Audit
Knowing what you have, what it has cost, and what it will cost next. The records that make spending defensible and planning possible.
Why You Should Keep Service Records Across Client Sites, Not With Crews
Service history belongs to the site, not to the technician who happens to know it. Here is how to keep service records across client sites as staff change, so renewal is defensible.
How to Keep Property Maintenance Records for a Small Portfolio
A minimal system to keep property maintenance records for a small portfolio: what to keep, where, and for how long, that one person can actually maintain.
How to Plan for Major Repairs and Replacement Costs
How to plan for major repairs and replacement costs so a committee sets money aside deliberately instead of reacting to a crisis. Principles, not figures.
How to Keep Records of Venue Bookings and Deposits
Deposits taken and returned are the most disputed records a hall keeps. Here is a way to keep records of venue bookings and deposits that survives a committee handover.
How to Build and Maintain an Asset Register for a School
You can build a usable asset register for a school by walking the site once. Here is which fields earn their place, and how to keep it current without a dedicated person.
How to Prepare Building Maintenance Records for Audit
A practical checklist to prepare building maintenance records for audit: what is usually asked for, how to assemble it from existing logs, and the gaps that cause findings.
How to Keep Maintenance Records for Donated Funds
Money given in trust is held to a standard of openness rather than regulation. Here is how to keep maintenance records for donated funds so spending is defensible to the people who gave it.
Calculators and templates for this stage
Reserve Fund Planner
See how much a building needs to set aside each year for a major replacement, and whether the current fund is on track.
TemplateAsset Register
A register of everything in the building that costs money when it fails. Build it by walking the site once; six columns is enough.
TemplateHandover & Takeover Checklist
What has to change hands when a committee, contractor or agent changes. Anything not handed over on the day is usually never handed over.