Roll out TaameerPro with your team

Choose one project with a responsible manager and a clear starting date for digital records. Agree which old records you will bring across, who checks opening stock and unpaid amounts, and which system is authoritative after that date. A small rollout exposes missing units, rates and permissions before every site relies on them.

The phases below are a suggested order, not a fixed service schedule. A small team may complete them quickly; a company with many sites will need longer to verify its data. Do not create artificial paid or approved records in live accounts just to test a button.

Projects and stages provide the job context. Materials provide names and units; vendors provide suppliers and their rates. Labourers and assignments provide the attendance roster. Only then do purchase orders, daily work and wage calculations have reliable inputs. Data import can help with supported record types, but references must still point to the correct existing records.

Complete the company profile and regional settings. Name the people responsible for record entry, review, stock verification and payments. Invite them with suitable roles and check that each can open the screens they need. Decide which optional features are needed now by reviewing Billing and Add-ons.

1. 01

   Confirm the company identity

   Enter the company name, address, contact information, timezone, currency and document branding. Check an example date and amount before moving on.

2. 02

   Name the workflow owners

   Decide who will enter site work, review reports, verify stock, approve payments and manage user access. Give each person the role actions needed for that responsibility.

3. 03

   Secure the important accounts

   Have owners and approvers set strong passwords and enable 2FA. Store recovery codes away from the authenticator device.

Create projects with realistic budgets, dates and stages. Add material units and current vendor rates; enter contractors, labourers and daily rates, then assign the workforce. Add Clients independently of portal access. Reconcile opening stock with a physical count before entering it. If importing, validate a small file and resolve duplicate or missing-reference warnings first.

1. 01

   Create one representative project

   Set realistic dates, budget and stages for a current job. Use it to check the structure before adding every project.

2. 02

   Add the master records it needs

   Create materials, vendors, supplier rates, contractors, labourers and clients that the first project will use. Assign people only for the correct dates.

3. 03

   Reconcile opening information

   Count opening stock and check wage rates and contract values with the responsible team. Validate a small import before loading a larger file.

Set a daily cut-off for attendance and DPR entry. Agree who reviews submitted reports and pending payments, who verifies deliveries against actual quantities, and who records material consumption. Check the entire chain using real work: ordered quantity, verified receipt, stock issue, posted usage and financial record. Save the relevant supporting evidence with each record.

1. 01

   Run one daily site cycle

   Record attendance and a DPR for the agreed date, submit them and complete the applicable review. Check who receives each follow-up.

2. 02

   Run one material cycle

   Create and approve an order, record the delivery, verify accepted quantities, reserve or issue stock and post the supported consumption record.

3. 03

   Run one finance cycle

   Create a payment, complete the configured approval and record it paid only after settlement. Compare its cost effect with the project figures.

Compare dashboard figures with the source records for one period and one project. Investigate missing dates, unposted usage and payments that are approved but unpaid. Enable portals only after you understand the visibility rules, then share the appropriate approved records. Review permissions again after the team has used the system for a few working days.

1. 01

   Reconcile a reporting period

   Choose one project and period, then compare dashboard and report totals with the source records that created them.

2. 02

   Test external visibility

   Use a safe test contact to confirm that only eligible client or vendor information appears. Revoke or refresh the test link afterward.

3. 03

   Review access after real use

   Ask each team lead whether the required actions work and whether any unneeded access remains. Correct the specific role action rather than widening every account.

Confirm that someone can complete each required task from entry to review; a menu appearing is not proof of approval access. Check stock units, wage rates, project dates and opening balances. Make sure a colleague can find an original document, follow an overdue item and identify who changed a record.

Keep a short list of unresolved issues with a named owner. Use Support for reproducible product problems and troubleshooting for access, status and missing-data checks.