Principal Contractor Training Matrix for Direct and Supply-Chain People

See assigned training and expiry for your own staff and the subcontractors you choose to track. FieldClear does not run gate systems or approve contractors.

  • Direct staff and subcontractors you track, in one place
  • Filter by worker type for client and gate packs
  • Expiry before mobilisation, not at the compound
  • Upload the registers you already chase

14-day free trial. No card required.

Two workforces, one operational question

Your supervisors and a package contractor’s gang both need current records. Keep worker type explicit so packs can separate them.

Gate checks are not the matrix — but they need it

FieldClear is not a turnstile product. It is the record behind a gate check: who you believe holds what, with a file if someone asks.

Reminders across packages

Supply-chain cards lapse on their own calendars. If you hold those records, warnings beat discovering the gap when the tower crane is booked.

  • Worker type on every row
  • You choose who is notified
  • Filter per package when you can

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.

Quick answer

A principal contractor training matrix records assigned training and expiry for people you employ and, if you choose, people in your supply chain whose records you hold. FieldClear does not approve contractors, run biometric gates, or decide CDM appointments.

Direct staff in HR, subcontractors in the package folder

The PC’s own SMSTS list is current. The cladding package’s CSCS list is a PDF from March. A live matrix will not replace contractor management, but it can hold the records you have actually been given so the pack is not a surprise.

Hold what you hold; do not pretend you hold the rest

  1. Import direct staff first.
  2. Add subcontractors only where you genuinely keep their records.
  3. Use worker type so filters stay honest.
  4. Leave missing supply-chain evidence missing — do not colour it green.
  5. Use gate and contractor-approval tools you already have for access control.

What FieldClear does not do

  • It does not approve or onboard contractors.
  • It does not replace a site-access or gate system.
  • It does not appoint a principal contractor or write a CPP.

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.

  • 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.

View pricing in full

Questions people ask before signing up

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.

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.

Does FieldClear get us CHAS or SafeContractor accredited?

No. Accreditation schemes set their own criteria and assess your organisation. FieldClear helps you keep the training records, expiry dates and evidence that audits often ask to see — it does not replace the accreditation process or guarantee a pass.

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.

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.