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SERVICE CONTRACT MANAGEMENT SOFTWARE

SERVICE CONTRACTSPLANNED WORKMADE EASIER

Recurring service work, planned properly

Manage recurring service and maintenance work from one place, with clear contract periods, planned visits and visibility of what is due next.

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TeamPoint service contracts screen showing recurring maintenance contracts, visit intervals and remaining service visits.

Keep recurring maintenance work organised from contract setup through to completed visits. TeamPoint helps you plan service periods, create future jobs, keep contract information connected to the customer and site, and see what work is due without relying on separate spreadsheets or diary reminders.

Service windows help you control when visits should take place, while Auto Run can create upcoming jobs automatically from the contract. Your team can then schedule the work, complete it through the mobile workflow and keep the resulting job history attached to the wider customer and contract record.

You can also choose how contract work is invoiced, including per job, per service period or as a consolidated invoice. Renewal dates stay visible too, helping you keep on top of ongoing commitments before a contract reaches its end date.

TeamPoint service contracts screen showing recurring maintenance contracts, visit intervals, charges and remaining visits.
BENEFITS

What TeamPoint service contracts can do

  • Set up recurring service and maintenance work with defined contract periods and visit schedules.

  • Create future jobs automatically so planned work does not have to be added to the diary manually.

  • Use service windows to control when visits should take place.

  • Keep contract details, customer information, jobs and service history connected.

  • See upcoming work, outstanding visits and what is due next.

  • Carry service contract jobs through scheduling, mobile working, compliance and invoicing.

  • Keep renewals and ongoing customer commitments visible.

What TeamPoint service contracts can do
FEATURES

Service contracts across every industry

TeamPoint service contracts are used by businesses that manage planned, recurring maintenance across customer sites, including:

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INDUSTRIES

Related articles

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Support Hub

Service Contract FAQs

Find answers to some of the most common questions about managing service contracts in TeamPoint, from recurring visits and job creation to renewals, invoicing and keeping contract work visible.

Help Desk

Still have questions?

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Yes. TeamPoint can be used to manage ongoing service and maintenance agreements, keeping the contract details, customer, site, planned visits and related work together.
Yes. TeamPoint’s Auto Run can create future jobs from service contracts, helping reduce the need to add recurring work to the schedule manually.
Yes. Service periods and service windows can be used to define when planned visits should happen, so recurring work can be organised around the terms of the contract.
Yes. TeamPoint keeps upcoming and remaining visits visible, making it easier to see what has been completed and what still needs attention.
Yes. Contract information is kept alongside the relevant customer and site records, so the wider service history and account information remain connected.
Yes. Once created, contract jobs can move through the normal TeamPoint scheduling process and be allocated to the appropriate operative or subcontractor.
Yes. Operatives can receive and complete contract jobs through the TeamPoint mobile app, with access to the job information, forms, documents, photos and other information needed for the visit.
Yes. Contract jobs can feed into TeamPoint’s invoicing process, allowing completed service work to be billed as part of the wider workflow.
Yes. Renewal dates and contract information can be kept visible, and TeamPoint includes the option to create a renewal quote from the contract.
Yes. The contract remains connected to its related jobs, helping you build up a clear history of the work carried out over the life of the agreement.
Yes. Relevant documents and contacts can be stored against the contract so important information stays with the agreement rather than being scattered elsewhere.
Service contracts are part of the wider TeamPoint workflow. Recurring work can move from the contract into scheduling, mobile working, job completion and invoicing while remaining connected to the customer and site.
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