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.
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...
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...
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...
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...
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...
Job lifecycle
Job lifecycleRoles on Job Owner - User who manage the job and have responsibility for realisation (set on job) Participants - User(s) who participate on the job realisation (set on job) Job supervisor - User(s) who can supervise all jobs (system role) Job approver -...
About Attendance
About AttendanceThis functionality in Teamogy allows the company to track and monitor Attendance of their employees. It shows how much time each employee spends in work each day. Attendance enables you to track late arrivals, early departures and time taken on breaks....
Check in & Check out
Check in & Check outIt is very simple how to Check in & Check out the attendance. Check in 1. Click on your photo in User area. 2. Click on the icon Check in.3. Perfect! You have checked in your attendance.Check out 1. Click on your photo in User area. 2....
Version 3.2
What is new in 3.2 version?
Attendance, changes in user area and Gems.
Version 3.1
What is new in 3.1 version?
Text editor, new version of task planner, mentions
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.