Project plans, drawings and documents laid out for managing complex service work.

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.

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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.

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Project Delivery

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.

TeamPoint projects dashboard showing planned, in-progress and on-hold projects.
Features

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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Industries
Support Hub

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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Yes. TeamPoint allows you to organise projects made up of multiple jobs, visits and milestones while keeping documents, photographs and customer communication connected throughout.
Yes. TeamPoint helps schedule recurring visits, inspections and maintenance work, making it easier to deliver long-term service agreements consistently.
Yes. Engineers can upload notes, photographs, forms and site updates directly through the TeamPoint mobile app, giving the office real-time visibility of progress.
Yes. TeamPoint supports multi-site customers by keeping every location, visit, document and job history organised within one connected system.
Yes. Quotations, specifications, photographs, certificates and supporting documents can all be stored against the relevant project, customer or job.
Yes. As projects evolve, additional work and changes can be recorded alongside the original project, helping maintain a complete history.
Every completed project is connected to its quotation and invoicing, enabling accurate stage billing or final invoicing while helping improve cashflow.
Yes. TeamPoint provides a live view of completed work, outstanding tasks, upcoming visits and overall project progress from one central platform. Team members can access the information they need based on their role and permissions.
Yes. Projects & Service Contracts is fully integrated with quotations, scheduling, mobile working, compliance, customer records and invoicing. Every update is securely stored in the cloud, creating a complete project history that can be accessed at any time for future reference, audits, customer enquiries or ongoing maintenance.
Yes. Every organisation manages projects and service contracts differently, which is why TeamPoint is designed to adapt to your workflows rather than forcing you to change the way you work. Whether you're taking on more projects, managing additional service contracts or expanding your workforce, TeamPoint provides the flexibility, visibility and scalability to support your business as it grows.