Customers and sites
Customers and their sites with rate cards, quotes that become jobs, and receivables with payment recording.
Facilities maintenance
Keep customers and their sites, plan visits for your technicians, run recurring inspections on your own forms, chase corrective actions, and send every customer a report and an invoice from the same workspace.
What the work needs
Switch on the modules each team needs. Exact availability depends on plan, permissions and company configuration.
Customers and their sites with rate cards, quotes that become jobs, and receivables with payment recording.
Plan visits on a dispatch board by person or team and day with conflict hints, from the office or the phone.
Schedule recurring inspections on any of your forms; technicians get dated tasks and complete them by filling the form.
Scored checklists with pass or fail, where a failed answer can open a corrective action with an owner and a due date.
An equipment register with calibration, inspection, test and expiry dates, reminders, QR labels and custody.
Branded PDF job reports for your customers, then invoices and credit notes for Irish and UK customers, sent by e-mail.
One view of the day
The dashboard shows approvals, reviews, overdue actions and expiring certificates to the people allowed to act on them, next to open jobs and recent activity.
From job to invoice
Add the customer, the sites and the rate card, and quote the work; an accepted quote becomes a job.
Plan visits by person or team and day, and schedule the recurring inspections the contract requires.
Technicians see their visits and forms on the phone, fill the inspections, take photos and complete the work, with or without signal.
Send the customer a branded job report, raise the invoice and record the payment.
Ireland, the UK and Europe
Company data is stored and processed in the EU. Public holidays, operating hours, time zones and leave years are company settings.
The whole platform
The same workspace runs the rest of the business. Switch on what you need, when you need it.
Plan projects with task checklists, board, Gantt and calendar views, and turn a task into a field job.
Direct and group messages, and a chat on every job for the people assigned to it, with photos and files, on the web and both phones.
Folders, previews and sharing by person, team, department or the whole company.
Expense claims with your own types and limits, approval with separation of duties, and Payroll Prep exports of gross pay for your payroll provider.
Jobs, approved hours, photos, form submissions, leave and expenses over any period by person and team; your data as CSV or JSON.
Share a job with a subcontractor or client company from the web workspace, whether or not they use fieldGRID.
Build your own roles from fine-grained permissions, scoped to own records, chosen branches or the whole company.
Two-step sign-in with any authenticator app, a server-written audit trail, and company data stored in the EU.
A read-only REST API with scoped keys and signed webhooks, enabled on request.
Questions
Yes. You schedule recurring inspections on any form; the assignee gets dated tasks and completes them by filling the form.
Yes. A failed inspection answer can open a corrective action in Safety, with the owner and due date you configure.
Yes. Customers and sites are kept with rate cards, and quotes can become jobs when they are accepted.
No for the field work: forms, photos, hours and job completion work offline and sync later. Creating jobs and approving work need a connection.
Companies in Ireland and the UK can raise quotes, invoices and credit notes designed around Irish and UK VAT invoice requirements, and record payments.
Other industries
Tell us how your customers, sites and technicians work today, and we will show you where fieldGRID fits.