Facilities Management

Introduction

The Facilities Management Industry Pack is a comprehensive solution designed to address the diverse needs of businesses in the facilities management sector. This pack is equipped with powerful dashboards, essential forms, and key reports to ensure compliance, streamline operations, and maximise business performance.

This industry pack provides:

• 15 Dashboards: Real-time insights into financial performance, preventive maintenance, sales pipelines, and work-in-progress projects enable improved decision-making and strategic planning.
• 56 Essential Forms: Ensure compliance with standards such as BESA, BS 5839-1, and BS 8580-1. These forms help maintain safety, optimise processes, and meet regulatory requirements while updating dynamic dashboards in real-time.
• 38 Key Reports: Gain actionable insights into job performance, asset management, customer relationships, and financial metrics with reports tailored to enhance efficiency and profitability.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Reports

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Purchase Invoice Analysis
• PPM Contract Tracker
• Job Performance KPI
• Job and Visit Details
• Job Performance and Cost Analysis
• Quote Tracking and Analysis
• Monthly Timesheet Report
• Purchase Order Details
• Customer Profile and Receivables
• Asset Inventory & Financials
• Vehicle Safety Inspection
• Site Insights & Receivables
• Non-Productive Time KPI
• Stock Inventory Details
• PPM Quote Details
• Adept Sage Purchase Export
• Adept Sage Sales Line Item
• Kashflow Sales Export
• Pegasus Opera Purchase Analysis
• Pegasus Opera Purchase Transaction
• Pegasus Opera Sales Analysis Export
• Pegasus Opera Sales Transaction Export
• Quickbooks Purchase Export
• Quickbooks Sales Invoice Detailed
• Sage 200 Purchase Invoice Export
• Sage 200 Sales Invoice Export
• Sage 50 Purchase Export
• Sage 50 Sales Export
• Sage Purchase Business Cloud Accounting
• Sage Purchase Invoice Export
• Sage Sales Business Cloud Accounting
• Sage Sales Export
• Xero Purchase invoice export
• Xero Sales Export
• AccountsIQ Export Report
• Xero Export Canada

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

HVAC & Cooling

• Chiller Maintenance (CHILLM)
• CRAC Unit Service Record (CRAC)
• External Split VRV Unit Record (EXSPLITVRV)
• Internal VRF Unit Record (INTERNALVRF)
• Split VRV Unit Record (SPLITVRV)
• Air Handling Unit Maintenance Sheet (TAHUMS)

Fire Safety & Emergency Systems

• Fire Extinguisher Testing Certificate (FET)
• Fire Alarm Inspection & Servicing Certificate (TFI)
• Emergency Lighting Periodic Inspection & Testing Certificate (TELPIT)
• Emergency Lighting Testing Certificate (TEL)
• Fire Hose Reel Test & Condition Report (TFHRTCR)
• Wet Riser Condition Certificate (TWRCC)
• Sprinkler System Service & Maintenance Record (TSSSMR)
• Sprinkler Flow Switch Test Certificate (TSIFSTC)
• FHC Sprinkler Installation Inspection & Test Report (TFHCSIIT)
• Dry Riser Condition Report (TDRCR)
• Annual Dry Riser Test Report (TADRTR)
• EPM5 Emergency Lighting Periodic Inspection & Testing Certificate (EPM5)
• Detection & Fire Alarm System Certificate – BS53839-6 (TASBS6C)
• Ground Fire Hydrant Annual Inspection & Test Certificate (TGFHAITC)

Water Hygiene & Drainage

• Clean & Disinfection Report Sheet (CLDIS)
• Drain Pressure Test Certificate (TDPTC)
• Legionella Risk Assessment (TLGRA)
• Water Hygiene Report (WHRS)

Gas Safety & Heating

• Gas Breakdown / Repair Sheet (GBRS)
• Gas Service / Maintenance Checklist (GSMC)
• Gas Safety Certificate (CP12 – 2021) (GSR2021)
• Gas Warning Notice (GWN)
• Gas Warning Notice – 2017 Format (NGSWRN)
• Gas Boiler System Commissioning Checklist (TGBSCC)
• Commercial Gas Installation Safety Report (CP15)
• Strength Test Details (CP16)
• Commercial Gas Installation Safety Report (CP17)
• Gas Safety Inspection (CP4)
• Commercial Catering Inspection Record (CP42)
• Mobile Catering Vehicle / Trailer Check (CP44)
• Appliance Record (CP1)

General Electrical & Testing

• Inspection & Test Certificate (ITC)
• Non-Domestic Service & Inspection Record (TNDSI)
• Portable Appliance Inspection & Testing Certificate (TPAT)
• Ladder Inspection Checklist (TLICHK)

FGAS & Renewable Systems

• Split & Close Control FGAS Certification (TSACCFGS)
• FGAS Regulatory Certification (NEWFGAS)
• VRV/VRF FGAS Certification (TVRVFFGSV2)
• Renewable Heating Safety Certificate (TRHSR)

Hot Water & Plumbing

• Unvented Hot Water Cylinders Certification (TUH)

CD Series – Appliance & Asset Information

• CD/10 Liquid Fuel Firing Installation Completion Report (CD102022)
• CD12 – Appliance Details (CD12)
• CD14 – Additional Appliance Data (CD14)
• CD51 – Asset Information Record (CD51)
• CD81 – Maintenance/Service Record (CD81)
• CD11 – 2016 Version (CD112016)

Risk Assessments & Safety

• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-site Risk Assessment & General Risk Assessment (RAandSDWSRA)
• Disclaimer Form (DF)

Sprinkler & System Records

• Equipment Inventory & Sprinkler System Data Sheet (TEISSDS)

Vehicle Checklist

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• JLD09: PPM
• JLD08: WIP
• JLD04: Quotes
• JLD01: Finance
• IFM01 CD Series Compliance
• IFM05 Gas Safety Overview
• IFM02 CP Series Gas Safety and Installation Overview
• IFM06 HVAC Compliance Overview
• IFM08 Plumbing and Water Safety
• IFM09 Specialized Regulatory Certifications
• IFM04 Fire and Safety
• IFM03 Electrical Safety
• IFM10 Sprinkler and Riser System
• IFM07 Inspection and Testing.
• IRA01 Risk Assessment

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.