Customers

Articles

Beyond - Customer Frequently Asked Questions
What is Beyond? TempWorks Beyond™ is a comprehensive mobile applicant tracking system (ATS) and customer relationship management (CRM)  browser-based solution offered for the staffing industry. It allows you to access your applicant &...
 Beyond - How to Create a Customer Record
What is a Customer Record? Customer records in Beyond include prospect, current, and past customers you have worked with. These records allow you to track customer information, sales process, & order defaults.  Creating a customer record ...
Beyond - Customer Record Must-Haves
This is an article intended to demonstrate best practices when creating a new customer record, and defining the difference between a good customer record and a GREAT customer record. We will also explore setting up default information in Beyond. Cu...
Beyond - Customer Statuses
What are Customer Statuses? Customer records have status options available for your team to communicate which customers have signed contracts and which ones might be in review or in the sales process.  There are two types of status options...
 Beyond - Departments vs Worksites
Departments vs Worksites Why bother taking the time to create departments and worksites for a customer when you can create orders, assignments, and invoices through one primary record? There are lots of reasons actually! Including... The cu...
Beyond - Filling out Customer Related Forms
What is a Service Rep Only Workflow? Service rep only workflows are able to be assigned on the customer record. These workflows allow you to assign and edit preset forms that sales or account management can fill out for a particular customer. ...
 Beyond - Managing Customer Defaults
What are Customer Defaults? The Defaults tab allows users to establish standards for multiplier codes and shifts that apply to the customer so they automatically flow into that customer’s orders.   When properly set, this can be a pow...
Beyond - Managing Customer Interest Codes
Customer Interest Codes Within Beyond, you can tag customer records with skills, languages, certifications, etc...  by managing the interest codes tied to that record. Interest codes set on the customer record will flow into all orders for thi...
Beyond - Managing Sales and Service
Managing Sales & Service The Sales and Service section allows the sales team and/or account managers to track information in relation to earning the client's business. Users can track competitor information,  track current progress in...
 Beyond - Utilizing the Near Me search
What is the Near Me search? The Near Me search option in Beyond allows you to search for all your Customers, Contacts, or Worksites that are located in a specific area. This is a great sales resource for planning and finding nearby prospects or cur...
Beyond - Customer Required Documents
Overview Required documents allow you to store, track, and manage documents that are required for employees. Users in Beyond have the ability to add and manage required documents on Customer, Job Order, and Employee records. *Note*   ...