What's new in Version 3
We are thrilled and excited to bring the brand new version of TEAMS (V3) to our clients. See below for a list of what's new, and how version 3 compares to older versions of TEAMS.
| Version 2.0 | Version 3.0 | ||
|---|---|---|---|
| Sales | |||
| Quotations & Enquiries | ✔ | ✔ | |
| Sales Dashboard | ✔ | ||
| Leads & Opportunities | ✔ | ||
| Sales assignment & follow-up | ✔ | ||
| Remote sales app | ✔ | ||
| Contact Activity Hub | ✔ | ||
| Advanced Costings & SOR | ✔ | ||
| Multi-service Quotations | ✔ | ||
| API Integration | ✔ | ||
| Scheduling | |||
| Diary | ✔ | ✔ | |
| Staff Authorisation | ✔ | ✔ | |
| API Integration | ✔ | ✔ | |
| Sales Integration | ✔ | ||
| Ad-hoc Job Costing | ✔ | ||
| Remote scheduling app | ✔ | ||
| Scheduling Dashboard | ✔ | ||
| Large Scale Projects | |||
| Surveying Projects | ✔ | ✔ | |
| Legionella Projects | ✔ | ||
| Geographical planning | ✔ | ||
| Capacity planning | ✔ | ||
| Reports | |||
| Multiple photos per sample | ✔ | ✔ | |
| Multi-nested room structure | ✔ | ✔ | |
| Unlimited floorplans creation | ✔ | ✔ | |
| API Integration | ✔ | ✔ | |
| Remote surveyor approval | ✔ | ✔ | |
| Surveyor approval app | ✔ | ||
| Reports Dashboard | ✔ | ||
| Automatic report formatting | ✔ | ||
| Enhanced data editing | ✔ | ||
| Auto-email Manager facility | ✔ | ||
| Sample Analysis | |||
| Sample QC | ✔ | ✔ | |
| Sample Exchange Integration | ✔ | ✔ | |
| Samples Dashboard | ✔ | ||
| Asbestos sample analysis | ✔ | ✔ | |
| Water analysis* | ✔ | ||
| Soil analysis* | ✔ | ||
| Invoicing | |||
| Xero & Sage Integration | ✔ | ✔ | |
| Job cost variation tracking | ✔ | ||
| Sales Integration | ✔ | ||
| Multi-site/Multi-invoice creation | ✔ | ||
| Invoicing Dashboard | ✔ | ||
| API Integration | ✔ | ||
| Management | |||
| Equipment tracking | ✔ | ✔ | |
| Client & Site Management | ✔ | ✔ | |
| User permissions | ✔ | ✔ | |
| Two Factor Authentication (2FA) | ✔ | ✔ | |
| Task focused permissions | ✔ | ||
| Advanced Contact Management | ✔ | ||
| Enhanced Authorisation Matrix | ✔ | ||
| Training & Authorisations Timeline | ✔ | ||
| Interactive notification centre | ✔ |
*Coming 2024
What else do I get with TEAMS V3?
- Brand new user interface with twin pane screen design and reorganised side drawer navigation
- Revised and redesigned client, site & contact facilities
- Faster, more organised search
- Integrated video help tutorials
- Upgraded user management and security system
- Highly visible section specific settings areas
- Section specific dashboards, with customisable home page
- Data export approval system
- Brand new API endpoints for more integrations
- TEAMSV3 Companion App
- Brand new TEAMSV3 Client Portal App
