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RETROFIT PROJECT MANAGEMENT SOFTWARE
Retrofit Projectsmade easier
Job Management Software for Retrofit and Decarbonisation Projects
TeamPoint helps retrofit businesses manage assessments, compliance, project delivery, documentation, and reporting from a single cloud-based system.
BUILT FOR RETROFIT PROGRAMMES
Retrofit projects involve far more than installation work. Assessments, designs, approvals, compliance documentation, funding requirements, and post-install evaluation all need to be managed alongside day-to-day delivery.
TeamPoint provides a structured way to manage every stage of the retrofit journey, helping teams stay organised while maintaining the records, evidence, and visibility required for successful programme delivery.
MANAGE EVERY PROPERTY FROM ASSESSMENT TO COMPLETION
Retrofit projects involve multiple stages, stakeholders, and dependencies. From initial surveys and assessments through to installation, handover, and evaluation, every step must be carefully managed. TeamPoint provides a clear workflow for each property, allowing teams to track progress, assign tasks, and maintain visibility throughout the project lifecycle. Assessments, designs, surveys, certificates, photos, and site records are all stored against a single project, ensuring information remains organised and accessible. By bringing everything together in one system, teams can reduce duplication, improve communication, and maintain control across multiple projects and properties.
MANAGE COMPLIANCE, DOCUMENTATION & EVIDENCE
Successful retrofit delivery relies on accurate documentation and clear audit trails. PAS 2035 requirements, project evidence, certificates, surveys, and installation records all need to be maintained and easily accessible. TeamPoint creates a structured digital record for every project, linking documents, forms, photos, signatures, and supporting evidence throughout the delivery process. Installers can capture information directly from site, while office teams maintain visibility of progress and outstanding requirements. This helps ensure projects remain organised, compliant, and fully supported by the documentation needed for audits, funding requirements, and quality assurance.
COORDINATE TEAMS, CONTRACTORS & DELIVERY PARTNERS
Retrofit programmes often involve multiple organisations working together, including assessors, coordinators, designers, installers, subcontractors, and housing providers. TeamPoint helps keep everyone aligned by providing a shared view of project status, upcoming tasks, and key milestones. Work can be scheduled, monitored, and tracked across multiple properties and teams, helping reduce delays and improve coordination throughout delivery. With all project information held within a single platform, communication becomes clearer and operational oversight becomes easier. Subcontractors can be managed alongside your own team, with their details held in TeamPoint. Work can then be assigned and tracked through the same scheduling and job processes.
MAINTAIN COMPLETE PROGRAMME OVERSIGHT
Delivering retrofit at scale requires visibility beyond individual jobs. Programme managers need confidence that projects are progressing, compliance requirements are being met, and funding obligations are being satisfied. TeamPoint provides real-time reporting across projects, properties, teams, and contractors, helping organisations monitor performance, identify risks, and maintain control of programme delivery. Historical records, project evidence, and compliance documentation remain accessible throughout the project lifecycle, creating a complete audit trail from initial assessment through to final evaluation.
TeamPoint Features for Retrofit
- Quotations & SalesCreate professional quotations for retrofit works, manage opportunities and customer enquiries, and convert approved quotations into live projects.
- Scheduling & PlanningSchedule Retrofit Assessors, Coordinators, Designers, installers and subcontractors using calendar and map scheduling, ensuring every stage of the project is delivered on time.
- Mobile WorkingProvide site teams with instant access to project information, technical surveys, photographs, forms and documentation while capturing progress and updates directly from site.
- Compliance ManagementStore assessments, installation records, certificates, photographs and other supporting documents against each project, including documents for PAS 2035 work, keeping a clear audit trail.
- ProjectsManage retrofit schemes across multiple properties as one Project, with linked jobs, purchasing, variations, invoicing and project P&L kept together.
- Invoicing & PaymentsGenerate accurate invoices, including deposits and stage payments, using completed project information, helping improve cash flow while reducing administration.
- Customer RelationshipsKeep resident information, property records, assessments, communications and project documents together, providing complete visibility throughout every retrofit project.
- Business PerformanceMonitor project progress, team productivity, programme performance, profitability and key business metrics with real-time dashboards and management reporting.
- Service ContractsSet up recurring servicing for installed measures, such as heat pumps or ventilation systems, with planned visits and future jobs created automatically.
- Purchasing & SuppliersRaise purchase orders for insulation, windows, heat pumps and other measures against each property job or project, so material costs feed into project profitability.
- Subcontractor ManagementManage installer subcontractors through the same mobile workflow as your own team, capturing photos, forms and installation evidence against each property.
- Asset & Equipment ManagementKeep track of company tools, survey equipment and vans, and record installed measures at each property with certificates, service dates and history.
Further Reading for Retrofit Contractors
NewsConnecting Retrofit Design and Delivery: TeamPoint and Retrofit Design Pro
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Industry KnowledgeWhat software does a UK retrofit contractor need to manage projects and be audit ready?
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Platform CapabilitiesManaging Compliance with TeamPoint: Checks, Evidence & Audit Trails
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Platform CapabilitiesFrom Quote to Completion: Managing Projects with TeamPoint
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Platform CapabilitiesWorking on site with the TeamPoint mobile app
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Platform CapabilitiesFrom Planning to Dispatch: Scheduling in TeamPoint
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Platform CapabilitiesFrom Quote to Invoice: How TeamPoint Keeps the Commercial Process Connected.
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