelines
• Square footage/production rate per person calculations

Work Scheduling Features:

• Create work tickets and daily itineraries
• Can schedule one-time or recurring tasks
• Many flexible options for recurring tasks, including: weekly, monthly, quarterly, annually – or design your own custom frequency
• Track complaints
• Seamless integration with Accounts Receivable for invoicing

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