Jobs and call-outs
Create jobs with their place of work, assign engineers and vans, and plan visits by person or team and day with conflict hints.
HVAC and plumbing
Book installs, services and call-outs, give your engineers the job and its forms on the phone, keep the parts in each van, record readings and photos, and invoice Irish and UK customers from the same workspace.
What the work needs
Switch on the modules your team needs. Exact availability depends on plan, permissions and company configuration.
Create jobs with their place of work, assign engineers and vans, and plan visits by person or team and day with conflict hints.
Your own service, commissioning and handover forms with readings, calculations, photos and signatures, required before a job can be closed.
Stock by warehouse, van or site with reorder alerts and purchase orders, materials planned on the job and recorded when used.
An equipment register with calibration and expiry dates, reminders, QR labels and custody of each instrument.
A training matrix with certificate records and expiry reminders, and advisory qualification checks when work is assigned.
Approved hours, expenses and materials next to what is billable, then invoices and credit notes for Irish and UK customers.
Forms built by you
34 question types with skip logic, calculations, repeat sections, photos and signatures. Engineers fill them on the phone, offline, and every published version is kept.
From job to invoice
Create the job with its address, required forms and planned parts, and assign the engineer.
The engineer sees the job on the phone, records readings and photos, collects the customer signature and completes the job, even without signal.
The office checks every required form is in, approves the hours and sends a branded PDF job report.
Raise the invoice with gap-free numbering, record the payment and export to your accounting package as CSV.
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 build the forms yourself, with the readings, calculations, photos and signatures you need. fieldGRID keeps the record; it does not replace the certificate formats a registration body requires.
Yes. Stock is kept by location, including vans, with reorder alerts and stocktakes, and materials used are recorded on each job.
Yes. The equipment register keeps calibration and expiry dates with reminders, and who holds each instrument.
No for the field work: forms, photos, hours and job completion work offline and sync later. Creating jobs and approving work need a connection.
Yes. Quotes, invoices and credit notes are designed around Irish and UK VAT invoice requirements, with gap-free numbering and CSV exports for your accounting package.
Other industries
Tell us how your engineers, vans and office work today, and we will show you where fieldGRID fits.