The office screens and the engineer app, in the order a new account uses them.
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Field Ascend is the field service management software UK businesses use to run the work. As a complete field service software UK solution, we provide everything you need for job management software for field service teams, from scheduling to invoicing.
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Ask in plain English, then check the result before it goes anywhere.
Build a dashboard by asking for it: overdue invoices, jobs completed today, PPM due this week. Drag the tiles after. Each person can have a view that matches what they are allowed to open.
Drafts a quote from the request, the photos and the customer's history. Labour lines use your rate cards. Nothing is sent until someone checks the scope and the price.
Design a certificate template with help from a sample or a description. LOLER, electrical and your own forms. The AI does not issue the certificate. A person does, and that step locks it.
Ask a question in plain English and get a PDF or a spreadsheet. You choose what is included. It does not email anyone until you send it.
Upload a customer's purchase order. The reader pulls the lines and matches them to a quote. You confirm before a job is raised. A scanned PDF can be read as images.
In a closed beta. Wider access is coming. We are not describing what it does. Email info@field-ascend.com if you want to know more.
Auto-scheduling suggests an engineer from skills, location, availability and how urgent the job is. You confirm. It does not dispatch on its own.
Connect Claude and ask about jobs, customers, equipment and certificates. The connection is read-only and uses OAuth. It is not the assistant in the header, and it is not The Core.
Turns an equipment type and a service routine into a checksheet. You edit it before anyone uses it on a job.
Upload a spreadsheet. It suggests whether the rows are customers, sites, equipment, jobs, stock or tools. Nothing is saved until you accept the check.
Ask how to do something from the header. It reads your help and can help with setup. It is separate from the Claude connector and from The Core.
Start from a trade pack: checksheets, certificates, equipment types and job categories. This is the content engineers fill in, not the PDF layout.
The planner is the board the office works from. The app shows the same visits to the engineer.
Day, week and month. Drag a job between engineers, stretch it for duration, and see who is already booked. Unscheduled jobs sit in a queue.
See jobs on a map and draw around the ones that should go to one engineer.
Draw a patch, a radius, or a drive-time area. The planner can warn, or refuse, when a job is given to someone outside it.
See who is travelling and who is on site, on the map, while the day is running.
A job can carry a GPS pin and a what3words address, a 3 metre square, so the engineer finds the plant room or the gate.
Who is on call, and which shift they are on. The planner can see it when the job is assigned.
Approved leave blocks the planner. You cannot drop a job on someone who is off, including bank holidays you import.
Put one engineer's jobs for the day into a running order. You still choose the order if you want to.
Visits can show on Google or Outlook, and the other way, so a diary outside Field Ascend is not a second board you have to retype.
One calendar of the team: jobs, leave and non-job time. TV mode can put this, or the planner, on an office screen.
Block time that is not a job: training, a parts run, the office. It sits on the planner, and the app can start one.
A second person on the job who is not the assigned engineer. Their time can be recorded on that visit.
The job is the record. The customer, the site and the quote hang off it.
Create the job, assign it, and follow it through to the invoice. Status, category and the visit live on the same record.
The jobs list can open as a board. Archive hides a job from the live lists without deleting it. History shows who changed what, including a visit that moved from one slot to another.
Tickable lines on a quote or a job. This is the work to do, not the compliance list that blocks completion.
Start a job from a preset: category, tasks, and the usual paperwork, instead of a blank record.
A project over many jobs, with stages on a Gantt. Variations and the commercial side sit on the project.
Put a response time on a job and see it count down on the planner and in the customer portal.
Leads and a pipeline, in the same system as the jobs. A won lead can become a quote or a job.
The customer record: sites, contacts, jobs, quotes and invoices. Several contacts, each with their own email. Notes and an account manager.
Every site under a customer, with its own address, contacts, equipment and jobs. The pin is the verified location, or it is cleared.
The customer logs in to see jobs, approve a quote, and raise a ticket. It is not the engineer app.
Tickets from the portal, from email, or from a QR code on the wall. A public link can raise a ticket already tied to a site.
A report the customer can open from the portal, for an account review.
One customer's sites on a single map.
Areas and zones inside a site, so a job can name the plant room rather than only the address.
A plan of the site with the equipment pinned on it. The same view can sit on a screen in a control room.
A quote can be a single price or a structured build. AI drafting sits in the AI section above.
Send a quote, the customer accepts it online, and chase emails go to the people you actually sent it to. The list can open as a kanban. A column shows whether an invoice has already been raised, including a consolidated one.
Sections, an estimator form, and a discount that prints on its own line in the footer. A completed estimator form can still be edited. Instruction notes and diagrams can print.
Equipment, the contract that maintains it, and the stock and tools the visit uses.
A schedule on the asset, a due date, and a job when the visit comes up. The Visits tab shows which visits still need booking. Checksheets can be built for the equipment type. Renewal quotes and a zip of the PDFs are on the contract.
The contract over the schedules: what is included, when it renews, and the invoice that follows.
Contract invoices waiting to be raised, so a due bill is a queue and not a memory.
Which schedules are late, due, or have no next visit.
The asset: make, model, serial, QR, and its history. A parent can hold children, one level, such as a motor under its pump. Children can go on jobs.
A defect on the asset, raised from a visit or by hand. You can quote it. Completing the task can close it.
Uptime and whether the job was finished on the first visit, from the records you already keep.
Who has each tool, and when the inspection or calibration is due. Book several out, or back, in one go. An email can warn before a date passes.
Quantities by location, including the van. Issue parts onto a job. A tracked item can keep a serial number on every unit, and record which one was fitted. That is separate from prompting for a serial when a part becomes an installed asset.
Raise a purchase order against a supplier, link it to a job, and receive the stock. The committed cost stays on the job.
A document library with versions and share links. It is a paid add-on. Job photos and PDFs are stored whether or not Vault is on.
A code on the asset. Scan it and open the history, the open jobs and the documents.
A running log on a piece of equipment, kept apart from any one job.
The paperwork the visit has to produce, and the checks the person has to finish.
Complete and issue locks the certificate and gives it a number. A pattern can build that number from the job, a short code and the year. Leave the pattern blank and it stays a prefix plus a counter. A public page can verify the record.
Refrigerant added and recovered, per asset, with the CO2e figure. Leak-check timing follows the charge. A job can be blocked until the log is filled.
A RAMS can follow the job category or the equipment type on the job. It can be required before travel, before work, or before completion.
A talk with a short understanding check, slides or video, and a signature. Deliver it to each person, or to a crew from one device.
A scored audit of a site, a van, a piece of equipment or a person, from your own template. Failed answers raise actions. This is not the office audit log.
Near misses, injuries and damage. A form on the phone, a review in the office. Off until you switch it on. It is not an audit, and it is not a vehicle check.
Compares where the engineer was with the site, so a completion from the wrong place is visible to the office.
A check-in timer, an escalation, and a panic alert. SMS can be one of the ways the alert is sent, when texting is on.
The list an engineer has to finish before the job can be completed. Questions, a sketch, and a designed PDF. Each engineer on the job can have their own.
PAT results on the asset, with the certificate the visit produces. EICR as a finished template is still being added.
Files on the job, the site and the customer: manuals, certificates, photos. Vault, above, is the separate library with versions and share links.
The invoice is raised from the job. The accounts package stays the ledger.
Raise the invoice from the job's locked labour, materials and mileage. Labour lines can use your own wording. The invoice shows who created it. Email it with or without the PDF. A job sheet can print those same labour lines, so the sheet and the invoice match.
A pay link on the invoice. The customer pays by card. The payment is recorded against that invoice.
VAT, CIS and domestic reverse charge on the invoice, from the customer's settings.
A credit with its own lines, against an invoice. It can post to the accounts package. The job then shows invoiced, credited and net.
One place for Xero, QuickBooks, Sage, FreeAgent and Zoho Books. Invoices, credit notes and supplier bills post from Field Ascend. Sage 50 is a CSV export, not a live connection. The package stays the ledger.
Upload a supplier PDF. It reads the invoice, matches a purchase order, and can raise an expense on the job. You review it before it is used.
Dashboards and saved reports. A report can be emailed on a schedule. The AI report builder, above, answers a one-off question.
The path from quote to job to invoice, on one picture, for that record.
Two things: spend on a company card, and an expense claim the person wants back. A claim can be marked reimbursed, including from the payroll export.
An invoice that raises itself on a schedule. You set the interval and what it contains.
A statement of what the customer still owes, from the open invoices.
A limit per customer, or a company default. Over the limit, the customer can be placed on hold. A hold you tick yourself is not cleared when they pay. A new job can warn, or be blocked, from a setting that starts as a warning.
A form by email or text: ready for the visit, a rating after the job, or a follow-up on a quote. Off until you switch it on. One level of follow-up questions. Texts use SMS credits.
Callout, travel and on-site prices on a price list. A person, a trade or a contract tier can have its own prices. Each list can bill exact minutes, 15 minutes, 30 minutes or whole hours. Try a line shows the price before a job exists.
A quote, a job or a purchase order in another currency, with the rate stored on that document.
Two apps. Engineers carry the job. Office staff carry a lighter copy of the website. The mobile workforce page is the same engineer app.
iOS and Android. The job, the notes, the materials, the photos and the signature. Help, Language offers English or Español. The buttons change. The job text stays in the language the office wrote.
A separate app for the office: jobs, the planner, quotes, invoices, maps and messages. Same login and the same permissions as the website. Stock in this app is not live yet.
The job is stored on the phone: details, photos, signatures and timesheets, then it syncs when there is a signal. Customers, creating jobs and quotes, stock transfers and maps need a connection.
The same engineer, in a browser: jobs, timesheets, expenses and documents. It is not the mobile app.
The home screen of the engineer app: today's jobs, what is outstanding, and the next action.
The engineer's own day and week. This is not the office planner.
The day's jobs on a map, and navigation to the site pin or the address.
The customer signs on the phone. The signature is stored on the job.
Photos on the job, taken in the app. They sync with the job and can be marked up.
The phone tells the engineer when a job is assigned or a message arrives.
A message thread on the job, and group chats. Announcement groups can require an acknowledgement. This is not email, and it is not SMS.
An engineer with permission can raise a quote from the job, on the phone.
Travel, on site and the return, logged on the phone against the job. The office timesheet is the HR card below.
Start travel, arrive, and finish, from buttons. The times are written as they happen. Manual mode is still there for tenants who type the times.
Pick a part off the van onto the job, from the phone, when the van holds stock.
Dictate the work-done note, or insert a phrase the office saved.
A prompt to log the journey home, or back to the office, so the return time is not missing.
The same people who appear on the planner. Pay is prepared here. It is not filed here.
Travel, on site and return, checked against the site. Overtime rules, a lock on an approved day, and an export. The GPS check is on the time, separate from the completion check under Compliance.
Prices the day from the hours, with overtime, travel rules and a rate by job title. A title can be retired instead of deleted. A pay change can start on a date. A one-off line can be added to the export. This prepares the file. It does not run PAYE.
The person: documents, leave, training and cases. An admin can have HR without seeing pay, and jobs without seeing prices. Both of those start on until you untick them.
The certificate on the person, the evidence, and the expiry. A renewal queue. The matrix is the next card.
Who holds which credential, and who is missing one. A type can be taken off the grid without deleting the record. Hiding it does not change whether it is required.
A company ID card with a QR a site can scan. The public page shows only the fields you choose. This is your card, not a CSCS card.
The vehicle record: documents, maintenance, and who it is assigned to.
A check before the day starts. Your own questions, photos, and a pass or a defect list, stored as a PDF. It is not an incident report.
Reporting lines for the company, on one chart.
The engineer requests leave. A manager approves it. Deleting approved leave puts the days back. Who can delete is its own tick. The list of every request is on Holidays, and on the person's record.
Sick leave and other absences, separate from holiday. A Bradford Factor score flags a pattern.
A browser portal for people who are not engineers: holidays, timesheets, documents, memos, and a read-only planner where you allow it.
A case, a development plan, and a review, on the same person record as the training and the leave.
An announcement that asks for an acknowledgement, and a list of who has and has not.
Email, text, subcontractors, and the controls around who can see what.
Templates for job updates, quote chase and invoice reminders. A sent-mail log, sender names, and the option to send as yourself.
Send from Microsoft 365. A person can also connect their own mailbox, and the mail still goes if that mailbox refuses.
Texts from the job, and automatic texts when travel starts. Credits, a sender name, and STOP handling. UK and Australia are live. A text from the office is a button on the job.
Send a job on a secure link. More than one subcontractor can be on the same job, each with a price. You can change the price, the date or the instructions while the order is live. They can log mileage, and you choose which trips land on the job at your rate.
Your logo and colours on the pages a customer sees, and on the PDFs.
Deleted jobs, quotes, invoices, purchase orders, tickets and equipment can be restored. The delete is recorded.
Import customers, sites, equipment and jobs from a CSV, with a template and a check before anything is saved. Magic Importer, above, is the one that guesses what the sheet is.
Open the product as another user, to see what they see.
A second step at login for admin, engineer, staff and customer access, where you turn it on.
A tick for what each admin can open. Jobs without prices, and HR without pay, are two of them. Both start on.
A setup walk-through for a new company: the details, the engineers, and the first templates.
Layouts for jobs, quotes, invoices, credits, purchase orders and statements. A block prints only if you place it on the template.
API keys and versioned REST endpoints. You poll for changes. Outbound webhooks are not offered. This is not the Claude connector.
Office only. Who changed a job, including a visit that moved from one time to another. It is not in the engineer app or the customer portal.
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