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.
New Cash bill reimbursement
New Cash bill reimbursement1. In the left navigation menu unroll Financial. 2. Click on Cashbox. 3. Click on New Voucher. 4. Choose Cash bill reimbursement. Pair Cash bill reimbursement to the relevant Job. If you did right (see here), you will see the value of Bill...
PrintEvery element of Teamogy you could Print out. This manual will show how to Print a Document. But you could apply this manual to all elements of Teamogy, which are printable. 1. Find the Document which you would like to Print out. 2. Click on the icon of the...
Onboarding Manager
Onboarding Manager Best practice for smooth onborading and starting to use Teamogy in company is to carefully choose the right person or team who will onboard the entire team. Your Onboarding manager needs to become the Teamogy expert soon. For sure needed is to know...
Teamogy Expectations
Teamogy Expectations The important is to know what is the goal and expectations form implementing your new system Teamogy. What kind of issues should be solved, what gaps needs to be covered, what other systems will not be used anymore. And what kind of results you...
Your Team
Your Team Split your people to teams and specify the activities which should be done by these people in TeamogyGeneral activities for people You should split your people in agency to teams and specify actions which should be completed by them in Teamogy to let...
Setup your Teamogy
Setup your Teamogy Make general Teamogy setup to be sure that the system will fit your needs. It so simple to startRegional setting It is important to be sure that all regional setting like VAT rates, available currencies, etc.. are corresponding to your region....
About User Training
About User Training Let's involve and invite more people into Teamogy and prepare the training plan for all users in your agency. Do the training based on your plan to be sure that all users can use Teamogy for their daily work soon. How to invite team into...
Using Teamogy
Using Teamogy Teamogy is running in agency. To use Teamogy will become the habit withing the first twenty days. It is important to keep this on track and be sure that everyone is using it as you defined at the begining. For sure, if you will find out some processes or...
Helpdesk Operátor
Helpdesk operátor je klíčová osoba při budování našeho dlouhodobého vztahu se zákazníkem. Rychlost vyřizování požadavků a kvalita odpovědí klientovi často rozhoduje o tom, jak je zákazník s naším produktem spokojený.
Skontaktuj się z nami
Jeśli nadal masz jakiekolwiek pytania lub potrzebujesz dalszej pomocy, skontaktuj się z pomocą techniczną Teamogy. Możesz korzystać z czatu online (wewnątrz Teamogy lub w dowolnym miejscu www.Teamogy.com w prawym dolnym rogu) a otrzymasz szybką odpowiedź.