Up and running on your own data in a day
Field Forge seeds UK labour rates and compliance form templates the moment you sign up, then a guided wizard imports your customers, sites, suppliers, and asset register from CSV — with column mapping, validation, and duplicate detection so nothing doubles up.
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24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
The problem it solves
Switching systems means re-typing everything
Moving off a spreadsheet or an old system usually means hand-keying hundreds of customers, sites, and assets before you can do any real work. Most people never finish, so the new system never gets a fair go.
Empty software is daunting
A blank screen with no rates, no templates, and nothing to click makes it hard to tell whether a tool will actually work for you. You want to see it doing something on day one.
Messy imports create duplicate customers
Importing a CSV with no checks leaves you with the same customer three times and phone numbers on the wrong record. Cleaning that up by hand afterwards is worse than not importing at all.
How it works
- 1
Start with sensible defaults, not a blank screen
On signup, Field Forge seeds benchmark UK labour rates for 11 regions across 22 trades, a set of UK compliance form templates (RAMS, COSHH, Gas Safe, hot works, and more), and default email templates. A small, clearly-labelled sample customer, quote, and scheduled job let you explore — and delete — safely.
- 2
Import your records from CSV with a guided wizard
Download a template for each record type, paste your data in, and upload it. The wizard auto-maps your columns, validates every row, and previews the result before anything is written. You can import customers, contacts, sites, suppliers, subcontractors, and your asset register.
- 3
Catch duplicates, then go live
As you import, rows that match an existing record — or an earlier row in the same file — by email or phone are flagged and skipped by default, with a per-row toggle to import anyway. Fine-tune the seeded rates to your pricing, delete the sample data, and you are working on your own numbers.
What you get
- Guided import wizard: upload, map, preview, import, summary
- Import customers, contacts, sites, suppliers, and subcontractors
- Asset and equipment register CSV import with auto-mapped columns
- Downloadable CSV template for each record type
- Automatic column mapping and per-row validation
- Duplicate detection by email and phone, with per-row control
- 11 UK regional labour-rate sets (22 trades) seeded on signup, fully editable
- UK compliance form templates and email templates ready to use
- Safe sample data to explore, clearly flagged and easy to delete