Procuring a CAFM system for the first time
This playbook provides guidance for successful CAFM procurement.
Track condition, location, value and lifecycle of assets with a structured, standardised approach.
Stay in control of the day-to-day running of your buildings and services.
Keep track of all the land, buildings, leases and agreements you’re responsible for.
Plan, track and deliver estates and property projects on time and on budget.
Manage and improve how your buildings and spaces are used intelligently.
Ensure every task, inspection and audit is tracked, evidenced and aligned with your duty of care.
Make sure that any high-risk or routine work is done safely and properly approved before it starts.
Remove the admin nightmare and makes PAM easy to manage and add real value to your Trust.
Put field data collection in your pocket. Capture everything on the go: online or offline.
Take control of your key issuance digitally, giving you full control, reducing risk and saving time.
Transform operational noise into strategic insight and clarity.
Make it easy for teams to book and manage shared resources across your estate.
Ensure every high-risk task is approved, recorded, and controlled before work begin, so no job starts without the right safety checks in place.
Create, sign, and manage permits digitally, linked to jobs, assets and locations, so you can easily store, track and access everything when you need it.
Use expert-reviewed permit templates for hot works, confined spaces and more. Customise safety rules to fit your site and maintain full compliance.
Connect RAMS, supplier records, and compliance workflows in one seamless system, so every team stays aligned and every action stays visible in real time.
We are pleased to see the innovation coming out of Concerto … keep up the great work!
Create, approve and issue permits directly within workflows linked to jobs, assets and locations ensuring every step is followed, recorded and visible in real time.
Access peer-reviewed, best-in-class permit templates designed around industry regulations and real-world practices. Tailor permit types, safety criteria, and approval paths to fit your specific sites.
Choose a standalone Permit to Work system or a fully integrated solution that fits your needs. Use it independently or connect it seamlessly to jobs, assets, compliance workflows, and contractor activities within a complete IWMS platform.
Audit-ready logs & version control - Competency & authorisation checks - Confined space, hot works & LOTO compliance - Contractor induction workflows - Digital signatures & time-bound approvals - Linked asset & location risk data - Mandatory RAMS upload & sign-off - Permit monitoring dashboards - Risk-based permit types - Safety conditions & PPE requirements - Safety sign-off & escalation paths
Audit trails & workflow history - Automated routing & approvals - CDM-aligned workflows - Configurable permit templates - Digital sign-off & time-bound activation - Integrated RAMS & documentation upload - Isolation point & lockout tagging - Linked tasks, job sheets & asset integration - Real-time tracking & notifications - Role-based access, actions & escalation - Safety-critical task sequencing
Audit trail of accreditation status - Automated alerts for expired accreditations & verifications - Integrated RAMS & insurance checks - Live SafeContractor validation - Real-time contractor compliance monitoring - Risk-based access control - Seamless contractor matching - Time-saving, risk-reducing automation
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This playbook provides guidance for successful CAFM procurement.
This playbook explores using your FM provider's CAFM, over your own.
Concerto partners with the NHS to create modules that work for the NHS.
Concerto's CAFM software brings all core facilities management functions into a single, powerful platform, helping teams streamline operations, improve visibility, and stay compliant. One of its core strengths is asset management. You can track the condition, history, location, and cost of assets across your estate, schedule maintenance, and set warranty alerts. Barcode scanning allows for quick asset verification, helping field teams work more efficiently.
Maintenance management is equally robust. Concerto enables you to automate planned preventative maintenance (PPM), log reactive jobs via a central helpdesk or mobile device, and assign tasks based on location, contractor availability, or skillset. Engineers can update and close tasks on-site, ensuring real-time visibility and accurate record-keeping.
Compliance is easier to manage within Concerto. You can schedule inspections, manage all associated documentation, receive alerts for expiring certificates or overdue checks, and maintain clear audit trails and dashboards to demonstrate compliance readiness.
Project management features allow you to plan and monitor budgets, timelines, risks, and dependencies. Projects can be linked to specific assets and buildings, and you can track spend and progress from start to finish in a central location.
Concerto also supports space and occupancy optimisation. You can use CAD-based floor plans to visualise layouts, book desks and meeting rooms, monitor actual usage, and plan for future changes more effectively.
Supplier and contractor management is built in. Concerto lets you onboard and track approved contractors, monitor SLAs and accreditations, and keep safety documentation up to date. Contractor portals make it easy to receive job updates and document uploads, while all files are stored in a central, searchable location.
Document management is a core feature. You can store, tag, and control access to O&M manuals, certificates, reports, and other files. Review dates, version control, and audit readiness features ensure everything is up to standard.
For service requests, Concerto provides a centralised helpdesk where users can log FM queries. Tasks can be prioritised, routed, and tracked, with status updates keeping requesters informed along the way.
Field teams benefit from mobile access. Engineers can view job details, upload updates, capture signatures and photos, and continue working even when offline, syncing data automatically once reconnected.
Concerto supports better decision-making through powerful reporting tools. Users can build custom dashboards based on their roles, track key performance indicators such as compliance status, costs, and downtime, and use heatmaps and charts to identify trends and opportunities for improvement.
Integration capabilities are another key feature. Concerto connects seamlessly with finance systems like Oracle and SAP, HR platforms, access control systems, IoT devices, and building management systems (BMS). It also supports Single Sign-On (SSO) for secure and simplified user access.
Finally, the system is fully customisable. You can set user roles and permissions, tailor dashboards by department, and adjust the language and terminology used across the platform to align with your organisation's internal structure.
Concerto takes a proactive, built-in approach to compliance and risk management. Unlike systems that treat compliance as an afterthought, Concerto integrates these tools directly into its core platform, allowing estates and facilities teams to stay ahead of regulations, reduce risk, and maintain complete oversight.
You can schedule recurring checks for everything from fire alarm testing and lift inspections to water hygiene and other critical tasks. These jobs can be linked to specific legislation, internal policies, or compliance frameworks, and then assigned to either in-house teams or external contractors. If any actions are missed or overdue, Concerto can automatically escalate them, ensuring that nothing falls through the cracks.
The platform includes built-in compliance libraries tailored to UK regulations, covering key areas such as fire safety, asbestos management, and legionella control. These libraries are sector-specific and can be adapted to align with your organisation's internal procedures. Each compliance task is supported by clear workflows and documentation requirements, so your team knows exactly what's needed at each stage.
Real-time dashboards give you a clear view of compliance across your entire estate. You can monitor performance by site, asset, or team, with traffic-light alerts highlighting missed deadlines, upcoming inspections, and areas of elevated risk. This visibility helps you take swift action and demonstrate compliance at any time.
Document management is fully integrated, allowing you to attach inspection reports and certificates directly to relevant tasks or assets. Access can be restricted to authorised users, and automated reminders help you stay on top of renewal dates. Every action is recorded, creating a complete audit trail that ensures you are always audit-ready.
Concerto also links compliance tasks directly to specific assets, rooms, or buildings. This is especially useful for large or complex estates such as those in healthcare or education, where different spaces may carry different requirements. The platform helps you maintain accurate records and meet your obligations with confidence.
Risk management is another core feature. You can create and maintain custom risk registers, assign scores to different types of risk, and track mitigation actions. Built-in tools support regular audits, assessments, and follow-ups, helping you stay on top of potential issues before they escalate.
If any non-compliance is identified, Concerto allows you to log the issue, assign corrective actions, and upload supporting evidence such as photos or documents. The full history of each incident is stored for future reference, ensuring transparency and accountability.
For teams working on-site, the mobile app makes it easy to complete inspections, capture notes and signatures, and upload images in real time. The offline mode ensures that work can continue uninterrupted in areas with limited connectivity, syncing automatically once the device is back online.
You can also build custom workflows to suit your organisation's specific needs. Whether you're managing permit-to-work processes, incident reporting, or staff training records, Concerto enables you to align these workflows with your internal rules and reporting structures.
When it's time to report to the board or auditors, Concerto makes it easy to generate detailed reports with all supporting evidence included. You can highlight key compliance KPIs such as pass rates, response times, and overall compliance percentages. Performance can be benchmarked across sites, regions, or suppliers, helping you continuously improve and demonstrate control over compliance and risk.
Yes, Concerto offers full mobile access designed for real-world facilities management. The system is available through mobile browsers and dedicated iOS and Android apps, with offline functionality supported by Mobiess. This makes it ideal for teams working on sites with poor or unreliable connectivity. Field staff can receive and update work orders in real time, logging time spent, parts used, and photos of completed tasks directly from their device. Jobs can be marked as complete on the spot, helping to streamline workflows and keep records accurate.
Mobile access also includes asset look-up functionality. Engineers can scan barcodes or QR codes to instantly view an asset's full service and compliance history, log new issues, or schedule follow-up work. For compliance checks and inspections, the app enables users to complete forms, upload photos, notes, and signatures, and capture geo-tagged, time-stamped results that support audit readiness.
Permits and safety documentation are also accessible on mobile. Users can request or issue permits to work, view risk assessments, and log incidents or near-misses directly from the field. Supporting documents and images can be uploaded and attached to jobs or assets, along with any relevant notes or information.
Concerto's mobile system sends push notifications for new tasks, alerts for overdue inspections, and reminders for routine checks or permit deadlines. Live dashboards allow users to view KPIs, task summaries, and contractor performance data, making it easy to make informed decisions without returning to the office.
Even in areas with no signal, field teams can continue working using offline mode. Tasks and data are stored locally and sync automatically when the device reconnects. All mobile access is protected with role-based controls, multi-factor authentication, and encrypted UK-based data hosting, ensuring secure and compliant usage across your team.