Field service software features — one connected platform for the full job lifecycle.
From enquiry to invoice, Curcle gives service teams the tools to manage operational work without disconnected spreadsheets, paper forms or duplicated admin.
Customer Intelligence
Every customer profile is a relationship hub, not just a contact record — compliance, money and history on one page, so you spot risk and renewal opportunities before they slip. No separate CRM required.
Live compliance score with a per-site breakdown and overdue tests
Annual spend, outstanding balance, sites and contacts at a glance
An FM provider with 80 commercial customers sees a customer's whole relationship — compliance, spend and open work — on a single screen.
Sites
Per-site records with access notes, key contacts, asset registers and service history. Engineers see the whole picture before they arrive.
Site-level access notes and contacts
Linked asset register per site
Per-site service history
In practice
A multi-site retail customer attaches site-specific access codes so engineers never call from the car park.
Assets
Full asset register with retest scheduling, calibration alerts and complete service history per asset.
Per-asset service history with photos
Retest scheduling and expiry alerts
Bulk import to migrate fast
In practice
A PAT contractor tracks 4,000 appliances across 60 sites with automatic retest reminders.
Jobs
Full job pipeline with statuses, live costing, notes, photos, signatures, GPS check-ins and document attachments — now with stock tied to the job lifecycle.
Job templates, duplication and bulk actions
Live costing and profitability per job
Auto-reserve parts from the nearest van or warehouse on assignment, with shortage warnings
In practice
An electrical contractor moves a reactive job from booking → engineer → completion → invoice in one tool, with the right parts reserved before the engineer sets off.
Quoting
Build branded, itemised quotes in minutes and follow every one through a proper pipeline — so you know your win rate and never let a warm enquiry go cold.
Branded A4 quotes with labour, parts and line-item detail
Quote pipeline with conversion rate and value at each stage
Accepted quotes convert straight into scheduled jobs
In practice
A contractor lifts quote conversion from 45% to 58% once the pipeline shows exactly which quotes are going stale.
Invoicing & Cash Collection
Raise invoices the moment a job completes, then chase every unpaid pound with an aged-debt view that shows exactly who owes what — and for how long.
Auto-raise invoices from completed jobs, plus recurring invoicing for contracts
Aged-debt buckets so overdue balances never hide
CSV export for Xero, QuickBooks and Sage
In practice
An office manager clears £30k of overdue invoices in a fortnight by working the aged-debt list top-down.
Scheduling
Drag-and-drop schedules with Suggest Engineer scoring on skills, load, distance and customer history.
4-week capacity forecast
Suggest Engineer with reasons
Lone-worker safety check-ins
In practice
A 12-engineer HVAC team plans the week in 20 minutes instead of 2 hours of whiteboard juggling.
Capacity Forecast
See how booked your team is four weeks ahead — per engineer and across the business — so you stop saying yes to work you can't actually deliver on time.
4-week rolling capacity view per engineer and team
Spot over-booked weeks before they turn into missed SLAs
Feeds Suggest Engineer so new work lands where there's room
In practice
A service manager sees week 3 is already 120% booked and pulls planned work forward into a quieter week.
Leave & Absence
Plan your people, not just your jobs. Track leave, sickness and team capacity in one place, and schedule work around who's actually available — advisory and planning-focused, never payroll.
Configurable leave types and TOIL, plus per-business public-holiday calendars
Sickness tracked separately, with return-to-work dates and long-term flags
Leave-aware scheduling and a live availability pulse in the Operations Room
Absence analytics with Bradford Factor scoring and one-click CSV export
In practice
A service manager spots three engineers booked off the same week and reschedules planned work before it leaves a site without cover.
Engineer Mobile
An app engineers will actually use — run sheets, GPS check-ins, photos, signatures and offline sync.
Offline mode with Background Sync
Saved signatures, photo annotation
Quick action buttons for common steps
In practice
A refrigeration engineer completes a job in a chiller plant room with no signal — it syncs the moment they're back online.
Vehicle Tracking
Live fleet visibility, available as a per-tenant module — see where every van is right now, replay trips, and tie vehicle positions to the jobs and engineers they belong to.
Live map of your whole fleet with trip history
Connect Samsara or Quartix telematics — or track manually
Vehicle-to-engineer assignment feeds the job map and Suggest Engineer scoring
In practice
A facilities team spots the nearest available van to an emergency callout and dispatches it in seconds instead of ringing round the team.
Compliance
Compliance is built into the spine of Curcle, not bolted on — PAT, EICR, gas, F-Gas, LOLER, fire, water hygiene.
Compliance Control Tower — red/amber/green coverage across every site
Asset register vs test history: overdue, due-soon and never-tested gaps
Fire & plumbing compliance register CSV exports, not just electrical
Audit logs with retention controls, GDPR export and deletion
Engineer skills matrix and training milestones
In practice
A facilities provider passes a customer audit by exporting the full compliance trail in two clicks.
Seven certificate disciplines end-to-end — fire alarm, emergency lighting, EICR, portable appliance testing, gas safety CP12, LOLER and water hygiene — issued, numbered, signed and emailed automatically.
Built to the standards your auditors check: BS 5839-1, BS 5266-1, IET Code of Practice, Gas Safety Regs 1998, LOLER 1998, ACOP L8
Controlled lifecycle: draft → in review → released, with released certificates locked and immutable
Auto-emailed on release to the customer and every contact flagged to receive certificates
Automatic per-company numbering (CP12-, LOLER-, WH-) with your own accreditation numbers printed on every certificate
In practice
A LOLER inspector issues 30 branded certificates in a morning without opening Word once.
Electrical (EICR)
Purpose-built electrical testing — record consumer units, distribution boards and circuits, capture observations against BS 7671, and issue a compliant EICR without leaving Curcle.
Boards, circuits and test results captured on site
Observation library with C1/C2/C3/FI classification
EICR generated to BS 7671 with a full audit trail behind every code
In practice
An electrical contractor completes a 40-circuit EICR on a tablet on site and issues the certificate before leaving the car park.
Remedials & Defects
Failed inspections shouldn't fall through the cracks. Every C1/C2 observation and defect lands in a remedials inbox you can quote from — turning compliance findings into follow-on work.
Central inbox of open defects and failed observations
One click from a defect to a remedial quote
Track remediation through to closure for a clean audit trail
In practice
A compliance manager converts a month of C2 observations into £18k of remedial work instead of losing them in a spreadsheet.
Stock & Inventory
Stock is no longer a single hidden warehouse. Model multiple depots and engineer vans as first-class locations, right down to zones, aisles, shelves and bins — and always know what you have and exactly where it is.
Multi-warehouse and per-van stock, broken down to bin level
Audited transfers move stock between any two locations
Stock dashboard: value, low/out-of-stock, fast/slow/dead stock and warehouse-vs-van split
In practice
A growing contractor goes from one van to three depots without changing systems — and sees what's on every van in real time.
Suppliers
Suppliers get the same depth as customers — a full profile plus a performance panel that rates them on facts, not gut feel, so you can see who actually delivers on time and where money is leaking.
Account terms, credit limit, lead time, delivery days, insurance and certifications
Deterministic KPIs — on-time delivery %, lead time, spend, returns %, average order value
Overall supplier score with a red/amber/green rating
In practice
A buyer drops an unreliable supplier after the performance panel shows a 71% on-time rate and rising returns.
Purchasing
A complete, professional procurement workflow with proper controls — approvals, back orders, receiving and credits — without the enterprise price tag.
Per-tenant approval policy: none, over a threshold, or approve all
Draft → approved → sent → received, with back-order tracking and weighted-average costing
Supplier returns and credit notes linked back to the original PO
In practice
An office manager routes every PO over £1,000 for sign-off, and receives part-deliveries into the right depot with stock and costs updating automatically.
Reporting
Financial, utilisation, P&L, aged debt, workforce scorecards and configurable dashboards.
Aged-debt and P&L reports
Engineer scorecards with first-time-fix
CSV exports for Xero / QuickBooks / Sage
In practice
An owner spots a 12% drop in utilisation in week 3 of the month and adjusts before it dents revenue.
Operations Room (Beta)
Operations Room is not a meeting app — it's the management layer above your operational data. Turn jobs, compliance, finance, quotes and resources into a structured management meeting that ends in decisions, actions and accountability: Data → Discussion → Decisions → Actions → Accountability. Admin and manager only.
Live RAG pulse across jobs, compliance, finance, sales and resources
Suggested agendas generated from real operational data
Decisions and actions captured against each meeting
Actions carried forward until completed
Teams / Zoom / Meet link support without replacing your call platform
Calendar export so meetings appear where teams already work
Meeting templates for consistent weekly reviews
In practice
An MD walks into Monday's management meeting with the agenda already written and last week's actions — and their owners — already tracked.
AI for onboarding, quote drafting, job summaries, anomaly detection and emerging compliance workflows.
AI-drafted quotes
AI job summaries from notes
Anomaly detection across financial + compliance data
In practice
An ops manager drafts 5 quotes in the time it used to take to write 1, then reviews and sends.
Permissions & Access Control
Go beyond job titles. Grant or remove individual capabilities — like deleting jobs or voiding invoices — per role or per person, layered on top of the standard roles.
Capability-level control on top of admin / engineer / viewer / customer roles
Strip risky actions from a whole role, or grant one trusted senior a single extra permission — no role change needed
Every change audited; admins keep protected settings locked down
In practice
The office can raise and edit jobs but never delete them, while one senior engineer is trusted to void the occasional invoice — set once, no more worrying about who can touch what.
Accessibility
Built for everyone on the team. A full accessibility pass across the web apps means the platform works for every person who has to use it — in the office or out on site.
WCAG 2.2 AA pass across the web apps
Bigger touch targets and clearer focus states
Screen-reader-friendly forms
In practice
An office coordinator who relies on a screen reader works through jobs, quotes and invoices with the same confidence as everyone else on the team.
Compliance Control Tower
How a compliance gap becomes a closed action.
Compliance isn't a report you run at audit time — it's a loop that runs every day. Here's how Curcle keeps it closed.
1. Expected assets
Every site has a register of what should be tested — so you know the denominator, not just the tests you happened to do.
2. Inspections & testing
Engineers complete inspections against those assets on site — PAT, EICR, gas, LOLER, fire, water hygiene.
3. Certificates released
Certificates are generated from the job, reviewed and released — locked, numbered and emailed automatically.
4. Gaps surfaced
Register vs test history shows overdue, due-soon and never-tested assets in red, amber and green — per site, per customer.
5. Action taken
Failed observations land in the remedials inbox, gaps become scheduled work — and coverage climbs back towards 100%.
Operations Room (Beta)
A Monday morning in the Operations Room.
Not a video call, not another dashboard — the weekly management meeting, prepared for you from live operational data.
08:30 — The pulse
The operational pulse is already on screen: jobs and delivery, compliance coverage, invoices due this week, quotes awaiting a decision and who's off today. No one spent Sunday building slides.
08:40 — The discussion
The suggested agenda points straight at what needs deciding — two invoices to chase, three quotes going stale, a compliance retest window closing. Discussion happens on facts, not recollections.
09:00 — Decisions & actions
Decisions are logged against the meeting. Actions get owners and dates — and carry forward every week until they're done. Next Monday opens with last week's actions on screen.
Stock, suppliers & purchasing
Follow one part through the business.
Procurement isn't a feature list — it's a chain. If any link breaks, margin leaks. Curcle keeps the whole chain connected.
1. Ordered
A purchase order is raised against the supplier — approved automatically or routed for sign-off over your threshold.
2. Received
The delivery is booked into the right depot, down to aisle, shelf and bin — with back orders tracked and costs updated.
3. On the van
An audited transfer moves the part to the engineer's van — reserved for tomorrow's job before they set off.
4. Used on the job
The engineer marks it used on site. Stock levels update instantly, and the part lands on the job's cost sheet.
5. Invoiced, with margin
The invoice picks up the part at your sell price — and the job's live costing shows exactly what you made on it.
The engineer app, refreshed
The whole job, in their pocket.
Engineers plan their week, check in on site, log time and work through the job — online or off. Everything syncs back to the office the moment there's signal.
My Week
Schedule
Job detail & check-in
Time tracking
Run sheet
Curcle AI Suite
AI features shipping in product. Human-confirmed.
Every AI output requires an explicit human confirmation before it's actioned. Low-confidence outputs are flagged. Per-tenant usage caps and a full audit trail are enforced server-side — so AI helps your team without becoming a compliance liability you didn't budget for.
AI Quote Drafter
Drafts line items, descriptions and prices from a free-text symptom or job brief — admin reviews, edits and confirms before send.
Service Sheet Scan
Snap a photo of a completed paper job sheet and Curcle's AI pre-fills the matching digital service sheet — ready to review, correct and submit. Bridges crews mid-transition from paper and kills double data-entry.
AI Job Summary
Turns engineer notes, photos and time entries into a clean customer-facing summary for invoices and handover.
EICR Photo → Observation
Engineers photograph a defect; AI suggests an EICR observation code (C1/C2/C3/FI), location, description and recommendation. Engineer confirms before it lands on the certificate.
AI Risk Narrative
Generates plain-English risk summaries for compliance reports and customer audits — advisory-only with a mandatory review statement.
AI Anomaly Detection
Surfaces revenue leakage, missed retests, unusual job durations and pricing outliers on the admin dashboard.
AI Inbox Triage
Polls a shared mailbox, classifies inbound customer email, drafts a reply and routes to the right queue. Admin confirms every send.
AI Parts Suggestions
Suggests likely parts for a job from history, asset model and symptom — speeds up reactive scoping.
AI Usage & Budget Console
Per-tenant AI spend, token usage, latency and per-feature breakdown — with hard monthly budget caps and CSV export.
AI Migration Importer
Moving from spreadsheets or another system? AI maps your columns and grades each import with a Migration Quality Score (0–100%) — flagging critical issues, warnings and suggestions in plain English. Nothing is saved until an admin reviews and approves; critical problems must be fixed or explicitly accepted first.
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Ready to replace spreadsheets, paper certificates and disconnected systems?
See how Curcle connects your jobs, engineers, compliance and invoicing in one platform.
