Training Matrix Software for Fire and Security Contractors
Organise technical, access and client-assigned records across installation and maintenance engineers.
Built for UK contractors, trades and facilities teams.
14-day free trial. No card required.
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos |
|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current |
What usually goes wrong
Fire and security work combines system-specific knowledge, electrical and access controls, and customer assurance. A matrix can expose the assigned evidence without claiming that certificates alone establish competence.
Product training fragments by manufacturer
Engineers may know one panel family but not the system named in the call.
Sensitive sites add assurance steps
Vetting and customer inductions can be as important to dispatch as technical records.
Service and project teams overlap
An engineer moved onto installation may inherit requirements not used on routine maintenance.
What fire & security contractors typically track
Examples only. Organisations must determine their own applicable training and qualification requirements — these vary by role, activity, customer and site.
- ECS FESS Systems Operative Card
- CSCS Card
- FIA Foundation Qualification
- Manufacturer Product Training
- Electrical Safe Isolation
- IPAF 3a/3b
- PASMA Towers for Users
- Asbestos Awareness
- Working at Height
- Emergency First Aid
How it works
From spreadsheet to live matrix in minutes.
No implementation project. No onboarding calls. Start with the file you already maintain.
Step 1: Upload your matrix
Import your existing Excel or CSV file.
Step 2: We organise it
Map workers, roles, requirements and expiry dates.
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.
Today
Thursday 6 August 2026
Workforce status
53workers
- 46
- meet assigned requirements
- 4
- need attention
- 3
- have expired or missing items
Urgent actions
- 3 expired certificates
- 7 expire within 30 days
- 5 missing documents
Requirements are defined and reviewed by your organisation.
Match engineers to systems and sites
Keep product-family training distinct and assign baseline records by installation, commissioning, service and supervisory role. Add customer-specific induction or vetting status only where your data policy and process support it.
Dispatchers can filter for the requirements attached to a call, while project teams can assemble evidence for an engineer list. Expiry reminders support planned renewals for cards and access training.
FieldClear does not perform background checks, certify fire systems or determine competence. It tracks requirements your organisation assigns and is not legal, standards or technical-design advice.
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 updatesFieldClearLive matrixShowing status
ExcelManual colour codingFieldClearAutomatic status updatesExpiry warnings
ExcelNo automatic remindersFieldClearExpiry reminders before the dateCertificates and evidence
ExcelStored elsewhereFieldClearAttached to the worker recordVersions
ExcelEasy to create multiple versionsFieldClearSingle source of truthFinding what matters
ExcelHard to see what changedFieldClearFilters and actionsHistory
ExcelNo audit historyFieldClearActivity 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.
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.
Related resources
- Construction ContractorsTrack cards, training, qualifications and expiries across your workforce.
- Electrical ContractorsKeep ECS/CSCS, working-at-height and other evidence organised.
- HVAC & M&ETrack F-Gas, CSCS, IPAF, PASMA and company-specific requirements.
- Free training matrix templateDownload the Excel template if you’re starting from nothing
- Training matrix softwareProduct overview for all industries
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.