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, you find here an overview of our getting-started guides. They cover all the basics you need to be productive with teamspace, with a video walkthrough for every topic.
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.
General guides
Get to know the teamspace user interface and how to navigate the system. Learn how to digitalise core business processes.
1
Learn the user interface
Layout, navigation and the most important areas of the software at a glance.
Learn more 2
Add an organisation and contact
How to add clients and contacts in a structured way in the CRM.
Learn more 3
Create and send a quote
From blank document to sent quote, with positions and discounts.
Learn more 4
Create and send an order confirmation
From quote to order, cleanly documented and audit-proof.
Learn more 5
Plan and manage a project
Bring budget, phases and team together in one project.
Learn more 6
Log working time on a project
Capture hours on the smartphone, in the browser or at the terminal.
Learn more 7
Create and send an invoice
Captured services become a finished invoice, including e-invoicing.
Learn moreEnd-to-end process guide
Learn how teamspace digitalises your entire business process. Following a single example, we walk through the workflow from creating the contact to issuing the invoice.
Step 1
Add organisation and contact
Customer master data and contacts as the basis for everything that follows.
Learn more Step 2
Create and send a quote
Structured quote with line items, options and discounts.
Learn more Step 3
Create and send an order confirmation
From the accepted quote, a legally binding order confirmation.
Learn more Step 4
Create a project from an order
Template-based project with budget, phases and assigned team.
Learn more Step 5
Log working time on a project
Employees capture hours directly on the project phases.
Learn more Step 6
Create and send invoices
Billable services become invoices, including dispatch.
Learn moreAlready advanced?
The help center holds every help topic on the software, from initial setup to specific modules and workflows.
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.