FieldClear

CITB Training Tracker for Cards, Tests and Courses

Track CITB-related records you actually hold — HS&E tests, SMSTS, SSSTS and other courses you assign — without treating FieldClear as CITB or an LMS.

  • Tests and courses as separate requirements
  • SMSTS / SSSTS beside HS&E dates
  • Reminders before refreshers
  • Import the grant or booking sheet you already keep
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14-day free trial. No card required.

CITB is not one expiry date

The HS&E test, a card application and a supervisor course are different records. Keep them as separate requirements so the wrong clock is not the one you watch.

Grant paperwork is not a matrix

Course bookings and levy returns do not tell you who is current next month. The tracker is the operational view; CITB systems remain CITB’s.

Refresher lead time is the failure mode

SMSTS and SSSTS refreshers need booking windows. Warnings exist so you do not discover expiry on the morning of a start.

  • Warnings before course dates
  • You choose recipients
  • Links to the workers involved

How it works

From spreadsheet to live matrix in minutes.

No implementation project. No onboarding calls. Start with the file you already maintain.

  1. Step 1: Upload your matrix

    Import your existing Excel or CSV file.

  2. Step 2: We organise it

    Map workers, roles, requirements and expiry dates.

  3. Step 3: See what needs attention

    Instantly see expired, expiring and missing requirements.

Upload my matrix

Quick answer

A CITB training tracker in FieldClear means recording the CITB-related tests and courses your organisation assigns — with dates and evidence — inside a live matrix. It is not CITB, not a grant system, and not an LMS that delivers those courses.

Bookings in one place, currency in another

Someone books SMSTS through a provider, files the certificate in email, and updates a spreadsheet months later. The HS&E test date lives in a different column, or not at all. One matrix with named requirements stops the grant file being the only history.

Track what you assign; train elsewhere

  1. Map HS&E tests, SMSTS, SSSTS and any other CITB-related courses you assign to separate requirements.
  2. Import people and dates from the sheet or booking log you have.
  3. Attach certificates when they arrive.
  4. Set reminders that match how long your providers take to book.
  5. Keep using CITB or training providers for the actual courses.

What FieldClear does not do

  • It does not replace CITB systems, grants or card applications.
  • It does not deliver SMSTS, SSSTS or any other course.
  • It does not decide who legally needs a CITB course.

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 updates
    FieldClearLive matrix

  • Showing status

    ExcelManual colour coding
    FieldClearAutomatic status updates

  • Expiry warnings

    ExcelNo automatic reminders
    FieldClearExpiry reminders before the date

  • Certificates and evidence

    ExcelStored elsewhere
    FieldClearAttached to the worker record

  • Versions

    ExcelEasy to create multiple versions
    FieldClearSingle source of truth

  • Finding what matters

    ExcelHard to see what changed
    FieldClearFilters and actions

  • History

    ExcelNo audit history
    FieldClearActivity 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.

    Start 14-day free trial
  • Most common

    Growth

    £59/month

    Up to 75 active workers

    For growing teams with several roles and requirement sets.

    Start 14-day free trial

  • Pro

    £99/month

    Up to 200 active workers

    For established contractors managing multiple teams and sites.

    Start 14-day free trial

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.

View pricing in full

Questions people ask before signing up

Is this an LMS?

No. The product tracks workforce qualifications, evidence and expiry dates. It does not deliver e-learning courses or assessments.

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 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 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.

Who is FieldClear for?

Contractors, trades and facilities teams that keep a training matrix or certificate register — typically about 10 to 200 active workers. It fits teams replacing Excel for expiry tracking, evidence and reminders. It is not an LMS, not an accreditation service, and not a full HSEQ suite for RAMS, COSHH or equivalent site documentation.

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.

Upload my matrixStart from scratch

14-day free trial. No card required.