FREQUENTLY ASKED QUESTIONS

Businesses choose TeamPoint because it combines job management, scheduling, quoting, invoicing, mobile working, compliance and reporting within a single platform. Customers also value our responsive UK-based support team and the fact that TeamPoint can be configured around the way they work. Rather than forcing businesses to adapt to generic software, we help shape the system around their operational processes and continue to support them as their business grows.

Both systems help businesses manage field operations, but TeamPoint is designed around flexibility, customer partnership and responsive support. We work closely with customers to understand how they operate and regularly develop new features based on customer feedback. Many businesses value the ability to tailor TeamPoint to their workflows while having direct access to a UK-based support team that understands their business.

TeamPoint provides a complete platform for managing quotations, jobs, projects, service contracts, mobile working, compliance and reporting. Alongside the software itself, customers benefit from a personalised onboarding process, responsive support and a platform that can be configured around their operational requirements. We focus on building long-term customer relationships rather than simply providing software.

TeamPoint is used by businesses across a wide range of sectors including roofing, solar installation, facilities management, HVAC, drainage, fire and security, property maintenance, compliance services and specialist contracting. Because the platform is highly configurable, it can support reactive maintenance, planned preventative maintenance, recurring service contracts, installations and project-based work.

Yes. TeamPoint is a cloud-based platform that can be accessed from the office, home or field. This allows office staff, managers and mobile operatives to work from the latest information wherever they are, helping improve communication and visibility across the business.

TeamPoint is designed to adapt to changing business requirements. Whether you're taking on more work, adding new services, expanding your team or introducing new processes, the platform can be configured to support evolving operational needs without requiring a change of system.

TeamPoint is used by a wide range of businesses, from growing contractors looking to replace spreadsheets and paper-based processes through to larger organisations managing multiple teams, sites, assets and workflows. The platform can be configured to support different operational requirements while providing the visibility and control needed as businesses become more complex.

Getting started with TeamPoint is straightforward. Our team works with you to understand how your business operates, configure the system around your processes, and support your team throughout implementation. Whether you are moving from paper-based processes, spreadsheets or another software platform, we aim to make the transition as smooth and practical as possible.

Onboarding typically includes discovery sessions, system configuration, data migration, user setup, workflow tailoring, change management sessions and training. We take the time to understand how your business works so that TeamPoint reflects your processes rather than forcing you to adopt a generic approach. The goal is to ensure your team is confident and productive from day one.

Implementation times vary depending on the size and complexity of your business. Smaller organisations can often be up and running quickly, while larger businesses may require additional configuration, data migration, integrations and training. We will work with you to create a realistic implementation plan that minimises disruption and supports a successful rollout.

Yes. Every business operates differently, which is why TeamPoint can be configured around your workflows, terminology, forms, branding, permissions, dashboards, notifications and reporting requirements. We believe software should support the way you work rather than forcing you to change proven processes.

Yes. TeamPoint can support businesses operating across multiple offices, regions and service areas. Users can be organised by division, team, location or business unit while still working within a single platform, giving management a consistent view of operations across the organisation.

Yes. Whether you are moving from spreadsheets, paper-based processes or another job management platform such as Joblogic, Simpro or BigChange, we can help migrate key operational information into TeamPoint. This may include customer records, sites, assets, service contracts and historical job information, helping make the transition as smooth as possible while preserving valuable business data.

Yes. Protecting customer data is a priority. TeamPoint uses secure cloud infrastructure and follows recognised security and data protection practices to help safeguard business information. We continually monitor, maintain and improve our systems to ensure customer data remains secure, reliable and available when it is needed.

Going live is the beginning of the relationship, not the end of it. Our support team remains available to answer questions, provide guidance and help your business get the most from TeamPoint. Customers also benefit from ongoing training opportunities, annual review meetings, new feature releases and access to our Knowledge Base and training resources.

Our implementation process is designed to minimise disruption while ensuring your team has the training, support and confidence needed to adopt the system successfully. Before going live, customers are provided with their own version of TeamPoint to explore, learn and test. This gives users the opportunity to become familiar with the system, refine workflows and identify any questions before TeamPoint becomes part of day-to-day operations. Every business is different, so implementation can be tailored to suit your preferred approach. Some customers choose to introduce TeamPoint gradually, starting with a specific area of the business such as job management and scheduling before expanding into quoting, invoicing, service contracts, customer portals and reporting. Others prefer a phased rollout across different teams or departments. Our goal is to make the transition as smooth and practical as possible, allowing your business to adopt TeamPoint at a pace that works for you.

We aim to respond to support queries within 30 minutes during business hours. Our UK-based support team is easy to reach by phone, email or through the support ticket system built directly into TeamPoint. Every user has access to the support ticket function within the platform, making it quick and easy to raise questions or request assistance whenever they need it. Our focus is on resolving issues promptly so office staff and field teams can continue working without unnecessary delays.

Training is tailored to your business and the way you use TeamPoint. Sessions can cover job management, scheduling, quoting, invoicing, mobile working, service contracts, customer portals, reporting, compliance processes and more. Training can be delivered remotely or in person, ensuring your team has the confidence to use the system effectively from day one.

Yes. While many customers choose remote training, some businesses benefit from face-to-face sessions at their office. On-site training can be particularly valuable during implementation, helping teams build confidence, adopt new processes and get the most from TeamPoint more quickly.

Our support continues long after implementation is complete. Customers can contact our UK-based support team by phone, email or through the support ticket system built directly into TeamPoint. Training is not limited to onboarding and customers can request additional guidance on specific features, workflows or processes whenever they need it. We view our role as an ongoing partnership, helping businesses continuously improve how they use TeamPoint as their requirements evolve.

TeamPoint includes a comprehensive Knowledge Base containing articles, guides, feature explanations and practical advice, alongside a growing library of training and feature videos. These resources help users find answers, learn at their own pace and get the most from the platform, whether they are new to TeamPoint or experienced users looking to explore additional functionality.

Customers benefit from ongoing software updates, feature releases and annual review meetings, providing opportunities to discuss how TeamPoint is being used, identify areas for improvement and explore new functionality. We also share updates, training resources and practical guidance through our website, LinkedIn, YouTube channel and customer communications.

We work closely with customers to understand their operational requirements and continually improve the platform. Many features within TeamPoint today began as customer suggestions, helping ensure the system continues to solve real business problems as customer needs evolve.

Yes. TeamPoint is designed to support both office-based staff and field teams. Operatives can access job information, schedules, customer details, forms, documents and site history directly from smartphones and tablets, while information captured on site is shared back to the office in real time. The app supports both iOS and Android devices, including popular phones and tablets from Apple, Samsung and other leading manufacturers.

The TeamPoint mobile app gives operatives access to the information they need before, during and after every job. Users can view job details, customer information, site history, permits, access instructions and supporting documents, as well as record notes, photographs, materials used, additional charges and job progress directly from site.

Yes. TeamPoint uses information captured on site to generate digital worksheets and job records automatically. Notes, photographs, materials used, signatures, customer authorisation and other job information can all be recorded through the mobile app, creating a clear and complete record of the work carried out.

Yes. TeamPoint allows businesses to create and manage digital risk assessments, inspections, surveys and compliance forms within the mobile app. Questions and formats can be tailored to suit different job types and operational requirements, helping ensure important checks are completed and recorded consistently.

Yes. TeamPoint helps reduce paperwork, unnecessary administration and wasted journeys by giving operatives access to the information they need in a single app. Schedulers can allocate work more effectively, while field teams can access site instructions, permits, customer history and job information without relying on phone calls or paper records. This helps improve communication, reduce delays and make better use of time across the business.

Yes. Operatives can submit timesheets and expenses directly through the mobile app, helping reduce administration, improve accuracy and provide office teams with up-to-date operational information.

TeamPoint brings together the core parts of a field service or contracting business within a single platform. This includes quotations, job management, scheduling, mobile working, customer records, service contracts, invoicing, compliance records, reporting and business performance. By bringing operational information into one place, TeamPoint helps reduce administration and improve visibility across the business.

Yes. TeamPoint is introducing AI-driven features where they provide genuine operational benefits. Our focus is on practical applications that save time, improve decision-making and help businesses operate more efficiently. Current developments include intelligent scheduling and resource planning tools designed to help businesses reduce travel time, improve utilisation and make better scheduling decisions.

Yes. TeamPoint is designed to support reactive maintenance, planned preventative maintenance (PPM) and recurring service contracts within a single platform. Reactive jobs can be logged, scheduled and completed quickly, while Service Contracts can automatically generate recurring jobs based on service intervals, frequencies or contract requirements. This helps businesses maintain visibility of all maintenance activities, ensure work is completed on time and keep a complete history of inspections, servicing and maintenance visits.

Yes. Service Contracts help businesses manage recurring maintenance agreements, inspections and planned works. TeamPoint can automatically generate jobs, schedule visits, manage contract invoicing and provide visibility of contract activity throughout the contract lifecycle.

Yes. TeamPoint provides visibility of contract activity, service history and upcoming renewal points. By keeping information in one place, businesses can take a more proactive approach to renewals and customer retention rather than relying on manual reminders or spreadsheets.

Yes. TeamPoint allows businesses to manage larger projects while still maintaining control of the individual jobs that make them up. Projects can include quotations, purchasing, variations, invoices and profitability reporting, with work broken down into scheduled jobs, site visits and tasks assigned to different team members. This provides visibility of project performance while ensuring day-to-day delivery remains organised and manageable.

Yes. TeamPoint is used by businesses managing anything from a handful of sites to thousands of locations. Each site can maintain its own history, assets, service records and documentation while remaining connected to the wider customer account, contract or project.

Yes. TeamPoint can help businesses coordinate both employed staff and subcontractors. Job information, schedules, documentation and progress updates can be managed through the same platform, helping maintain visibility and consistency across all work being delivered.

Yes. Many businesses operate across multiple disciplines, trades or service lines. TeamPoint provides a single operational platform that allows different teams to work together while maintaining visibility of customers, jobs, contracts, compliance records and business performance.

Yes. By bringing together scheduling, mobile working, quotations, invoicing, compliance and reporting, TeamPoint helps reduce duplicate data entry and repetitive manual processes. Information only needs to be captured once and can then be reused throughout the workflow, helping office and field teams work more easily. As the business gets busier, this gives admin teams more breathing space. Instead of spending so much time chasing paperwork, re-entering information or looking for updates, they can focus on customers, colleagues and the work that really needs their attention.

Yes. TeamPoint helps businesses provide a more consistent customer experience by improving communication, visibility and responsiveness. Office teams have access to up-to-date information, field teams receive the details they need to complete work efficiently, and customers benefit from faster responses, better communication and a clearer view of the work being carried out.

Yes. TeamPoint helps businesses maintain accurate records across their operations. Forms, inspections, certificates, photographs, qualifications, service records and supporting documentation can all be stored within the system, creating a clear audit trail and making important information easy to access when needed.

Yes. TeamPoint can store qualifications, training records, certifications and other competency information for employees and subcontractors. Expiry dates can be monitored and reminders generated to help ensure training and certifications remain up to date.

Yes. TeamPoint can be used to record vehicle inspections, servicing schedules, equipment checks, calibration records and other compliance-related activities. This helps businesses maintain visibility of important dates and reduce the risk of missed inspections or expired certifications.

Yes. Information captured through jobs, inspections and forms can be used to generate certificates, reports and customer documentation. By reusing information already recorded within the system, businesses can reduce administration while improving consistency and accuracy.

Yes. TeamPoint can schedule and manage recurring inspections, testing activities, servicing requirements and compliance visits. Work can be generated automatically through Service Contracts, helping businesses maintain regular inspection programmes and reduce the risk of missed activities.

Yes. TeamPoint records job activity, forms, photographs, signatures, certificates, notes and supporting documentation in a single platform. This creates a clear history of what was done, when it was done and by whom, helping businesses demonstrate compliance and respond quickly to customer or regulatory requests.

The TeamPoint Customer Portal gives your customers secure online access to the information you choose to share with them. Depending on permissions, customers can view job progress, quotations, invoices, worksheets, reports, service records, asset information and supporting documentation through a single online portal. By giving customers direct access to important information, the Customer Portal helps reduce routine phone calls and emails, improves transparency and provides a more professional and convenient customer experience.

Yes. You control exactly what information is visible to each customer. Permissions can be configured to ensure customers only see the jobs, documents, sites and records that are relevant to them.

Yes. Customers can review and approve quotations electronically through the Customer Portal and can also submit job requests and service requests. This helps reduce delays, improve communication and create a clear record of customer activity.

Depending on permissions, customers can view job progress, quotations, invoices, worksheets, reports, service history, asset information, certificates and supporting documentation through the Customer Portal. For customers responsible for multiple locations, the portal can also provide access to information across all of their sites, assets and service records, helping keep everything organised and easy to access from a single place. Because the portal is available online, customers can access this information whenever it is convenient for them, without needing to contact your office or wait for business hours.

The Customer Portal gives customers direct access to important information such as job updates, reports, certificates, inspection records, invoices and service history. This improves transparency, helps customers find information more quickly and creates a better overall customer experience. At the same time, it reduces routine phone calls and emails, allowing office teams to spend less time responding to repetitive enquiries and more time supporting customers and delivering value elsewhere in the business.

Yes. TeamPoint integrates with leading accounting platforms including Sage, Xero, QuickBooks, NetSuite and Microsoft Dynamics 365. These integrations help reduce duplicate data entry, improve accuracy and keep operational and financial information aligned.

Yes. TeamPoint supports a wide range of integrations and can often connect with existing business systems, specialist software and third-party platforms. This includes accounting software, asset management systems, council housing platforms and other operational tools. If you have specific integration requirements, our team can discuss the available options and advise on the most appropriate approach.

Yes. One of the main benefits of integration is reducing the need to enter the same information more than once. Where systems can be connected, TeamPoint can help improve accuracy, save admin time and keep operational and financial information more consistent across the business.

TeamPoint has a simple and transparent pricing structure. There is a one-off implementation fee of £3,000 and an ongoing licence fee of £50 per user, per month. The implementation fee covers onboarding, system configuration, data migration, training and support during rollout. In most cases this includes everything required to get your business up and running successfully. Additional costs would only apply where significant bespoke development work or specialist integration requirements are requested.

The £3,000 implementation fee typically includes discovery sessions, system configuration, data migration, user setup, training and go-live support. We work closely with your team to ensure TeamPoint reflects the way your business operates and that users are confident using the system from day one. The implementation also includes a dedicated session with an experienced training and change management specialist, helping you plan the rollout of TeamPoint, support user adoption and maximise the value your business gains from the platform.

No. We believe pricing should be straightforward and transparent. TeamPoint is provided as a complete platform rather than a modular system, so every customer has access to the full range of functionality without needing to purchase additional modules as their business grows. The implementation fee and monthly licence costs are clearly explained from the outset, and any additional developments would always be discussed and agreed in advance. Customers also benefit from ongoing software updates and feature releases as part of their subscription.

TeamPoint subscriptions are provided on a 12-month agreement. This gives customers access to the full platform, ongoing support, software updates and future developments throughout the year.

We believe so. TeamPoint is priced competitively with many other job management and field service management systems, while giving every customer access to the full platform rather than charging extra for additional modules as requirements grow. The monthly subscription includes ongoing software updates, new feature releases and responsive UK-based support, helping customers benefit from continual improvements without unexpected costs. We are also transparent about pricing from the outset, with clear implementation and licence fees and no hidden extras. For many customers, the value comes from having one system that brings together scheduling, mobile working, quotations, invoicing, compliance, reporting and customer communication, helping reduce administration, improve visibility and support better service delivery across the business.

Customers have used TeamPoint to reduce administration, improve operational visibility, speed up invoicing, strengthen customer service and gain better control of day-to-day operations. By bringing jobs, scheduling, mobile working, compliance, reporting and customer communication into a single platform, businesses often find they can work more efficiently and make better-informed decisions. Many customers tell us that TeamPoint pays for itself surprisingly quickly. This is often achieved through a combination of time saved, reduced paperwork, faster invoicing, improved visibility and the ability to manage increasing workloads without needing to significantly increase administration resources. As businesses become more familiar with the platform, they often discover additional features and workflows that help them streamline operations even further, delivering value well beyond their initial reason for investing in the system.