SOFTWARE FEATURES
Everything you need to run, schedule, track and bill your field service business in one simple, connected platform.
Business Performance
TeamPoint helps you understand how your business is performing by bringing together operational, financial and workforce information in one connected platform. Whether you're monitoring jobs, quotations, engineers, projects, customer service or profitability, TeamPoint provides real-time business insights that help you identify opportunities, improve efficiency and make informed decisions with confidence.
Invoicing & Payments
TeamPoint helps you create professional invoices, manage payment workflows and keep billing connected with quotations, completed work, projects and customer records. Whether you're invoicing reactive jobs, larger projects, planned maintenance contracts or recurring service visits, TeamPoint gives your office complete visibility from quotation through to payment while helping reduce administration, improve cashflow and support the way your business prefers to invoice.
Projects & Service Contracts
TeamPoint helps you manage larger projects, planned maintenance programmes and long-term service contracts from one connected workspace. Instead of treating every visit as a separate job, related work is grouped into a single project, giving your team complete visibility of quotations, jobs, scheduling, purchasing, compliance, invoicing and profitability from planning through to completion.
Compliance Management
Keep compliance documents, certificates, risk assessments, site evidence and audit trails organised in one secure place. TeamPoint helps field service businesses manage compliance alongside their day-to-day operations. Store important documents, complete digital forms, capture site evidence, monitor certificate expiry dates and maintain a complete audit trail from quotation through to project completion. Whether you're managing health and safety documentation, customer compliance requirements, planned inspections or industry-specific regulations, TeamPoint keeps everything connected to the job, customer and project.
Customer Relationships
TeamPoint helps you build stronger customer relationships by keeping customer records, quotations, jobs, projects, documents and communications connected in one place. Your office team can quickly view customer history, site information, previous work and shared documents, helping them respond professionally and keep customers informed. With the TeamPoint Customer Portal, customers can access the information you choose to share, including quotations, documents and job-related records. Whether you're managing one-off jobs, long-term contracts or multi-site customers, TeamPoint gives your business a complete customer view from first enquiry through to completed work, invoicing and ongoing support.
Mobile Working
TeamPoint's Mobile Working software gives your engineers, surveyors and field teams everything they need to manage work from anywhere. Access job information, complete digital worksheets, capture photographs, collect signatures and update job progress in real time using the TeamPoint mobile app. Whether you're carrying out reactive repairs, planned maintenance, inspections or larger projects, TeamPoint keeps your office and field teams connected, helping work progress faster while reducing paperwork and administration.
Scheduling & Planning
TeamPoint helps you plan work efficiently using calendar, map and drag-and-drop scheduling tools. Allocate the right engineers, surveyors, subcontractors and office staff, respond quickly to changing priorities and keep every job moving. Whether you're managing reactive call-outs, planned maintenance, service contracts or complex projects, TeamPoint gives your office complete visibility of your workforce and workload in one connected platform.
Quotations & Sales
From first enquiry to approved quotation, TeamPoint helps you manage your entire sales process in one connected platform. Create accurate quotations for reactive work, projects and service contracts, monitor every opportunity, track conversion rates, and convert accepted quotes directly into live jobs.