Stop managing training certificates in Excel.
Upload your existing training matrix and instantly see who’s current, what’s expiring and what’s missing.
Built for UK contractors, trades and facilities teams.
14-day free trial. No card required.
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos |
|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current |
Your spreadsheet doesn’t tell you what needs attention.
A spreadsheet is a record. It waits to be asked. It never tells you that something lapsed last Tuesday.
Certificate expiries get missed
One outdated spreadsheet can create last-minute problems before a job starts.
Evidence is scattered
Certificates live across email, shared drives and individual folders.
No clear workforce view
It takes too long to answer: “Who is actually ready?”
Admin keeps repeating
Teams manually update dates, colours and spreadsheets every week.
How it works
From spreadsheet to live matrix in minutes.
No implementation project. No onboarding calls. Start with the file you already maintain.
Step 1: Upload your matrix
Import your existing Excel or CSV file.
Step 2: We organise it
Map workers, roles, requirements and expiry dates.
Step 3: See what needs attention
Instantly see expired, expiring and missing requirements.
Map your columns
training-matrix-2026.xlsx · 53 rows · 9 columns
5 of 6 columns matched automatically
- Employee NameWorker nameMatched
- Job TitleRoleMatched
- CSCS Card ExpiryCSCS — expiry dateMatched
- IPAF ExpIPAF — expiry dateMatched
- PASMAPASMA — expiry dateMatched
- NotesIgnore this columnSkipped
You review the import before anything is created.
Column names rarely match between spreadsheets, so we suggest a mapping and let you correct it. Names, roles, qualifications and expiry dates all come across. Anything you don’t need can be skipped.
14-day free trial. No card required.
The matrix
See your whole workforce at a glance.
Stop hunting through spreadsheets. One matrix shows the status of every worker and every assigned requirement.
- Current
- In date and on record
- Expiring soon
- Expires within your chosen window
- Expired
- Past its expiry date
- Missing
- Assigned but no record held
- Not required
- Not assigned to this role
Filter it down
- Search
- Role filter
- Team filter
- Show only issues
- Expiring within X days
14-day free trial. No card required.
Training matrix
53 workers · 7 requirements · updated 2 minutes ago
| Worker | CSCS | IPAF | PASMA | First Aid | Asbestos | F-Gas | SSSTS |
|---|---|---|---|---|---|---|---|
| Ahmed KhanHVAC Engineer | 12 Aug 28Current | 18 daysExpiring soon | 03 Feb 28Current | 19 Sep 27Current | MissingMissing | 30 Apr 29Current | —Not required |
| John SmithSite Supervisor | 04 Jun 29Current | 22 Jan 28Current | 42 daysExpiring soon | 42 daysExpiring soon | 11 Nov 27Current | —Not required | 07 Mar 28Current |
| Sarah JonesElectrician | 28 Oct 28Current | 16 May 28Current | 16 May 28Current | 02 Dec 27Current | 09 Jul 28Current | —Not required | —Not required |
| Peter BrownGeneral Operative | ExpiredExpired | 14 Apr 28Current | MissingMissing | —Not required | 21 Jan 28Current | —Not required | —Not required |
| Grace OkaforElectrician | 17 Mar 29Current | 51 daysExpiring soon | 08 Aug 28Current | 23 Jun 28Current | 05 May 28Current | —Not required | —Not required |
| David WilsonHVAC Engineer | 29 Nov 28Current | 13 Feb 29Current | 13 Feb 29Current | MissingMissing | 26 Oct 27Current | 29 daysExpiring soon | —Not required |
Dashboard
Know what needs attention today.
You should not have to analyse your compliance data. The system tells you what to do next.
Most reporting tools hand you a chart and leave the thinking to you. This is a work list: three expired certificates, seven expiring within 30 days, five missing documents — each one a link to the workers involved.
Open it on Monday morning and you know what the week needs, without opening a spreadsheet or asking anyone.
Today
Thursday 6 August 2026
Workforce status
53workers
- 46
- meet assigned requirements
- 4
- need attention
- 3
- have expired or missing items
Urgent actions
- 3 expired certificates
- 7 expire within 30 days
- 5 missing documents
Requirements are defined and reviewed by your organisation.
Reminders
Never discover an expired certificate at the last minute.
Automatic reminders before expiry. No more manual diary checks.
- Reminders go out before the expiry date, not after
- You choose the warning period and who receives it
- Every reminder links straight to the workers involved
- Nothing depends on someone remembering to look
FieldClear
to you · Monday, 08:00
3 worker certificates need attention
- Expires in 28 days
Ahmed Khan
IPAF
- Expires in 42 days
John Smith
First Aid
- Expired yesterday
Peter Brown
CSCS
You are receiving this because you manage training records for Northgate Mechanical. Reminder timing is set by your organisation.
Worker records
Certificates and evidence in one place.
Open a worker and instantly see their training records, expiry dates and supporting evidence.
The certificate lives on the record, not in a folder someone named three years ago. Attach PDFs and photos, set the expiry once, and the matrix keeps the status current from then on.
When a client or principal contractor asks for evidence, it is already assembled.
Ahmed Khan
HVAC Engineer · Mechanical · Employee
CSCS Skilled Worker Card
Expires 12 Aug 2028cscs-card-akhan.pdf
IPAF 3a / 3b
Expires 25 Aug 2026ipaf-3a-3b.pdf
F-Gas Category I
Expires 30 Apr 2029fgas-cat1.pdf
Asbestos Awareness (Category A)
No record heldNo evidence attached
Roles & requirements
Track the right requirements for the right people.
Electricians do not need the same records as supervisors or general operatives. Create roles, assign requirements, and let the matrix show what is missing automatically.
Start from suggested templates, then customise them for your organisation. Add a requirement to a role and every worker in that role is checked against it immediately.
Requirements are defined and reviewed by you. FieldClear does not decide what training is legally required for your workers or your activities.
Roles & requirements
4 roles · defined by your organisation
Electrician
12- ECS Gold Card
- CSCS
- 18th Edition
- First Aid
- Asbestos Awareness
HVAC Engineer
9- F-Gas Cat I
- CSCS
- IPAF 3a/3b
- PASMA
- Asbestos Awareness
Site Supervisor
6- SSSTS
- CSCS
- First Aid at Work
- Fire Marshal
- Asbestos Awareness
General Operative
26- CSCS
- Manual Handling
- Asbestos Awareness
Readiness
Know who meets their assigned requirements before they go to site.
Filter your workforce to identify people whose assigned requirements are current and complete.
Three states, and no ambiguity about what they mean: Ready — meets the requirements assigned to their role. Action needed — something is expiring soon. Requirements missing — expired, or no record held.
It is a view of your own records against your own requirements, which is exactly what you need before allocating a crew.
Workforce status
Filtered by assigned requirements
- READYREADY
Sarah Jones
Electrician
- READYREADY
Grace Okafor
Electrician
- ACTION NEEDEDACTION
Ahmed Khan
IPAF expires in 18 days
- ACTION NEEDEDACTION
David Wilson
F-Gas expires in 29 days
- REQUIREMENTS MISSINGREQUIREMENTS
Peter Brown
CSCS expired · PASMA missing
Built for contractors and field teams.
Different trades track different things. The matrix reflects the requirements your organisation assigns, not a fixed list.
Construction Contractors
Track cards, training, qualifications and expiries across your workforce.
Construction Contractors training matrixElectrical Contractors
Keep ECS/CSCS, working-at-height and other evidence organised.
Electrical Contractors training matrixHVAC & M&E
Track F-Gas, CSCS, IPAF, PASMA and company-specific requirements.
HVAC & M&E training matrixFacilities Management
Manage varied training requirements across mobile teams and sites.
Facilities Management training matrixMaintenance & Field Service
Know which workers have the qualifications needed for each type of work.
Maintenance & Field Service training matrixEngineering & Field Service
Track qualifications across mobile engineers who rarely share an office — or a filing cabinet.
Engineering & Field Service training matrix
You can keep using Excel. But Excel won’t chase expiries for you.
Excel is flexible, familiar and free, which is exactly why almost every contractor starts there. The limitation isn’t the spreadsheet — it’s that a spreadsheet can only tell you what someone last typed into it.
Keeping it up to date
ExcelManual updatesFieldClearLive matrixShowing status
ExcelManual colour codingFieldClearAutomatic status updatesExpiry warnings
ExcelNo automatic remindersFieldClearExpiry reminders before the dateCertificates and evidence
ExcelStored elsewhereFieldClearAttached to the worker recordVersions
ExcelEasy to create multiple versionsFieldClearSingle source of truthFinding what matters
ExcelHard to see what changedFieldClearFilters and actionsHistory
ExcelNo audit historyFieldClearActivity history
Plenty of contractors run a perfectly good spreadsheet for years. The question isn’t whether Excel works — it’s whether anyone is checking it the week something quietly expires.
Free download
Need a training matrix template?
Download our free Construction Training Matrix Excel template. Worker rows, requirement columns, expiry dates and conditional formatting already set up.
Already have one?
Turn your spreadsheet into a live matrix with automatic expiry reminders.
Upload my matrixtraining-matrix-template.xlsx
| Row number | A | B | C | D | E | F | G |
|---|---|---|---|---|---|---|---|
| 1 | Name | Role | CSCS | IPAF | PASMA | First Aid | Asbestos |
| 2 | Ahmed Khan | HVAC Engineer | 12/08/2028 | 25/08/2026 | 03/02/2028 | 19/09/2027 | — |
| 3 | John Smith | Site Supervisor | 04/06/2029 | 22/01/2028 | 18/09/2026 | 18/09/2026 | 11/11/2027 |
| 4 | Sarah Jones | Electrician | 28/10/2028 | 16/05/2028 | 16/05/2028 | 02/12/2027 | 09/07/2028 |
| 5 | Peter Brown | General Operative | 06/08/2026 | 14/04/2028 | — | — | 21/01/2028 |
| 6 | Grace Okafor | Electrician | 17/03/2029 | 27/09/2026 | 08/08/2028 | 23/06/2028 | 05/05/2028 |
Pricing
Simple pricing based on workforce size.
Every plan includes the whole product. The only thing that changes is how many workers you’re tracking.
Starter
£29/month
Up to 25 active workers
For smaller contractors moving off a single spreadsheet.
- Most common
Growth
£59/month
Up to 75 active workers
For growing teams with several roles and requirement sets.
Pro
£99/month
Up to 200 active workers
For established contractors managing multiple teams and sites.
Every plan includes
- Live training matrix
- Certificate and evidence storage
- Expiry reminders
- Spreadsheet import (Excel or CSV)
- Roles and assigned requirements
- Users and permissions
- Activity history
- Filters, search and saved views
- Data export
- Email support
14-day free trial. No card required.
What you can expect from us
We’re new, so we’re not going to show you a wall of logos. Here’s what we can tell you straight.
- Built for UK contractors
- CSCS, ECS, IPAF, PASMA, F-Gas and your own requirements
- Import what you already have
- Excel or CSV, mapped and previewed before anything is created
- Secure document storage
- Encrypted in transit and at rest, isolated per organisation
- Transparent pricing
- Published rates from £29/month. No sales call required.
- No card for the trial
- 14 days, full product, nothing to cancel
- Your data stays yours
- Export your workers, records and evidence at any time
Questions people ask before signing up
Can I import my existing Excel training matrix?
Yes. Upload an Excel or CSV file, map the columns to workers, roles, qualifications and expiry dates, then preview the result. Nothing is created until you confirm the import.
Do I have to set everything up manually?
No. Existing spreadsheets can be imported, and common qualification names such as CSCS, IPAF and PASMA are suggested as you go. You can also start from a suggested role template and adjust it.
Does the software tell me which qualifications are legally required?
No. The system helps you track the requirements your organisation assigns. You remain responsible for determining what applies to your workers and activities. We do not provide legal or health and safety advice.
Can I store certificates?
Yes. Attach supporting evidence such as PDFs and images to worker records, so the certificate sits alongside the expiry date rather than in a separate folder.
Can I track subcontractors?
Yes. Workers can be recorded as employees, subcontractors, agency workers or other worker types, and you can filter the matrix by type.
Can I get reminders before certificates expire?
Yes. The system monitors expiry dates and sends reminders in advance. You choose how far ahead reminders are sent and who receives them.
Is this an LMS?
No. The product tracks workforce qualifications, evidence and expiry dates. It does not deliver e-learning courses or assessments.
Can multiple managers use it?
Yes. Invite other users and set permissions so people see and change only what is appropriate for their role.
Is my data private?
Each organisation's data is isolated from every other organisation's. Documents and records are encrypted in transit and at rest, access is controlled by user permissions, and you can export or delete your data at any time. We host in the UK and EU.
Looking for something specific?
Your training matrix already exists. Make it useful.
Upload your spreadsheet and turn it into a live view of who’s current, what’s expiring and what needs attention.
14-day free trial. No card required.