Questions about Fieldify? Start here.

Fieldify is built for UK trade businesses of all sizes, from someone working on their own to businesses with large teams. Whether you're an electrician, plumber, heating engineer, builder, roofer, cleaner, landscaper, locksmith or another trade, if you manage jobs, customers, quotes and invoices, Fieldify is designed to make the day-to-day admin easier.

You get 14 days to use Fieldify with all features included, and you don't need to enter any card details to start. Your trial begins when your account is approved, so you get the full 14 days to try it properly.

You won't be charged automatically. If you decide not to subscribe, your account will pause and your data will stay as you left it until you subscribe or ask us to delete it.

Yes, and most people who do are adding a fourth person, since the trial covers three. Subscribing ends your trial there and then: your first payment is taken that day, and your plan runs monthly from it. If you would rather use the full 14 days first, stay on the trial and subscribe at the end.

We quickly check every new signup before activating it to make sure Fieldify remains focused on genuine trade businesses. This is usually completed the same day, and we'll email you as soon as your account is ready.

No. Choose your trade when you sign up and Fieldify will start you off with useful checklists and a price list suited to the work you do. You can change, add or remove anything whenever you like.

Yes. Fieldify is designed to work properly on your phone, tablet and computer. From your phone you can manage jobs, complete checklists, add photos and videos, collect signatures, send quotes and raise invoices while you're out working.

There's nothing you need to download from an app store. Open Fieldify in Safari or Chrome and you can add it to your home screen, where it opens and works much like a normal app, including full-screen access and notifications.

Choose the customer, add the work that needs doing and schedule when it's happening. The job then keeps everything connected to that work together, including checklists, time spent, materials used, photos, videos, notes and customer signatures.

Fieldify tells you. Every enquiry, quote, job and invoice opens with a line saying where it has got to and one button for the next step: send it, book it in, invoice it, chase it. When there is genuinely nothing to do, it says nothing rather than inventing a task.

No, and deliberately. Fieldify tells you what is outstanding and you decide. Nothing is sent to a customer, invoiced or marked as done unless somebody presses the button.

Yes. While you're on the job you can complete checklists, log your time and materials, add photos and videos, record readings and findings, and collect the customer's signature straight from your phone.

Yes. Break larger jobs into stages such as first fix, plastering, second fix, testing and certification, then mark each stage off as the work progresses. You can also plan payments around those stages, making it clear what's due and when.

Yes. For work such as an annual service, set a reminder and Fieldify will let you know when it's coming due. For customers you visit every week or month, you can create a round to manage the regular visits.

A round is a group of regular visits arranged in the order you want to complete them, with a price set for each visit. It's useful for cleaners, gardeners, property maintenance teams and other businesses visiting the same customers regularly, and multiple visits can be combined onto a single invoice.

Put one person or a whole gang on a job, and Fieldify tells each of them when they are added, with the time and the address. Everyone opens Fieldify on their own work rather than the whole firm's diary, and can switch to everyone when they need the full picture.

Yes. Record the time spent and materials used as the job progresses and you'll have a clearer picture of what the work actually cost you. That makes it easier to see whether you priced the job correctly and helps when quoting similar work in future.

Yes. Each person gets their own Fieldify login rather than sharing someone else's. That gives you a clear record of who has done what and means you can remove one person's access without affecting the rest of the team.

Fieldify includes owner, admin, office and field worker roles. Owners and admins have full access, office staff can manage the diary and paperwork, while field workers can focus on the jobs they've been assigned.

Yes. You control what each person can access, so someone can see the jobs and customer details they need without seeing quotes, invoices, payments or reports. They get the information they need to do their work without having access to the financial side of the business.

Yes, and separately from what they can open. Each person has three switches of their own: whether they can delete things, give discounts, and send quotes and invoices to customers. Office staff can send and discount by default, people on the tools can do neither, and you can change any of it for any person.

Yes. Turn off "send to customers" for them and they can prepare a quote or invoice at your prices and leave it for you to look over and send. Turn off "give discounts" as well and they cannot knock money off it either.

Fieldify tells them, with the time, the address and the customer in the message. Only the people actually added are told, and opening it takes them straight to the job. Nobody has to be rung the night before.

Yes. Put as many people on a job as the work needs. Each item on the job checklist can carry a name too, so everyone can see which bits are theirs and what the others have already done.

Yes. Every job keeps its own history with the name of whoever did each thing and when: booked, started, finished, invoiced, paid. Photos and documents show who added them.

Only if you want them to. Someone opening Fieldify sees the jobs they are on rather than the whole firm's day, and can switch to everyone whenever they need the full picture. Fieldify remembers which each person prefers.

Remove their access and they can no longer log in. The work they completed stays safely on your account, including their job updates, photos, videos, notes and any signatures they collected, and their name stays on the history of what they did.

Your business records are stored in a database in the AWS London region, while photos, videos and documents are stored using Cloudflare. Some of the services Fieldify uses are based in the United States, and our privacy policy explains how and where your data is handled in more detail.

Yes. You can export your data from your settings whenever you like, without having to contact us or explain why. Your export includes your customers, jobs, quotes, invoices and payments.

Your data is available only to the people in your business who you've given access to. We don't sell your data or share it with other businesses, and we only access an account ourselves when necessary to provide support or operate the service.

No. Your customer information, jobs, pricing and other business data are not used to train AI models.

Their personal details are removed, while invoices that need to remain as part of your business records are kept. This allows you to retain the financial records you may need for bookkeeping without unnecessarily keeping the customer's personal information.