A Year of PPM, Loaded From a Spreadsheet in Minutes

No more days lost keying a year of visits into the system by hand. No more sites missed because a row got skipped. No more new contract starting on the back foot before the first visit even happens.

Winning a PPM (planned preventative maintenance) contract is the good news. Then the spreadsheet lands. Hundreds of sites, each with its own address, assets, visit frequencies and dates, all needing to become real jobs in your system before the first engineer can be sent anywhere.

So someone sits down and starts typing. Site by site, visit by visit, line by line. It takes days. It is mind-numbing work, and it is exactly the kind of task where a row gets skipped, an address goes in wrong, or a quarterly visit quietly becomes an annual one. The contract has already started, but the diary is empty, and the team is on the back foot before the first visit even happens.

And it is not a one-off. Every renewal, every new contract, every updated schedule means doing the whole thing again.

When the client's PPM schedule arrives as a spreadsheet, Build Concierge reads it and builds the whole thing for you.

1. Reads the schedule. Hundreds of rows of sites, dates, assets and visit frequencies.
2. Maps it to your world. Matching each line to the right contact and contract in your job management system.
3. Creates every job and visit. The full schedule, from the first visit to the last, laid straight into the diary.
4. Adds the detail. Assets, addresses and financial lines attached to each job, not just a bare booking.
5. Handles the awkward bits. Multiple visits per site, multiple assets per visit, and sites that need grouping or splitting.

• A full year of PPM loaded in minutes, not days
• Every visit in the diary from day one of the contract
• No data-entry marathon every time a contract starts or renews
• No sites missed because a row got skipped
• New contracts starting on the front foot, ready to deliver

The schedule that used to swallow days of admin is live in the time it takes to read the email. Your team starts the contract ready to deliver, not buried in keying, and nothing falls through the gaps.

Every client sends their schedule differently, so the automation flexes to match:

Spreadsheet or CSV

A schedule sent as Excel or CSV is read row by row and turned into jobs, however the client has laid it out.

PPM PDFs and work orders

The same works for schedules and work orders sent as PDFs, with the detail extracted automatically.

Multiple visits per site

A site needing quarterly or monthly visits gets each one created and dated, not just a single booking.

Multiple assets per visit

Where a visit covers several assets, each one is captured against the job, so nothing is lost.

Grouped or split jobs

Sites can be grouped under a contract or split into separate jobs, matched to how you actually schedule and bill.

Just three things:

1. Build Concierge connected to your job management system
2. A sample of the schedule your client sends
3. How you want it mapped (contacts, contracts and job types)

We support you in connecting to your job management system. Once we have seen a sample schedule, we set up the mapping so each row lands as the right job, against the right contact and contract, every time, no matter how the client formats it.

Step 1: Talk to us

Show us a schedule a client actually sends, and how you turn it into jobs today.

Step 2: We build it with you

We set up the reading and the mapping, and agree how visits, assets and lines are created.

Step 3: Test it live

We run a real schedule through it, check every job lands correctly, then switch it on.

Most businesses are up and running within days.