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Field Forge sets up UK labour rates the moment you sign up, and 18 UK compliance form templates install in one click. Then a guided wizard imports your customers, sites, suppliers, and asset register from CSV, with column mapping, validation, and duplicate checks on customer and supplier imports.

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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. 1

    Start with sensible defaults, not a blank screen

    On signup, Field Forge sets up benchmark UK labour rates for 11 regions across 22 trades and default email templates, and 18 UK compliance form templates (RAMS, COSHH, Gas Safe, hot works, and more) install in one click. A small, clearly labelled sample customer, quote, and scheduled job let you explore, then delete them safely.

  2. 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. 3

    Catch duplicates, then go live

    On customer, contact, site, supplier, and subcontractor imports, 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 on customer-type imports, with per-row control
  • 11 UK regional labour-rate sets (22 trades) seeded on signup, fully editable
  • 18 UK compliance form templates that install in one click, plus ready-made email templates
  • Safe sample data to explore, clearly flagged and easy to delete

Fast Setup & Data Import — frequently asked questions

Yes. A guided wizard imports customers, contacts, sites, suppliers, and subcontractors from CSV. You download a template for each record type, map your columns (the wizard auto-detects common headers), and preview every row before it is written. Each import finishes with a summary of what was added, skipped, and any errors.
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