Your CMMS competitor is Excel and a group chat.
Almost every property we see runs maintenance on a spreadsheet, a WhatsApp group and someone's memory. That works until the person leaves, the auditor arrives, or two sites need the same answer. Here is what it takes to move.
What the current setup actually costs
The history walks out
When the technician who knew the boiler leaves, the boiler's service history leaves with them. Nothing in a chat thread survives a handover.
No one can answer the auditor
Inspection records live across a shared drive, a phone gallery and three notebooks. Assembling them takes days you do not have.
Nothing is attributable
A spreadsheet cannot tell you which asset consumed which part, or who approved it. So consumption is a monthly total nobody can question.
It does not survive a second site
One property on a spreadsheet is workable. Two properties means two spreadsheets that disagree, and no portfolio view at all.
How the move actually goes
Export what you have
Assets, rooms, contracts, meter readings and occupancy. Whatever is in Excel today is the starting point, not an obstacle.
Import with the templates
CSV and XLSX templates for assets, contracts, meter readings and occupancy, plus a legacy-workbook importer for the years already recorded. Bulk delete is there for when the first pass needs a second attempt.
Map the estate
Set the asset hierarchy, mark criticality, and declare the meter tree. This is the part that takes real thought, and it is the part the spreadsheet never had.
Build the plan
PM schedules per asset with checkpoints and required parts. The nightly scheduler takes it from there.
Put it in their hands
Technicians scan a QR code and report from the phone. No app store, no install, works offline. The WhatsApp group stops being the system of record.
What you keep
- Years of readings, imported rather than retyped
- Existing contracts and warranties with their documents attached
- Your own asset naming and categories
- The spreadsheet itself, exportable at any time, so nothing is a one-way door