Frequently Asked Questions

TeamWherx® FAQs

Because TeamWherx® is hosted on the cloud, no installation is necessary. Customers can access their accounts from anywhere using a secure web login. However, certain functionality, such as handset tracking, requires the app to be downloaded onto mobile devices.

An unlimited amount of users can exist under each tier.

After your account is set up, log into https://login.wfmplatform.com/ using the username and password provided to you.

Verify that you’re using the correct login and password. If you have forgotten your password, select Forgot Password to reset it. If you still can’t access the application, contact your system administrator for assistance.

Yes! You can choose the vertical closest to your industry and customize it later to fit your business needs.

You can download it through the App Store for iOS devices or Google Play for Android devices.

TeamWherx® is compatible with Apple devices on iOS version 9 or higher and Android devices on version 7.0 or higher.

You can change your application’s appearance through Administration > Settings > Appearance. Feel free to add your company’s logo to the interface and incorporate brand-compliant colors into your application’s theme as well. For more information, view our tutorials HERE.

Administrators have access to all areas of the application, except billing. They can view the dashboard, access data collection, modify charts, and change module settings. Users have web and mobile access to all modules. They can view the list of available modules but can’t add them to the company account. Power users have the same access as users with the addition of the ability to edit submitted data. They can review, modify, and approve submitted timekeeping and form data, as well as mark forms as shared. Mobile-only users can access and complete all modules from a device, but can’t log into the web app. The account owner is a special type of administrator account. In addition to other administrative privileges, they control the account billing information. Only the designated account owner can modify the subscription level, add licenses, or change the payment method. There is only one account owner per company. The account owner cannot be deleted and can’t be modified by anyone other than the account owner. For more information, view our tutorials HERE.

The account owner will need to contact one of our dedicated sales representatives to change the subscription level on the account.

If you are the current account owner, go to Administrative > Users and select Change Account Owner. You will be able to select a new owner from the listed employees. Note: There is only one account owner allowed. Once you remove yourself, you will no longer have the ability to view the billing information, add or delete users, or change subscription levels. For more information, view our tutorials HERE.

The account owner and administrators can change the general account information. For more information, view our tutorials HERE.

Users can be deleted simply by selecting the Delete button next to their name on the user screen. This will not remove any licenses that they have assigned to them. Because the license itself won’t be deleted, it can be assigned to someone else. However, the previous user’s data (forms, timekeeping, etc.) will be lost if the user is deleted. If a user’s historical data will need to be accessed at a later time, it is best to deactivate them instead of deleting them. If licenses are available, a user can be added by selecting Add from the Users screen. If there are no licenses available, the account owner will need to contact their sales rep to purchase additional licenses. For more information, view our tutorials HERE.

Users can be deactivated through Administrative > Users. Click the Inactive selection under the user’s name. For more information, view our tutorials HERE.

During the sign-up process, an industry or vertical is selected and modules are suggested based on that industry. This gives new customers a place to start. For more information, view our tutorials HERE.

My Modules is the section of the application that contains all the TeamWherx® features available to you.

Modules can be added from the Find Modules section of Administrative > Modules, provided you are within your module allotment for your subscription level. If more modules are needed and the subscription level needs to change to accommodate this, the account owner will need to contact your sales representative to increase your subscription level. For more information, view our tutorials HERE.

Access the one in question from My Modules or Find Modules. Select the edit button. The form opens and you can add or delete fields that suit your business needs. You can rename a module as well, but if it becomes renamed, your statistics for that one will begin at the time the name was changed. For more information, view our tutorials HERE.

Forms are designed to capture the metrics that are important to your business. They can also be edited to include any additional fields you may need that isn’t already there. For more information, view our tutorials HERE.

Reports available for Wireless Forms include Entry Details and User Activity Summary. For more information, view our tutorials HERE.

Running a report creates a report on demand. Scheduling a report means the report is set to automatically go out on specific days and times. For more information, view our tutorials HERE.

Choose the Entries tab to view data entered into modules by users. Users are listed in a grid format. Select the View button next to a user name to view all entries made in the module during the time period you selected. Note that the grid won’t show any entries until you perform a search. For more information, view our tutorials HERE.

The Dispatching dashboard provides an overview of orders, workloads, and statuses. See a breakdown of active orders, check the workload of orders due by day, and view the number of orders by status for each user. The time period defaults to This Week but can be changed to show Today, Yesterday, Last Week, This Month, or Last Month. For more information, view our tutorials HERE.

From Dispatching > Orders, select New and fill out the order form. For more information, view our tutorials HERE.

Orders can be entered into the system and assigned at a later date. For more information, view our tutorials HERE.

From Dispatching > Orders, select Edit to the left of the order to make any changes and corrections. These options include assigning and reassigning to a different user, changing statuses, and canceling an order. For more information, view our tutorials HERE.

Select Add New Client from the Clients tab. Enter the client information and add a new client. Spreadsheets of clients can also be imported using File Import. For more information, view our tutorials HERE.

Yes, you can! While creating the order, select New Client and fill out the information. The client will then be saved to your client list as you continue with the order. For more information, view our tutorials HERE.

From Administrative > My Modules > Dispatching, select Edit and then Module Settings. Select New Service Type or New Status Type to create new fields. Save the new fields, and they will then be available when filling out an order. For more information, view our tutorials HERE.

Use Intra-Company Messaging to view and send messages to other application users on the web and mobile devices alike. Your application notifies you of new messages in two ways: The menu item displays the number of new messages in your inbox, and messages that you receive while you are working with the application will display briefly and disappear after a few seconds. For more information, view our tutorials HERE.

You are only able to communicate with users on the account that are also using Intra-Company Messaging. This will not work as a text or email message to anyone who isn’t using the application. For more information, view our tutorials HERE.

The dashboard(s) shows statistics on all tracked devices and vehicles. On the Summary Bar across the top, event information such as total trip time, total stops, and total miles are displayed. Additionally, summary information is displayed below in panels. This Week is the default time period for the information shown on the dashboard. However, you can click the drop-down list at the top of the screen to choose another time period. Choose from: Today, Yesterday, This Week, Last Week, This Month, and Last Month. For more information, view our tutorials HERE.

In Live View, see near real-time information about your users and devices. You can see the last locations, movement statuses, timekeeping statuses (if applicable), and the time elapsed since the last GPS update. Live View is in the user list panel, the search function, and the map. For more information, view our tutorials HERE.

Geofences are digital boundaries used to mark areas of interest, such as job sites, offices, or employee no-entry/no-exit areas. Geofences can be created in either circle or polygon shapes and are located under the Intelligent Tracking menu. For more information, view our tutorials HERE.

Under Tracking > Reports, the available reports include: Start and End Time, Stops Time and Mileage, and Tracking Summary. For more information, view our tutorials HERE.

The Mobile Timekeeping dashboard provides at-a-glance information about numbers of hours worked by users in a chart-style format. For more information, view our tutorials HERE.

Customer data is stored on the portal for a rolling one-year period. However, extended storage is available for an additional cost.

Comet Suite FAQs

GPS stands for Global Positioning Systems. GPS is a network of satellites and receiving devices that compute locations on Earth, and it’s designed to provide precise positional data, velocity data, and global time synchronization for air, sea, and land travel.

MRM stands for Mobile Resource Management. This term refers to the coordination of your field personnel using wireless technology and devices.

LBS stands for Location-Based Services. It’s a way of explaining how wireless technology can integrate with GPS, providing multiple ways for you to manage your mobile resources.

These three solutions are separated by tiers, and are all designed to offer your business a different level of functionality.

Comet EZ is entirely web-based, and gives you the basic essentials of digital workforce management. It’s the most budget-friendly solution in our MRM applications suite.

Comet Tracker is more robust, with a host of additional features. It is client-based, but also gives you access to the web, so you can access your basic data from any computer that has internet access. Because Comet Tracker also lives behind your firewall, you can store and gather necessary information in a secure fashion.

Comet Mobile Worker offers a comprehensive suite of tools for your remote employees to use. Through included features like Wireless Forms, dispersed staff can transmit data recorded in the field back to your home office, and communicate with efficiency.

Actsoft solutions track in near real-time. As with all near real-time GPS tracking, there’s a slight lag time in transmission between the initial request for information and its eventual submission back to you. Our software allows you to ping your devices as frequently as once every 30 seconds.

Actsoft offers handset, vehicle-mounted, and battery-powered asset tracking solutions. Additionally, for low-cost, vehicle-based solutions, we have phone mounting kits that can secure your mobile devices to your fleet cars. Email us for more details at sales@actsoft.com.

Actsoft solutions have the ability to integrate with a variety of different payroll and software systems. Features of our products like Mobile Timekeeping, Job Order Dispatching, and Wireless Forms will help streamline your entire operation, and can all actively work with many existing solutions. For more information, feel free to reach out to our dedicated integration team at imex@actsoft.com.

With web-based access, there is no software to install and you can easily access programs from any computer with internet capability. In a client-based environment, we provide you with software that lives behind your firewall, giving you more control and security regarding your business’s information.

For questions related to pricing or to get a free quote, email us at sales@actsoft.com.

We have plenty of solutions available that do not require additional equipment purchases. However, certain specialized features may require additional equipment such as barcode scanners and vehicle engine monitors for maximum functionality.

As the application that’s installed on the mobile devices of your employees, mComet interacts with Actsoft’s Comet Suite products, which are easily accessible from a desktop computer.