Field Service Management

Field service management software for UK trades

We built Checker as field service management software for small UK trade firms, covering scheduling, job records, compliance reports, quotes and invoices in one app, from £10.99 a month plus VAT.

A small UK trade team using field service management software

A small trade business should not need enterprise software to keep jobs, customers and paperwork in order. We give a sole trader or a small trade team one clear place to run the working day.

Use it on a phone, tablet or desktop. Book the visit, give the engineer the job details, complete the right trade report, send the quote or invoice and keep the finished files with the customer.

The aim is simple: finish more of the work while you are still on the job. You spend less time joining up notes, messages and spreadsheets when you get home.

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Free for 30 days. No card needed.

The working day

What does field service management mean for a trade business?

It means keeping the work from first booking to final payment in one system. The office can see what is booked. The engineer can see the address, customer details and job notes. The finished paperwork stays with the same record.

We built Checker for plumbing, gas, heating, electrical, oil, refrigeration and renewable work. We bring field jobs and the back office together without adding tools meant for a large fleet or national service desk.

One practical app

What does Checker cover?

Checker covers the parts of field service work a small trade firm uses every week:

Diary and job scheduling
Customer database
Digital reports by trade
Quotes and invoices
Automated reminders
Staff logins on PRO+
Cloud file storage
Accounts sync on PRO and PRO+
Need Checker coverage
SchedulingDiary and job scheduling
Customer recordsCustomer database
Trade paperworkDigital reports by trade
BillingQuotes and invoices
Follow-upAutomated reminders
Staff accessStaff logins on PRO+
File storageCloud file storage
AccountsAccounts sync on PRO and PRO+

Compliance reports are built into the same app rather than added as a separate tool. Files, records and reports are unlimited on every plan, with no charge per report.

It focuses on the job, customer, trade paperwork and payment tasks a small firm needs to keep moving.

Jobs in the diary

How do you schedule and dispatch work?

Create the job against the customer, add the date, time, address and notes, then assign it to the right engineer. Each person can see the work they need without relying on a paper diary or a chain of messages.

Because the booking starts from the customer record, the engineer has the details that matter before they arrive. The next visit can use the same history, so repeat work does not begin with another search for the address or last report.

Appointment reminders go out 24 hours ahead. That helps the customer prepare and gives your team a cleaner diary. See the full diary and job scheduling workflow.

Offline working

What happens when an engineer has no signal?

The engineer can keep working. Checker saves the job details and report on the device, then syncs the work when the connection returns.

That matters in basements, plant rooms, rural properties and new builds. You do not need to copy readings onto paper and enter them again later. Finish the record where the work happened and let the app catch up when you are back in range.

From job to payment

How do reports and invoices connect?

The customer record holds the job history, notes, reports, quotes and invoices. An engineer can complete the trade paperwork, create the PDF and send it from the app. The office can then see what was done and what still needs payment.

Gas and heating engineers can also sync readings from a KANE flue gas analyser over Bluetooth. Boiler servicing instructions for nearly every boiler on the market are available in the app, which keeps another common site task close to the job record.

Checker also supports quote chasers on days 7, 10 and 14, invoice chasers when payment terms lapse and annual service reminders 11 months after the customer was created.

Keep every visit under one customer history in the CRM customer database. When they call again, you can find the past job without searching several systems.

Straight pricing

What does it cost for a small team?

LITE is £10.99, PRO is £19.99 and PRO+ is £25.99 a month, plus VAT.

Annual prices are £109.99, £199.99 and £259.99 plus VAT. Every plan includes unlimited files, records and reports.

LITE creates files and records. PRO adds all report features and the back office, including CRM, reminders, business analytics, accountancy sync and Growth Engine. PRO+ adds sub-users. Compare the detail on the Checker pricing page. The trial lasts 30 days, gives full access and needs no card. There is no contract, and you can cancel any time.

Separate access

Can each engineer have a login?

Yes, on PRO+. Each sub-user costs £10.99 a month plus VAT. Sub-users are not included on LITE or PRO.

A separate login means each engineer can see their work without sharing the main account password. Their jobs and paperwork stay under the business account. Read more about staff management as your team grows.

Accounts connected

Does it sync with your accounts package?

Checker connects with Xero, QuickBooks and Sage on PRO and PRO+. Xero synchronises invoices and payments in both directions, so the same figures do not need to be entered twice.

QuickBooks and Sage are supported accountancy integrations. The both-ways sync is Xero only. You can also take chip and pin payments with Zettle or send a pay-by-link with Stripe.

FAQ

Questions small trade firms ask

Is Checker made for small trade firms?

Yes. Checker suits a sole trader or a small UK trade team who want jobs, customers, reports, quotes and invoices in one app.

Can engineers use Checker without a signal?

Yes. Checker saves work on the device while it is offline and syncs it when the engineer is back in range.

Are files, records and reports unlimited?

Yes. Files, records and reports are unlimited on every plan, with no charge per report.

Can every engineer have a separate login?

Yes, on PRO+. Each sub-user costs £10.99 a month plus VAT and has a separate login under your business account, with permissions you set, so the master account stays in your control.

Which accounts packages connect with Checker?

Checker connects with Xero, QuickBooks and Sage on PRO and PRO+. Xero synchronises invoices and payments in both directions.

Can Checker send service and payment reminders?

Yes, on PRO and PRO+. Checker can send appointment, quote, invoice and annual service reminders.

Do I need a card to start the trial?

No. The 30-day trial gives you full access without a card. There is no contract, and you can cancel any time.

Run the working day from one app

Try Checker free for 30 days. No card, no contract and unlimited files, records and reports on every plan.

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