O Pulpicie finansowym

Pulpit finansowy to miejsce, które zapewnia wyraźny obraz całej agencji. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucję przychodów i kosztów agencji, zgodnie z aspektami finansowymi i jobu, różne poglądy na rentowność i wydajność klienta oraz raport VAT.

Wszystkie wykresy mają opcję wyboru zakresu dat, a dodatkowo raporty klientów mają również opcję monitorowania klientów najlepiej i najgorzej ocenianych.

Teamogy Chat

Teamogy ChatChat en Teamogy es una herramienta muy util parala comunicación de todo el equipo en el sistema. Puedes usar mesajes uno a uno entre dos usuarios o crear Salas entre dos o más usuarios. Puedes usar el Chat para escribir un mensaje, enviar un archivo...

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Stopwatch

Stopwatch Stopwatch is an useful tool that helps you to track your time. Choose to the specific Job, Task, Client overhead or Internal overhead for which you would like to start the stopwatch. Click on the Stopwatch icon and the system will start tracking your...

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Clone And Pair

Clone And PairCloning and Pairing Sales Quotation in Teamogy is a useful method that will fast up your work. This method allows you to clone an existing Sales Quotation and pair into the new/another Job. 1. Open with double-click the selected Sales Quotation that you...

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Cancel or Revoke cancelling

Cancel or Revoke cancellingYou can cancel Invoices, Sales Quotations, Orders and Absences or revoke cancelling by the button that is next to the SAVE and PROCESS button.Cancel 1. Choose Invoice, Sales Quotation, Order or Absence that you want to cancel. 2. Click on...

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How To Clone in Teamogy

How To Clone in TeamogyCloning in Teamogy is a quick and easy way how to create the same Document (Job, Invoice etc.) from existing one. In every element of Teamogy you could use CLONE button. This manual will show you How To Clone a Document. But you could apply this...

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Cancelling Process

Cancelling ProcessIf you have set up the process to your system, there is option to Cancel the process. This feature is available for users with advanced rights. By doing this action you will not cancel the whole document, but only the Process! There is important...

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Cancelling Documents

Cancelling DocumentsThe system enables you to Cancel the whole document. Use the button for advanced editing and Cancel the document. If you did it right, then in the proper view you will see that the document is Cancelled and the print overview will be marked with...

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Closing remarks on Jobs

Closing remarks on JobsYou can add closing remarks that will be shown in Report. Here you can specify for example: why the specific Job is not profitable. You can add closing remarks in the Job.Go to the Reports and you can see an icon of the closing remarksGet in...

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Record time from Job straight to the specific items

Record time from Job straight to the specific itemsYou can easily record/track time from Job straight to the specific item. Check the GIF below.Get in Touch If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat...

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Meeting report with Tasks

Meeting report with TasksThe Meeting report is smoothly working with Tags. If you have tagged the Meeting report with the same tag as Tasks, the system will automatically offer you the tab inside the Meeting report with Tasks that have the same Tag. It is really...

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Get in Touch

If you still have any questions or need further assistance, feel free to contact Teamogy support. You can use Online chat (inside the Teamogy or anywhere on www.teamogy.com in bottom right corner) and you will receive a prompt reply.

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