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.
Directly linked to Concerto, simply scan a barcode to view, update, and add new data instantly.
Access site documents, key contacts, and maps instantly, so you can navigate, stay informed, and act quickly.
Raise maintenance jobs quickly with photos, notes, and markups, so you can report issues clearly and get them resolved faster.
Track your jobs in real time and get automatic updates as they progress, so you stay informed and in control.
Engineers can view, update, and complete jobs from their mobile device, ensuring faster resolution and stronger accountability.
Receive push alerts on job progress, status changes and important site updates, so you never have to chase information.
Collect feedback directly from users to improve service quality and drive continuous improvement.
Build a full, time-stamped audit trail to ensure accountability, strengthen compliance, and simplify reporting at every stage.
It is a credit to Concerto that the technology and usability of the software is both comprehensive and user-friendly.
Orchestrate links directly to Concerto, giving you real-time control of jobs, assets, and data in a modern, mobile-first experience.
Keep all maintenance tasks, planned or reactive, all in one place.
Get expert insights, stay up to date with the latest proptech trends, and explore real-world customer success stories.
This playbook provides guidance for successful CAFM procurement.
The key challenges faced by Estates Directors and their teams in managing a complex estate.
This playbook is designed to provide you guidance on how to procure and what essential things to look for when choosing your tech stack.
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.
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.
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.
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.
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.