CAFM Features

Comprehensive tools and features designed to transform your facility management operations

An intuitive workflow that keeps tasks moving

Minimise errors and assumptions in the maintenance process, and save up to 9% on reactive maintenance budgets
Asset or Location Driven Work Order Creation, allowing users to create jobs for assets if known
Automated Escalation Process, allowing users to set an escalation level, which will automatically identify the appropriate contact within the contractor’s team and send an instant, detailed email notification.
Create custom query definition screens, and move beyond standard filters by allowing users to create and define their own unique work order lists and granular search criteria
Post-completion satisfaction surveys for qualitative feedback from end-users after a visit

Detailed contractor records and performance analysis

Set and review contractor KPIs such as response, first fix and system use, with an incentive credits process that allows for a repayment of a proportion of work order costs should the supplier fail to meet one of the key performance indicators
Clear contractor performance dashboard reports, with the ability for contractors to proactively monitor their own performance
Store pre-qualification documents such as insurance and risk assessment and method statements (RAMS), and restrict the assignment of jobs to contractors if these documents are missing or expired
Analyse site feedback on contractor customer service quality

Keep all stakeholders informed and updated

Customisable front dashboard providing individual users with role-specific views, and quick access the actions that matter most
Feature-rich within a simple, easy to use interface, requiring little to no training due to its intuitive nature
All job updates available to view in real time, keeping all stakeholders informed
Centralised access to site-specific manuals, floor plans, and health and safety files, ensuring end users have the information they need
Contractors can upload and view compliance certification directly in the system
Contractors can keep users informed with ETA updates and notes
Brandable to enhance the customer experience

Leverage high-quality data and trend analysis

Ensure compliance is at the forefront of your maintenance activity

Ensure compliance certificates are received before invoices can be submitted
24/7 transparency into the compliance levels of your entire estate
Streamlined Incident Management with RIDDOR reporting
Comprehensive, integrated asbestos records linked directly at the site level ensures a single, reliable source of truth
Configurable, dynamic Permit To Work (PTW) questionnaires, with the ability to prevent engineers starting work if health and safety requirements are not met
Automated verification of contractor competencies, including insurance certification
Protect your business from legal and insurance disputes with a robust digital audit trail

Elevate Standards & Visibility with Audits and Questionnaires

Work order lifecycle integration allowing questionnaires to be triggered at creation, start, or stop of the work order
Post-job verification & feedback to capture customer satisfaction, and collect immediate feedback on service quality
Use cases include workplace audits, health & safety checks, satisfaction surveys, specific contractor data collection, and the work order verification process
Complete questionnaires on the mobile app, allowing for audits on the go
Full offline support for audits in areas with limited connectivity, ensuring questionnaires can be completed without interruption
Associate questionnaires to scoring systems, with a reportable pass/fail outcome

An intuitive workflow that keeps tasks moving

Simple work order creation with intelligent fault definition, eliminating confusion with a built-in search engine
Automated work order assignment, ensuring jobs are routed to the responsible contractor by default
Real-time status tracking, allowing users to stay informed at a glance
Built-in duplicate work order checking as part of the creation process, saving time and preventing unnecessary call-out costs
Integrated building checks run during job creation, alerting the job creator to any scheduled events that may impact maintenance, ensuring costly disruptions are avoided
Link work orders together for increased clarity and to ensure maximum efficiency
Collaborate and communicate with ease with a built-in messaging function and email notifications

Increase reliability & decrease downtime

Replicate planned maintenance agreements with contractors, ensuring clear scopes and costs are defined
Automate PPM scheduling, with automatic work order creation reducing administrative burden
Dynamic date functionality automatically maintains compliance while reducing costs associated with late visits
Categorise and prioritise tasks by statutory, mandatory, and routine requirements, providing instant visibility of your legal compliance position
Collect compliance certification on planned job closure, with a restriction on invoicing until certificates are provided
Add specific task instructions and checklists to planned jobs, to ensure tasks are carried out or data is collected
Track and forecast spend based on PPM programmes using built-in budget and spend reports
Associate planned visits to assets to capture and report on asset spend
Create invoicing only-planned work orders for regular recurring charges where a physical visit is not required

Cut downtime and increase asset lifespan

Complete asset lifecycle tracking with life expectancy and depreciation values
Manage warranty and automatically route work orders to the warranty contractor to ensure cost savings
Record asset condition, and use built-in forward planning reports to define asset replacement strategies
See at a glance the work order history and costs against an asset, and make informed decisions regarding future spend
Store asset manuals, photos and other files directly against an asset
Full, auditable asset histories, including status and location changes and associated work orders

Clear Cost Control and Oversight

Bespoke authorisation rules to match organisational structures
Automated invoice validation against attendance times and contractor rates
Detailed spend to revenue and capital Budgets reports
Automated financial outputs for client finance systems
Populate financial periods to make financial reporting as accurate as possible
Create three-tiered hierarchy for capital budgets, and closely monitor
Improve accuracy with evolving accruals that transition from Average Order Values to calculated costs based on verified attendance, through to final invoice values.
Segregation of duty prevents the same user from creating a work order then adding and approving an associated invoice
Receive both single invoices, and consolidated invoices for the bulk invoicing of work orders

Work Orders, Assets and Authorisations on the go

Offline capability allowing users to work in areas without signal, and then sync all changes and updates when they have a working connection
Create, tag and update assets from the mobile app, reducing admin time
Innovative contractor check-in methods, including industry-leading bluetooth beacons, resulting in accurate contractor attendance times and expected work order costs
Ability to carry out audits, risk assessments and health & safety questionnaires on the go, and view asbestos records before starting work
Native applications available for iOS and Android, free from the app store