The centre of activity.

Bert supports coordinators with service delivery providing job status, cost and revenue data for every job in their portfolio.


Tel: 0844 800 0506

Stage 8 – Managing the Maintenance Plan: Scheduling, Coordination and Expediting

Effective management is where the maintenance plan moves from theory to measurable operational value. Each client portfolio is assigned to a dedicated Coordinator who acts as the primary point of contact for customers, engineers and Trusted Partners. Coordinators are experts in our applications and have detailed knowledge of each customer’s premises, operational priorities and compliance requirements.

Once a maintenance plan is approved, all scheduled activities are programmed into our system and pushed to the engineer’s portable device. Engineers scan the asset’s QR code on arrival, update its condition and submit an asset-specific service report. Coordinators then validate the information and decide whether the job should be certified complete, rescheduled or escalated.

A live, prioritised dashboard in the Log-Book Portal highlights assets requiring attention. This provides managers and customers with a real-time overview of compliance, upcoming deadlines and operational risk. The dashboard updates continually as service reports and condition data are submitted.

Timely progress is critical. Coordinators monitor every activity through to completion, ensuring that cyclical maintenance events are carried out on schedule and that all documentation is processed without delay. This structured approach significantly reduces the likelihood of overdue inspections, unexpected failures or compliance gaps.

Beyond planned tasks, Coordinators also manage emergency breakdowns and preventative actions. Jobs are raised in accordance with customer priorities and budgets, enabling rapid deployment of the appropriate engineering resource. Engineers identify the root cause of failures, recommend corrective actions and provide the data required for accurate costed variations.

👉 Stage 9 – Ensuring Customer Satisfaction: Vertical Audits and the Log-Book Portal click here to continue.