Service, projects & compliance / one system

Run the work. Get paid for it. Prove it was done properly.

Quote, schedule, complete and invoice on one system — with the certificates, RAMS, calibration and training records sitting against the same job. The enquiry, the engineer on site and the payment in Xero are the same thread, not four systems that disagree.

  • 01The day runs itself. Jobs scheduled by where the work is and put in route order, holidays already blocked out, job cards and photos completed on the phone with no signal.
  • 02Quote to cash without re-typing. Quotes with options the client picks and accepts online, applications for payment with retention and CIS, invoices and payments syncing both ways with Xero.
  • 03The evidence is a by-product. Certificates to the actual British Standards, RAMS, COSHH, calibration and training recorded as the work happens — so an audit is a report, not a fortnight.

From £149 a month for the whole company — every user included. 14-day trial.

Today — the operations board Live · 09:40
M-3118Engineer travelling to site Route order set from the postcodes · client texted an ETAOn the way
Q-1042Quote accepted online Client picked option B · service job raised with the lines on itWon
EICRCertificate approved by the QS Instrument in calibration · emailed to the client with the packIssued
INVApplication for payment raised Retention and CIS applied · pushed to XeroSent
FRIFatigue index near the limit Nights 4 of 7 · further bookings blocked without a managerReview
CALMFT calibration due in 14 days Held by D. Wright · the certificates it signs would be flaggedDue
What it does / plainly

Runs the work. Produces the documents. Chases the dates.

Three things, and nothing that is not one of them. The work is scheduled, done and invoiced in one place. Engineers issue certificates from site. And the system tells you what expires, what is overdue and who is close to their hours — before somebody else finds it.

7certificate disciplines, each to its own standard
2-wayXero sync for invoices, payments and bills
180branded toolbox talks, ready to issue
£0for the next engineer you take on
Service & projects / the day job

From the enquiry to the money, on one number.

An enquiry becomes a quote, a won quote becomes a job or a project, the job becomes an invoice, and the invoice lands in Xero. Nothing is keyed in twice, and the certificate the engineer signed is attached to the same record.

Scheduling that knows where the work is

Auto-schedule by site location and put the day in route order. Holidays and absences come across from BrightHR, and a booking that would push someone over their working-hours limits is refused unless a manager overrides it with a reason.

Job cards finished on site

Notes, photos, parts and labour, client signature, and the next visit booked. Prices are never shown on an engineer's job card. Everything queues offline and files itself into the project folder.

Quotes the client can act on

Priced from your own list with assemblies and markup, split into cost centres and sub-sections, with options to choose between. Accepted online with a signature — which raises the job with the lines already on it.

Invoicing, applications and cash

Applications for payment by percentage or value, retention, variations, CIS and the domestic reverse charge. Statements, part payments, and overdue chasers that escalate on their own until it is paid.

Xero, both directions

Invoices and credit notes out, payments and contacts back, purchase orders through as bills. Timesheets export as a pay run. You stop reconciling two systems by eye.

Stock, purchasing and suppliers

Stock by store and by van — vans linked to the vehicle on the fleet — with photos and barcodes, reorder levels, material requests from site, quote requests out to suppliers and goods-in against the order.

Projects with the paperwork attached

The standard folder tree in your own OneDrive or SharePoint, the drawing viewer with pinned comments, take-off straight off the drawing, variations tracked, and RAMS and certificates raised from the project itself.

The money side of the van

Timesheets with travel and mileage, expenses and fuel receipts photographed on the phone, fuel-card checks reconciled, and MOT, tax, insurance, licence checks and PCNs tracked against each vehicle.

Client orders read for you

Drop the client's purchase order onto the page. It is read, matched to the job it belongs to — or raises one — and warns you as the work approaches the order value. Supplier invoices are read the same way and matched back to the order you raised.

Subcontractors, counters and approvals

Work orders out to contractors, costed against the job's labour. Purchase orders approved by email, a PO number requested from site, and the counter ticket photographed and turned into the order's lines.

Nothing waits on somebody remembering

Completed jobs join an invoicing queue the office can work through. Overdue invoices chase themselves, with a preview the day before and one click to skip a client. Any email can be written now and sent later.

An app for the engineers only

iOS and Android, installable, with Face ID or a fingerprint, the native camera, and push when a job is booked or moved. It shows jobs, certificates, RAMS, van and timesheets — nothing they do not need.

Certificates / the sharp end

Certificate software that follows the standard, not a template.

A BS 5839-1 commissioning certificate and an EICR are not the same document with different words. Each discipline has its own forms, schedules and pass rules.

  • BS 5839-1 fire detection & alarm
  • BS 5266-1 emergency lighting
  • BS 7346-8 smoke ventilation
  • BS EN 62305-3 lightning protection
  • BS 7671 EIC, EICR, minor works
  • MIS 3002 solar PV
  • BS EN 50131 / 62676 intruder, CCTV, access

The maths is in the form

Maximum Zs looked up from the device and corrected for temperature, so a failing circuit is caught at the board. Your company Zs table is signed off, and editing it un-signs it.

Two signatures, kept apart

The engineer who tested, and the supervisor who takes responsibility. Signing from an email link requires the supervisor to be logged in as themselves.

Instruments that were in date

Calibration recorded against the certificate, and a certificate issued on a lapsed instrument is flagged. That question comes up at every assessment.

Boards you have done before

Save a board and drop it onto next month's visit. Cable, device and reference method carry over. Test results never do — a template cannot fill in a reading nobody took.

O&M manuals from the job

Pick the discipline, answer what the system cannot know, and the manual builds in your own house format — certificates in Appendix A, datasheets in Appendix B off the purchase orders.

Offline, because plant rooms are

Engineers work with no signal and it queues. Nothing is lost in a basement and nobody retypes a certificate in the van.

A work pack, not a hunt

The job carries the certificates it needs, with the RAMS, drawings and data sheets gathered into one pack — built for you from the job if you want it that way, and editable before it goes out.

Checked against the regulations first

Zs against the device and the 80% rule, ring continuity, insulation resistance, disconnection times, RCD ratings, bonding sizes — worked through before you submit, each finding pointing at the circuit and the regulation it comes from.

Your old certificates, brought across

Upload what the last system issued and it is stored, numbered and searchable. Convert one and the readings, boards and circuits are copied onto a Squareaway certificate — or start a fresh one from a photograph of the old document.

Building Regs without the second portal

Notifiable work is spotted from the certificate, the notification fields are gathered for you, and the countdown to your scheme's deadline sits on the job until it is recorded.

The client gets the pack, not a chase

Approved certificates, the job sheet and the invoice go out together when the work is signed off, from your own mailbox, with the big photographs attached rather than dropped.

Modules / what is in it

Grouped into two plans, a combined one, and six add-ons.

Everything in a plan is switched on. No menu to price up. The six add-ons are scheme and discipline memberships — a firm either holds the registration or it does not, so they are not loaded into everybody's bill.

Core

Every plan

Compliance & Fleet Management

Accreditations, ISO certifications and insurance with renewals chased. Vehicles and van checks, with MOT and tax read from the DVLA overnight, driver licence checks, PCNs and private plates.

Plant & Asset Tracking

Assets and test instruments with calibration due, planned maintenance, defects, hire in and out, QR labels. Tools scanned in and out, handed between engineers, and where each was last seen.

Staff Training & Competency

Tickets, cards, medicals and training, with expiry caught before somebody turns up without one.

Clients, Sites & Suppliers

Sites and their assets. Supplier documents collected from the supplier rather than chased by you.

KPI Database & Wall Boards

Accidents, close calls, audits, talks, objectives and energy — on the board and in the annual report. A live office wall screen, and a dashboard each manager lays out themselves.

Documents & Reports

Bulk upload that reads a certificate and files it against the right asset or vehicle, manager-only locked documents, and a report builder you can save your own reports in.

Engineer App & Notifications

iOS and Android, offline, biometric unlock, native camera, push when a job is booked or moved. Engineers see jobs, certificates, van and timesheets — nothing else.

Compliance

Compliance & Combined

Certificates & O&M Manuals

Seven disciplines to their own British Standards, qualified supervisor sign-off, manuals built from the job.

RAMS Builder

46-activity library, job-specific documents with revisions, branded PDF, phone sign-in briefings.

COSHH Register

Every substance with a full assessment behind it, safety data sheet attached, annual review warnings.

Toolbox Talk Library

180 branded H&S and environmental talks with your logo, details and reference prefix — issued automatically each week and signed by everyone on site from their phone.

Timesheets

Start, finish, breaks, travel and mileage on the phone. Manager approval, payroll and Xero export.

Quality & Waste Records

Inspection and test records with photographs, quality checks signed off before handover, non-conformances, waste transfer notes and carrier records.

Digital Signatures

Send any PDF — a staff document, a work order, a variation, a quote — for signature in turn or all at once. Boxes placed next to the names for you, signed from an email link, and a completion certificate with the audit trail and the original document's fingerprint.

Permits to Work

Fourteen permit types — electrical permit to work, sanction for test, limitation of access, isolation, live working, hot work, confined space, work at height, digging, lifting and the rest. Only an appointed person can issue, a sanction for test and a permit cannot both be live on the same equipment, and every permit is filed against the job or project it belongs to.

Document Control

Controlled documents with issue numbers, review dates and who has the current revision — so an assessor asking which version is in use gets an answer rather than a search.

Evidence Packs

Pick ISO 9001, 14001 or 45001, RISQS CORS, Sentinel sponsorship, CHAS or your own clause list and a date range — out comes a PDF or a ZIP with the supporting documents.

Subcontractor Portal

Send a PQQ link. They upload their own insurance and accreditations against your checklist, it fills in the supplier record, and renewals chase themselves.

Service & Projects

Service & Projects, and Combined

Service

Jobs numbered for life, auto-scheduling by location with the day in route order, phone job cards, recurring maintenance, travelling status with an ETA text, sign-off.

Projects

Enquiry to project on one number, the standard folder tree, drawing viewer with pin comments and take-off, variations tracked and billed once, OneDrive or SharePoint.

Quoting

Priced from your list with assemblies, markup and labour. Cost centres and sub-sections, options the client chooses between, revisions, your terms appended, accepted online with a signature.

Invoicing

Applications for payment with retention, recurring invoices, credit notes, CIS, reverse charge. Statements, part payments and overdue chasers that escalate on their own.

CDM 2015

Which duties you hold on each project, person-days and F10 worked out from the bookings, and a construction phase plan written by answering questions — with the nearest A&E looked up from the site postcode. Pre-construction information, site inductions as a presentation people sign, and the H&S file at handover.

Xero, Both Ways

Invoices and credit notes out, payments and contacts back, purchase orders through as bills, timesheets as a pay run.

Stock & Purchasing

Stock per store and per van linked to the vehicle, photos and barcodes, reorder levels, material requests from site, quote requests to suppliers, purchase orders approved by email, goods-in and the purchase ledger.

Timesheets, Expenses & Fuel

Hours with travel and mileage, holiday, sick and training, rates worked out from your own rules rather than chosen, charge rates by grade, call-outs added for you, monthly top sheets, expenses and fuel receipts photographed on the phone.

Appointment Texts

Booked, reminder the day before, on my way with an ETA, complete. Logged on the job. 6p a text.

Outlook Correspondence

Each manager connects their own mailbox. Mail filed against the job, replies drafted and sent as them.

Combined

Combined only

Ask Sparky

Type what you want done and it does it — finds the record, books the visit, raises the quote — showing you a card to confirm before anything changes. It writes saved reports too.

Reads Your Paperwork

Turns a tender pack or an enquiry email into a project with the documents filed, reads supplier certificates and invoices, finds data sheets, drafts a RAMS, builds a work pack.

Pricing

Learns what jobs actually cost against what they were quoted, prices a service job quickly, and pulls your estimate sheets or a client's bill of quantities straight into a draft quote and the project budget.

Add-ons

On any plan

Rail

Safety Critical Hours to NR/L2/OHS/003 on a Saturday-to-Friday week, Sentinel import or a week entered at a time, the HSE Fatigue and Risk Index scored for every turn, alerts and a weekly report to managers, bookings blocked over the limits, close calls, RISQS CORS preparation.

MCS Installer QMS

Installations register with the scheme gates enforced — customer commitment, TS design review, DNO, commissioning, certificate within 30 days — plus surveys, complaints, NCRs and audits. Built to Installer Operating Requirements 2.0.

Gas Safe

Domestic and commercial gas certificates, your engineers' registration and ACS categories (and what each may sign), an appliance register per property with CP12 dates, and the next service raised as a job before it falls due.

HVAC & F-Gas

Refrigerant register with CO₂e worked out from the charge and the GWP, leak-check intervals set from the band, the mandatory re-test within a month of a repair, cylinder log and engineer categories.

Automatic Doors & Gates

Every door and gate on a site with its make, serial and service date; install, commissioning and service certificates; and the annual service raised as a job per site before it falls due.

CompEx & Hazardous Areas

Ex equipment register with the marking read and checked against the zone, gas group and T-class; initial, periodic and sample inspections to BS EN 60079-17 at grade D, C or V; hazardous area classification and the DSEAR dossier.

Pricing / per company

One price for the business. Every user included.

Four engineers or forty, the price is the band you are in. Client and subcontractor portal logins are free and do not count towards it.

Compliance

£149/month

£175 monthly rolling

The certificates, the paperwork and the accreditations.

  • Core: Compliance & Fleet, Plant & Asset Tracking, Training, Clients & Suppliers, KPI
  • Certificates & O&M Manuals
  • RAMS Builder and COSHH Register
  • Toolbox Talk Library and Timesheets
  • Quality & Waste Records
Book a demo
Best value

Combined

£299/month

£350 monthly rolling

Both halves, plus the AI features — less than the two plans separately.

  • Everything in Compliance and Service & Projects
  • AI Assistant — Ask Sparky, document reading, enquiry intake, pricing from past jobs
  • Cheaper than the two plans bought separately, at every band
  • Rail, MCS, Gas Safe, HVAC, CompEx and doors available on top
Book a demo

Service & Projects

£199/month

£235 monthly rolling

The jobs, the money and the project files.

  • Core, as Compliance
  • Service and Projects
  • Quoting and Invoicing
  • Stock & Purchasing
  • Appointment Texts, Outlook Correspondence and two-way Xero
Book a demo
Rail only / a fourth way in

Just the hours, for rail subcontractors

Safety Critical Hours, the HSE Fatigue and Risk Index, Sentinel sponsorship, timesheets and the training matrix — and nothing else. No jobs, quotes or invoices, and no paying for them. If the rest becomes useful later, it switches on and the hours come with you.

Rail only
Per company per month, up to 10 users
£119
£139 monthly rolling
  • Cheaper than Compliance with the rail add-on on top
  • Hours from Sentinel, timesheets or a week typed in at once
  • Fatigue scored on the HSE’s own model, with alerts and a weekly report
  • Sponsorship records, PPE issue and the sponsorship file as one PDF
Add-ons / on any plan

Rail, MCS, Gas Safe, HVAC, CompEx and automatic doors

Scheme and discipline memberships rather than trades. A firm either holds the registration or it does not, so none of the six is loaded into everybody’s bill. They price by the same band as the plans, on either term.

Rail
Safety Critical Hours, Sentinel, HSE fatigue index, RISQS CORS
£75
£88 monthly rolling
MCS installer QMS
Solar PV, battery, heat pumps — to Installer Operating Requirements 2.0
£75
£88 monthly rolling
Gas Safe
Domestic and commercial gas certificates, engineer register, CP12 reminders
£75
£88 monthly rolling
HVAC & F-Gas
Refrigerant register, leak-check intervals by CO₂e band
£49
£58 monthly rolling
CompEx & hazardous areas
Ex equipment register, BS EN 60079-17 inspections, DSEAR records
£49
£58 monthly rolling
Automatic doors & gates
Door register by site, install, commissioning and service certificates, annual visits raised
£49
£58 monthly rolling
MCS and HVAC together — the M&E bundle £99
saves £25 a month
  • Rail — Safety Critical Hours register, four feeds reconciled into one
  • Rail — Sentinel import, the HSE Fatigue and Risk Index per turn, and bookings blocked over the limits
  • MCS — the scheme gates enforced, from customer commitment to the certificate within 30 days
  • MCS — competence, subcontractor, product and controlled-document registers
  • HVAC — CO₂e worked out from the charge and the GWP, not guessed from the kilograms
  • HVAC — the mandatory re-test within one month of a leak repair, diarised
  • Gas Safe — engineers who cannot sign outside their ACS, and CP12s that book their own re-visit
  • CompEx — equipment checked against the zone, gas group and T-class before it is signed off
  • Doors — every door on a site with its service date, and the next visit raised without a diary

What the same ground costs elsewhere

A per-user field service system plus a separate H&S platform, at their published list prices in September 2026. For scale, not a feature-for-feature claim.

Squareaway Combined, up to 10 users£299
Field service, per user£450
H&S and RAMS platform£275
Difference over a year£5,112

Terms, before you ask

  • 14-day trial with your own data in it.
  • Monthly rolling, cancel any month. Or a 12-month term for about 15 % less.
  • No setup fee, no onboarding fee, no minimum seats.
  • Change plan any month; the band follows your headcount.
  • One price change a year at most, with 90 days' notice.
  • Over 60 users, or a group of companies — talk to us.
Who it is for / trades that have to prove it

Written for the trades it was written in.

01

M&E and electrical contractors

EICs, EICRs and minor works with the Zs maths in the form. Fire alarm, emergency lighting and AOV certificates to their own standards. Quotes with options, applications for payment with retention and CIS, and invoices and payments syncing with Xero. Written for electrical contractors, or for M&E.

What changes first

Certificates stop being an evening job in Word, and the O&M manual is built from the job rather than reconstructed a fortnight later.

02

Fire & security

BS 5839-1 design, installation, commissioning, acceptance, modification and servicing. Intruder, CCTV and access control to BS EN 50131 and 62676. Six-monthly visits that book themselves.

What changes first

Every service visit issues a certificate and books the next one. Nothing drops out of the cycle because it was never diarised.

03

Rail contractors

Safety Critical Hours against the NR/L2/OHS/003 limits, fed by Sentinel turns, timesheets and shift reports. The HSE Fatigue and Risk Index scored automatically for every turn worked and planned, exceedances, close calls and RISQS CORS preparation. The rail add-on in detail.

Why it matters

Nothing on the market prepares a RISQS audit, and the hours register is what costs a sponsor their approval when it is wrong.

04

Renewables & EV

MCS installer QMS with the scheme gates enforced, from customer commitment to the certificate within 30 days. Solar PV and EV charging manuals with the shutdown procedure the fire service asks for. MCS is an add-on rather than part of a plan — see the M&E page.

What changes first

An MCS assessment stops being a scramble. The registers the scheme wants are already there.

05

Air conditioning & refrigeration

F-Gas leak checks scheduled by CO₂e rather than by the weight of the charge, the mandatory re-test within a month of a repair, cylinder reconciliation and engineer categories. Written for HVAC contractors.

What changes first

You stop working out which systems are due from a spreadsheet, and the ones that sit outside the regime say so rather than silently never appearing.

06

Gas, plumbing & heating

Domestic and commercial gas certificates with the engineer's Gas Safe number and ACS categories on them, an appliance register per property, and the next CP12 raised as a job before it falls due. Written for Gas Safe registered firms.

What changes first

Nobody signs a certificate they are not registered for, and no landlord certificate runs out because it was in somebody's diary rather than the system.

07

Anyone with an accreditation to keep

ISO 9001, 14001 and 45001. CHAS, SafeContractor, Constructionline, REFCOM, NICEIC, Gas Safe, MCS. Calibration, training, talks, RAMS and KPI evidence recorded as the work happens, CDM duties tracked per project, and documents signed and filed rather than printed and lost.

What changes first

The renewal you forgot emails you six weeks out, instead of an assessor finding it.

Straight answers / what we are not

Three things worth saying before you buy.

Built by a contractor, not a software company

Squareaway runs the business it was built in. That is why the certificates are right. It also means we are new, with no customer logos to show you yet — take the demo and judge the product.

Your data is yours, and kept separate

Each company's data is isolated at the database level, not by a filter in the application. Export everything, any time, in a format you can read. If you leave, you leave with it.

What it does not do

Jobs are scheduled by location and put in route order, but there is no live GPS tracking of vans and no minute-by-minute optimiser. If fleet telematics is what you are buying, we are the wrong fit — and we would rather say so now.

FAQ / asked most

Questions people actually ask.

How much is it?

From £149 a month for the whole company on a 12-month term, which is the Compliance plan for up to ten users. Combined is £299. The band is the only thing that changes the price, and every user is included.

Is rail included?

No. Rail is an add-on to any plan, from £75 a month — it carries the Safety Critical Hours register, Sentinel sponsorship and the HSE Fatigue and Risk Index. If the hours are the only part you want, there is a Rail-only plan from £119 a month instead. Add-ons also cover Gas Safe, the CompEx and hazardous-area register, automatic doors and gates, the MCS installer QMS and the HVAC and F-Gas register. All six are scheme or discipline memberships rather than trades — a firm either holds the registration or it does not — so none of them is loaded onto everybody's bill. They price by the same band as the plans. See the rail page.

Can I buy just the certificates?

Not on their own — Compliance is the smallest plan, and it includes certificates, O&M manuals, RAMS, COSHH, toolbox talks, timesheets and the whole core for £149. That is usually less than firms expect a certificates tool alone to cost.

Do you really not charge per user?

No. The band covers the whole company — office, engineers, apprentices. Client and subcontractor portal logins do not count at all. Per-user licensing punishes you for growing, and every contractor we have spoken to has trimmed licences to save money and then lost the record.

Am I locked in?

Monthly rolling means you can leave at the end of any month. The 12-month term is about 15 % cheaper if you would rather commit. No 36-month contract, no minimum seats, no onboarding fee.

Will it work with no signal?

Yes. Certificates, job cards, photos and signatures are filled in offline and upload when there is signal. Plant rooms, basements and risers were the reason it was built that way.

Can I move my data from simPRO, Joblogic or Uptick?

We have done it. A full simPRO migration — jobs, invoices with their payments, purchase orders, timesheets and every quote — was imported for the contractor Squareaway was built in, with the reference numbers carrying on from where simPRO stopped rather than restarting at 0001. Clients, sites, site assets and suppliers import from a spreadsheet export, which any system will give you. Beyond that it depends on what your provider releases — tell us what you can get out and we will say honestly what will come across.

Does it do permits to work?

Yes, inside the Compliance plan. Fourteen types covering electrical permits, sanctions for test, limitation of access, isolations and live working, plus hot work, confined spaces, work at height, digging and lifting. Only someone you have appointed can issue one, the system refuses a sanction for test while a permit to work is live on the same equipment, and every permit is filed against the job or project with the rest of its paperwork.

Can people sign documents in it?

Yes. Any PDF — a staff handbook, a work order, a variation, a subcontractor's agreement — plus quotes and toolbox talks, sent for signature in turn or to everyone at once. The boxes are placed beside each name for you, people sign from an email link on a phone, and the finished document comes back with a completion certificate listing who signed, when, from what address, and a fingerprint of the original.

Does it handle CDM 2015?

Yes, on projects and on any job you tick as construction work. It records which duties you hold, works out person-days and whether the job is notifiable from the bookings you have already made, builds the construction phase plan and the health and safety file, chases pre-construction information, and turns your site induction into a presentation people sign on arrival.

Does it work with Xero?

Both ways. Invoices and credit notes go out, payments and contacts come back, and purchase orders go through as bills, with CIS and the domestic reverse charge handled. Timesheets come out as a pay run to key into Xero Payroll, which has no hours import of its own.

Is there a phone app?

Yes, for engineers — iOS and Android, installable, working offline, with Face ID or a fingerprint to unlock, the native camera and a push when a job is booked or moved. It is deliberately smaller than the website: jobs and visits, certificates and RAMS, van and timesheets, and H&S reporting. Managers run the business from the website.

Does it produce evidence for ISO and RISQS audits?

It produces the records, dated and attributed, and reports over them. An ISO 45001 assessor asking for toolbox talk attendance, competency or calibration gets a report rather than a folder hunt. Squareaway does not grant or replace any accreditation — that stays between you and the scheme.

Who signs the certificates?

The engineer who tested, and separately a qualified supervisor who takes responsibility. You nominate who is a QS and their scheme number. Approving from an email link requires them to be signed in as themselves, and where both are the same person the certificate records that honestly.

Book a demo / half an hour

Your own certificates on screen, not a scripted tour.

Tell us the trade and the size and we will go through the parts that matter to you. No sales sequence afterwards.

Or just email us

We use what you send to reply to you about Squareaway, and nothing else.