Installs, refurbs and multi-phase works

Field Service Project Management Software

Field Ascend gives contractors a proper projects module inside their field service management software: a numbered project record, a Gantt programme with phases and dependencies, child jobs that engineers work through the app, staged invoicing, variations, RAMS and a handover pack. One record from survey to sign-off.

The plan and the diary stay connected. Booked visits from the planner board show inside the programme bars, so the office can see planned versus actually scheduled at a glance.

Screenshot: project Gantt programme
(Plan tab, phases + dependencies + milestones)
  • Gantt programme with drag to move, resize and link tasks
  • Child jobs scheduled on the planner board
  • Staged invoicing and variation tracking
  • RAMS, commissioning certificates and handover pack

One project record instead of a folder, a spreadsheet and a wall planner

Most contractors run projects across three tools that never agree with each other. In Field Ascend a project is its own numbered record with tabs for Overview, Plan, Jobs, Money, Documents, Safety and Handover. Everything the office and the client ask about lives in one place.

Quote it, then convert

Win the work through quoting software, then create the project straight from the accepted quote. The quote, its value and any later variations stay attached to the project record.

Jobs your engineers already know

Child jobs behave like any other Field Ascend job: assigned on the planner, worked through the mobile app, complete with photos, signatures and timesheets. No separate project app for the site team to learn.

Money that adds up

Contract value, approved variations, budget lines and actual costs from labour, materials and purchase orders sit on the Money tab, next to the staged invoice schedule.

A Gantt programme built for job and project management software

The Plan tab is a working Gantt chart for field service jobs, not a picture of one. Drag a bar to move a task, drag its edge to change duration, drag between bars to create finish-to-start, start-to-start and other dependency links. The critical path, float and overdue tasks are calculated server-side against your working calendar, so two people looking at the same project see the same answer.

Screenshot: Gantt with critical path highlighted
+ baseline bars under the plan

Phases, milestones, baselines

Group tasks into phases with automatic rollups. Mark key dates as milestones. Take a baseline before work starts and the original plan stays visible under the live bars, so slippage is obvious rather than arguable.

Zoom between day, week, month and quarter views. Undo and redo work as you would expect. There is a working-days-only option per task, and weekends show shaded on the day view.

The plan meets the real diary

A task can be linked to a real job. Booked visits from the planner board render inside that task's bar, one colour per engineer. Drag the bar to a new week and Field Ascend offers to shift the booked visits by the same number of days, or leave the diary alone. Visits that fall outside the planned window get flagged.

One honest limit: the Gantt lives in the office portal. Engineers see their jobs and visits in the app, not the programme itself.

Screenshot: job task bars with engineer visit segments inside them

Tasks that tick themselves off

Progress chasing is the hidden cost of most project tools. Field Ascend watches the records a task is linked to and updates the plan on its own.

Job completed → task complete
PO received → procurement task done
Quote accepted → variation approved
Certificate issued → commissioning done
Document uploaded → deliverable ticked

Checklists for the office

Kit ordered, kit delivered, hire booked, hire off-hired: the action-list items your coordinators track on paper become checklist rows on the plan, visible next to the site work they unblock. Anything not linked to a record is still one click to tick manually.

Plan templates

Save a standard programme once, in Project Settings, and apply it to new projects dated from the project start. A five-phase AC install with 20 tasks takes seconds to set up instead of an afternoon.

Staged invoicing, variations and a budget that means something

Projects fail on money more often than on programme. The Money tab keeps the commercial side attached to the work.

Invoice schedule

Set up stages: deposit on order, second stage at first fix, balance at practical completion. Each stage raises a normal invoice through invoicing when it falls due, and the tracker shows what has been billed against the contract value.

Variations as quotes

Extra works are quoted, sent and accepted like any other quote, flagged as a variation on the project. Approved variations roll into the revised contract value, so "what are we actually owed" has a single answer.

Budget versus actual

Budget lines per cost type sit against actual labour from timesheets, materials and supplier costs from purchase orders. Margin drift shows up during the project, not in the accounts three months later.

Safety file and handover pack, built as you go

The Safety tab holds the site-specific information your engineers need: nearest A&E, emergency contacts, site hazards and the RAMS covering the works. The Handover tab assembles what the client gets at the end.

What goes in the pack

  • Commissioning certificates completed by the engineer on site
  • O&M documents uploaded to the project (stored on S3, direct upload)
  • Order acknowledgement and project plan PDFs, generated from your own templates
  • Snag list status and sign-off evidence

Document PDFs are template-driven. If your Order Acknowledgement needs your logo, your wording and an invoice tracker table, you build that once in the template editor.

Screenshot: Handover tab with certificates + documents listed

Exports and printing that survive contact with a main contractor

Clients and principal contractors ask for the programme in their format. Send it without rebuilding it.

MS Project XML

Export the full plan, with phases, durations, links and progress, as MS Project XML that opens in Microsoft Project and compatible tools. Export only: Field Ascend does not import MS Project files back in.

The task list also exports to an Excel workbook or plain CSV for QS teams who live in spreadsheets, and milestones export as an .ics file that drops into Outlook or Google Calendar.

Printable PDF programme

Print the Gantt from a proper dialog: A3 or A4, portrait or landscape, whole plan or a chosen date range. The PDF opens in a new tab as its own preview, laid out for the paper size rather than a screen-dump of the browser.

Who this field service project management software fits

This is project management software for contractors whose "projects" are installs, refurbishments and planned programmes running alongside reactive callouts and PPM. AC installs, electrical fit-outs, fire and security systems, M&E packages on construction sites. If your projects are two engineers for three weeks rather than two hundred people for three years, this is sized for you. The module is switched on per company in Project Settings, so service-only businesses never see it.

Independent reviews

Public review volume is still early, so the figures sit in crawlable HTML and should be refreshed when the profiles change.

Aggregate rating used in schema: 4.6/5 from 10 third-party reviews across G2, Capterra, and Trustpilot. Last checked: August 2, 2026.

Current ratings by source: Capterra 5.0/5 (1 review), G2 4.9/5 (5 reviews), Trustpilot 4.0/5 (4 reviews). Last checked: August 2, 2026.

Project management FAQs

Is this a replacement for MS Project?

For field service contractors, yes. The Plan tab gives you phases, dependencies, milestones, baselines and critical path, and exports MS Project XML for clients who ask for it. Export only; it does not import MS Project files.

Do engineers have to update the plan?

No. Tasks linked to jobs, POs, quotes or certificates update themselves when the linked record changes. The engineer completes the job in the app; the programme moves on its own.

Can we invoice a project in stages?

Yes. The Money tab holds an invoice schedule with named stages, raised as normal invoices when due. Approved variations roll into the contract value.

Does the Gantt replace the planner board?

No. The Gantt holds the plan; the planner holds the diary. Visits show inside plan bars, and moving a bar offers to move the booked visits with it.

Can we turn an existing job into a project?

Yes. Open the job and choose Make Project: a project is created around it and the job becomes its first child, keeping its number, documents and labour history.

What does it cost?

Projects are part of the standard Field Ascend subscription, from £10 per user per month. See pricing for current plans and the free trial.

Run the next install as one project record

Plan it on the Gantt, schedule it on the planner, invoice it in stages and hand over a complete pack. Try it on your next quoted job.

Start your free trial