TemplaCMS Engage

Elevate Engagement in Site-Based Industries

Cleaning, security and facilities management businesses are driven by distributed workforces providing services across multiple sites, working at all hours of the day. Head office staff rarely see field managers, managers rarely see workers and customers rarely see anyone. Communication is critical, and your technology should play a key role in bringing together your back office, your field-based workforce and your customers. Make it as easy as possible with TemplaCMS Engage.

Share Information with Stakeholders

TemplaCMS Engage enables you to efficiently share what matters to your customers. They can access contract information and invoices through a password-controlled login on your website. Provide access to site-based cleaning specifications, training records, quality audit scores, risk assessments and invoices to eliminate the need for your customers to call the office or field manager for simple queries.

Empower Your Field Managers

Give your field managers the ability to spend more time on site, engaging with staff and customers. They can perform critical tasks such as induction or stock ordering from a mobile device. Customised smart forms allow them to onboard new staff quickly as part of contract start-up. They can perform site quality audits according to schedules in the system and receive notification via their dashboard regarding sites with outstanding audits for the period. Most importantly, they can view timesheets and rosters in real time, enabling them to confirm hours worked at period end as well as manage leave.

Manage Specialist Teams Efficiently

If you manage periodic and one-off work with specialist teams, TemplaCMS Engage can help you plan this activity more efficiently. Each month you can generate work bills for all jobs due and use a calendar-based scheduling tool to optimise the allocation of teams. The software distributes confirmed jobs and locations to your workers’ mobile devices. While on site, teams can use the web-based portal to view their current schedule, read RAMS/SDS or other documents assigned to the work bill, confirm the job has been completed – including before/after pictures – and obtain a signature from the client.

Resolve Queries with Helpdesk

TemplaCMS Engage combines the functions of a helpdesk and CRM solution. Following the initiation of a service request from either a customer or employee, you can assign responsibility for action. Requests, which could include complaints, ad-hoc work, or contract start-up and termination procedures, are then tracked through to completion. Integration to email or document templates simplifies the processing of requests and instructions, reducing the admin burden of manual processes. You can define your own escalation parameters, ensuring every request is controlled and managed effectively.

See It for Yourself

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