What trades or industries is Field Forge built for?

Field Forge is designed for any contractor or field service team that quotes jobs, schedules work, and invoices clients, including electrical, mechanical, plumbing, HVAC, building maintenance, facilities management, and general contracting.

How does the AI quoting work?

You describe the job in plain English. Field Forge uses AI to generate a fully itemised estimate with materials, labour, and your margin applied. You review, adjust if needed, and send it to the client. It typically takes under a minute.

Can I import my existing rate sheets and supplier catalogues?

Yes. You can import labour rates and material catalogues from CSV files. Field Forge maintains a rate library so your pricing stays consistent across every quote.

Field Forge runs on Google Cloud (Firebase) with enterprise-grade security. All data is company-scoped, so your team only ever sees your own data. Authentication uses Firebase Auth with role-based access controls.

Field Forge offers two licence tiers: Lite at £19.99/month (or £199/year) for field techs who need mobile job access, and Full at £39/month (or £390/year) for office staff with complete platform access. Both include a 30-day free trial, with no credit card required. Enterprise pricing is available on request.

Can my team use it on mobile?

Yes. Field Forge is a responsive web application that works on desktop, tablet, and mobile browsers. No app store download required.

How do I get started?

Click “Open App” to create your account. You’ll be up and running in under five minutes, with no credit card required for the free trial.

Is Field Forge suitable for HVAC and refrigeration contractors?

Yes. Field Forge is used by HVAC engineers and refrigeration contractors to schedule reactive and planned maintenance visits, track job costs, and produce invoices. The AI quoting feature handles HVAC-specific materials and labour items.

Can electricians use Field Forge for job management?

Absolutely. Electrical contractors use Field Forge to manage everything from domestic rewires to commercial installations. Create AI-powered quotes, schedule your electricians, track materials, and invoice clients, all from one platform.

Does Field Forge integrate with Xero, QuickBooks, or Sage?

Xero and QuickBooks are both fully integrated today. Sage and other accounting platforms are available as custom integrations. Contact us if a specific integration is important to your workflow.

How does Field Forge compare to other field service management software?

Field Forge is purpose-built for UK contractors with AI-powered quoting that generates itemised estimates in under a minute. Unlike legacy systems, you get quoting, scheduling, job management, cost tracking, and invoicing in a single platform, with no app store download required.

Is Field Forge suitable for sole traders?

Yes. Field Forge works for sole traders through to teams of 50+. Sole traders benefit from AI quoting and integrated invoicing to save admin time and look professional to clients.

Can I migrate my data from spreadsheets?

Yes. You can import existing rate sheets, material catalogues, and client details from CSV files. Most teams are fully set up within a day.

Does Field Forge work for facilities management companies?

Yes. Facilities management teams use Field Forge to manage reactive and planned maintenance jobs, schedule engineers across multiple sites, track asset registers, and handle multi-site client invoicing.

Can I use Field Forge on a building site without Wi-Fi?

Field Forge is a web-based application and requires an internet connection. However, it works well on mobile data, and most field teams use it on 4G/5G without issues.

Does Field Forge handle works orders and reactive maintenance?

Yes. You can create, assign, and track works orders for both reactive call-outs and planned preventive maintenance (PPM). Set priority levels, response times, and SLA targets. Field engineers receive job details on their mobile device and update status in real time.

What reporting and analytics does Field Forge provide?

Field Forge includes real-time dashboards showing revenue, job profitability, team utilisation, quote conversion rates, and outstanding invoices. Export reports or use the built-in KPI tracking to make data-driven business decisions.

Can I customise quotes with my company branding?

Yes. You can add your company logo, accent colours, and custom terms to quote PDFs. All documents sent to clients carry your branding for a professional appearance.

How do I manage subcontractors in Field Forge?

Field Forge includes a subcontractor and supplier management module. Track subcontractor details, allocate them to jobs, manage purchase orders, and monitor costs, all from within the same platform you use for your own team.

Does Field Forge track time and attendance for field engineers?

Yes. Field engineers clock in and out against specific jobs from their mobile device, with location captured at clock-in and clock-out and breaks paused and resumed. Time is valued at the engineer’s hourly cost and flows into job costing, and you can review timesheets and compare estimated vs actual hours for payroll and margin tracking.

Can I cancel my subscription anytime?

Yes. There are no long-term contracts. You can cancel your subscription at any time from your account settings. Your data remains accessible for export during a grace period after cancellation.

Does Field Forge support multi-site and multi-branch management?

Yes. You can manage multiple client sites, each with their own address, contacts, and job history. The platform is designed for teams that operate across many locations, from single-branch contractors to multi-site facilities management companies.

Does Field Forge support applications for payment and retention?

Yes. Field Forge supports JCT-style applications for payment as a first-class workflow. You claim by percentage complete across each scope line, retention is held automatically (5% by default) and released 50% at practical completion and 50% at the end of the defects period, and cumulative claims are validated against what was previously certified. The domestic reverse charge and CIS are handled, and every figure is calculated deterministically.

Can Field Forge read supplier invoices and match them to purchase orders?

Yes. Upload a supplier invoice as a PDF, photo, or scan and AI extracts the lines, three-way matches them to the purchase order, and flags any cost or quantity variance before you pay. Lines not on the PO are surfaced to keep, query, or remove, and any line can be added to your parts catalogue at the billed price in one click. AI only reads and matches — all financial figures are calculated by the system.

Can I build custom forms and digital job sheets?

Yes. A drag-and-drop form builder lets you create forms and job sheets with the fields you need, including signature fields and conditional logic, and save them as templates. Engineers complete them on any phone or tablet, attach photos, capture signatures on site, and every submission is linked to the relevant job, customer, site, contract, or asset.

Is there a customer portal?

Yes. Field Forge includes a branded customer portal where clients can approve or decline quotes, track job progress and status, view their invoices and payment status, and submit new work order requests — which cuts the email back-and-forth and helps quotes get signed off faster.

Can I see my engineers on a live map?

Yes. Field Forge plots your jobs and, with consent, your engineers in real time on a live map, alongside customer sites and asset locations. You can dispatch the nearest available engineer to urgent work, and geolocated clock-in records attendance on site. Tracking is opt-in with active, paused, and off-shift states.

Your Quotes Are Sitting Unread. A Customer Portal Fixes That.

A quote sitting unread in a customer's inbox is not a quote. It is a job on hold, and cash you have not been paid. A customer portal turns "I'll have a look and get back to you" into a signature, and stops the status-update calls eating your week.

The silent quote

You price the job, you send the PDF, and then nothing. No reply means nothing has been decided, so you chase. An email on Tuesday, a call on Thursday, another email the following week. Meanwhile the customer fully intends to go ahead — they just have not opened the attachment, and there is no easy way for them to say yes.

The PDF-over-email quote is comfortable because it is familiar. It is also where momentum goes to die. Every day a quote sits unactioned is a day the job is not scheduled and not invoiced.

Move approval out of the inbox

The fix is to stop making approval a reply-to-email task and make it a button. In Field Forge, each customer gets a branded portal with a dashboard of their quotes, jobs, and invoices. They open the quote in the portal and accept or decline it there.

That one change does more than it looks. The customer no longer has to compose a reply, dig out a PO number, or "confirm in writing" — they click. You get a clear, dated decision instead of a maybe. And an accepted quote flows straight into a scheduled job, so the gap between yes and booked-in shrinks from days to minutes.

Stop being the status desk

The other thing a portal quietly removes is the steady drip of "any update on my job?" calls. Those questions are reasonable — the customer just wants to know what is happening — but every one of them interrupts someone in the office.

In the portal, the customer can see job status and progress themselves, including who is assigned and photos of the work, and view their outstanding invoices and payment status. The information they were calling for is already in front of them. When they do have new work, they raise it through a work order form, so the request arrives with the detail you need instead of as a vague voicemail you have to chase down.

What you actually get back

Two things. Faster sign-off, because approving a quote is now a click rather than a chore — which pulls cash forward and gets jobs on the calendar sooner. And quieter phones, because clients self-serve on the questions that used to land on your team.

Neither requires your customers to learn anything complicated. A portal link, a dashboard, a button. That is the whole ask.

Who it's for

Contractors who send more than the odd quote a month, and anyone whose office spends real time chasing approvals or answering "where's my job up to?". Electricians, builders, maintenance firms, facilities teams — sole traders to mid-sized companies.

If your quotes routinely sit unanswered, the problem is rarely the price. It is the friction of saying yes. Take the friction out.

See it for yourself

Field Forge is the AI-native operating system for UK trade contractors. Start a free 30-day trial at fieldforge.io, or read more about the customer portal.