01
Work
Create, own, and track operational work in context.
- Assignments, priorities, and due dates
- Statuses, comments, and watchers
- Attachments and related records
Features
Capabilities for running a connected business.
Explore Work and scheduling, customer sales, catalog, purchasing, Documents and Reports, Members, Teams, Settings, and the platform controls that connect them.
Feature areas
Six connected areas, 42 capabilities.
01
Work & Scheduling
Work, Calendar, appointments, time, approvals, and automation
02
Calendar
See personal, team, and location events in coordinated views.
- Day, week, and month views
- Personal and shared calendars
- Team and location calendars
03
Work queues
Give teams a shared view of work that needs attention.
- Team and operational queues
- Assignment and ownership
- Status and activity history
04
Calendar scheduling
Coordinate events across the calendars your organization maintains.
- Shared calendar events
- Team and location context
- Member calendar preferences
05
Appointments
Book customer services using availability, resources, locations, and reminders.
- Customer booking
- Availability and resource rules
- Confirmations and reminders
06
Time tracking
Capture work time and review team timecards.
- Time clock
- Member and team timecards
- Conflict detection
07
Leave
Manage leave types, balances, requests, and approvals.
- Leave policies and balances
- Requests and review
- Approval history
08
Leave approvals
Review time-off requests with balances and approval history.
- Leave requests and balances
- Manager review
- Approval status and history
09
Configurable workflows
Define multi-step processes, routing, and transitions across business records.
- Workflow stages
- Routing and escalation
- Cross-record actions
10
General approvals
Apply approval rules across business processes.
- Approval requests
- Multi-step review
- Approval history
11
Automation
Respond to connected events with repeatable actions.
- Event triggers
- Automatic assignments and notifications
- Follow-up and downstream actions
02
Customer & Sales
Customers, Quotes, Sales Orders, Invoices, and Payments
01
Customers
Keep each customer relationship connected to operational and commercial history.
- Individual and business profiles
- Contacts, addresses, groups, and status
- Quotes, Sales Orders, Work, Invoices, and activity
02
Quotes
Create customer quotes and track their commercial status.
- Quote line items and totals
- Draft, sent, and accepted status
- Customer notes and pricing
03
Sales Orders
Carry accepted customer commitments into fulfillment and downstream operations.
- Customer and quote context
- Ordered products and services
- Status, fulfillment, and billing handoff
04
Invoices
Turn approved work, quotes, and orders into customer balances.
- Invoices and line items
- Credits and statements
- Billing history
05
Payments
Collect and track payments against invoices and customer accounts.
- Payment collection
- Receipts and refunds
- Transaction history
03
Catalog
Products & Services and Price Lists
01
Products & Services
Maintain a reusable catalog for what your organization sells and purchases.
- Products and services
- Categories and units
- Pricing and active status
02
Price Lists
Organize reusable pricing for catalog items.
- Price lists
- Catalog item pricing
- Effective pricing records
04
Vendors & Purchasing
Vendors, Purchase Orders, and Bills
01
Vendors
Organize the external businesses and people your organization purchases from.
- Vendor profiles and contacts
- Segments, classifications, and status
- Purchasing and relationship activity
02
Purchase Orders
Create and track purchasing commitments with vendors.
- Vendor and catalog context
- Ordered items, quantities, and totals
- Status, receipt, and bill handoff
03
Bills
Track vendor charges and what the organization owes.
- Vendor bills and line items
- Due dates and payment status
- Purchase Order and payment history
05
Documents & Reports
Documents, Reports, forms, signatures, and communication
01
Documents
Attach supporting Documents to the Work and records they belong to.
- Work attachments
- Business record context
- Document templates
02
Reports
Turn connected operating activity into information teams can review and share.
- Sales, purchasing, Work, and organization reporting
- Filters and saved reporting views
- Exportable business information
03
Forms
Collect structured information from internal and external participants.
- Reusable form templates
- Validated submissions
- File uploads and workflow triggers
04
E-signatures
Generate Documents and collect signatures while retaining business context.
- Signature requests
- Multiple signers
- Completion and audit history
05
Email configuration
Connect organization email accounts for supported communication.
- Organization email accounts
- Customer communication history
- Event-driven email
06
Notifications
Keep Members informed about business activity.
- In-app notifications
- Email notifications
- Assignment and activity events
07
Shared messaging & SMS
Bring shared conversations and text messaging into connected records.
- Shared inboxes
- Internal messaging
- SMS notifications and replies
06
Members, Teams & Platform
Members, Teams, Settings, structure, control, and extensibility
01
Home
Give each Member a role-aware starting point for the business activity that needs attention.
- Organization overview
- Assigned Work and upcoming Calendar activity
- Shortcuts into connected records
02
Members
Represent the people who actively operate inside your organization.
- Active organization Members
- Employee and contractor records
- Job structure, roles, dates, and assignments
03
Teams
Group Members around departments, locations, responsibilities, and Work.
- Team memberships and roles
- Nested team structures
- Team Calendars and Work queues
04
Settings
Configure the structures, rules, and defaults that shape your TeamDots workspace.
- Organization and module settings
- Roles, policies, and business defaults
- Connected feature configuration
05
Organization structure
Model the operating structure behind your business.
- Organization units and departments
- Job titles, families, and levels
- Members, teams, and locations
06
Tags & categories
Classify supported records using shared business terminology.
- Tag groups
- Entity tags
- Work item classification
07
Custom fields
Add organization-specific fields to supported records.
- Typed fields
- Required and default values
- Entity-specific configuration
08
Advanced search
Find related information across the connected platform.
- Cross-record search
- Filters and discovery
- Related record navigation
09
Activity history
Understand important actions and changes across the organization.
- Audit logs
- Status and assignment history
- Administrative activity
10
Roles & permissions
Control access according to member responsibilities.
- Role permission matrices
- Read, write, and manage controls
- Team and organization access
11
Security
Protect organization data and access with platform controls.
- MFA and SSO
- Security policies and sessions
- Tenant isolation and auditing
12
Locations
Represent offices, branches, facilities, and operating regions.
- Multiple business locations
- Location teams and calendars
- Location-aware access
13
Integrations
Connect specialized external applications to TeamDots.
- Accounting and storage providers
- Identity and calendar services
- Integration administration
14
APIs & webhooks
Extend TeamDots with documented external interfaces and events.
- External APIs
- Webhooks
- Integration credentials
The difference
Capabilities become more valuable when they share context.
Move from a Customer to Quotes, Sales Orders, Work, Invoices, Payments, Documents, and Reports without switching systems.
- Customer
- Quote
- Sales Order
- Work
- Invoice
- Payment
Start where it matters
Start with the capabilities your business needs now.
Add more connected operating areas as your processes and team grow.