
Managing projects with TeamPoint
Projects
Manage larger projects with linked jobs, purchasing, variations, invoicing and project P&L in one connected platform.
TeamPoint helps you manage larger projects through one connected record. Keep project jobs, purchasing, variations, invoicing and financial performance together, while each linked job remains fully operational for scheduling and site work.
Projects are designed for larger pieces of work that need more than a single job record. A Project can bring together multiple jobs, different customer sites, purchasing, variations, invoicing and the wider financial picture, while each individual job is still managed in TeamPoint in the usual way.
That gives the office a view of the whole piece of work without losing the detail needed to schedule people, manage activity on site and keep track of costs as the project develops.
USING TEAMPOINT TO MANAGE LARGER PROJECTS
Manage the whole piece of work – Keep the Project record, linked jobs, purchasing, variations, invoicing and financial information together from quotation through to completion.
Build the Project around real jobs – Add individual jobs to the Project for different visits, tasks or customer sites. Each remains a full TeamPoint job for scheduling, site information, checks, purchasing, files, photographs and other operational activity.
Keep purchasing connected – Raise purchase orders directly against the Project or from an individual Project job. Both remain visible from the Project and feed into its financial picture.
Control changes and additional work – Raise variations from the Project using TeamPoint’s quotation process, keeping additional work, acceptance and the resulting commercial history connected to the original Project.
See the financial position develop – Monitor Project value, purchasing, revenue, costs, gross profit, margin and invoicing progress through the Project P&L rather than piecing the figures together elsewhere.
Manage work across multiple sites – Bring jobs for different customer locations into the same Project, giving you an overall view of larger programmes while retaining the detail for each individual site and job.

Key Features
Project Jobs – Bring multiple jobs together under one Project while keeping each job fully operational for scheduling, site activity and completion.
Project Purchasing – Raise purchase orders directly against the Project or from individual Project jobs, with costs feeding into the wider financial picture.
Variations & Additional Work – Raise additional quotes from the Project and keep accepted variations connected to the original work and commercial history.
Project P&L – Track Project value, purchasing, revenue, costs, gross profit, margin and invoicing progress from one place.
Multi-Site Projects – Manage jobs across different customer locations within the same Project while retaining the detail for each individual site and job.
Project Invoicing – Keep invoices connected to the Project and manage the commercial side of larger pieces of work alongside delivery.
Project Checklists & Files – Keep project-level planning notes, checklists and supporting files attached to the Project record.
Connected Job Detail – Each Project job can still use TeamPoint’s wider job tools, including checks, permits, files, photographs, purchasing, emails and site information.

Industries Using Projects & Service Contracts
TeamPoint helps organisations manage projects and long-term service agreements across a wide range of industries, including:
Every business manages projects differently. TeamPoint adapts to your workflows, helping you organise larger jobs, planned maintenance and service contracts in the way your business already operates.

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Frequently Asked Questions
Find answers to some of the most common questions about TeamPoint's Projects & Service Contracts software. Whether you're managing larger installations, planned maintenance programmes or ongoing customer agreements, these FAQs explain how TeamPoint helps you organise work, improve visibility and keep every project connected.
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