Industries
Industries

Account Templates

Spend less time setting up with templates you can customize.

Account

Track membership dues, send automated reminders and alerts, and more to organize all your community center information in one streamlined place.

Who is this template for?

Tracking many type of team members, from staff, to volunteers, to members and even their sponsorship status can be a headache. Get out of spreadsheets and into a tool that unlocks workflows you never thought were possible before. Whether you are managing a small recreation center, or a large HOA community center, this template is a great starting point to jump into the world of TeamBridge automation!

Account

Providing the best possible experience from start to finish, this account template allows Travel Nursing agencies to unlock a more efficient workflow between their VMS, their staff and their clients.

Account

Create schedules in seconds with our automated needs & coverage tools. Build automations to keep everyone up to date, and automatically enforce scheduling rules and policies that save you on compliance and high cost mistakes.

 

At A Glance

Managing a Long Term Care (LTC) facility is a tall task. Take some of the pain out of it, but using TeamBridge’s purpose-built LTC template. Automate scheduling with custom rule, templated needs, and automated coverage tools while sending automatic reminders, updates and alerts so that your admins don’t have to worry about getting everyone on the same page.

 

Who is this template for?

This LTC template is great for any admin or scheduler who manages one or more long term care facilities. This can also be used for clinics, rehab centers, and home care operations. This template includes nurse scheduling and mobile time tracking, but can easily be update to accommodate onsite time tracking with the TeamBridge kiosk.

Account

Give your guards and field staff a powerful platform right on their phone. Track location in real time, automate updates and more.

Who is this template for?

Do you manage a security division, or privately contracted security workforce? Then this template is right for you. This account template is an ideal starting point for any security or protection business. With real time location tracking dashboards, workflow automations and geofencing activated, you will be able to monitor you workforce at a glance.

What’s in this template?

Mobile GPS features are all activated in this one allowing for real-time location tracking and geo-aware updates. Add tasks automatically to your staff’s mobile dashboard when they arrive at the clients location. Require updates using automated workflows, and keep track of everything all in one place with client access and incident report forms.

 

Account

Manage a mobile workforce with ease. Automate notifications, and collect signatures and information about each delivery as needed.

Who is this template for?

Do you operate a team of dashers, delivery drivers or even a volunteer team going out into the field to bring convenience to the world? Then this template is for you. With real-time map views, and location tracking enabled by default this template will give you the mission control you’ve always wanted with the flexibility to automate each step of the process for what your unique logistical needs.

 

 

Account

Manage teachers, volunteers and student participants all in one simple to use tool. Customize it to fit your needs and automate reminders, and alerts to keep everyone on track.

Who is this template for?

Every school program is different, and thats why TeamBridge is an ideal solution. The flexibility of TeamBridge allows you to customize exactly what and how you track things, but also to automate the communication and clean up that is often needed with variety of different user types in one place.

With this template you can manage, teachers, volunteers, and even students all in one place. Automate reminders to staff, track daily tasks, and even send automated messages to parents and guardians.

 

 

Account

Managing the complexity of direct service providers has never been easier. TeamBridge unlocks scheduling and time tracking features that save our partners thousands each month.

 

Who is this template for?

If you manage Direct Service Providers (DSP) then this template is right for you. Each service provider might be different but we’ve noticed common trends and opportunities to save big on scheduling efficiency and labor costs.

 

What’s in this template?

This template includes custom databases for clients which include things like gender preference, language preference, and location preference making it easy to activate custom matching scheduling rules so you can quickly see which DSP is the ideal match for a client and vice versa.

Account

Providing the best possible experience from start to finish, this account template allows Travel Nursing agencies to unlock a more efficient workflow between their VMS, their staff and their clients.

 

Who is this template for?

This account template is only for team’s and staffing agencies with a primary focus of travel nursing. If you are looking to spin up or scale a per diem business or hybrid staffing business check out these other account template that might better fit your needs.

This template includes workflows for recruiting, tracking and optimizing your nurse funnel as well as automations to re-engage previously placed staff to reduce recruiting costs, and increase revenue.

Account

Taking our Per Diem Medical and Healthcare Staffing templates to the next level, this account template is a great platform to enhance your account sizes, by giving the schedulers at your client facilities the fastest way to request needs, view documents, and track fulfillment.

 

Who is this template for?

This Per Diem Medical Staffing Template with Client Access is great for medical staffing companies of all sizes. If you are looking for a tool to help more with the tracking and placement for Travel Nursing use cases, check out this Travel Nursing Account Template.

This template includes workflows for recruiting onboarding, and and permission groups and setting for your mobile staff to self onboard as well.

You should not use this template if you are operating a staffing company in a non healthcare industry or if you are a facility or hospital scheduling your full-time workforce.