Software Solutions
Operations Management with WinTeam
Because TEAM has been working with building service contractors for more than 20 years, we know that managing operations at each site effectively is the key to maximum profit for your company. TEAM has many tools to help you manage operations efficiently.
WinTeam, our core management system, has a very unique, job-centric philosophy. The system was designed in this way to meet the specific needs of building service contractors. Every transaction that occurs in WinTeam is tied to a job number, or service location. Because we track transactions down to the job level, WinTeam is able to provide your company with very detailed, powerful reporting which reveals profitability levels at each account.
Work Scheduling
After winning new business, how do you ensure that the schedule you committed to in the contract is executed? How do you track one time tasks and project work? Are these extra billable tasks billed promptly upon completion?
WinTeam’s Work Scheduling program provides a solution for all of these challenges.
- After your company is awarded new business, information about the new customer flows directly from TeamBid, TEAM’s bidding and estimating system into the Work Scheduling program for minimal data entry.
- Tracks periodic and project work for each job to ensure that no task ever gets missed.
- Includes over 500 industry standard tasks with built-in work descriptions.
- Work descriptions can be modified and customized. These work descriptions will also print directly on work tickets for customers and employees to review.
- Events can be entered as one time or recurring tasks. Many recurring frequencies are available, including daily, weekly, bi-weekly monthly, quarterly, semi-annually and certain days of the week. You can also specify a custom frequency.
- Billable and non-billable items are tracked. If the task is billable, billing details may be entered.
After the task is scheduled, WinTeam will remember it for you based on the frequency specified. Work tickets will be generated for your employees to complete. If the task is billable, after the work ticket is marked as “Complete,” the billing details are available in the Accounts Receivable invoicing module for immediate billing.
This program also contains an interactive calendar for all scheduled work. The calendar has multiple views, including a daily, weekly and monthly view. In addition, multiple filters exist so that you may focus on a particular customer, service location, crew or type of task, among others.
WinTeam - click on the image to enlarge
Work Ticket Profitability
In addition to scheduling and tracking all tasks, you have the ability to budget and track all revenue and expense associated with a particular task or project to analyze the profitability of that task or project. This is a very powerful tool to help you refine the way extra tag work or special projects are priced to attain maximum profit.
Inventory Management
Inventory supplies are a large cost in doing business and can greatly impact profitability. If your company is not effectively monitoring supplies and their associated costs, it is possible that you may be losing money in this area.
WinTeam’s Inventory module allows you to enter all of the different products used in your business.
- Each item has its own master file record
- You can determine different resale methods based on the item
- Track warehouse information, quantities on hand and re-order levels
- You can also store quoted prices from your vendors for each item to have on file
- When an item is sold to a customer, used at a job site or drop shipped, each step of the transaction is tracked closely
- Details such as who requested the item, who approved the request, the date, the pricing details if needed, the associated service location and the status of the request are tracked.
- After the request is filled, if it is a resale item, it is available immediately for billing.
- Ensures that all items sold are billed back to the customer
- All material costs are tracked closely at the job level, which gives you great insight into your material cost at each job. You can also quickly identify revenue from supplies at each job site
