Frequently asked questions

What is Concerto, and how does it differ from other IWMS/CAFM platforms?
Concerto is an all-in-one platform for managing property, facilities and assets. It brings everything into one place. From maintenance and compliance tracking to room bookings and project planning. Whether you're responsible for a single building or a nationwide estate, Concerto helps you stay organised, efficient and informed. It’s web-based, works on mobile and is built to support day-to-day tasks as well as long-term strategic decisions. You’ll get real-time insight into your assets and operations, so you can respond quickly, plan ahead and stay compliant.

What is Concerto, and how does it differ from other IWMS/CAFM platforms?

Concerto is a fully integrated platform that combines a range of powerful tools to eliminate the need for multiple systems or complicated workarounds. Its modular design lets you start with the features you need now and easily expand as your organisation grows. Whether you are tracking maintenance requests or managing capital projects, everything is connected within one system, providing a clear and comprehensive overview at every level.

What makes Concerto stand out is its smart asset tracking, which uses barcodes and scheduled servicing to monitor and verify assets. It offers strong project and budget control tools to plan and deliver projects efficiently, including cost tracking, resource planning, and live reporting. The platform also includes user-friendly room and desk booking features to optimise space usage. Maintenance is streamlined through a helpdesk that logs and tracks issues, sending automatic alerts to keep everyone informed. Concerto supports compliance by managing inspections, certifications, and regulatory tasks all in one place. Finally, it provides clear insights through dashboards and tailored reports that help guide decisions and improve performance.

Trusted by a wide range of public and private sector clients, from local councils and NHS trusts to major retailers, banks, and universities, Concerto is mobile-friendly, highly configurable, and supported by Bellrock's extensive expertise in property and compliance management.

How does Concerto support facilities management?
Developed by Bellrock, Concerto is a powerful, user-friendly platform that brings all your FM activities into one place. From logging maintenance jobs and tracking assets, to managing contractors and monitoring compliance. It helps you stay in control and make informed decisions. All from your desktop or mobile.

How does Concerto support facilities management?

Concerto supports facilities management by giving FM teams the tools they need to work efficiently, stay compliant, and make data-driven decisions across their estate. With Concerto, planned preventative maintenance (PPM) and reactive jobs can be scheduled and managed in one place. Issues are logged via a central helpdesk, tasks are assigned with ease, and field teams can update job statuses in real time using the mobile app, complete with notes, photos and timestamps.

Asset management is fully integrated, allowing teams to monitor asset locations, condition, service history, and warranty status. This visibility helps reduce equipment downtime and extend asset lifespan through smarter maintenance planning. Compliance is easier to manage too, with automated alerts and dashboards that highlight upcoming inspections or overdue tasks across key areas such as fire safety, legionella, and electrical compliance.

Concerto also supports space and desk management through visual floor plans and usage reports. Facilities teams can see how space is really being used, enable desk and room bookings, and support hybrid working models while reducing waste. For contractor and supplier oversight, Concerto maintains a live list of approved partners, tracks performance, and allows contractors to update jobs directly via a self-service portal.

FM budgets are easier to control with Concerto's financial tracking and reporting tools. You can monitor spend across maintenance, projects, and capital works, then use built-in reports to spot trends and identify cost-saving opportunities. Sustainability goals are supported through tools that track energy usage, waste outputs, carbon footprint, and KPIs needed for certifications such as ISO 14001.

Powerful reporting features like real-time dashboards, heatmaps, and custom reports make it easy to analyse performance across multiple sites, assets, or teams. Everything can be accessed from anywhere, even in offline mode, ensuring field teams can work effectively from remote locations. And because Concerto is built to scale, it can support estates of any size and integrate with existing systems such as BMS, finance software, HR platforms, and IoT devices.

Can Concerto be customised to fit our organisation's needs?
Concerto comes pre-configured with our best-in-class, end-to-end processes and proven data taxonomies, giving you a ready-made foundation built on industry expertise. From day one, you benefit from a system that is already set up to drive efficiency and compliance. While much of what you need is built in, Concerto can also be tailored to reflect your organisation’s specific processes, structure, terminology and reporting needs. Whether it is who sees what, how tasks are tracked, or how data is reported, our flexible configuration ensures the system works the way you need without coding or complex workarounds.

Can Concerto be customised to fit our organisation's needs?

Yes, Concerto is highly customisable and designed to adapt to the unique needs of your organisation. Whether you're managing a small team or a complex estate, Concerto can scale and flex to match your workflows, data requirements, and internal processes.

You can create custom workflows for tasks like maintenance approvals, contractor vetting, asset updates, and compliance checks, ensuring your team follows consistent, step-by-step processes. The system also allows you to tailor forms and fields, so you can control exactly what data is captured. Fields can be renamed, dropdown menus configured, and form layouts adjusted by asset or building type.

Access control is role-based, which means users only see what's relevant to them. You can set permissions by user group, customise dashboards for different departments, and restrict access to modules or data by site. Every user also gets a personal dashboard where they can add widgets, track key metrics, and filter information by site, date, or task status.

Reporting is fully customisable as well. You can build reports to suit audits, operational reviews, or board meetings, then export them in Excel, PDF or CSV formats. Automated scheduling makes it easy to deliver reports regularly without manual effort.

Concerto can also reflect your organisation's branding and terminology. You can change field labels to match your internal language, apply your company logo and colours, and customise notifications and email templates to stay on brand.

Thanks to its modular design, you only need to use the features that are relevant to you. Start with core modules like asset and maintenance management, then add room bookings, compliance tracking, or project tools when you're ready. The system also offers mobile access and API functionality to support more advanced workflows.

Concerto integrates with a wide range of systems including ERP platforms, HR directories, building management systems (BMS), IoT devices, and energy monitoring tools. Our team supports secure, tailored integrations to ensure Concerto fits seamlessly into your existing technology environment.

What are the key features of Concerto's CAFM software?
Concerto is a powerful CAFM (Computer-Aided Facilities Management) system that helps you manage everything from assets and maintenance to compliance and contractors. All in one place. It’s designed for estates and FM teams that want better visibility, fewer admin headaches and full control over their operations.

What are the key features of Concerto's CAFM software?

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.

How does Concerto handle compliance and risk management?
Managing compliance is no longer just a box-ticking exercise. It’s a critical part of day-to-day operations. From fire safety to asbestos checks, the risks of getting it wrong are high. Missed inspections or expired certificates can lead to fines, shutdowns, or worse. Concerto brings everything together in one system. It helps you stay on top of statutory duties, monitor risk and act fast when something needs attention. Whether you're responsible for a school, hospital, retail estate or office portfolio, Concerto gives you visibility, control and peace of mind.

How does Concerto handle compliance and risk management?

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.

Is Concerto suitable for both public and private sector organisations?
Yes, Concerto is designed to work for both. Whether you're managing a council estate, a hospital trust, a university campus, or a national retail chain, Concerto adapts to how you operate. It’s trusted across the UK by local authorities, NHS Trusts, universities, retailers and corporate businesses alike. Why? Because it’s flexible, secure and highly configurable. Making it easy to meet compliance standards, control costs and improve day-to-day performance.

Is Concerto suitable for both public and private sector organisations?

Yes, Concerto is designed to work across both public and private sector organisations. It is sector-neutral in its foundation but highly sector-capable, meaning it can adapt to the specific structure, goals, and governance of any organisation. In the public sector, local authorities use Concerto to manage civic buildings, schools, housing, and public spaces while maintaining compliance with fire, asbestos, and water regulations. It supports clear reporting to citizens and elected members, and helps track spend and demonstrate return on investment. In education, Concerto helps estates teams in universities and colleges plan and track maintenance across campuses, optimise room usage and hybrid working, and ensure compliance in high-risk areas like labs and workshops. NHS and healthcare estates use the system to maintain critical infrastructure, meet regulatory standards, and comply with HTMs, CQC, and PAM requirements. It also helps manage contractors, inspection records, and support Green Plan targets. For emergency services, Concerto tracks stations, fleets, PPE, alarms, and vital equipment through scheduled checks and audit-ready records.

In the private sector, Concerto supports facilities management across large retail and multi-site estates, helping teams log and track jobs via mobile, manage refurbishments and fit-outs, and monitor contractor SLAs and costs. Commercial real estate firms use Concerto to oversee client sites and portfolios, manage leases and building records, track asset performance, and keep documents centralised for audits. Corporate office environments benefit from features that support hybrid working, desk bookings, space planning, carbon reporting, and global FM standardisation.

Concerto also meets trusted procurement and security standards, including ISO 9001, ISO 27001, Cyber Essentials, G-Cloud approval, and GDPR-compliant UK data hosting, giving teams across estates, procurement, and compliance peace of mind. As a widely used platform, it benefits from regular updates and shared improvements across sectors. Features designed for one industry, like NHS compliance tools or retail rollout features, often deliver value in others, such as education or local government. Concerto is a flexible, evolving platform backed by a broad and active user community.

Does Concerto offer mobile access?
Yes, Concerto is fully mobile-ready. Whether you're managing jobs on-site, logging compliance checks or reviewing asset data, Concerto gives you everything you need from your phone or tablet. It’s built for busy teams who are always on the move: engineers, contractors, project leads and site managers. With Concerto, they can access and update key information in real time, without needing to return to the office.

Does Concerto offer mobile access?

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.

How does Concerto integrate with existing systems?
Concerto has extensive experience delivering robust integrations with a wide variety of systems, including leading finance and ERP platforms such as Oracle, SAP, Unit4, Microsoft Dynamics, and Sage, as well as Energy Management/BMS solutions and other CAFM systems. Our expert team works closely with clients to fully design integrations that are resilient, secure, and tailored to their needs, providing a seamless user experience, saving time and money, and ensuring Concerto remains the single source of truth.

How does Concerto integrate with existing systems?

Concerto is a web-based, API-enabled platform designed for fast, secure, and future-proof integration with your existing business systems. It connects seamlessly with finance and ERP software such as Oracle, SAP, Unit4, Dynamics, and Sage, enabling automated invoicing, linked budgets, project cost tracking, and asset depreciation monitoring. HR and identity management tools like Workday, iTrent, Active Directory, and Okta can be synced to manage user access, automate onboarding and offboarding, and track staff training or compliance requirements. Concerto also integrates with building management and IoT systems, including Trend, Honeywell, Schneider, and smart meters, to trigger maintenance from sensor alerts, monitor energy performance, and support predictive maintenance strategies.

Access control systems such as Paxton, Salto, and Lenel can be linked to capture occupancy and entry data, streamline permit-to-work processes, and enhance security oversight. Document sharing platforms like SharePoint, OneDrive, and Teams are supported, allowing documents to be linked to jobs, assets, or projects while maintaining version history and access controls. GIS and mapping integrations with Esri ArcGIS and Google Maps enable interactive asset location viewing, job request mapping, and risk area visualisation, perfect for large or multi-site estates. Concerto also works with compliance and regulatory systems such as CQC, HSE, ISO tools, and government data portals, making it easy to export audit data, map KPIs to standards, and keep inspection-ready at all times.

By integrating all these systems, Concerto becomes your single source of truth, eliminating duplicate data, reducing system switching, and enabling faster decisions, fewer errors, better audit trails, and stronger cross-team collaboration. All integrations are SSL-encrypted, fully logged and monitored, GDPR-compliant, ISO 27001-certified, and role-based for controlled access, ensuring your data is both connected and secure.

What analytics capabilities does Concerto provide?
Concerto gives you much more than just reports. It helps you understand what’s really happening across your estate, in real time. Whether you’re tracking maintenance, managing compliance or planning budgets, Concerto turns data into insight. From personalised dashboards to live alerts, every part of the platform is built to help you monitor performance, spot trends and make informed decisions. It’s ideal for FM teams, compliance leads, finance officers and anyone responsible for making estates work better.

What analytics capabilities does Concerto provide?

Concerto offers powerful built-in analytics, combining real-time dashboards, visual reports, and forecasting tools to give estates and facilities teams a clear view of everything from daily operations to long-term capital planning. Custom dashboards are role-specific and easy to personalise, displaying live status updates and performance indicators. Users can drill down from a high-level portfolio view to detailed information on individual sites, jobs, or assets.

The platform supports KPI and SLA tracking, giving visibility into key metrics such as the percentage of planned preventative maintenance (PPM) tasks completed on time, average response and fix times, compliance pass rates, and cost per asset, site, or square metre. Visual reporting tools include charts, heatmaps, and trend views, and reports can be exported in Excel, PDF, or CSV formats. These can also be scheduled for automatic delivery to stakeholders or teams, reducing the need for manual reporting.

Concerto includes forecasting tools to help predict future maintenance costs, asset lifecycles, and contractor performance. This allows teams to monitor reliability, plan future staffing requirements, and manage budgets more effectively. Compliance analytics are built in, with live scorecards showing expired or overdue certifications, non-conformance trends, and how quickly corrective actions are being closed out.

Financial teams benefit from detailed insights into CapEx and OpEx, as well as comparisons of budgeted versus actual spend. Concerto can also integrate with ERP platforms like SAP, Oracle, and Unit4 for a seamless financial reporting workflow. Space and occupancy analytics help monitor how buildings, desks, and rooms are used, identify underutilised areas, and support hybrid working and sustainability initiatives.

Real-time alerts can be configured to flag missed SLAs, overdue tasks, or other important triggers. These alerts help keep teams informed and can automatically trigger actions or escalations without the need to manually check reports.

For organisations that use business intelligence platforms, Concerto integrates with tools like Power BI, Tableau, and Qlik. This makes it easy to combine facilities management insights with broader business data for more strategic decision-making.

Concerto's analytics capabilities are used by a wide range of roles. Facilities teams rely on them to stay on top of jobs, assets, and SLAs. Compliance leads use them to manage inspections and risk. Finance teams track spend and forecast costs. Executives make informed, data-driven decisions, and engineers and contractors use the data to prioritise their work based on real need and performance.

By replacing guesswork with reliable insight, Concerto helps teams work smarter, respond faster, and maintain clear audit trails. The result is better decision-making, real-time visibility, easier planning, and improved compliance across your estate.

How does Concerto support project management?
Concerto gives you full control over your property and facilities projects from start to finish. Whether it’s a refurbishment, new build or sustainability upgrade, you can plan, track and deliver it all in one place. Unlike standalone tools, Concerto links projects directly with assets, budgets, contractors and compliance so you stay in control, avoid duplication and keep things moving. It’s designed for both day-to-day works and major capital programmes.

How does Concerto support project management?

Concerto is an all-in-one project management solution that brings cost control, scheduling, risk management, and reporting into a single connected platform, helping project teams deliver on time, on budget, and to scope. Projects can be set up quickly using tailored templates, with defined objectives, stakeholders, site details, and linked assets. Multi-stage approval workflows ensure governance is met from the outset. Budget management tools allow you to set and track CapEx and OpEx budgets, monitor committed versus actual spend, and integrate seamlessly with finance systems such as SAP, Oracle, and Unit4. Automated alerts flag overspend or budget variances before they become an issue.

Concerto's task and milestone management features include interactive Gantt charts, team or contractor assignments, mobile progress updates, and deadline reminders. Document control is built-in, enabling secure storage of contracts, drawings, permits, and manuals with version control and access permissions, keeping your projects fully audit-ready. Risk and issue tracking tools maintain live risk registers with scoring by likelihood and impact, while dashboards provide visibility across individual projects or entire programmes. Contractor oversight is made easier with performance tracking, SLA monitoring, site visit logs, and a secure contractor portal for progress updates.

When it's time for handover, Concerto streamlines the process by capturing final documentation, tagging and linking new assets to the register, reconciling budgets, and recording lessons learned. For organisations managing multiple projects, programme and portfolio views deliver high-level dashboards by region, department, or strategic goal. Fully mobile-ready, Concerto keeps office and field teams in sync with real-time updates, photo uploads, and remote access to progress, risks, and costs, ensuring every project stays on track from concept to completion.

Can Concerto manage real estate portfolios?
Yes, Concerto is built for it. Whether you're managing ten buildings or ten thousand, Concerto gives you full visibility and control over every part of your property portfolio. From leases and asset registers to compliance, refurbishments and sustainability tracking, it brings everything together in one place. No more chasing spreadsheets or juggling disconnected systems just clear, centralised management across your estate.

Can Concerto manage real estate portfolios?

Yes. Concerto is designed to give estate and property teams a single, connected view of their entire portfolio, bringing together data, documents, and insights to optimise performance, reduce risk, and identify opportunities. At the core is a comprehensive property and estate register that records key details for every site, from ownership and usage to geographic location, classification, and links to assets, leases, and supporting documents. Lease management tools store agreements, track renewal dates, and trigger automated alerts for rent reviews, break clauses, and expiries, while also monitoring landlord and tenant obligations, rent schedules, and integration with finance systems.

Concerto links buildings to condition surveys and asset registers, enabling teams to track condition ratings, plan lifecycle investments, and connect assets to maintenance schedules and compliance data. Compliance management covers fire safety, asbestos, legionella, and other statutory inspections, maintaining full audit trails and documentation for each site while providing portfolio-level risk monitoring. Refurbishment and capital works can be planned and delivered within the system, with progress, budgets, and timelines linked directly to leases, asset condition, or compliance issues.

For workplace optimisation, Concerto supports space planning with room and desk booking, occupancy heatmaps, and visualised floor plans, helping organisations assess space usage, plan relocations, or reconfigure layouts. Financial forecasting features integrate with ERP platforms like SAP, Oracle, and Unit4 to track capital spend, asset depreciation, rent roll, and ROI on improvements. Sustainability and ESG reporting is built-in, with tools to track energy use, waste, and emissions, benchmark building efficiency, and feed into certification or investor reports to support net-zero and ESG goals.

Customisable dashboards and reports provide real-time visibility by site, region, or asset class, tracking KPIs, lease events, project milestones, and risk factors. Data can be exported to PDF, Excel, or CSV, and alerts can be set for critical deadlines or performance issues, ensuring estate managers have the insight they need to make informed, strategic decisions across their portfolio.

What is the typical return on investment (ROI) with Concerto?
Concerto pays for itself. Often within the first 12 to 18 months. Whether you're aiming to cut costs, save time or improve compliance, Concerto delivers real, measurable results across facilities, assets, projects and estates. Most organisations start seeing returns within six months, with ongoing annual savings in the region of 15–30%. It’s not just about cost reduction. It’s about better data, better decisions and smarter operations.

What is the typical return on investment (ROI) with Concerto?

Concerto delivers measurable returns by reducing costs, improving efficiency, and enabling smarter decision-making across estates and facilities management. Many organisations begin seeing tangible results within months of implementation. By moving from reactive to planned maintenance, clients typically achieve a 20–40% reduction in unplanned repairs, lowering call-outs, breakdowns, and overtime. Better asset performance is also a common outcome, as tracking condition, service history, and costs makes it possible to plan replacements before failure, extending asset lifespan by around 5–15%.

Administrative efficiency is another key driver of ROI. Automating work orders, inspections, reporting, and approvals can save 30–60% of the time previously spent on manual processes. Contractor performance also improves, with SLA tracking, invoice linkage, and centralised compliance delivering a 10–25% boost in accountability. On the energy side, integrating Concerto with IoT, building management systems, and energy monitoring platforms helps identify inefficiencies, often leading to a 5–20% reduction in utility costs.

Concerto also strengthens compliance management, with automated scheduling, renewal tracking, and audit-ready records delivering near 100% visibility. Projects run more smoothly too, with budget, risk, and timeline management in one place typically reducing overruns by 10–20%. Space utilisation can be optimised through occupancy tracking and usage analysis, leading to 5–15% savings on property and lease costs.

Beyond direct cost savings, Concerto improves decision-making by providing accurate, connected data for forecasting, investment planning, and board reporting. Many clients consolidate multiple systems into one, lowering licensing and training costs. Mobile and self-service tools speed up turnaround and reduce errors, while cloud hosting cuts IT overhead and integrates seamlessly with existing systems.

To maximise these returns, Bellrock supports every implementation with a phased rollout, tailored configuration, detailed data migration planning, user training, and ongoing ROI reviews to ensure the system continues to deliver measurable value.

How does Concerto enhance communication within organisations?
Concerto brings everyone onto the same page. Whether it’s a compliance manager, contractor or site engineer, Concerto makes sure they’re all working from the same data live, accurate and in one place. By linking tasks, updates, documents and alerts into a single platform, Concerto replaces endless emails, scattered spreadsheets and missed messages with clear, trackable communication saving time and avoiding mistakes.

How does Concerto enhance communication within organisations?

Concerto is built to reduce noise and increase clarity across estates, facilities, and project teams by centralising information in one connected platform. Everyone works from the same real-time data, with messages, updates, and documents attached directly to specific tasks or assets, eliminating the need to chase emails or dig through inboxes. Role-based dashboards ensure that each user sees only what's relevant to them, with tailored views for helpdesk staff, technicians, managers, and executives, alongside alerts for due dates, changes, and compliance issues.

Mobile access keeps field and office teams in sync. Engineers can log jobs, attach photos, and update progress on-site, while managers receive instant updates without phone calls or paperwork. Real-time sync ensures alignment across all teams, and secure contractor portals allow external partners to receive jobs, upload documents, and share RAMS, insurance, and compliance records. SLA performance and job status can be tracked automatically, strengthening accountability and reducing administrative back-and-forth.

Concerto also supports cross-department collaboration by linking maintenance tasks to compliance requirements, tying projects to budgets and asset data, and keeping estates, finance, and procurement teams aligned. Document sharing is streamlined, with version control, controlled access, and the ability to add contextual comments directly to files such as manuals, reports, and certificates. Audit-ready communication trails ensure issue resolution and corrective actions are fully logged, meeting the needs of CQC, HSE, and ISO reviews.

Project teams benefit from real-time task assignment, updates, and risk tracking, ensuring everyone stays on the same page from initiation to handover. Automated reporting keeps stakeholders informed without manual effort, with scheduled updates and alerts for overdue actions or missed KPIs. Executives can monitor live dashboards and drill down into specific actions within seconds, enabling them to answer board-level queries quickly and confidently.

Does Concerto support sustainability initiatives?
Yes, sustainability is built into Concerto. Whether you're tracking energy use, cutting waste or working towards net-zero goals, Concerto gives you the tools to monitor performance, reduce impact and report with confidence. From CO₂ tracking to green procurement and smarter space use, Concerto helps estates and FM teams embed sustainability into day-to-day operations and long-term planning.

Does Concerto support sustainability initiatives?

Concerto enables organisations to measure, manage, and improve environmental performance across their entire property portfolio. Energy monitoring tools track electricity, gas, water, and fuel use, with direct integration to BMS, IoT devices, and smart meters. This allows you to quickly identify usage spikes, reduce waste, and take corrective action, such as pinpointing out-of-hours consumption and adjusting controls to cut costs. Carbon and emissions tracking features calculate CO₂ impact by building, asset, or fuel type, using custom emission factors where needed, and make it easy to export data for ESG and regulatory reporting.

Sustainability KPIs and dashboards provide clear visibility of environmental performance. You can set and monitor targets for energy, waste, and water, receive alerts when thresholds are breached, and compare performance by site, region, or department. Waste and recycling management tools help track volumes and types of waste, monitor contractor performance, and drive improvement initiatives, such as increasing civic building recycling rates year-on-year. Concerto also supports sustainable asset management, extending asset lifespans with planned maintenance, logging sustainable procurement choices, and tracking environmental impacts during decommissioning.

For green capital projects, Concerto makes it simple to track compliance with frameworks such as BREEAM, WELL, and LEED. You can link works directly to carbon reduction targets, monitor contractor environmental standards, and ensure projects meet sustainability goals. Smarter space usage tools, including heatmaps and booking analytics, highlight underused areas, reducing energy, cleaning, and floor space needs. This data has enabled corporate teams to cut real estate footprints by up to 25% through targeted reconfiguration and downsizing.

Environmental compliance is built into the system, supporting ISO 14001, SECR, ESOS, and net-zero commitments, while storing complete audit trails and automating reminders for inspections and renewals. Reporting capabilities allow the creation of branded sustainability dashboards, with easy export options for annual reports, investor updates, and bid submissions, aligning with frameworks such as GRI and SASB. Concerto also integrates seamlessly with energy platforms, environmental sensors, BMS, and finance systems, helping organisations track sustainable spend and future-proof their digital sustainability infrastructure.

How user-friendly is Concerto for non-technical staff?
Concerto is designed for everyone from helpdesk teams and contractors to site managers and senior execs. You don’t need to be technical to log a job, check compliance or track project updates. The system is clean, intuitive and role-based, so users only see what they need. Whether you're on a mobile, tablet or desktop, it’s straightforward to use: no coding, no jargon and no guesswork. Concerto is also aligned to ensure compliance with WCAG 2.2 accessibility standards. Please contact our support team should you require a VPAT.

How user-friendly is Concerto for non-technical staff?

Concerto combines powerful tools with a clean, intuitive interface so teams can focus on their work rather than wrestling with software. The platform offers easy navigation with large icons, clear menus, and logical grouping of tasks by job, site, or asset. Its responsive design works seamlessly across desktop, tablet, and mobile devices, adapting to how users prefer to work.

The experience is tailored to each user role. Helpdesk staff can log and assign jobs with just a few clicks, engineers can update tasks on-site by attaching photos or notes, contractors access a simple self-service portal with no software installation required, and executives can view high-level KPIs without being overwhelmed by task lists. Mobile-friendly features let users log issues, scan QR codes on assets, complete checklists, and review job histories while on the move, if you can use a smartphone, you can use Concerto.

Visual tracking tools include dashboards with colour-coded job statuses, drag-and-drop scheduling, and interactive maps and floorplans, making it easy to see progress at a glance. The helpdesk benefits from quick job logging, bulk uploads, smart search, and live contractor updates, all designed to require little or no training for everyday use. Contractor access is straightforward, allowing secure job viewing, document uploads, and quick marking of work as complete, including RAMS, certificates, and photos.

Built-in help features such as hover tips, icons, and step-by-step wizards guide users through tasks, supported by a searchable help centre and role-specific guides. Onboarding is rapid, with options for onsite or remote training, user-friendly guides and videos, and a “train the trainer” approach ideal for larger teams.

Accessibility is a key focus, with high-contrast modes, scalable text, keyboard navigation, and the ability to customise terminology (like using “Location” instead of “Site”) to fit organisational language. Concerto evolves continuously based on real user feedback; friction points are logged and resolved, ensuring usability improves with every release.

What kind of support does Concerto offer to its users?
Concerto offers more than just software. It delivers expert support from day one. Whether you're setting up, training your team or expanding your use of the system, Concerto is there every step of the way. You’ll have a named account manager, tailored training for every user role and access to a responsive UK-based support team. There’s also a full help centre and self-service portal for quick answers.

What kind of support does Concerto offer to its users?

Concerto provides guided onboarding and rollout to ensure a smooth start. This includes kick-off workshops, tailored workflow configuration, data migration support, and user acceptance testing (UAT). The go-live process is carefully managed with hands-on help to minimise disruption. Training is customised for your teams, delivered through in-person sessions, online meetings, or webinars. It is scenario-based, using your actual data, and role-specific to support helpdesk staff, engineers, compliance teams, and finance users. A “train-the-trainer” approach helps internal champions spread knowledge effectively within your organisation.

Each customer is assigned a dedicated account manager who acts as your primary contact for all things Concerto. They assist with expansion plans, gather feedback, and help you make the most strategic use of the system. For technical issues, UK-based phone and email support is available during business hours, backed by a ticketing system with clear tracking and service-level agreements. Complex queries can be escalated to specialist teams to ensure quick resolution.

An extensive online help centre complements live support with searchable guides for every module, how-to videos, printable cheat sheets, FAQs, and step-by-step walkthroughs. Beyond initial training, ongoing support is offered through refresher sessions, onboarding for new staff, advanced user training, and regulatory updates. Support extends to new modules, teams, or locations as your organisation grows.

Concerto also helps with change management by assisting in building internal buy-in, providing stakeholder communication plans, adoption tracking, and tips to engage reluctant users. A user community fosters collaboration through forums, product roadmap sessions, and feedback tools where you can suggest features and gain early access to updates.

Regular system updates are planned and communicated in advance to avoid disruption, with support materials provided and release schedules designed to minimise downtime. For contractors and third parties, Concerto offers guided portal access, upload instructions for RAMS and job updates, as well as SLA reporting tools and training to keep everyone aligned.

Can Concerto assist with space planning?
Yes, intelligently and dynamically. Concerto’s space planning tools help you visualise, allocate and optimise every square meter of your estate from desks and rooms to full buildings. Whether you’re managing hybrid workspaces, university campuses or local authority properties, Concerto ensures your space strategy is data-driven, not guesswork.

Can Concerto assist with space planning?

Concerto offers powerful interactive floorplans that support importing layouts from AutoCAD (DWG/DXF) or PDFs. These floorplans feature clickable zones for desks, rooms, and departments, allowing you to overlay important data such as usage, booking status, or compliance information. You can map assets, emergency exits, sensors, and maintenance zones, providing a rich visual context for managing your space.

The system uses a structured space hierarchy organised by Region, Site, Building, Floor, Room, and Desk. Spaces can be tagged by use, such as office, lab, meeting room, or breakout area and allocated to specific departments or user groups. This organisation supports chargeback processes, auditing, and future space planning.

Concerto integrates desk and room booking functionality, allowing users to reserve hot desks or meeting rooms with the option for recurring bookings by team or function. QR-code check-ins and usage tracking help prevent double-booking and reduce space hoarding, improving overall efficiency.

Occupancy and utilisation analytics pull data from IoT sensors, access control systems, or Wi-Fi enabled devices. This insight enables identification of underused, peak, or vacant areas, helping forecast capacity needs for hybrid working models or future growth. It supports estate consolidation and right-sizing decisions with accurate, data-driven evidence.

Financial impact is another key feature: Concerto calculates cost per square metre by team, floor, or function and highlights vacant space as a potential financial loss or opportunity. Integration with finance systems enables comprehensive reporting and budgeting, facilitating discussions around space value and return on investment.

Finally, Concerto helps maintain compliance and safety by mapping health and safety elements such as fire routes, extinguishers, and signage. It monitors cleaning schedules, inspections, and occupancy limits, flagging overdue checks or non-compliant rooms to ensure legal and regulatory alignment across your entire estate.

How does Concerto support preventive maintenance?
Concerto transforms preventive maintenance from a spreadsheet headache into a streamlined, automated process keeping your estate compliant, efficient and future-ready. Whether you’re managing a school, hospital, council or corporate campus, Concerto helps schedule, track and evidence every maintenance task with ease.

How does Concerto support preventive maintenance?

Concerto centralises asset management by tagging and tracking every asset by location, type, and condition. It links planned preventive maintenance (PPM) schedules, warranties, and QR/barcode labels to assets, enabling easy grouping for bulk maintenance scheduling.

The platform automates PPM scheduling by creating recurring tasks on weekly, monthly, or annual cycles. Jobs are auto-assigned to internal teams or contractors, complete with service level agreements (SLAs), instructions, and escalation rules. This generates multi-year maintenance calendars to keep work on track.

Field engineers benefit from mobile job sheets that allow them to scan QR codes, complete checklists, upload photos, and submit real-time updates with digital sign-offs. All information is automatically logged into an audit history, ensuring full traceability.

Concerto integrates compliance by linking PPMs to statutory checks such as fire safety, water testing, and gas inspections. Users can upload certificates and health and safety evidence, view compliance status by site or asset group, and maintain audit readiness 24/7.

Resource planning and workload balancing features assign tasks by region, skill, or role. Managers can view engineer workloads and SLA performance, helping avoid conflicts and underutilisation of staff.

The system also tracks asset lifecycle and condition by logging wear, usage, and breakdown trends. This data helps predict replacement needs, informs capital planning, and reduces the risk of critical failure.

Real-time dashboards provide visibility into PPM completion status, SLA breaches, and overdue jobs. Notifications alert users to missed checks or expiring certificates, with filtering options by site, team, or task type.

Concerto supports a seamless integration of reactive and planned maintenance, allowing both job types to be completed in one visit. The platform can adjust PPM frequencies based on fault history, supporting a balanced and effective maintenance strategy.

The key benefits of Concerto's preventive maintenance support include fewer breakdowns, increased equipment uptime, lower reactive maintenance costs, improved legal compliance, predictable budgeting informed by lifecycle insights, a full audit trail, and smarter utilisation of engineers and contractors.

Does Concerto offer reporting features?
Absolutely. Concerto provides powerful, real-time reporting tools designed for every level of your organisation. From on-site technicians to C-suite executives. Whether you're tracking compliance, monitoring budgets, evaluating contractors or managing space, Concerto helps you turn data into action with clarity and ease.

Does Concerto offer reporting features?

Concerto provides powerful and flexible reporting capabilities tailored to the needs of different users. It offers custom live dashboards designed for facilities managers, compliance teams, executives, finance staff, contractors, and technicians. These dashboards feature key performance indicators (KPIs), heatmaps, alerts, and drill-down views to give users clear, actionable insights.

Users can create both templated and fully custom reports that can be scheduled to send automatically via email daily, weekly, or monthly. Reports export easily to Excel, PDF, or CSV formats, making them perfect for executive packs or operational reviews.

Compliance and audit reporting is comprehensive, covering statutory planned preventive maintenance tracking, logs for fire, asbestos, legionella, and other risks. All reports are timestamped, traceable, and fully audit-ready, supporting regulatory needs seamlessly.

For monitoring service levels, Concerto tracks SLA success rates, missed targets, contractor benchmarking, first-time fix rates, and prioritised task completion, helping to improve contractor and internal team performance.

Financial and budget reporting includes detailed job costs for labour and materials, project spend compared to forecasts, and department-level allocations. The system supports integration with popular ERP platforms such as Unit4, SAP, Sage, and Oracle for consolidated financial oversight.

Space and occupancy analytics report on desk and room usage, occupancy versus capacity, and underutilised areas, key for organisations managing hybrid work environments or aiming to meet ESG targets.

Project and capital works reports cover progress tracking with Gantt exports, budget drawdowns, risk logs, issue management, and contractor deliverables, keeping projects on time and budget.

Energy and sustainability analytics track metered energy consumption, carbon emissions reporting (supporting SECR, ESOS, and GHG protocols), and waste/recycling metrics to assist organisations with net-zero goals and ESG reporting.

For power users and analysts, Concerto supports ad hoc and self-service reporting, allowing filters by asset, location, or status, the building of charts, pivot tables, and queries, with export options for raw data or summaries.

Concerto also integrates seamlessly with business intelligence tools such as Power BI, Tableau, Qlik, and custom SQL-based dashboards to enable advanced analytics beyond the platform.

All reporting is designed with security in mind, featuring role-based access control, a full audit trail with timestamps, encryption, GDPR compliance, and infrastructure aligned with ISO 27001 standards.

How scalable is Concerto for growing organisations?
Very. Concerto is built to scale easily and securely as your organisation grows in size, complexity or geography. From startups expanding their footprint to national bodies managing thousands of properties, Concerto adapts seamlessly to your pace of growth without replatforming or sacrificing performance.

How scalable is Concerto for growing organisations?

Concerto is built on a secure UK-based cloud architecture that requires no infrastructure management and automatically scales with your usage and data. Accessible from any device, anywhere, it makes expansion effortless, for example, a university can add two new campuses without needing additional IT resources.

Its modular, pick-and-mix design allows organisations to start with just the features they need, then add modules like Asset & Estates Management, Room and Desk Booking, Health & Safety, Projects & Capital Works, and Reporting & Analytics as they grow. This flexible “build-it-like-Lego” approach means your system can evolve at your pace.

Concerto supports multiple sites, tenants, and brands, offering custom rules and workflows by location alongside consolidated or site-level reporting. This makes it ideal for public bodies, retailers, and organisations with national portfolios. It also handles unlimited users with fine-grained, role-based access controls, integrates with SSO, MFA, Azure AD, and Google, and maintains admin-friendly user management, scaling from five to thousands of users without extra overhead.

For supply chain management, self-service contractor portals allow credential checks, RAMS uploads, and SLA tracking, all visible on real-time performance dashboards, helping you maintain control as your supplier network grows.

With the capacity to manage millions of records, including assets, jobs, compliance logs, documents, CAD drawings, and photos, Concerto delivers fast, reliable performance even at scale. Workflows are fully configurable without needing developers, letting trained admins customise notifications, SLAs, dashboards, and branding, so launching a new site or business unit can happen in days.

Supported by Bellrock's national team, scalable rollouts include structured multi-site planning, data migration assistance, user adoption support, and dedicated account management. This combination of scalable software and expert support ensures your long-term success.

The benefits are clear: no costly replatforming as you grow, quick onboarding of new teams or sites, a unified system across national or global estates, consistent security and performance, and a lower total cost of ownership over time.

Can Concerto be integrated with IoT devices?
Yes. Concerto integrates seamlessly with a wide range of IoT sensors and smart systems. Turning real-time data into automated, actionable insight. Whether it’s predictive maintenance, energy tracking or compliance monitoring, Concerto transforms IoT input into smarter, faster facilities management.

Can Concerto be integrated with IoT devices?

Yes, Concerto offers flexible integration options for IoT devices through secure REST APIs that enable real-time data exchange with IoT platforms or Building Management Systems (BMS) like Trend, Schneider, and Tridium. For seamless connectivity with third-party systems, middleware tools such as Bellrock's InMetriks can push IoT data directly into Concerto. Additionally, Concerto supports flat file and database imports using CSV, XML, or direct database links, making it compatible with older or closed-loop devices.

Concerto works with a wide range of IoT systems including smart meters for electricity, gas, and water; condition monitors for vibration, current, and heat; occupancy and motion sensors; environmental monitors for air quality, CO₂, and humidity; leak detection and fire safety alarms; as well as connected HVAC and lighting systems.

By combining IoT data with Concerto's platform, organisations can enable condition-based maintenance by triggering jobs based on sensor alerts, replacing calendar-based checks with real-time condition monitoring. Energy monitoring and sustainability efforts benefit from tracking usage, detecting anomalies, automating SECR/ESOS reporting, and benchmarking buildings to accelerate net-zero goals. Smart compliance is supported by logging sensor data related to fire doors, temperature records for Legionella, and emergency lighting checks, all linked to certification records and audit trails.

Space and occupancy optimisation is enhanced using motion sensors and Wi-Fi tracking to inform hybrid working strategies, cleaning schedules, and office layout adjustments, helping reduce costs and free up space. Health and safety monitoring raises alerts from gas, smoke, humidity, or panic sensors with automatic incident escalation, enabling faster risk response to protect building occupants. Smart cleaning can be triggered by room usage data, monitoring hygiene-related equipment to create real-time logs, improving standards while reducing unnecessary cleaning.

Automation and workflow triggers allow jobs or alerts to be generated automatically when sensor thresholds are breached, tasks can be delayed if under warranty, and compliance risks escalated without human intervention, speeding response times and reducing errors. All IoT data can be visualised live within Concerto dashboards, exported in multiple formats, and integrated with Power BI for advanced analytics, giving full visibility across your estate from boiler temperatures to air quality.

Security is paramount: Concerto is ISO 27001 certified, uses SSL/TLS encryption, enforces role-based access controls, secures APIs with audit trails, and complies fully with GDPR data governance standards to keep your IoT data safe.

What industries can benefit from using Concerto?
Concerto is designed to support organisations across a wide range of sectors: public and private, large and small. From NHS Trusts and universities to retailers, housing providers and local authorities, it helps estates and facilities teams manage their space, assets and compliance with ease. It’s flexible, modular and cloud-based. So whether you're looking after ten buildings or ten thousand, Concerto grows with you. Every organisation is different, but the need for visibility, control and compliance is the same. Concerto gives you all three.

What industries can benefit from using Concerto?

Concerto supports a wide range of industries in managing estates more efficiently and compliantly. In healthcare, including both NHS and private sectors, it helps organisations stay compliant with HTM, HBN, and CQC standards while managing planned and reactive maintenance, fire safety, water hygiene, and medical gas servicing, all with full audit trails. For education providers such as universities and colleges, Concerto enables effective space planning across campuses, tracks refurbishments, manages room bookings, and keeps compliance on track in both academic and residential buildings. Local and central government bodies use Concerto to rationalise property portfolios, manage capital projects, and remain inspection-ready by unifying asset, compliance, and financial data.

In retail and hospitality, Concerto minimises downtime through responsive helpdesk ticketing, contractor tracking, and performance monitoring across regions or individual locations. Commercial real estate firms benefit from managing leases, tenants, and compliance across mixed-use sites while generating clear investor reports and integrating with BMS and access control systems. Housing providers keep communal areas safe, compliant, and well-maintained, while tracking major works and meeting evolving regulations under the Fire Safety and Building Safety Acts. Manufacturing and logistics organisations monitor uptime, automate asset servicing via IoT integration, and empower technicians with mobile job management. Finally, utilities and infrastructure sectors track remote sites, link GIS mapping to asset registers, and schedule inspections driven by regulations or sensor data.

How does Concerto handle asset lifecycle management?
Managing assets properly isn’t just about fixing things when they break. It’s about knowing where everything is, how it’s performing and when it’s due for replacement. That’s where Concerto helps. Whether it’s hospital boilers, university IT equipment or lifts in a housing block, Concerto gives you full control over your asset data. From purchase to disposal. You’ll know what’s working, what’s costing you and what needs attention next.

How does Concerto handle asset lifecycle management?

Concerto supports every stage of an asset's lifecycle, starting with setup and onboarding where asset data can be imported manually or in bulk, including details like location, cost, warranty, and ownership. During commissioning, all essential documents such as O&M manuals, warranties, and installation checks are uploaded and linked for easy access. Planned and reactive maintenance tasks are scheduled and logged against each asset to maintain a comprehensive service history. Condition tracking is enhanced by logging engineer inspections, service notes, and sensor data, allowing you to monitor wear and performance over time. Concerto also tracks servicing costs, repairs, and depreciation to help make informed repair-or-replace decisions. For capital planning, real condition and cost data are used to strategise replacements and investments across sites or the entire estate. When assets reach end-of-life, safe disposal is managed with audit trails preserved by archiving or removing records.

Mobile access and QR code scanning empower engineers to quickly check an asset's history, update records, and upload photos directly from the field. Concerto also provides live reporting and dashboards covering asset condition, costs, compliance, and performance, with easy export options like PDF or Excel. For compliance-heavy assets such as fire safety systems, lifts, and gas boilers, Concerto maintains audit-ready records and sends alerts for overdue checks, ensuring you stay inspection-ready at all times.

Does Concerto support document management?
Yes, seamlessly. In estates and facilities management, keeping track of certificates, manuals, surveys and project files is vital. Concerto brings all your documents into one place, securely linked to the assets, jobs or buildings they relate to. No more searching through emails or shared drives. With Concerto, every file is right where you need it. Fully auditable, always accessible and tied to your operational workflows.

Does Concerto support document management?

Yes, Concerto includes a comprehensive document management system (DMS) fully integrated within the IWMS/CAFM platform. It provides a secure, cloud-based library to store a wide range of file types, PDFs, Word documents, Excel spreadsheets, images, and even CAD drawings, organised by site, asset, or project and easily searchable. Documents are contextually linked directly to relevant assets, jobs, compliance records, or buildings, allowing instant access to manuals, service sheets, certificates, and more.

Version control ensures you always know who made changes and which document version is current, preventing confusion or errors. The system supports compliance by attaching certificates to inspections, tracking expiry dates, and sending alerts before critical documents lapse, ideal for audits and regulatory requirements. Mobile uploads empower engineers and contractors to add photos, RAMS, and service sheets on-site, directly to the corresponding asset or job record.

Concerto also manages project documentation such as tenders, contracts, schedules, and handovers, all linked to tasks and milestones for streamlined project control. Lease and legal documents, including EPCs, service charge details, and legal notices are stored by property or tenant for easy access and audit readiness. Robust role-based permissions control who can upload, view, or edit documents, all underpinned by ISO 27001–compliant security standards.

Smart automation workflows can trigger alerts or tasks when documents are missing or nearing expiry, ensuring nothing falls through the cracks. Fast, filterable search and reporting tools help you quickly locate documents, track compliance gaps, and prepare for renewals efficiently.

How does Concerto assist with budgeting and financial planning?
Managing estates isn’t just about maintenance. It’s about staying in control of costs. Whether you’re setting annual budgets, tracking project spend or forecasting future investment, Concerto gives you the visibility you need to plan ahead and stay on track. With tools for live cost tracking, capital planning and full integration with finance systems, Concerto helps estates, facilities and finance teams work as one. No more guesswork, spreadsheets, or missed funding deadlines. Just clear, consistent financial oversight.

How does Concerto assist with budgeting and financial planning?

Concerto centralises all estate-related financial activity, giving you full visibility and control over spend, budgets, and future planning. It tracks costs in detail for every job and asset whether a minor repair or a major project linking expenses to specific sites, departments, and cost centres. Budget management tools let you set limits, monitor real-time spend, and receive alerts if budgets are exceeded or underutilised.

For longer-term planning, Concerto offers capital forecasting over 1, 3, or 5 year horizons based on asset age, condition, and historical costs, helping you make data-driven investment decisions. Project finance controls enable you to monitor budgets, track changes, and manage final accounts within a single system, simplifying board reporting and funding approvals.

Concerto integrates smoothly with major finance platforms such as SAP, Unit4, and Oracle to ensure consistent, audit-ready financial data across your organisation. It also helps control contractor and utility costs by tracking invoice accuracy, energy usage trends, and supplier performance down to individual line items. Grant tracking features allow you to allocate jobs and projects to specific funding streams, with audit-ready reports to demonstrate compliance.

With built-in live dashboards and comprehensive reporting, Concerto gives you a complete financial overview, whether you're managing daily operational spend or presenting strategic plans to senior stakeholders.

Can Concerto manage contractor relationships?
Yes, absolutely. Whether you're refurbishing classrooms, replacing boilers or delivering a large-scale capital programme, Concerto helps you stay on top of it all. From task planning and contractor coordination to tracking risk, spend and progress, everything sits in one secure, easy-to-use platform. You’ll have full visibility of timelines, budgets, documents and compliance. From day one to handover. Concerto simplifies complex projects and gives teams the control they need to deliver on time and within budget.

Can Concerto manage contractor relationships?

Yes, Concerto's project and contractor management tools are designed specifically for real-world estate and facilities work, offering end-to-end oversight and control. You can structure projects by defining sites, budgets, timelines, stakeholders, and funding upfront. Easy Gantt planning helps map tasks, assign owners, set deadlines, and monitor risks like slippage or critical path issues.

Concerto provides live financial tracking to view actual spend, committed costs, and forecasts, fully integrated with your cost centres and finance systems. Built-in workflows let you assign tasks, set dependencies, trigger risk checks, and automate reminders.

Contractor management is clear and comprehensive: allocate tasks, track delivery and performance, and monitor costs against SLAs all within a single platform. You can store and link key documents such as tenders, contracts, and manuals, with a full audit trail.

Active risk management tools help you log, track, and mitigate issues, while programme-level dashboards give you a consolidated view across multiple sites, departments, or initiatives like net zero upgrades. Smooth handovers are supported through inspections, warranties, and asset onboarding into maintenance plans.

Detailed reports on project status, risks, finances, and schedules are easily exported for executives or auditors. Whether managing one refurbishment or hundreds of sites, Concerto brings structure, accountability, and clarity to every stage of contractor and project management.

How does Concerto support health and safety compliance?
Yes, it’s designed for exactly that. Whether you're overseeing commercial sites, educational campuses or public buildings, Concerto gives you a clear, central view of every property in your estate. It replaces spreadsheets and disconnected systems with one easy-to-use platform. From lease management to compliance tracking, asset health to capital planning, Concerto helps you take control of your portfolio reducing risk and supporting better decisions, every day.

How does Concerto support health and safety compliance?

Concerto centralises all your property, asset, and space data, giving you full visibility and control over health and safety compliance. It allows you to map every site, building, and room with key details such as tenure, condition, and usage. Lease management features let you track lease dates, rent reviews, service charges, and store agreements for quick access. Compliance oversight enables you to log inspections, monitor certificates, and view risk levels across your estate in real time. Asset tracking links critical equipment like boilers, lifts, and HVAC systems to sites along with maintenance history and lifecycle status. Space planning tools help you understand occupancy patterns, identify underused areas, and support decarbonisation and safety goals. Capital forecasting allows you to model investment needs over one to ten years based on asset condition, risk, and service demands. Sustainability reporting helps manage EPCs, MEES, energy data, and carbon targets through unified dashboards. Contractor visibility provides insight into who is responsible for each site, tracks SLAs, and oversees service delivery. Optional GIS mapping lets you visualise estate data spatially, including land ownership, flood zones, and compliance risks. Live dashboards and reports give you actionable insights on occupancy, costs, risks, and performance across your portfolio. Whether managing ten sites or one thousand, Concerto helps you plan, report, and operate with full confidence in health and safety compliance.

Experience Simplicity Perfected

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