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Field service & compliance software

Grow the work,
not the office.

Built for companies that deliver compliance and field services. Quotes, jobs, engineers, certificates and invoices in one system, so you can take on more contracts without adding admin.

J&D Water Consultants freed up two full-time roles' worth of workload
Show me what matters to
Sales forecast Illustrative data
Jobs by planning date
Engineer's visit on the app
Planning map
Open service requests
Engineer's visit list
HVAC service report
Fire-door maintenance history
Outlet temperatures on site
Invoicing by month Illustrative data
Quotes won Illustrative data
Opportunity on the move

ISO 27001UK hosting

Security and integration at a glance

  • Hosted on Amazon Web Services
  • UK customers' data in the UK
  • AES-256 encryption at rest
  • TLS 1.2+ in transit
  • Multi-factor authentication
  • Daily backups, tested restores
  • Data processing agreement
  • API and MCP server

XeroSageQuickBooksExchequerGoogle WorkspaceMicrosoft 365

Read our trust and security page
Site overview
Asset tasks in the past year
Engineer's service record

Real Collabit screens with example records. Financial figures are illustrative.

NHS Primary Water Group Laing O'Rourke J&D Water Consultants AquaChem M&C Saatchi Group IIJ adi Electrical Nijhuis Saur Industries OCS HSL Compliance Morrisons
How we look after your data

How it works

From first enquiry to paid invoice. One connected job.

  1. 1. Capture the enquiry

    Customer, site and requirement together from the first call.

  2. 2. Turn the quote into jobs

    Accepted quotes become one-off or recurring jobs, without re-keying.

  3. 3. Plan the right engineer

    By skills, location and availability, around your clients' dates.

  4. 4. Complete it on site

    Forms and asset history on the phone. Readings, photos, parts used and signatures captured.

  5. 5. Report and invoice

    The report goes to your client and the invoice comes from the same record.

Moving to Collabit

Switching is easier than you think.

Coming from Joblogic, Simpro, spreadsheets or paper? Our own team plans the move with you, brings your records across and trains every team on the work it does. We plan it around your current contract’s renewal date.

  1. We map and set upYour workflows, forms, job types and permissions.
  2. We bring your data acrossCustomers, sites, assets and open work, checked with you.
  3. We train every teamOffice, planners and engineers, on their own work.
See how switching works

“Within a matter of weeks everyone was comfortable using it.”

Moulton College
Spreadsheets, paper records, email and your current system brought together into Collabit Spreadsheets Paper & PDFs Email & inboxes Current system

Customer results

Results from teams like yours.

Work out your own savings
  • Thames Air & Water Tech

    Water and air compliance

    2 days report turnaround, down from 4–5

    “Collabit is a one-stop shop for total facilities compliance.”

    Nick MillsDirector, Thames Air & Water Tech

    Read the story
  • Primary Water Group

    Water hygiene

    375+ hours a year saved on quotation admin

    “Collabit saves us 15 minutes per quotation, we provide an estimated 1500 quotations per year.”

    Ray DaviesTechnical Manager, Primary Water Group

    Read the story
  • AquaChem

    Water treatment, Ireland

    20+ hours of admin saved every week

    “Collabit saves our team at least 20 hours per week across admin, operations, and reporting.”

    Shane NeylonCEO, AquaChem

    Read the story
  • J&D Water Consultants

    Water hygiene

    2 roles of full-time workload freed up

    “We have saved so much time, it has freed up 2 full time employees.”

    Lynnette HardingGeneral Manager, J&D Water Consultants

    Read the story
  • Laing O'Rourke

    Construction

    “The system records evidence when out in the field which is then uploaded into professional reports which are automatically stored and easy to find when needed.”

    Matt PhillipsCommissioning Manager, Laing O'Rourke

    Read the story
  • East Anglian Air Ambulance

    Charity

    “We can see what’s coming up, what’s been done, and what needs booking in.”

    Rebecca BurroughsVisitor and Estates Coordinator, East Anglian Air Ambulance

    Read the story
  • Moulton College

    Education

    “It has enabled management and stakeholders to see the wider picture and respond to situations more rapidly.”

    Stuart BakerDirector of Estates & Facilities, Moulton College

    Read the story
  • NHS

    Healthcare estates

    Workflow projects for NHS Trusts, from systems that issue parking permits to staff to full asset maintenance solutions.

    Read the story

Free consultation

Talk to a specialist in your industry.

Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:

  • A specialist who knows your industry
  • Your own numbers reviewed
  • A plan for your workflows and compliance checks
  • How the move from your current system would work
  • A price for your team
  • A live demo using your kind of jobs
  1. Same working dayWe confirm your time by email.
  2. The consultationBy Teams, Zoom, Google Meet or phone.
  3. AfterwardsA written plan and price for your team.

No sales pressure, no charge and no obligation.

Just a quick question? Send us a message.

“The patience from the Collabit team made a huge difference.”

Rebecca Burroughs, Visitor and Estates Coordinator, East Anglian Air Ambulance
Pick a time that suits you

UK time. We confirm your slot by email the same working day, or suggest the nearest free one.

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    Find your industry

    Each solution page shows the workflow, forms and reports for that kind of work.