How we use teamspace ourselves
teamspace is used end-to-end in our own company. In this video we share how we use it day-to-day and how you can do the same.
Welcome to the teamspace universe!
To help you get up and running quickly, we have gathered the most useful ways in here: videos for the overview, hands-on exercises and the detailed step-by-step guides in the help center. If you would rather talk to us directly, simply book a call.
Getting started with teamspace
Learning a new piece of software can feel overwhelming, even with onboarding from a colleague. These videos walk you through the most important topics step by step.
From quote to invoice
The fundamentals of process billing in one video. See the full flow from initial quote to paid invoice.
Module overview
teamspace is made up of several modules. Which modules fit your business is best discussed with your advisor — get a first overview in this video.
The three most important UI elements
The controls you need to use teamspace effectively, explained in this short video.
Tips for testing teamspace
Once you have started your test phase, you have every option to explore the software. This video gives valuable tips on how to make the test phase productive.
Rolling teamspace out properly
Rolling out a new piece of software company-wide can feel overwhelming. Get valuable tips on how to make the introduction of teamspace easier in your company.
Exercises for teamspace beginners
You have access to the test version and do not know where to start? In this video we suggest sensible exercises to learn the practical basics in the software.
Help center
Follow every step in the help center.
We keep the detailed guides with screenshots in one place in the help center, where they always reflect the current state of the software and walk you through the most important tasks.
Basics and navigation
Layout, navigation and the three most important controls of the software at a glance.
Learn moreAdd an organisation and contact
How to add clients and contacts in a structured way in the CRM.
Learn moreCreate a project
Bring budget, phases and team together in one project.
Learn moreLog working time on a project
Capture hours in the browser, in the app or at the terminal on the right project.
Learn moreCreate and send a quote
From blank document to sent quote, with positions and discounts.
Learn moreCreate and send an invoice
Captured services become a finished invoice, including e-invoicing.
Learn moreRequirements check
Prefer to start together?
You have questions about the rollout, or would like to get to know teamspace at your own pace? In a short call we look at your requirements together and show how the start could look in your company.
See the whole flow end to end
How a first contact turns into an invoice is shown by the end-to-end walkthrough “From quote to invoice” in the help center — from adding the organisation through quote and order to the finished invoice, all on a single example.
More help
The help center holds every help topic on the software, from initial setup to the individual modules. Every Tuesday from 2 to 3 pm our team also answers your questions live in the support office hour.
Dive deeper
- Solutions — the teamspace solution packages at a glance.
- Features — all modules of the software.
- Pricing — editions and packages.
- Help center — guides and videos.
Reviewed in a requirements check
You have questions about the rollout? In a 15- to 30-minute meeting we discuss your specific requirements, free of charge and without obligation.