What are you trying to configure in Teambridge?
Pick the operating workflow first. Each guide explains the data model, permissions, workspace views, policies, automations, testing steps, and related walkthrough videos.
Scheduling
Create shifts, fill open work, apply eligibility, and confirm coverage.
Open guide PreparePayroll and billing
Connect time, exceptions, adjustments, approvals, and invoice-ready records.
Open guide UnderstandPlatform concepts
Learn collections, schemas, records, workspaces, access groups, and workflows.
Open guide WatchVideo walkthroughs
Use the training videos with notes, takeaways, and implementation context.
Open guideDocumentation library
Use the right guide for the job
Open a subpage when you need depth: concepts for how the platform works, tutorials for configuration, videos for walkthroughs, and recipes for operating models.
Getting started
Start here if you need the rollout path: pick the first workflow, model the data, configure access, then train operators.
Concept deep dive
Understand collections, schemas, records, workspaces, access groups, workflows, policies, AI specialists, and mobile actions.
Tutorials
Use these when you need to configure something specific, like auto-reject rules, DNR lists, tiers, tasks, or adjustments.
Video library
Watch all 20 Teambridge training walkthroughs with context, takeaways, and the operational question each video answers.
Workflow recipes
Plain-language operating models for scheduling, client access, performance tiers, payroll adjustments, and mobile content.
Guided setup
Choose the path closest to your first rollout
Most teams do not implement every product area at once. Start with the workflow that creates immediate operating value, then add adjacent workflows once the data model is stable.
Coverage board
LiveMon
Tue
Wed
Thu
For schedulers and ops managers
Launch scheduling
Set up shifts, locations, roles, open-shift views, eligibility rules, worker outreach, and request approvals.
Policy review
2 flagsFor compliance and client teams
Control compliance
Use policies, access groups, credentials, Do Not Return lists, overtime rules, and audit-friendly records.
Hours
38.5
Adjust
$42
Status
Ready
For payroll, finance, and admin teams
Prepare payroll and billing
Capture time, callbacks, reimbursements, pay rules, bill rates, approvals, and invoice-ready activity logs.
Core concepts
The Teambridge building blocks
Use this section to explain Teambridge to non-technical operators. Each concept maps directly to something they already understand from daily work.
Collections
The databases your operation runs on.
Users, Shifts, Timesheets, Locations, Roles, Documents, Jobs, Applications, and any custom object you need.
Schemas
The fields on each record.
Text, number, select, link to object, date, currency, checkbox, formula, rollup, button, signature, rating, and widget fields.
Workspaces
The screens teams use every day.
List views, calendars, and canvas pages for open shifts, approvals, documents, payroll, client views, and mobile content.
Access groups
Who can see and do what.
Give admins, managers, payroll, clients, facilities, and workers the right views, fields, tools, and mobile actions.
Workflows
When this happens, do that.
Triggers, conditions, delays, approvals, data updates, messages, tasks, and AI specialist steps.
AI specialists
AI operators inside your process.
Specialists can read approved data, update records, message users, analyze files, and act on policy matches.
Workflow recipes
Plain-language implementation examples
Each recipe explains the business problem, the setup ingredients, and the operational outcome. Use them for onboarding non-technical stakeholders.
Fill open shifts
ActiveFill open shifts
Problem: A shift is open and the team needs qualified coverage quickly.
Operating outcome
Schedulers have one place to find open work, contact the right workers, and complete the assignment.
Control overtime
ActiveControl overtime
Problem: A client or location does not want workers pushed into overtime.
Operating outcome
Admins see overtime risk before approval, and workers can be blocked automatically when rules require it.
Create employee tiers
ActiveCreate employee tiers
Problem: Top performers should get priority access, while repeated lateness or no-shows should affect eligibility.
Operating outcome
Performance data turns into a fair, visible operating system for access, approvals, coaching, and rewards.
Capture shift activity
ActiveCapture shift activity
Problem: Admins need proof of what work happened during a shift for compliance, billing, and quality control.
Operating outcome
Field activity becomes real-time, invoice-ready documentation instead of paper notes or end-of-day memory.
Handle callbacks and reimbursements
ActiveHandle callbacks and reimbursements
Problem: Payroll and billing need accurate adjustment details without chasing workers by text or email.
Operating outcome
Every adjustment is timestamped, tied to the right shift or worker, and ready for review.
Give clients safe access
ActiveGive clients safe access
Problem: Clients and facilities need to create shifts or submit feedback without seeing internal admin data.
Operating outcome
Clients can collaborate directly while Teambridge keeps data boundaries clear.
Implementation support