Manage Rolling Contracts easily with Teampoint job management platform

Rolling contracts are the backbone of many successful field service companies. Whether you manage maintenance agreements, compliance visits, or ongoing service plans, these contracts keep work consistent, revenue steady, and customers loyal.

But managing them well can be challenging. Dates, renewals, compliance paperwork, invoices, and communication often end up scattered across spreadsheets, inboxes, and disconnected systems. That’s where TeamPoint changes the game — bringing everything together in one platform built for field service businesses.

Rolling contracts made simple

TeamPoint lets you handle every part of a rolling contract — from setup to renewal — without the usual admin stress.

When you create a service contract in TeamPoint, you can define start and end dates, included services, and pricing. The system then takes over: generating jobs automatically, scheduling engineers, tracking compliance, and creating invoices based on the terms you’ve set.

That means no more chasing reminders, duplicating jobs, or missing a renewal because it was buried in a spreadsheet.

Staying on top of every contract

Rolling contracts only work when they’re monitored properly. TeamPoint gives you a clear view of every contract across your business.

Dashboards alert you to upcoming renewals, overdue visits, or even installations that aren’t yet linked to a service contract — so you never miss an opportunity to extend coverage or win repeat business.

Contract statuses are visible at a glance, helping you see which agreements are active, paused, or due for review. You can also track performance across sites, assets, or customers — all from one clean dashboard.

Keeping scheduling and compliance in sync

For most service businesses, the biggest challenge with rolling contracts is keeping up with scheduled visits.

TeamPoint’s scheduling tools make this simple. Jobs generated from contracts appear automatically in your calendar, ready to assign to engineers. You can drag and drop to balance workloads, plan months in advance, or respond quickly to changes.

Because the system is designed for field service work, every job created through a rolling contract also carries the right compliance checks, asset information, and job forms — ensuring visits are completed to standard and fully recorded.

Building trust through customer visibility

Rolling contracts thrive on transparency. Clients want to know what’s being done, when it’s due, and how they’re being billed.

With TeamPoint’s customer portal, your clients can log in and see all their active contracts, job history, quotes, and invoices. They can approve quotes, check compliance documents, and monitor work progress — reducing the back-and-forth and increasing trust.

This kind of visibility helps position your business as reliable and professional — a key factor when customers renew or expand their rolling contracts.

Smarter invoicing and integrations

TeamPoint automates the financial side of rolling contracts too. Invoices can be generated automatically from contract terms or job completions, depending on how you structure your agreements.

And because TeamPoint integrates with major accounting tools like Xero, Sage, and QuickBooks, you can keep your books aligned without double entry or export headaches.

This creates a joined-up workflow where contract management, job delivery, and finance all stay in sync.

Continuous support and training

Managing rolling contracts isn’t just about software — it’s about people. That’s why TeamPoint backs every customer with great support and hands-on training.

From the first setup of your service contracts to fine-tuning your scheduling and invoicing, the support team is on hand to help you make the system work for your business.

Whether you’re new to job management software or moving from older systems, TeamPoint helps your team get up to speed quickly and confidently.

Rolling contracts, redefined

With TeamPoint, rolling contracts become a reliable, automated part of your operation — not another admin headache.
You can:

• Set up and renew contracts in minutes
  
  

• Schedule and track jobs automatically
  
  

• Keep customers informed through the portal
  
  

• Stay compliant and audit-ready
  
  

• Keep your invoicing seamless and accurate
  
  

Everything you need to manage rolling contracts — in one connected platform.

TeamPoint is based in Shrewsbury and supports UK businesses across electrical, plumbing, HVAC, roofing, FM, and contract cleaning industries. If your business relies on rolling contracts, it’s time to move beyond paperwork, spreadsheets, or multiple outmoded systems — and see how simple it can be to manage everything in one place.

👉 Learn more at www.teampoint.app