Schedule Buddy answers the phone, removes the employee from the WinTeam schedule, records the absence, and starts calling qualified replacements — before your ops manager even wakes up.
An employee calls off at 2 AM. Your on-call manager wakes up, logs into WinTeam, pulls the schedule, figures out who's qualified and available, and starts making calls—one by one—until someone picks up. Meanwhile, the post is uncovered and your client contract is at risk.
Your team manually re-keys information across WinTeam modules—from new contract setup to absence tracking to invoice reconciliation. Every manual entry is a chance for error, and every error compounds downstream.
The reporting you need is technically possible, but pulling it together means exporting, reformatting, and emailing spreadsheets every week. By the time the report lands, the data is stale.
Every step writes directly to WinTeam through the API. No screen-scraping. No manual steps. Full audit trail.
Automates new contract intake—customer setup, job creation, post setup, bill codes, and compliance requirements—all built directly in WinTeam.
Runs structured accounts receivable follow-up workflows, tracks outcomes, and escalates priority accounts—all tied back to WinTeam AR data.
Generate operational reports from WinTeam data on a schedule or on demand. No more exporting, reformatting, and emailing spreadsheets.
Got a WinTeam workflow that's eating your team's time? We'll build a custom agent for it—with full API integration and audit trails.
We keep it simple. Four steps to automate the workflows that are eating up your team's time.
We learn your workflows, your WinTeam setup, and where the pain is worst. Usually takes 30 minutes.
We map the workflow end-to-end and design exactly how the agent will interact with WinTeam—which APIs, which data, which triggers.
We build the agent and test it with your team against real WinTeam data. You see it work before it goes live.
We launch, monitor performance, and iterate. Ongoing support included—your agent gets smarter over time.
We've configured post setups, built bill code structures, and reconciled WinTeam financials. We didn't learn this from a demo—we learned it by running operations.
Our agents use the WinTeam API—the same API that powers TeamTime, eHub, and your existing integrations. No screen scraping. No fragile workarounds.
Every action is logged with a full audit trail, tied to the correct job number, employee record, and GL account—exactly how your compliance team needs it.
Direct REST API integration, not RPA or screen scraping
Every action logged, compliance-ready, tied to the right records
Founded by WinTeam operations people, not AI researchers
From kickoff to your first working agent in about two weeks
See a live demo of Schedule Buddy and talk through which workflows make sense to automate first. Most companies start with call-offs and expand from there.
We'll get back to you within 24 hours.