Training Matrix Software for Facilities Management Teams

Manage varied training requirements across mobile teams, multiple sites and mixed employment types in one live matrix.

Built for UK contractors, trades and facilities teams.

14-day free trial. No card required.

What usually goes wrong

FM teams cover many buildings with mixed workforces, and the training expected of an engineer at one client site is rarely identical to another.

  • Requirements differ by contract

    Each client site expects a slightly different set of training records.

  • Mixed workforces

    Employees, subcontractors and agency staff all need tracking, often in separate places.

  • Audits arrive with little notice

    Producing current evidence for a specific site shouldn't mean rebuilding a spreadsheet.

What facilities management typically track

Examples only. Organisations must determine their own applicable training and qualification requirements — these vary by role, activity, customer and site.

  • CSCS
  • IPAF
  • PASMA
  • First Aid at Work
  • Fire Marshal
  • Legionella Awareness
  • Asbestos Awareness
  • Manual Handling

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.

Dashboard

Know what needs attention today.

Expired, expiring and missing records surface as a work list rather than something you have to go looking for.

How facilities management teams use a training matrix

Group workers by team and role, assign the requirements each one carries, and see the whole picture in a single grid rather than a folder of per-contract spreadsheets.

Track employees, subcontractors and agency workers side by side, and filter by worker type when a client asks specifically about directly employed staff.

Because the evidence is attached to the record, an audit request becomes a filter and an export rather than a week of chasing.

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 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.

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.

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.

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.