Product
The project platform for teams that deliver
TeamUpCore connects projects, people, time and billing, so your firm runs from one place instead of a dozen spreadsheets.
Project management
Every project, from setup to delivery
Each project carries its number, client, services, stages, deliveries and due dates, so anyone can see where it stands without asking.
- Projects created from an accepted estimate, with their tasks ready
- Deliveries and due dates on a shared project calendar
- Status from setup through design, permitting and construction administration
#260214 · Mechanical, Electrical, Plumbing
Tasks & reviews
Work that moves through a real workflow
Tasks are assigned by department and move through the stages your work actually follows, including design review, markups and final approval.
- Departments, assignees, priorities and due dates
- Design review, markups and final review built in
- Subtasks, checklists, files and comments on every task
Team collaboration
Conversations next to the work
Each project has its own chat, every task its comments and files, and notifications tell people when something needs them.
- Project chat and announcements
- Comments, files and checklists on tasks
- Meetings that log each attendee's own time
- Notifications in the app and by email
Time tracking
Hours captured where the work happens
A timer on every task records time as people work. Weekly timesheets are submitted and approved, and meetings log each person's own time.
- One-click timer on any task
- Weekly timesheets with approval
- Shared time for meetings, per attendee
James Rivera
| Project | Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|---|
| Harbor View · HVAC | 3h | 4h 30m | 2h | 5h | 3h 30m |
| Cedar Row · Plumbing | 2h | 1h | 3h 30m | – | 2h |
| Coordination meeting | 1h | – | 1h | – | 1h 30m |
| Total 30h | 6h | 5h 30m | 6h 30m | 5h | 7h |
Business operations
From estimate to payment, connected
Estimates go to clients for acceptance online. Accepted work becomes a project with its payment schedule, invoices and payments tracked against it.
- Estimates and proposals your clients accept online
- Invoices, payments and balances per project and customer
- Online invoice payments through BILL (optional)
Cedar Row Residences · Plumbing & fire protection
Reports & insights
Know where every project stands
Dashboards show what's active, overdue and awaiting review. Reports cover hours, projects, estimates, invoices and payments, with exports.
- Personal and firm-wide dashboards
- Reports with charts, filters and totals
- Export to Excel and PDF
- Hours budgets per project
All departments · last 8 months
Administration
Shaped around your organization
Set up departments and services the way your firm is organized, and decide exactly what each role can see and do.
- Departments with their own services and colours
- Roles and permissions you edit yourself
- Import projects and customers from spreadsheets
- Archive and restore projects
2 people · role
And more
The details that make it work every day
Calendar views
Tasks and project deliveries on a calendar, with site visits on a shared Google Calendar if you use one.
Submissions
A log of what was sent to whom for each project, with its documents.
Notifications
People hear about assignments, reviews and approvals that need them, and nothing else.
Expenses
What the firm spends, with categories, accounts and receipts.
Data import
Bring projects, customers and history over from your spreadsheets.
Secure by design
Sign-in protection, per-role access and every change to roles recorded.
Ready to bring your projects together?
Discover a better way to manage your projects and coordinate your team.