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

Whether field-based staff or customers, TemplaCMS Engage enables you to share what matters to them efficiently. With a secure web portal, your employees can have 24/7 web or mobile access to company information like policies and handbooks as well as HR reference documentation like Right to Work and HMRC. Staff can better manage their holiday entitlements and personal data directly or submit requests and payroll queries easily. Not only will your HR and payroll staff can spend less time responding to and resolving queries by phone or email, they also can send out company-wide or individually targeted messages to remind workers of visa expiry or pension entitlement. Customers also can access contract information through a password-controlled login on your website. Provide access to 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 stores 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 holiday and absence cover.

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/COSHH 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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