FieldClear

Contractor Training Matrix — Live, Not Another Spreadsheet Tab

Run a contractor training matrix for employees, subcontractors and agency workers in one view. Import Excel, see expired and missing records, attach certificates and set reminders.

  • Employees, subcontractors and agency workers together
  • Requirements assigned by role
  • Expired, expiring and missing — calculated for you
  • Upload the matrix you already use
Upload my matrix

14-day free trial. No card required.

Built for mixed workforces

Contractor businesses rarely employ everyone on the sheet. Filter by worker type when a client asks about directly employed staff vs subcontractors.

The grid you already think in

Workers down the side, requirements across the top — with status derived from dates instead of recolouring cells every Friday.

Reminders between jobs

Mobilisations move faster than spreadsheet reviews. Warnings go out before cards lapse, not after a gate turn-away.

  • You choose the warning period
  • You choose who is notified
  • 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 contractor training matrix is a live grid of workers against the training and qualifications their roles need, with expiry status and evidence. FieldClear imports your existing Excel matrix, calculates who is current, expiring or missing, and can remind you before renewals. It tracks records against requirements you assign — it does not decide legal requirements or deliver courses.

Why contractor matrices drift

Subcontractors join and leave. Agency cover changes weekly. Principal contractors ask for packs with little notice. A file that was accurate last month is already wrong — unless something recalculates status from today’s date without waiting for someone to open it.

How teams usually start

  1. Upload the training matrix you already maintain.
  2. Confirm roles and which requirements each role carries.
  3. Attach missing certificates and fix text dates that break sorting.
  4. Turn on reminders.
  5. Filter by worker type or status when a client asks for evidence.

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

Who is FieldClear for?

UK 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 or COSHH.

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.

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.

When should we use FieldClear instead of Excel?

Use FieldClear when more than one person edits the matrix, when certificates expire without anyone noticing, or when you need evidence attached to the same record as the date. A carefully maintained spreadsheet can still work for a tiny team with one owner; FieldClear is for when the spreadsheet has become an active operational job.

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.

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.