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Estates

PM Assist for Estates and Campus Teams

Estates teams manage diverse building portfolios — from modern offices to listed buildings — each with their own documentation packs. PM Assist gives your estates team a single AI-powered search interface across all building documentation, regardless of which site or building the information relates to.

Overview diagram for the PM Assist for Estates and Campus Teams guide, covering The Estates Documentation Challenge and One Search Interface for All Your Buildings

The Estates Documentation Challenge

Estates teams in universities, NHS trusts, local authorities, and corporate campuses often manage buildings of varying ages, types, and conditions. Each building has its own documentation: O&M manuals, drawings, compliance certificates, and maintenance records accumulated over decades.

The volume and diversity of this documentation creates real operational challenges. When a member of the estates team needs to find information about a specific building system, they may need to search through physical archives, shared network drives, CAFM systems, and email trails. The older the building, the less structured the documentation tends to be.

One Search Interface for All Your Buildings

PM Assist allows estates teams to upload documentation for each building in their portfolio and search across it using natural language. Each building has its own documentation library, but the search experience is consistent across all of them.

This is particularly valuable for estates teams where different staff members have knowledge of different buildings. With PM Assist, any team member can search any building's documentation, reducing dependency on individuals and improving resilience.

  • Separate documentation libraries per building
  • Consistent search experience across the portfolio
  • Any team member can find information for any building
  • Works with documentation of any age or format

Supporting Capital Projects and Surveys

Estates teams frequently need documentation to support capital projects, condition surveys, and feasibility studies. Finding as-built information, original specifications, and system details for older buildings can be extremely time-consuming when documentation is poorly organised.

PM Assist reduces this burden by making all uploaded documentation searchable. Whether you need to find the original heating system specification for a 1960s building or the ventilation design data for a recent extension, AI search finds it faster than manual browsing.

Frequently asked questions

Can PM Assist handle documentation for very old buildings?
Yes. PM Assist processes scanned PDFs using OCR, so even documentation that has been scanned from paper archives is fully searchable. This is particularly relevant for estates teams managing older building stock.
How many buildings can I add to PM Assist?
PM Assist supports multiple buildings per account. Each building has its own documentation library with separate access controls. Contact us for details on portfolio-level pricing.
Can different team members access different buildings?
Yes. PM Assist includes role-based access control, so you can manage which team members have access to which buildings' documentation.

Search Your Entire Estates Portfolio Documentation

Upload documentation for each building and give your estates team AI-powered search across the whole portfolio.

  • Upload and organise building documentation
  • AI-powered search across all your manuals
  • Source-cited answers for every query
  • Team collaboration and access control
  • No credit card required to start