WorkWeb Telco Expense Management

Telco Expense Management, also called (TEM or TEMS), works in conjunction with Service Inventory. When setting up a group (template) for Service Inventory, the user can easily extend this to include information about various “expected” Telcom bills. You can keep it simple or configure for full scale enterprise wide tracking.

With the Telecom Expense Management Module, bills can be mapped for accuracy, month after month.

Any Business that uses WorkWeb can purchase this module. A company with both the Service Inventory module and the TEM module, can inventory any monthly contract, including but not limited to Telecom monthly bills. By creating a Contract and expected Monthly Bill totals and bill tolerance thresholds, a company can use the TEM module to enter in the actual amounts of bills every month. Any discrepancy outside of the specified tolerance threshold, is flagged and the company is put on alert to research, isolate and correct the problem. Billing Tickets can be generated and tracked to resolution – which allows the company to address bills as “OK to Pay” after full research is conducted and changes accounted for. Billing Histories and Accountability Tracking build over time to produce a layer of billing accountability that is invaluable to Accounts Payable Departments.

For The Channel Members – who Broker and Manage Telecom Service Contracts for customers – adding this tool to your CMR account allows you to conduct billing accountability for your customer base on a monthly basis. If you provide your customer with a Client Access user credential and give them access to this module, along with selected components of CRM, Service Inventory, Jobs, you are providing that customer with a comprehensive communication, accountability and inventory tool. The Channel Members look for ways to be relevant to their customers, month after month and provide true value adds and value propositions. What better way than to provide your customers with a solution that can track the accuracy of their Monthly Bills from Telecom to Cloud, to any technology that you broker & manage on their behalf. This module specifically allows entry of actual bill totals into the system one day per month for a comprehensive bill accuracy check per customer per location per carrier over the entire book of business.


WorkWeb.io base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm WorkWeb.io will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.