Customer records
People, locations, equipment and the history behind the next call.
The experience we’re building
Launch your business, put your name online and give every customer a joined-up experience. This is the intended Field2Firm pilot: business support that starts before the first job and stays with you after it.
Follow a guided path through business setup, registration steps and readiness for your trade and location. Keep the decisions, supporting documents and outstanding actions together. Where an authority or qualified provider needs to act, make that handoff clear.
The aim is to make the process understandable and manageable. Registration filings remain with you or the appropriate provider; software guidance does not replace qualified advice or certify legal compliance.
Use the business information you already provide to create a professional web presence: your name, services, area and story, with a clear route for customers to get in touch and request a booking.
The intended experience connects your website directly to your business workflow. An enquiry becomes context for the next conversation, rather than another inbox to copy from.
Keep customer requests, confirmations, estimates and appointment details together. Use follow-ups to keep people informed and customer history to make each conversation feel connected.
Connect job completion with clear invoicing, thoughtful aftercare and an invitation to leave an honest review. Build repeat-business reminders around the relationship, with customer preferences respected.
The purpose is to support the reputation you earn through good work. You keep your voice, your judgement and control of your customer relationships.
Bring time, materials, job records and payments into view. See what needs attention, what went into the work and what is still outstanding, so your next decision has useful context.
This page describes our intended product experience. The pilot is still in development; availability, pricing and included features will be confirmed before you join. Country and trade coverage will be explicit.
The full toolkit
People, locations, equipment and the history behind the next call.
Service catalog, pricing, clear scope and customer approval.
The work, the visit and the next action kept together.
Clear documents, payment records and outstanding balances.
Record the effort and stock that go into the work.
See work needing attention, outstanding invoices and recorded job costs.
Business details, team roles, readiness evidence and open tasks.
Structured export supports keeping control of your records.
Built for the work ahead
Built for tradespeople, independent contractors and people ready to work for themselves.
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