Master Your Job Management System In No Time

Unlock the full power of TeamPoint with our step-by-step training series—designed to get you up and running fast, from onboarding to invoicing.

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Ready to Transform Your Workflow?

  1. Watch & Learn – Just a few minutes per video to gain real-world skills.

  2. Apply Immediately – Drop straight into your daily operations.

  3. Maximise Efficiency – Better scheduling, quality control, and admin accuracy—in one platform.

Training is included for every TeamPoint subscription, with our UK-based support team committed to helping you succeed

Getting started

Create a job

Creating a job

Schedule a job

Creating a job

Complete a job

Creating a job

Invoice a job

Creating a job

Scheduling

Creating a job

Scheduling - the simplest way

 Creating a job

Scheduling - reactive scheduling on a map

 Creating a job

Calendar scheduling - the basics

 Creating a job

Calendar scheduling - advanced features

 Creating a job

Calendar scheduling - how to copy jobs

 Creating a job

Job Priority Tool
... more coming soon

Field Workers Mobile App

Creating a job

Completing a job in the mobile app

 Creating a job

Holiday Requests
... more coming soon

Surveys

Creating a job

Creating a Site Survey

y Creating a job

Completing a Site Survey in the mobile app

y Creating a job

Turning a Site Survey Into A Quote

y
... more coming soon

Quotes

Creating a job

Creating a quote

 Creating a job

Sending A Quote To A Customer
... more coming soon

Service Contracts

Creating a job

Creating A Service Contract
... more coming soon

Invoices

Creating a job

Creating invoices from jobs
... more coming soon

Sub Contractors

Creating a job

Setting up a sub contractor

 Creating a job

How to book sub contractor operatives onto jobs

 Creating a job

How to allocate jobs to a sub-contractor

 Creating a job

How to use the sub contractor portal

Email

Creating a job

Automated outbound email and sms

 Creating a job

Sending and Receiving email

 Creating a job

Forwarding email into TeamPoint
... more coming soon

Other

Creating a job

Asset Log - Our Equipment

 Creating a job

Customer Portal Overview

 Creating a job

Site Supervisor Role
... more coming soon

Employees

... coming soon

Certification & Training

... coming soon

Service Forms

... coming soon

Purchasing

... coming soon

Stock & Inventory

... coming soon

Get in touch

More about TeamPoint

Join & Refer

Download the guide

five ways a job management system can help your business grow

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five ways a job management system can help your business grow
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