FieldClear

Training Records for Tenders — Evidence, Not a Bid Writer

Keep named-worker training records and certificates ready for PQQ and tender questionnaires. FieldClear organises the evidence — it does not write your bid or guarantee an award.

  • Named-worker lists ready for PQQ questions
  • Expiry visible before you submit
  • Certificates on the worker record
  • Honest limits — we do not write tenders
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14-day free trial. No card required.

Questionnaires ask for current people

A policy statement is not a named list with dates. Keep the operational matrix current so the tender pack is a filter, not a rebuild.

Do not submit expired evidence

Tender teams copy last year’s appendix. Cards have moved on. Status calculated from today stops you attaching last year’s green cells.

Reminders between bid windows

PQQ calendars are lumpy. Automated warnings keep the underlying records credible between submissions.

  • Warnings before renewals
  • You choose recipients
  • Filter by worker type for the appendix

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.

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Quick answer

Training records for tenders means being able to show which named people hold which assigned qualifications, with current dates and files, when a PQQ or ITT asks. FieldClear helps you keep that operational record. It does not write answers, submit portals, or improve your score.

The appendix that is always out of date

Bid teams keep a “training matrix for tenders” folder. Operations keep a different live sheet. The two diverge until a clarification question exposes it. One operational matrix, filtered for the bid, is slower on day one and faster on every subsequent PQQ.

How to use it beside the bid

  1. Maintain the matrix as an operations document, not a bid artefact.
  2. Before a PQQ, filter to the people you will name.
  3. Check expired and missing rows before the appendix is exported.
  4. Attach files so the evidence matches the dates you quote.
  5. After submission, leave reminders running — the next bid will need the same list.

What FieldClear does not do

  • It does not write tender answers or submit PQQs.
  • It does not guarantee a score, shortlist or award.
  • It does not tell you which qualifications a buyer wants — you map the questionnaire to requirements you assign.

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

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.

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 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 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 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.

Is my data private?

Each organisation's data is isolated from every other organisation's. Documents and records are encrypted in transit and at rest, access is controlled by user permissions, and you can export or delete your data at any time. We host in the UK and EU.

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.