Do big things as a small contractor with our custom solutions
If you are a small contractor that is looking for a software solution to bring your company up to date, we are here to assist you. Team Portals can build a custom setup that is built around your existing work processes. It is our goal to make your work life easier, more efficient, and manageable .
Automatic work flow processes. You will be amazed at how much time you have been wasting in the past after using our solutions.
Below are some of the out of the box features that are available.
Manage Accounts
Manage accounts for customers, vendors, distributors, emergency services, or any type necessary. Automatically link account contacts, payment history, quotes, estimates, work orders, purchase orders, or any other connection required to fit your needs.
Contact Manager
Manage all account contacts and their communication history. Keep track of who you need to contact and their role inside of the account’s organization.
Manage Employees
Automatically keep track of the communication and announcements they receive, timesheets, requests for approval, payroll history, documents, images, tool purchases, or anything else. Employees can login to the external web app, and manage their data. As well as submit any forms needed.
Work Orders
Create new customer work orders in the desktop app, and it will automatically send a text message to the available technicians in the field with the job info. It will also automatically generate and print a paper copy of the PDF work order ticket, complete with job history and past invoice items printed on the back of the paper ticket.
Group SMS / Email messages
Send group text messages to employees with announcements, links to forms, work order details, automatic truck registration and service reminders, or alert customers that a service technician is headed their way.
Finance Manager
Manage all of your business’ accounting needs and be able to better track the company’s success from month to month.
Calendar Manager
Manage everything from employee birthdays to project bid dates. Schedule recurring tasks, or upcoming meetings. All within the same app.
Purchase Orders
Create a new contract or purchase order and it will automatically create the word, excel, and PDF documents that are required by your office. After customizing simple templates for the required documents, the information from the order is used to populate the documents, and save them to the project folder, which is accessible to everyone through the app.
Shared file folder
All files and folders are stored on the Microsoft cloud, and are accessible by everyone through the app. Upload templates and forms for everyone to edit. Upload additional documents to the project folders. Everything is backed and secured by Microsoft.
Timesheets
Manage employee timesheets and payment history. Automatically send scheduled text messages to employees with a link to the timesheet form. Timesheet labor hours are then automatically billed to the labor costs of the corresponding job number.
Vehicles and Equipment
Log vehicle details such as year, make, model, VIN number, license plate, inspection sticker, oil change history, or current driver. Send automatic text messages to drivers when their vehicle is due for an inspection or oil change.
Track Deliveries
Keep track of incoming and outgoing shipments. Automatically assign job number to the package slips as they are scanned into the system. All documents are then available for review by office staff using the desktop app.
Create Invoices
When an invoice is created for a work order, it also creates a PDF copy of the work order and saves it to the customer account, prints a copy of the invoice at the accountants desk, and changes the status of the work order so everyone else knows that the job has been completed and the invoice has been sent to accounting.
Quotes and Estimates
Create documents such as quotes or estimates using the same customized template with your company logo. Easily search for documents, and then open them directly in Microsoft Word or Excel to edit. Any custom template can be created for your company, and then the app is used to automatically generate the document for you.
Track Customer History
Automatically sync customer history to their account. This allows every document that is created for the customer to be easily accessible on the desktop app.
Solid plans
Let’s get the conversation started.
Startup
Our startup package is legit.
Desktop app that manages:
Admin settings
Accounts
Contacts
Mass Text Messaging
Shared Documents and media
Purchase orders and contracts
Work Orders and Customer history
Growth
Looking for custom forms and data import? Look here.
Desktop app that manages:
Project drawings and files
Custom web pages for employees to:
View payroll / project history
submit forms and other requests for approval
View project details and documents
View announcements
view safety information
create and submit timesheets, safety forms, create invoices, change orders, RFI, or other job reports.
Enterprise
We will build an accounting solution that is based off of your existing formulas, percentages, multipliers, or any other variables that you use daily for your existing accounting process to function.