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Turn maintenance, SLAs and renewals into billed, SFG20-compliant revenue.
A practical playbook for UK facilities management, hard-services and multi-site maintenance providers. See which workflows to hand to AI agents first — PPM scheduling, CAFM/CMMS unification, SLA monitoring, renewal tracking, reactive triage and compliance evidence — with a deep dive on UK compliance: SFG20 task schedules, CDM, LOLER, Gas Safe and F-Gas, without replacing your CAFM, CMMS or accounting.
- Where AI agents create real ROI for a UK FM provider — and where they don't
- Automating PPM scheduling, SLA monitoring and reactive call-out triage
- Building audit-ready SFG20 task evidence for TFM clients and insurers
What's inside
Inside the AI Agents Playbook for UK facilities management providers
This free playbook shows UK facilities management, hard-services and multi-site maintenance providers how to deploy AI agents across the workflows that leak time and revenue — PPM scheduling, CMMS/CAFM unification, SLA monitoring, renewal tracking, reactive triage, compliance evidence and invoicing — with a deep dive on UK compliance: SFG20 task schedules, CDM, LOLER, Gas Safe and F-Gas, without replacing your CAFM, CMMS or accounting.
Where AI agents create real ROI for a UK FM provider — and where they don't
Automating PPM scheduling, SLA monitoring and reactive call-out triage
Building audit-ready SFG20 task evidence for TFM clients and insurers
Keeping LOLER, Gas Safe, F-Gas and CDM records retrievable
How agents sit around Sage / Xero and your CAFM (Concept, MRI, Joblogic)
A 30-day rollout plan to launch your first agent without disrupting the team
The metrics that prove ROI — and the mistakes UK FM firms make
The workflows
The AI-agent workflows for UK FM providers
PPM scheduling & dispatch
Plan planned-maintenance visits across sites and dispatch engineers without Excel and sticky notes.
CMMS + CAFM unification
Bridge disconnected CMMS and CAFM systems so work, assets and lifecycle live in one flow.
SLA monitoring & breach alerts
Track response and completion across the portfolio and flag breaches before penalties.
Spare-parts reordering
Replace manual reordering with tracked stock and automatic reorder prompts.
Contract & renewal tracking
Watch every AMC renewal so contracts never lapse unnoticed or unbilled.
Multi-site asset register
Maintain one asset and service history per site across the portfolio.
Reactive call-out triage
Capture and route reactive work against the right contract and SLA.
Compliance & SFG20 evidence
Assemble audit-ready SFG20 task evidence plus LOLER, Gas Safe and F-Gas records for TFM clients and insurers.
Client & tenant communication
Keep clients and tenants updated on work status and reduce chasing calls.
Invoice generation from jobs
Turn completed visits and parts into invoices automatically.
Owner / operations visibility
A weekly brief on renewals, SLA status and revenue across every site.
Who it's for
Who this playbook is for
Who's behind it
Built by Moonhive — we help organizations become AI-driven businesses
AI & Data
Turn business data into decisions.
AI Agents
Automate the work, not the people.
Product Engineering
Build software that scales.
FAQ
AI agents for UK facilities management providers — FAQ
Can agents help with SFG20 and statutory compliance?
Yes. Agents keep time-stamped SFG20 task evidence and LOLER, Gas Safe, F-Gas and CDM records retrievable, and assemble audit packs on demand for TFM clients and insurers.
Do we have to replace our CAFM, CMMS or Sage / Xero?
No. Agents sit around the tools you already run — Concept Evolution, MRI, Joblogic, BigChange, Sage, Xero — connecting the gaps rather than replacing anything.
How do agents help with SLA penalties?
Agents track response and completion times across the portfolio and flag at-risk jobs before they breach, so penalties and disputes drop.
Which workflow should a UK FM provider automate first?
Usually PPM scheduling, SLA monitoring, or SFG20 compliance evidence. The guide includes an 8-point scorecard to choose for your firm.
How fast can we roll out our first AI agent?
The playbook includes a practical 30-day plan to launch one workflow, prove value and expand — without disrupting your team.
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Map your first AI-agent workflow in a 30-minute session.
Read more →Turn maintenance, SLAs and renewals into billed, SFG20-compliant revenue.
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