FieldClear

Site Readiness Training Matrix Before You Mobilise

See who meets assigned training requirements before a gang arrives on site. Filter expired, expiring and missing records — then fix gaps while there is still time.

  • Pre-mobilisation view of expired and missing records
  • Requirements by role — not one list for everyone
  • Evidence ready if the gate asks
  • Upload the matrix you already maintain
Upload my matrix

14-day free trial. No card required.

Readiness is a filter, not a feeling

“Everyone’s fine” is not a status. Filter to the workers on tomorrow’s shift and see expired, expiring and missing against the roles you assigned.

Fix gaps before the compound gate

Late discovery costs a day. A live matrix surfaces problems while renewals and replacements are still possible.

Reminders between mobilisations

Jobs stack up; spreadsheet reviews slip. Automated warnings keep the underlying dates honest between pre-start checks.

  • Warnings before renewals
  • 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 site readiness training matrix shows whether the workers you plan to mobilise meet the training and qualification requirements you assigned — with expiry status calculated from today. FieldClear imports your spreadsheet, highlights gaps, holds evidence on the worker record, and can remind you before renewals. It does not authorise site access or decide what a principal contractor requires.

What site readiness means here

  • Workers selected for a shift or contract.
  • Requirements inherited from their roles.
  • Status of each requirement: current, expiring, expired or missing.
  • Certificates available if someone asks at the gate.

That is operational readiness against your assigned list — not a legal clearance decision.

Typical pre-mobilisation routine

  1. Keep the matrix current week to week (or after each starter / leaver).
  2. Before mobilising, filter to the named gang.
  3. Resolve expired and missing items — or swap workers.
  4. Export or show evidence if the principal asks.

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

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.

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 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.

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.