Facilities Management
Facilities Management is the operational sibling of Block Management. Where Block Management manages money, service charges, demands, arrears, freeholder payouts. Facilities Management manages the physical building: the assets in it, the maintenance it needs and the compliance regime it sits under.
The two are designed to work together on the same site. A typical commercial or mixed-use estate will turn on both modules. A residential block of flats with a managing agent's RICS-compliant accounting workflow will use Block Management; if it also has a substantial mechanical, electrical and fire safety regime, it adds Facilities Management.
Facilities Management is currently Beta. The core workflows below are live; some sub-features are still settling.
What Facilities Management is for
| Role | What FM helps you do |
|---|---|
| Facilities manager | Know what assets exist on each site, what compliance applies to each one, when work is due, who has done it, what it cost |
| Site manager | See the planned maintenance for your site, raise issues, manage day-to-day vendor relationships |
| Compliance officer | Track regulatory obligations across the portfolio, evidence completion for audits and certificates |
| Operations director | Forecast spend, review vendor performance, manage service-level performance against agreements |
What this section covers
The pages walk through asset registers, the compliance matrix, planned maintenance, service agreements, FM budgeting and FM-specific reporting. Most of the day-to-day workflow (work orders, issues, tickets) lives in the shared Maintenance and compliance section because it is used across products.
When to use Facilities Management vs Block Management
The simplest rule:
- Use Block Management for money: the service charge cycle, demands, arrears, year-end accounts.
- Use Facilities Management for buildings, the assets, the maintenance, the compliance.
A site can sit in both modules at the same time, sharing all the underlying data. A boiler in the basement is the same boiler whether the cost of its maintenance is split via Block Management's lease schedules or accounted for in an FM operational budget.
Related
Last reviewed 10 May 2026.