Stop Tracking Certificate Expiries by Hand
30/60/90-day reminders, expired certificates, evidence on the worker record, and an action list of what needs attention — without opening the spreadsheet every Monday.
- One view of every expiry date across the workforce
- Reminders before certificates lapse
- Certificates and photos stored on the record
- Import the expiry dates you already have in Excel
14-day free trial. No card required.
FieldClear
to you · Monday, 08:00
3 worker certificates need attention
- Expires in 28 days
Ahmed Khan
IPAF
- Expires in 42 days
John Smith
First Aid
- Expired yesterday
Peter Brown
CSCS
You are receiving this because you manage training records for Northgate Mechanical. Reminder timing is set by your organisation.
Every expiry date in one grid
Workers down the side, requirements across the top, expiry dates in the cells — with current, expiring, expired and missing worked out automatically.
Training matrix
53 workers · 7 requirements · updated 2 minutes ago
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos | F-Gas | SSSTS |
|---|---|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing | 30 Apr 29Current | —Not required |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current | —Not required | 07 Mar 28Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current | —Not required | —Not required |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current | —Not required | —Not required |
| Grace OkaforElectrician | 17 Mar 29Current | 51 daysExpiring soon | 08 Aug 28Current | 23 Jun 28Current | 05 May 28Current | —Not required | —Not required |
| David WilsonHVAC Engineer | 29 Nov 28Current | 13 Feb 29Current | 13 Feb 29Current | MissingMissing | 26 Oct 27Current | 29 daysExpiring soon | —Not required |
The certificate lives with the date
A date on its own is not evidence. Attach the PDF or photo to the record so the two cannot drift apart.
Ahmed Khan
HVAC Engineer · Mechanical · Employee
CSCS Skilled Worker Card
Expires 12 Aug 2028cscs-card-akhan.pdf
IPAF 3a / 3b
Expires 25 Aug 2026ipaf-3a-3b.pdf
F-Gas Category I
Expires 30 Apr 2029fgas-cat1.pdf
Asbestos Awareness (Category A)
No record heldNo evidence attached
Told in advance, not afterwards
Choose how far ahead you want warning and who receives it. Some renewals take eight weeks to book, so a 30-day notice is not always enough.
Today
Thursday 6 August 2026
Workforce status
53workers
- 46
- meet assigned requirements
- 4
- need attention
- 3
- have expired or missing items
Urgent actions
- 3 expired certificates
- 7 expire within 30 days
- 5 missing documents
Requirements are defined and reviewed by your organisation.
Why certificate expiries get missed
Almost nobody misses an expiry because they did not know the date. They miss it because the date was written down somewhere passive and nothing brought it to their attention in the window where it could still be dealt with.
The three usual failure points are the same everywhere: the record lives in a file nobody opens weekly, the certificate lives somewhere else entirely, and the person maintaining both is doing it alongside their actual job.
What a tracker needs to get right
- Store expiry dates as real dates, so they can be sorted, filtered and compared against today.
- Distinguish clearly between a record that is missing and a requirement that does not apply.
- Send warnings far enough ahead that a renewal can actually be booked.
- Keep the supporting evidence attached, because a date with no certificate behind it will not satisfy an audit.
- Let you filter down to the handful of records that need action this month.
What you can track
Anything with an expiry date that your organisation assigns to a role: cards such as CSCS and ECS, machinery and access training such as IPAF and PASMA, statutory qualifications such as F-Gas, refresher training such as first aid and asbestos awareness, and any internal requirement of your own.
You define which requirements apply to which roles. The tracker does not determine legal obligations — it tracks the records you hold against the requirements you set.
You can keep using Excel. But Excel won’t chase expiries for you.
Excel is flexible, familiar and free, which is exactly why almost every contractor starts there. The limitation isn’t the spreadsheet — it’s that a spreadsheet can only tell you what someone last typed into it.
Keeping it up to date
ExcelManual updatesFieldClearLive matrixShowing status
ExcelManual colour codingFieldClearAutomatic status updatesExpiry warnings
ExcelNo automatic remindersFieldClearExpiry reminders before the dateCertificates and evidence
ExcelStored elsewhereFieldClearAttached to the worker recordVersions
ExcelEasy to create multiple versionsFieldClearSingle source of truthFinding what matters
ExcelHard to see what changedFieldClearFilters and actionsHistory
ExcelNo audit historyFieldClearActivity history
Plenty of contractors run a perfectly good spreadsheet for years. The question isn’t whether Excel works — it’s whether anyone is checking it the week something quietly expires.
Pricing
Simple pricing based on workforce size.
Every plan includes the whole product. The only thing that changes is how many workers you’re tracking.
Starter
£29/month
Up to 25 active workers
For smaller contractors moving off a single spreadsheet.
- Most common
Growth
£59/month
Up to 75 active workers
For growing teams with several roles and requirement sets.
Pro
£99/month
Up to 200 active workers
For established contractors managing multiple teams and sites.
Every plan includes
- Live training matrix
- Certificate and evidence storage
- Expiry reminders
- Spreadsheet import (Excel or CSV)
- Roles and assigned requirements
- Users and permissions
- Activity history
- Filters, search and saved views
- Data export
- Email support
14-day free trial. No card required.
Questions people ask before signing up
Can I get reminders before certificates expire?
Yes. The system monitors expiry dates and sends reminders in advance. You choose how far ahead reminders are sent and who receives them.
Can I store certificates?
Yes. Attach supporting evidence such as PDFs and images to worker records, so the certificate sits alongside the expiry date rather than in a separate folder.
Can I import my existing Excel training matrix?
Yes. Upload an Excel or CSV file, map the columns to workers, roles, qualifications and expiry dates, then preview the result. Nothing is created until you confirm the import.
Can I track CSCS card expiry dates?
Yes. Record the card type and expiry date against each worker, attach a photo or PDF of the card, and the matrix shows current, expiring, expired or missing automatically.
Does the software tell me which qualifications are legally required?
No. The system helps you track the requirements your organisation assigns. You remain responsible for determining what applies to your workers and activities. We do not provide legal or health and safety advice.
Can I track subcontractors?
Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.
How does the free trial work?
You get 14 days with the full product and no card required. Import your matrix, invite colleagues and see whether it fits how you work. If you do nothing at the end of the trial, the account simply stops.
Related
Your training matrix already exists. Make it useful.
Upload your spreadsheet and turn it into a live view of who’s current, what’s expiring and what needs attention.
14-day free trial. No card required.