Industry Packs - 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:

• Four Dashboards: Real-time insights into financial performance, preventive maintenance, sales pipelines, and work-in-progress projects enable improved decision-making and strategic planning.
• Fifty 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.
• Three Risk Assessment Forms: The Dynamic Risk Assessment, RA Form, and Short Duration Work On-site Risk Assessment allow for proactive safety management and risk mitigation across various work environments.
• Seventeen 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 Dashboards

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

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:

• Gas Safety Certificate (CP12) - (GSR2021)
• Fire Extinguisher Testing Certificate (FET)
• Fire Alarm Inspection & Servicing Certificate (TFI)
• Emergency Lighting Periodic Inspection and Testing Certificate (EPM5)
• Portable Appliance Inspection & Testing Certificate (TPAT)
• Legionella Risk Assessment (TLGRA)
• Air Handling Unit Maintenance Sheet (TAHUMS)
• Non-Domestic Service & Inspection Form (TNDSI)

..plus many more!

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:

• Finance Dashboard
• PPM Dashboard
• Quotes Dashboard
• WIP Dashboard

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.