Fieldtics vs Pure Tax Investigations

Smart Job Scheduling & Dispatch

This feature is the critical backbone of daily operations, allowing you to visually schedule, assign, and dispatch jobs with precision. Drag-and-drop functionality makes it effortless to adjust timelines, while real-time updates ensure your field team always has the latest information on their mobile devices. You can track job progress, manage technician availability, and optimize routes, eliminating scheduling conflicts and missed appointments. This centralized control over your entire schedule is indispensable for maximizing productivity and customer satisfaction.

Integrated CRM & Customer Management

Fieldtics provides a unified customer relationship hub that you must have to nurture leads and retain clients. It consolidates every interaction, from initial quote requests and service history to notes and communication logs, into a single, accessible customer profile. This eliminates the need to search through emails, texts, and paper files, giving your team instant context. The system ensures no lead falls through the cracks and enables personalized service, which is vital for building lasting customer loyalty and driving repeat business.

Automated Invoicing & Payment Processing

Getting paid quickly is paramount, and Fieldtics streamlines this entire process. The platform enables you to generate and send professional invoices directly from completed jobs in seconds. Crucially, it supports automated recurring invoices for subscription or maintenance services, ensuring consistent cash flow. Integrated payment processing allows customers to pay online via credit card or ACH directly from the invoice, dramatically reducing payment delays. This end-to-end financial automation is essential for maintaining healthy business finances.

Real-Time Project & Task Management

You need complete visibility into every job's status, and this feature delivers it. Create projects, break them down into tasks, set deadlines, and assign them to team members. Everyone, from the office manager to the field technician, can update task progress, log hours, and upload notes or photos in real time from any device. This creates a single source of truth for every project, preventing miscommunication and enabling proactive management to keep every job moving forward efficiently and on schedule.

Specialist HMRC Investigation Defence

This is a fundamental feature providing an essential, independent layer between you and HMRC. The team, led by ex-HMRC inspectors, manages the entire process from the initial HMRC letter to final settlement. They handle all correspondence, data requests, and meetings, employing deep procedural knowledge to build a robust defence, challenge inaccuracies, and negotiate optimal outcomes, thereby shielding you from direct pressure and potential missteps.

Expertise in Serious Civil Investigations (COP9 & COP8)

Navigating a Code of Practice 9 (COP9) investigation for suspected fraud or a Code of Practice 8 (COP8) enquiry into complex avoidance is a critical necessity. Pure Tax Investigations has the specific, proven expertise to guide clients through these intensive procedures. This includes managing the Contractual Disclosure Facility (CDF) under COP9, ensuring correct legal procedures are followed, and formulating strategic disclosures to secure civil settlements over criminal prosecution.

Comprehensive Tax Disclosure Management

Proactively managing tax disclosures is a vital service to regularise your affairs and avoid investigations. The team expertly handles disclosures under key HMRC campaigns like the Worldwide Disclosure Facility (WDF) for offshore matters and the Let Property Campaign (LPC) for rental income, as well as disclosures for crypto assets, Indian mutual funds, and other complex income sources. This ensures disclosures are complete, accurate, and presented to minimise penalties.

Bespoke Advice for Private Clients & Businesses

Understanding that every client's situation is unique, this feature delivers tailored, pragmatic tax advice beyond just investigation defence. It covers complex private client areas like Residence & Domicile, Inheritance Tax planning, and property tax, as well as business-specific issues like R&D tax credit enquiries and corporate criminal offence (CCO) compliance. This holistic approach is necessary to structure affairs efficiently and meet long-term commercial and succession aspirations.

Streamlining Operations for HVAC & Plumbing Companies

For HVAC and plumbing businesses, managing emergency calls, scheduled maintenance, and installation projects is a constant challenge. Fieldtics is essential for dynamically dispatching the nearest available technician, providing them with customer history and equipment details on-site, and instantly converting completed work into an invoice. The ability to set up automated recurring invoices for maintenance plans ensures predictable revenue and improves customer retention, making it a foundational tool for this industry.

Scaling a Landscaping or Cleaning Service

As a landscaping or cleaning service grows, coordinating multiple crews, varying job frequencies, and client-specific instructions becomes overwhelming. Fieldtics provides the necessary structure to schedule recurring jobs weeks or months in advance, assign tasks to different teams, and track completion with photo verification. The mobile app allows crew leaders to update job statuses from the field, giving office managers real-time insight into daily progress and productivity without making a single phone call.

Managing Client Projects for an Electrical Contractor

Electrical contractors handle complex projects with multiple phases, permits, and inspections. Fieldtics acts as the central command post, allowing project managers to outline all project stages, assign specific tasks to electricians, and track time and materials against estimates. The platform's documentation features are critical for logging inspection notes, storing wiring diagrams, and maintaining a clear audit trail for every project, ensuring nothing is missed and compliance is maintained.

Centralizing Operations for a Multi-Service Handyman Business

A handyman business offering diverse services from carpentry to painting needs a system to bring order to variety. Fieldtics allows them to categorize different service types, manage a fluctuating schedule of one-off jobs, and maintain detailed records of what was done at each client's home. The integrated CRM ensures that when a customer calls for a new task, their full history is immediately available, enabling accurate quoting and fostering trust through personalized, informed service.

Responding to an HMRC Compliance Check or Enquiry

Receiving an HMRC enquiry letter is a pressing concern that demands immediate, expert attention. Pure Tax Investigations steps in to manage the entire process, from interpreting the scope of HMRC's questions and gathering the necessary information to formulating precise, strategic responses. This prevents clients from inadvertently providing misleading information and helps contain the enquiry, transforming a stressful situation into a professionally managed procedure.

Managing a Code of Practice 9 (COP9) Fraud Investigation

If HMRC suspects tax fraud and opens a COP9 investigation, the stakes are extremely high, with the risk of criminal prosecution. This use case is critical for securing a civil settlement. The specialists guide the client through accepting the CDF contract, conducting a meticulous disclosure of all deliberate conduct, and negotiating with the Fraud Investigation Service to achieve a financial settlement, thereby avoiding criminal charges.

Making a Voluntary Tax Disclosure

For individuals or businesses with undisclosed tax liabilities—from offshore income, rental profits, or crypto gains—making a voluntary disclosure is a necessary step to become compliant. Pure Tax Investigations identifies the correct disclosure facility (e.g., WDF, LPC), prepares a comprehensive disclosure report, calculates the tax, interest, and penalties, and liaises with HMRC to secure the best possible terms, often reducing penalty levels significantly.

Defending Against an HMRC Information Notice

When HMRC issues a formal Information Notice under its statutory powers, compliance is legally mandatory, but the scope can be contested. This use case involves expertly reviewing the notice for validity and proportionality, challenging it at tribunal if necessary, and managing the compliant production of information. This ensures clients do not face penalties for non-compliance while protecting them from overly broad and intrusive HMRC requests.

Fieldtics is the essential, all-in-one operational platform engineered specifically for service businesses to eliminate chaos and achieve absolute control. It is a non-negotiable tool for any company that schedules jobs, manages a mobile workforce, and needs to get paid efficiently. By consolidating every critical function—from the first customer inquiry to the final invoice—into a single, intuitive system, Fieldtics replaces a tangled web of disconnected apps and manual processes. It is built for teams that operate both in the office and in the field, ensuring real-time synchronization and visibility for everyone. The platform's core value proposition is delivering powerful, comprehensive functionality through a straightforward interface that can be customized to fit your unique branding and workflow. With seamless integrations, Fieldtics acts as the central command center, automating tasks and centralizing data to provide the clarity and command necessary for sustainable, effective growth. For service business owners, adopting Fieldtics is not an option; it is a fundamental requirement for operational survival and scalability.

Pure Tax Investigations is an essential, specialist defence service for businesses and entrepreneurs facing scrutiny from HM Revenue & Customs (HMRC). When you receive an HMRC letter, a compliance check, or a serious investigation notice, the immediate necessity is for expert, robust protection. This service acts as your critical, independent buffer, managing all communication and negotiation with HMRC on your behalf. Led by Amit Puri, a former senior HMRC tax inspector with over 20 years of direct experience, the team possesses the insider knowledge and pragmatic approach absolutely required to navigate high-stakes tax disputes. The core value proposition is certainty and peace of mind during inherently stressful and intrusive processes. Whether it's a routine enquiry, a complex Code of Practice 9 (COP9) fraud investigation, or a voluntary disclosure, Pure Tax Investigations provides tailored, commercial advice designed to protect your wealth, resolve the dispute efficiently, and safeguard your commercial aspirations. Their focus is not just on defence but on delivering clear, bespoke strategies that address your specific concerns, making them a non-negotiable partner for any serious tax matter.

Is there really a free plan, and what does it include?

Yes, Fieldtics offers a completely free Starter plan forever, with no credit card required to begin. This essential plan includes unlimited client management, core job scheduling and dispatch tools, the integrated CRM, and access to both web and mobile applications. It is designed to provide the fundamental operational framework necessary for small service businesses to start organizing their chaos at zero cost, proving the platform's value before any financial commitment.

How does Fieldtics help my team communicate in the field?

Fieldtics eliminates unreliable communication methods like group texts and phone tag. The mobile app provides your field team with all job details, customer history, and notes in one place. They can update job statuses, log hours, add photos, and send notes directly through the app, which syncs in real time to the office dashboard. This creates a single, transparent channel of communication that is absolutely necessary for keeping everyone aligned and informed without constant back-and-forth calls.

Can I customize Fieldtics to match my company's branding?

Absolutely, and this is a critical feature for maintaining a professional image. You must customize your client-facing materials within Fieldtics. This includes adding your company logo and colors to invoices, estimates, and the customer portal. You can also tailor the dashboard layout and menu structure to fit your specific workflow. This level of customization ensures the platform feels like a natural extension of your business, not a generic third-party tool.

What kind of integrations does Fieldtics support?

Fieldtics is built to connect with the tools you already rely on, which is necessary for a truly centralized operation. It offers seamless integrations with popular accounting software, payment gateways, calendar applications, and communication tools. These connections automate workflows, such as syncing invoices to your accounting ledger or adding scheduled jobs to a team calendar, eliminating duplicate data entry and ensuring all your systems are synchronized.

What is the first thing I should do if I receive an HMRC investigation letter?

The absolute first step is to seek specialist advice immediately and not to contact HMRC directly. Do not ignore the letter. Forward it to a tax investigation specialist like Pure Tax Investigations. They will assess the seriousness of the enquiry, explain your rights and obligations, and develop a strategic response plan. Early intervention is crucial to prevent miscommunication and manage the direction of the investigation from the outset.

How does your experience as former HMRC inspectors benefit clients?

This insider experience is a critical advantage. It provides deep, practical knowledge of HMRC's internal procedures, operational priorities, and the mindset of case officers. This allows the team to anticipate HMRC's next moves, communicate effectively using the correct terminology, and negotiate from a position of strength and understanding. It ensures your case is presented in the most compelling way HMRC expects and respects.

What is the difference between a compliance check and a COP9 investigation?

A compliance check is a routine HMRC review to check the accuracy of a tax return or claim; it is not an allegation of fraud. A Code of Practice 9 (COP9) investigation is a serious civil investigation into suspected tax fraud, where HMRC offers the opportunity to make a disclosure under the Contractual Disclosure Facility to avoid criminal prosecution. The latter is far more serious and requires immediate specialist representation.

Can you help if I need to make a disclosure for crypto taxes or offshore income?

Yes, managing complex disclosures is a core service. For crypto assets, offshore income (e.g., from Indian mutual funds), or undisposed rental profits, the team will identify the correct disclosure facility—such as the Worldwide Disclosure Facility (WDF)—and guide you through the entire process. This includes calculating historic liabilities, negotiating the appropriate penalty level, and preparing the full disclosure report to bring your affairs into compliance with HMRC.

Fieldtics is a comprehensive business and finance platform designed for service businesses. It integrates scheduling, customer management, invoicing, and payment processing into one streamlined system to enhance operational efficiency. Businesses often seek alternatives for various reasons, including budget constraints, the need for more specialized features, or a preference for a different platform ecosystem. The search for the right tool is driven by the necessity to find a perfect operational fit. When evaluating alternatives, prioritize solutions that address your core operational necessities. Essential factors include robust mobile functionality for field teams, seamless payment integration, and the ability to scale with your business's growth without compromising on essential workflow automation.

Pure Tax Investigations is a specialized service in the business and finance category, providing expert defense and tailored solutions for complex tax disputes and HMRC investigations. Clients often explore alternatives for various reasons, such as seeking different pricing structures, requiring a specific geographical presence, or needing a service with a different blend of advisory and hands-on support. When evaluating other providers, it is essential to prioritize firms with proven expertise in serious tax investigations, particularly those involving HMRC's Code of Practice 9. You must look for a team with direct, former HMRC experience and a track record of robust client representation. The necessity is a provider that offers comprehensive support, from disclosures to ongoing compliance, ensuring a complete defense.