Platform Features

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
  • Unified relationship timeline — calls, emails, jobs, quotes, invoices, certificates
In practice

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.

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.

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

Team Availability

Week of 15 Jun · advisory & planning, not payroll

2
On leave
1
Off sick
1
TOIL booked
This week
DMDave MitchellAvailable
PSPriya ShahAnnual leave
TRTom RourkeOff sick
CNCarla NguyenTOIL (Fri)
96%
Availability
412
Bradford score
CSV
One-click 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.

Certification

Branded A4 PDF certificates generated automatically from completed job data and stored against the asset.

  • Branded templates
  • Your own NICEIC, Gas Safe and trade accreditation numbers printed on every certificate
  • Auto-generated from job data
  • Stored against the asset, exportable anywhere
In practice

A LOLER inspector issues 30 branded certificates in a morning without opening Word once.

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 Assistance

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.

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.

Powered by Google Gemini via the Replit AI Integrations proxy. Your data is processed under the proxy's enterprise terms and is not used to train Google's foundation models.

Ready to replace spreadsheets, paper certificates and disconnected systems?

See how Curcle connects your jobs, engineers, compliance and invoicing in one platform.

  • No long contracts
  • Free data migration
  • UK-based support
  • Everything included