Powerful Features Built for Your Success
Our field service management software delivers everything you need to run efficient field operations. From intelligent job scheduling software and real-time dispatch software to comprehensive work order management system capabilities and a powerful mobile field service app, Field Ascend provides the complete toolkit for service businesses.
Whether you need advanced field engineer management, automated workflows, or seamless accounting integrations (Xero, QuickBooks, Sage, FreeAgent, Zoho Books), our mobile workforce management software UK adapts to your business needs. Every feature is designed with one goal: to help you deliver exceptional service while maximising efficiency and profitability.
AI & Automation
Field Ascend is the UK's leading ai field service management software, using machine learning to automate quoting, scheduling, reporting, and compliance—saving hours every week.
AI Dashboard Builder
Build custom dashboards in minutes with AI-powered intelligence. Real-time job tracking, engineer performance metrics, revenue insights, PPM compliance alerts, and 50+ customisable tiles. Drag-and-drop interface with role-based dashboards for management, engineers, and admin teams. Get instant visibility across your entire field service operation with live data refresh and colour-coded alerts.
AI-Powered Quote Generation
Industry-first AI quote builder. Generate professional quotes in seconds—AI learns your pricing patterns from historical data. One-click quotes from completed jobs, or upload customer requests for instant generation. Perfect for lift, HVAC, electrical, and specialist trades. Fully editable—AI speed with human control.
AI Certificate Builder (LOLER & More)
Generate compliance certificates with AI assistance. Create LOLER thorough examination certificates, electrical test certificates, and custom compliance documents in minutes. AI pre-fills based on equipment data and inspection history. Export as branded PDFs ready for customer delivery. Perfect for lift maintenance, electrical testing, PAT testing, and regulated industries.
Auto-Scheduling
AI-powered job assignment based on engineer skills, location, availability, and job priority. Automatically optimise your schedule for maximum efficiency.
AI Automation & Intelligence
The UK's most intelligent FSM automation. Ask questions in plain English ("Show me overdue jobs for ABC Company"), generate PDF/Excel reports on demand, and upload purchase orders for automatic OCR matching against your quotes. Our AI understands your system, executes workflows, fills forms, and creates jobs from matched POs with one click. Saves hours every week.
AI Connector for Claude
Talk to your business data in plain English. Connect Field Ascend to Claude AI and ask questions about jobs, equipment, customers, certificates, and PPM contracts. 12 read-only tools with OAuth 2.1 security. Works on web, desktop, and mobile. The UK's first ai field service management software with native Claude integration.
AI PPM Builder
Create maintenance checksheets faster with AI-assisted PPM setup. Turn equipment types, service scopes, and inspection routines into structured checks that engineers can complete in the app, with defects and reports flowing back to the office.
AI Report Builder
Ask plain-English questions and generate operational reports without building spreadsheet formulas. Export job, customer, engineer, equipment, finance, and compliance data to PDF or Excel for management reviews.
Magic Importer
Upload a spreadsheet and let AI help identify whether it contains customers, sites, contacts, equipment, jobs, stock, or tools. It reduces migration admin while keeping validation checks before anything is imported.
Scheduling & Dispatch
Visual Planner Board
Drag-and-drop job scheduling at its finest. Interactive planner with day, week, and month views. See engineer availability, job durations, and travel gaps at a glance. Drag jobs between engineers, resize for duration changes, and spot scheduling conflicts instantly. Works on desktop and tablet.
Map & Lasso Tool
Visual job allocation and engineer scheduling made effortless. Interactive mapping with intelligent route optimisation, powerful lasso selection for bulk assignment of multiple jobs at once, and real-time engineer tracking. Draw territories, filter by postcode, and assign engineers to jobs with a single click. Perfect for field service teams managing multiple jobs across multiple engineers—the ultimate job mapping software for field service management.
Engineer Territory Geo-Fencing
Revolutionary territory management with intelligent geofencing. Create engineer territories using manual polygon drawing, circular radius zones (10-100+ miles), or advanced travel time isochrones showing exactly where engineers can reach in 15 mins to 2 hours by driving, cycling, or walking.
Smart automation options: Auto-assign jobs by location, alert admins when assigning outside territories, or enforce strict geofence boundaries. Visual-only mode available for planning without automation. Perfect for optimising service coverage, reducing travel time, and ensuring the right engineer handles every job.
Smart Planner Matching
Intelligent engineer-job matching for optimal dispatch. Visual skill badges show engineer qualifications at a glance. Territory matching indicators highlight when engineers are in/out of their zone (geofence, isochrone, polygon). Configurable soft/hard rules for skills, territory, availability, and distance priority. Day sections for AM/PM/flexible scheduling. The planner suggests the best engineer automatically—you just confirm.
Live Engineer Tracking
Real-time GPS tracking on interactive maps. See exactly where your engineers are right now on a Leaflet-powered map interface. View status indicators (travelling, on-site, available), speed, and heading data. Perfect for dispatchers managing multiple engineers in the field. Historical route playback available for auditing and optimisation.
GPS Location Tracking & what3words
Pinpoint precision for field service. Combine real-time GPS tracking with what3words integration—three-word addresses that pinpoint exact 3m×3m squares. Engineers find the right entrance, plant room, or equipment location first time. No more circling car parks or calling for directions.
Perfect for: Large commercial sites, construction locations, rural addresses, plant rooms, and anywhere traditional addresses fail. GPS Smart Audit verifies timesheets against actual locations for fraud prevention.
Rota & Shift Planning
Plan availability, working patterns, and rota coverage alongside the job planner. Dispatchers can see who is available before assigning work and avoid scheduling jobs into leave, sickness, or unavailable time.
Route-Day Optimisation
Optimise each engineer's day by route order, travel time, and job geography. Route-day tools help reduce wasted driving and keep multi-visit schedules realistic before the work reaches the mobile app.
Jobs & Customer Management
Job Management & Kanban Board
Three views of your jobs: table, planner, and Kanban board. Create, assign, track, and complete jobs with real-time updates, mobile access, and automated workflows. The Kanban board lets you drag jobs between status columns, track live SLA countdowns, and schedule inline — all without leaving the board. Full job lifecycle management from creation to completion.
Customer Management
Complete CRM with client profiles, communication history, automated follow-ups, and loyalty tracking. Everything you need to manage customer relationships.
Site Management
Multi-site tracking with geo-mapping, service history, equipment logs, and automated maintenance alerts. For organisations managing multiple locations, Field Ascend integrates seamlessly with CAFM software workflows for comprehensive facilities management.
Professional Quotes & Online Acceptance
Quoting software for contractors with one-click email acceptance. Comprehensive quote management with labour breakdown, materials costing, and miscellaneous items. Generate branded PDFs, email to customers, and let them accept, decline, or give feedback directly from the email — no portal login needed. AI quote generation, acceptance analytics, automatic job creation, and full lifecycle tracking from quote to job to invoice.
Structured Quotes & Estimator
Build quotes as sections, tasks, labour, materials, and equipment-linked scopes rather than flat text. Structured quotes make complex proposals easier to price, explain, approve, and carry through to jobs.
Customer Portal
Self-service portal for clients to track jobs, approve quotes, view invoices, and submit support tickets. Give your customers 24/7 access to their service history.
Field Service Ticketing System
Capture every customer enquiry from phone, email, website, and webhooks. Centralised ticket queue with custom statuses, priorities, and categories. One-click conversion from ticket to job or quote with full data carry-across. Link tickets to existing jobs, invoices, and purchase orders. Full lifecycle tracking from first contact to invoice. Website widget and secure webhook API included at no extra cost.
Job Preset Templates
Create jobs in one click with reusable presets. Save job configurations with pre-filled titles, categories, notes, materials, engineers, compliance checks, and certificates. Smart split button available on every job creation point—jobs page, customer page, site page, equipment page, and projects. Build once, use everywhere. Eliminates repetitive data entry and ensures consistent job setup across your entire team.
Action Lists & Forced Completion
Create job action lists that engineers must complete before closing work. Force photos, work done notes, equipment selection, PPM checks, compliance checks, F-Gas logs, signatures, or custom tasks depending on your tenant settings.
Work Orders
Issue work orders from jobs, especially when subcontractors are involved. Track acceptance, scope, equipment snapshots, notes, pricing context, and lifecycle history without losing the parent job record.
Projects & Sub-Jobs
Group related jobs into projects for larger works, multi-phase installs, refurbishments, and planned programmes. Track progress, costs, linked documents, and child jobs from one project view.
Quote Kanban & Workflow Statuses
Manage quotes visually with configurable statuses, colour-coded workflow columns, and pipeline views. Keep draft, sent, accepted, declined, and follow-up quotes moving without relying on spreadsheets.
Customer Estate Map
Map every customer site and see equipment condition at a glance. Donut markers show equipment status by location, helping account managers, planners, and customers understand risk across large estates.
Site Areas & Zones
Break large sites into floors, plant rooms, zones, buildings, or customer-defined areas. Link equipment, floorplans, service history, and engineer instructions to the exact place work happens.
Site Floorplans & Control Room Views
Upload site floorplans, pin equipment to exact positions, and let engineers or customers view asset status visually. Ideal for facilities, estates, schools, hospitals, plant rooms, and control-room style views.
PPM & Asset Management
PPM Scheduling
Automated preventive maintenance scheduling, compliance checklists, defect tracking, and service reminders. Never miss a scheduled maintenance visit again.
Equipment & Defect Tracking
Complete asset registry with powerful defect management. Track serial numbers, service history, warranty alerts, and log defects with photos and severity ratings. Auto-generate follow-up quotes for repairs. Full defect history per asset with trend analysis. Essential defect tracking software for maintenance teams.
Tool & Calibration Tracking
Track your own tools, test equipment and lifting gear. Full tool register with serial numbers, custody tracking, calibration management, LOLER thorough examination records, PAT testing logs and document storage. Automatic due date alerts and scheduler integration that blocks job allocation when a required tool is overdue. Included in every plan.
Stock Control
Stock management with multi-location tracking, van stock, stocktakes, transfers, purchase order receiving and material usage logging. Know exactly what stock you have and where.
Purchase Orders
Purchase order software with supplier tracking, job links, stock receiving, document storage and committed cost visibility. Keep procurement connected to job costing and profitability.
PPM Invoice Queue
Bulk invoice generation for maintenance contracts. View all completed PPM jobs ready for invoicing in one queue. Select multiple jobs, batch generate invoices, and send to customers or sync to accounting in one click. Perfect for contract-based maintenance businesses with monthly billing cycles.
Vault — Document Management
A secure, shared document library for your whole team. Store O&M manuals, certificates, RAMS, SDS, installation guides and company policies in one place — with folder-level access control by team or department, and instant view & download on the engineer mobile app. Optional storage add-on.
QR Code Equipment Tracking
Assign QR codes to equipment so engineers can scan an asset in the field and jump straight to service history, open jobs, PPM checks, custom fields, defects, and documents.
Log Cards
Create configurable site or equipment log cards for recurring readings, compliance checks, and inspection records. Engineers complete them in the job flow and the office keeps an audit-ready history.
PPM Schedule Health
See overdue, upcoming, paused, and completed maintenance schedules in one health view. Catch missed visits early and keep contract compliance visible without manual spreadsheet checks.
PPM Contracts
Manage contract values, billing cycles, renewal dates, linked schedules, and customer-specific maintenance agreements. Perfect for service businesses with retained or planned maintenance clients.
Finance & Invoicing
Invoicing
Automated invoicing tied to job completion, customisable templates, payment tracking, and email delivery. Full DRC & CIS support. Get paid faster with professional invoices.
Credit Notes
Automated credit note generation with invoice linking and audit-ready financial tracking. Handle refunds and adjustments professionally.
Accounting Integrations
2-way sync with Xero, QuickBooks, Sage, FreeAgent & Zoho Books. Post invoices in one click, sync payments automatically. Eliminate double-entry.
AI Supplier Invoice Inbox
Upload supplier invoice PDFs, extract invoice details with AI, match them to purchase orders or create job-linked expenses for cleaner cost control.
Reports & Analytics
Customisable reports, real-time analytics, visual dashboards, and export options for data-driven decisions. Understand your business performance at a glance.
Lifecycle Flowchart
Never lose track of a document again. Visual flowchart shows how quotes, jobs, invoices, purchase orders, and credit notes connect. Click any node to navigate instantly. Full audit trail for compliance, accountant reviews, and customer queries.
Expense Tracking
Track every penny going out. Log expenses, link them to jobs, convert paid purchase orders with one click, and upload receipts for audit-ready records. Real-time cashflow dashboard shows money in vs money out across a 12-month view. Categories, approval workflows, and tax handling included.
Recurring Invoices
Automate repeat billing for service contracts, retainers, and recurring charges. Generate invoices on schedule, pause where needed, and keep recurring revenue connected to customers and accounting workflows.
Customer Statements
Create account statements showing invoices, payments, credits, and outstanding balances. Email statements directly to customers and reduce manual chasing at month end.
Credit Limits & Auto-Hold
Set tenant defaults or customer-specific credit limits. Field Ascend can automatically place customers on hold when outstanding balances exceed their limit, blocking risky new jobs or quotes until resolved.
Microsoft 365 Email Integration
Connect Microsoft 365 for authenticated outbound email workflows. Quotes, invoices, statements, and job messages can be sent through your configured provider with tenant-specific templates.
Mobile App & Engineer Tools
Mobile App
Native iOS & Android field service app for engineers with offline mode, job sheets, signatures, photos, and GPS tracking. Everything your engineers need in their pocket.
TRUE Offline-First Mobile App
Works in basements, tunnels, and dead zones. Our field service app stores everything locally using SQLite—job details, photos, signatures, timesheets—then syncs automatically when connection returns. Engineers never wait for loading screens or lose data. True offline capability, not just cached pages.
Engineer Portal
Web access for engineers to view jobs, update timesheets, submit expenses, and access documents. Full functionality on any device with a browser.
Smart Job Dashboard
Start the day with the right jobs in front of you. Engineers see open work, key priorities, quick filters, and personal tiles in one home view. The app keeps the next actions clear without digging through multiple screens.
Planner & Calendar View
Give engineers a clear view of planned work by date. See assigned jobs, upcoming visits, and schedule changes in calendar-style views so the day is easier to organise in the field.
Map-Enabled Field Working
Use in-app maps for location-aware working, job context, and route awareness. Engineers can see where work is, understand travel context, and move between jobs with better visibility on the day.
Digital Signatures
Capture customer and engineer signatures on mobile for job completion and compliance. Legally binding digital signatures stored securely.
Photo Capture
Before/after photos, job documentation, defect evidence, and automated uploads to cloud storage. Visual proof of work completed.
Digital Vehicle Checks
Daily vehicle inspections made simple. Customisable checklists for lights, tyres, fluids, and safety equipment. Engineers complete checks in-app with photo evidence before starting their day. Automatic alerts for failed items and full audit history for compliance. Part of our comprehensive fleet management software for contractors.
Push Notifications
Real-time alerts keep engineers informed. Instant notifications for new job assignments, schedule changes, urgent callouts, and system updates. Return journey reminders ensure engineers clock their travel time. Configurable per-user preferences so engineers only receive relevant alerts.
In-App Messaging
Communicate without leaving the platform. Engineers can stay aligned with office teams and keep job conversations connected to the wider workflow instead of relying on separate messaging tools.
Mobile Quotes Access
Give engineers visibility of quote-related workflows on mobile. Review quote context in the field, keep work aligned to what was priced, and reduce back-and-forth when customers ask what has been proposed.
In-App Timesheets
Time visibility stays inside the same app your engineers already use. Review captured travel and on-site time, keep daily records accurate, and avoid switching to separate tools just to manage timesheets.
Realtime Timing Mode
Engineers can start travel, arrive on site, travel home, and finish the day from the app. Timing records sync back to the office for pricing, timesheets, GPS audit, and job history.
Van Stock Picking
Engineers can add materials from assigned van or depot stock, linking parts to jobs and equipment while keeping stock usage visible to the office.
Voice Dictation & Quick Phrases
Capture work done notes faster with voice dictation and reusable quick phrases. Standardise engineer notes without making mobile data entry painful on site.
Return Journey Reminders
Configurable reminders help engineers remember return travel and end-of-day timing actions, improving timesheet accuracy and reducing missed travel records.
Compliance & Safety
Lone Worker Safety
Protect your engineers with built-in lone working software. Automated check-ins, panic alerts, GPS tracking, and escalation workflows ensure field workers are never truly alone. Live safety dashboard, configurable thresholds, kiosk mode for office displays, and full audit trails for H&S compliance. Essential lone working software for engineers built directly into your FSM platform—no separate app required.
Compliance Checks
Mandatory checklists ensure nothing gets missed. Create custom compliance checklists per job type—engineers must complete all required items before marking jobs complete. Enforce RAMS acknowledgement, safety checks, PPM questionnaires, and customer sign-off. Full audit trail of answers with timestamps. Block job completion until all compliance requirements are satisfied.
F-Gas Compliance & Refrigerant Tracking
Automated F-Gas compliance built into every job. Per-equipment refrigerant logging, auto CO₂e calculation, running charge tracking, and leak check scheduling based on 5t/50t/500t thresholds. Force rules block job completion until F-Gas data is logged. Works offline on the mobile app. Customer portal access for audit readiness. The most comprehensive F-Gas compliance software in any UK field service platform.
RAMS Documentation
Risk Assessments and Method Statements management. Create, assign, and track RAMS per job or site. Engineers acknowledge RAMS in-app before starting work, with digital signatures for compliance evidence.
GPS Smart Audit (Anti-Fraud)
Validate timesheets against actual GPS location. Our intelligent timesheet software for field engineers cross-references clock-in/out times with GPS coordinates. Flags discrepancies for review, provides audit evidence, and eliminates timesheet disputes. Optional—enable per tenant for trust-but-verify timesheet management.
Document Library
Cloud storage for manuals, certificates, policies, photos, and compliance documents. Everything organised and accessible from anywhere.
HR & Workforce Management
Timesheets & GPS Audit
Visual Gantt chart timesheets with GPS fraud detection. See engineer schedules at a glance with travel, onsite, and return segments. GPS coordinates automatically validate times against site locations. Overtime calculations with multi-tier rates (normal, OT, double time, weekend, bank holiday). Bulk confirm/lock, payroll export (Excel/CSV/PDF), and full audit trails. The most powerful timesheet software for field engineers available.
HR Management
Employee profiles, holiday tracking, qualifications, training records, and performance reviews. Complete HR management in one place.
Training & Certificates
Track engineer training records, certificates, evidence, expiry alerts and compliance gaps. Compliance matrix views show valid, expiring, expired, missing and optional credentials.
Fleet Management
Vehicle tracking, maintenance scheduling, fuel logs, insurance tracking, and compliance management. Keep your fleet roadworthy and compliant.
Org Chart & Team Structure
Visualise your company hierarchy with interactive org charts. Define reporting lines, team structures, and approval chains. Perfect for growing businesses managing multiple teams and departments.
Holiday Request System
Self-service holiday management for your workforce. Engineers submit holiday requests via the app or web portal. Managers review, approve, or reject with one click. Automatic calendar blocking prevents scheduling conflicts. Bank holiday auto-import for UK, Scotland, NI, and Ireland. Visual calendar shows team availability at a glance.
Absences Management
Track sick leave, appointments, and unplanned absences. Log absence types with reasons, doctor's notes, and self-certification. Bradford Factor calculation flags patterns automatically. Integration with payroll for accurate deductions. Full absence history per employee for HR reviews.
Qualifications with Expiry Alerts
Never let a certification lapse. Track qualifications per engineer, upload certificate evidence, review renewals, and use required credential rules to spot missing or expired qualifications.
Payroll Export
Seamless timesheet-to-payroll workflow. Export approved timesheets in formats compatible with major payroll providers. Automatic overtime calculation based on your rules. Holiday pay and absence deductions included. Reduces payroll processing from hours to minutes.
Staff Portal
Give non-engineer staff, mates, helpers, and office users a focused portal for holidays, timesheets, documents, memos, messages, and read-only planner visibility where permissions allow.
Compliance Matrix
See who holds which qualifications, which credentials are missing or expiring, and where the business has compliance gaps. Export matrix views for audits, renewals, and management reviews.
HR Cases & Performance Reviews
Manage staff records, HR cases, development plans, and performance review workflows inside the same platform that handles field operations and training evidence.
Platform & Communications
Email Automation
Automated client updates, job notifications, invoice reminders, and customisable templates. Keep customers informed without manual effort.
Subcontractor Portal
Connect, issue, track, and close outsourced work. Securely link subcontractor companies, send work orders from jobs, and track real-time status from acceptance through to invoicing. Full audit trail, equipment snapshots, lifecycle flowchart integration, and granular sharing permissions. Both sides keep their own data and operational independence.
White-Label Branding
Customise with your logo, colours, domain, and create a fully branded experience for clients. Make it look like your own software.
Recycle Bins & Data Recovery
Never lose important data. Deleted jobs, quotes, invoices, and customer records go to recycle bins for 90 days. One-click restore with full audit trail. Protects against accidental deletions and provides peace of mind for your business data.
Bulk CSV Upload
Mass import customers, sites, equipment, and jobs. Upload CSV files to populate your system in minutes instead of hours. Template downloads ensure correct formatting. Validation checks catch errors before import. Perfect for migrating from spreadsheets or other systems.
Admin Impersonation
Support your team without sharing passwords. Admins can temporarily impersonate other users to troubleshoot issues, test permissions, or train staff. Full audit logging tracks all impersonation sessions. Essential for growing teams and support workflows.
Two-Factor Authentication
Secure admin, engineer, staff, and customer access with two-factor authentication where enabled. Keep operational and financial data protected without complicating day-to-day access.
Granular Permissions
Control exactly what each admin can view, edit, approve, or configure with a deep permission model across jobs, quotes, invoices, stock, tools, HR, reports, settings, and add-on modules.
Scheduled Reports
Create saved reports and send regular exports to the right people. Customer-visible reports can also be published through the portal for account reviews and service transparency.
Onboarding Wizard
Guide new tenants through setup with company details, engineers, settings, templates, and key operational choices so the system reflects how the business actually works.