Replacing Excel in Facilities Management

Browse process-specific guides for this sector. Each guide looks at the operational workflow, where spreadsheets may become awkward and what a suitable replacement could involve.

Asset Tracking

Replacing Excel for Asset Tracking in Facilities Management

Replacing facilities asset spreadsheets for equipment spread across buildings, contracts and service teams.

Complaints Handling

Replacing Excel for Complaints Handling in Facilities Management

How facilities teams can replace complaint spreadsheets with clearer case ownership, building or contract context, evidence and resolution tracking.

Customer Onboarding

Replacing Excel for Customer Onboarding in Facilities Management

Practical guidance for replacing Excel for customer onboarding in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Equipment Hire Management

Replacing Excel for Equipment Hire Management in Facilities Management

Practical guidance for replacing Excel for equipment hire management in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Handover Checklists

Replacing Excel for Handover Checklists in Facilities Management

Practical guidance for replacing Excel for handover checklists in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Holiday Booking

Replacing Excel for Holiday Booking in Facilities Management

Practical guidance for replacing Excel for holiday booking in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Invoice Approval

Replacing Excel for Invoice Approval in Facilities Management

Replacing facilities invoice approval spreadsheets where supplier invoices need contract, building and service context before finance can proceed.

Job Request Tracking

Replacing Excel for Job Request Tracking in Facilities Management

How facilities teams can replace job request spreadsheets across buildings, service desks, contractors and mobile engineers.

Maintenance Requests

Replacing Excel for Maintenance Requests in Facilities Management

How facilities providers can replace maintenance request spreadsheets while keeping building, asset, contractor and client context together.

Purchase Order Approvals

Replacing Excel for Purchase Order Approvals in Facilities Management

How facilities teams can replace purchase order approval spreadsheets for site work, contractor spend, parts and service purchases.

Quality Checks

Replacing Excel for Quality Checks in Facilities Management

Practical guidance for replacing Excel for quality checks in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Quotation Tracking

Replacing Excel for Quotation Tracking in Facilities Management

Practical guidance for replacing Excel for quotation tracking in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Risk Assessments

Replacing Excel for Risk Assessments in Facilities Management

Replacing facilities risk assessment spreadsheets across buildings, contractors and recurring service activities with clearer versions and action ownership.

Sales Pipeline Reporting

Replacing Excel for Sales Pipeline Reporting in Facilities Management

Practical guidance for replacing Excel for sales pipeline reporting in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.

Service Scheduling

Replacing Excel for Service Scheduling in Facilities Management

Replacing facilities service scheduling spreadsheets where engineers, contractors, buildings and access constraints need one current plan.

Stock Control

Replacing Excel for Stock Control in Facilities Management

Replacing facilities stock spreadsheets for consumables and maintenance parts held across central stores, buildings and engineers.

Timesheet Approval

Replacing Excel for Timesheet Approval in Facilities Management

How facilities providers can replace timesheet spreadsheets where hours need contract, site or work-code context before approval.

Training Records Management

Replacing Excel for Training Records Management in Facilities Management

Practical guidance for replacing Excel for training records management in facilities management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.