There are five major areas of integration between TeamBid and WinTeam.
- Sharing Task Codes
Instead of independent Task Code files, TeamBid and WinTeam will share their Task Codes. Over time, you will be able to create a concise set of Tasks that are used for both Work Scheduling and TeamBid. - Importing Prospect information into the Customer Master File
From the Customer Master File, you can import the Prospect address and contact information, for ease in setting up a Customer Master File record. - Importing Building information into the Job Master File
From the Job Master File, you can import the Prospect address and contact information, for ease in setting up a Job Master File record.
This will also provide an ongoing link between a Job and a Bid, giving you the ability to compare Daily Job Budgets to your Bid, as well as Work Schedules to your Bid. This comparison feature was a common request of our existing WinTeam and TeamBid customers. - Assigning Work Loading Areas and Tasks to a Work Schedule
This allows you to automatically create information about a Work Ticket based on information entered in the Work Loading section of TeamBid.
You can also identify which Areas / Tasks have yet to be entered into a Work Schedule, for a given Job. - Assigning Work Loading Areas and Tasks to a Job’s Position(s)
Given a bid, the system will automatically create a Job’s Positions and associated tasks, which can then be used by employees as a weekly task report.
Again, you can identify which Areas / Tasks have yet to be entered into a Job Position, for a given Job.
TeamBid will integrate into Jobs and Work Scheduling.