Return to the agency software hub Place the product tour inside the full workflow, evidence, pricing, migration, and comparison process.
For staffing agencies · Pro and up
How Does Staffing CRM Software Connect Orders to Invoices?
Use a current demonstration to trace one client record through job order, approved time, and invoice preparation. Confirm every status, alert, permission, integration, and automation in the written proposal for your plan and configuration.
Product evaluation boundary: The screens below illustrate workflows to test, not a feature commitment. Current behavior can vary by plan, permissions, integrations, and configuration.
This week3
Acme Staffing
Filled 4/4Northside Logistics
Filled 10/10At risk2
Harborview Events
2 of 6 staffedAcme Staffing
4 of 6 staffedStuck1
Lakeside Expo
3 days idle
The status quo
Where does your agency re-enter the same order today?
Map one recent order across your current spreadsheets, inboxes, texts, portals, and accounting tools. Record each manual handoff and the point where status becomes unclear; that baseline is what the demonstration should improve.
Clients
A spreadsheet
Orders
A different spreadsheet
Hours
Texts and screenshots
Invoices
Typed by hand
Notes
An inbox and sticky notes
So where does this order actually stand? Nobody can say without opening all five.
CRM
Can one client record connect to the work your team needs?
In the live demonstration, open one company and verify which contacts, orders, shifts, invoices, and permissions appear together. Confirm how records are linked, who can see them, and which details still depend on another tool.
JD
John Doe
Ops Manager, Acme Staffing
Phone
(555) 014-2278
(555) 014-2278
Since
March 2024
March 2024
Open orders
2
2
Recent orders
4 bartenders · Jun 14Filled
6 bartenders · Jun 20At risk
2 servers · May 30Invoiced
8 warehouse · May 12Paid
One record, request to invoice
Follow a single order from the first call to the paid invoice.
Ask TempGuru to demonstrate one order from intake through approved time and invoice preparation, then confirm each handoff in the written proposal.
Acme Staffing · 6 bartenders · June 14
1
Conversation
It starts in the CRM with the client.
2
Job order
The ask becomes an order on the board.
3
Staffed
You fill it 6 of 6 against the number you booked.
4
Timesheet
Hours worked land on that order.
5
Invoice
The hours auto-feed the invoice you send.
6
Paid
It goes out from the same record. No rebuild.
Visibility
How does the portal surface an order that needs attention?
Ask the demonstrator to show how fill-status and timing labels are calculated, when an order becomes at risk or stuck, and which users receive the signal. Verify the exact rules and notifications for your proposed configuration.
This week
Acme Staffing
Filled 4/4At risk
Harborview Events
2 of 6 staffedStuck
Lakeside Expo
3 days idleYou see this on Tuesday, not Saturday morning.
Billing
Can approved time reach invoice preparation without re-entry?
Trace an approved time record into invoice preparation and test corrections, approvals, exports, and contract handling. Confirm which steps are automated and which require an authorized user or external integration.
Invoice · from order #4471
6 bartenders · 8 hrs48 hrs
Rate$38 / hr
Service feeincluded
Total$1,824.00
Auto-built from timesheet
Built to be obvious
How much training will your coordinators need?
Give a coordinator a realistic task in the demonstration: find a client, review an order, interpret a status, and locate an invoice. Record where guidance, configuration, or a separate tool is still required.
Acme|Cmd-K
Acme StaffingCompany
Acme · 6 bartenders, Jun 14Order
Acme · May invoiceInvoice
John Doe, Ops ManagerContact
One keystroke to anything. This is most of the training.
Module review
Additional demonstration workflows
E
Events
Verify how events link to their orders.
R
Reports
Verify the reports and exports included in your plan.
T
Tags
Test the tags and filters your team would use.
!
Issues
Test how issues are recorded, assigned, and closed.
#
Phone Numbers
Verify phone-number mapping and any required integration.
The operation behind the software
Built by an agency that runs on it.
TempGuru was founded in 2018, and its team uses the portal in its own operation. The numbers below describe TempGuru's reported operating history; they are not a promise about your agency's results or the software configuration in your proposal.
2018
founded
completed shifts
event engagements
location availability confirmed for each order
First-party scale and performance figures are withheld pending reproducible Portal evidence.
Measured result
Confirm tenant separation, user roles, and administrative access during the demonstration and in the written proposal.
Workflow governance
Software organizes records. Contracts and law determine compliance.
Use the portal to keep client, order, worker, schedule, time, and invoice records connected. The software does not decide worker classification or replace worksite-safety duties. Review current U.S. Department of Labor wage-and-hour guidance and OSHA temporary-worker guidance alongside the applicable contracts, jurisdictions, and worksite facts.
Continue with the staffing software overview, compare software pricing and scope, and review the partner-agency workflow.
Product questions
What should an agency verify before choosing the TempGuru portal?
Use the current demonstration and written product scope for plan, permission, integration, and configuration details.
Who is the TempGuru portal for?
The TempGuru portal is designed for staffing-agency teams coordinating clients, job orders, workers, time records, and billing workflows. Confirm current plan availability, permissions, and configuration in the written product scope.
What can an agency do in the portal?
Use a current demonstration to verify the agency CRM, job-order, assignment, time-record, invoice, and contract workflows needed by your team. Available behavior can depend on the selected plan, permissions, integrations, and configuration.
How should an agency evaluate ease of use?
Test a real order from client intake through approved time and invoice preparation with the coordinators who will use the system. Record duplicate entry, unclear permissions, manual exceptions, training needs, and any step that depends on a separate tool.
Does each agency get a separate portal view?
Agency access is permissioned. During review, confirm tenant and client separation, user roles, administrator access, exports, audit history, and the exact controls included in the proposed plan and configuration.
See whether your client, order, and invoice records can connect in one workflow.
See the portal on your own work, or have us walk a live order through it with you.
Event Staffing. Simplified. One contract. Local agencies by accepted order.
Agency product tour · For staffing agencies
How should an agency inspect TempGuru's staffing record flow?
Use a current demonstration to follow one accepted client request into the job order, worker review, assignments, schedule changes, approved time, payroll handoff, invoice preparation, and account history. Confirm which screens and actions belong to the proposed edition. Permissions, integrations, limits, implementation, support, exports, fees, and contract terms need written scope.
This research path is for US and Canadian staffing agencies choosing software for their own client, worker, order, time, payroll, and billing records. Partner and non-partner agencies across staffing types can buy TempGuru software.
Continue the agency workflow review
Test an event order Change a venue, zone, call time, worker, approver, and time record during the demonstration.
Match the tour to written pricing Confirm the quoted users, modules, usage units, integrations, implementation, support, and exports.
Use the tour in an agency comparison Test both products against the same records, exceptions, controls, and commercial assumptions.
Review migration and operating fit Include linked history, corrections, permissions, integrations, training, parallel work, and exit records.
Bring one real workflow, its exceptions, and the evidence your team needs to retain.