How to use PM Assist
PM Assist keeps each building's compliance register, planned maintenance and inspections in one place, and finds answers in its O&M documentation instantly. Here's how to get started and make the most of it.
Getting started
Upload your documents
Upload your O&M manuals, drawings, certificates, and procedures as PDF files. Our system will process and index them automatically.
Ask questions naturally
Type your question in plain English. Ask about specific equipment, procedures, fault-finding steps, or anything in your documents.
Get sourced answers
Receive AI-generated answers with direct references to your source documents. Verify and share with confidence.
Setting up the compliance register
Every paid plan includes the compliance register, planned maintenance and mobile inspections. Most buildings are set up in an afternoon.
- 1
Set up each building
Open Compliance and run Set up. Choose the property type and the duties that apply are listed for you. Switch optional duties on in Settings where the building has the plant.
- 2
Add your assets
Add assets one by one, or on Pro and Enterprise upload your asset register for AI to read. Each asset gets its planned maintenance programme, with the tasks and frequencies already written.
- 3
Upload certificates
Upload certificates and service sheets, several at once if you like. On Pro and Enterprise, AI reads them and proposes the dates and remedial actions for you to review.
- 4
Check and accept
Open Review, check each proposal against the source document, correct anything that is wrong and accept it. Nothing counts on the register until you do.
- 5
Plan and inspect
Work from the planner by week or month, run inspections on your phone, and turn failed items into remedial actions with a priority and deadline.
AI can misread a document. Always check dates, certificate details and remedial actions that AI has read against the source file before relying on them.
See what the building compliance software coversExample questions
Tips for best results
Be specific
Instead of 'How does the HVAC work?', try 'What is the maintenance schedule for the Level 3 AHU units?'
Reference locations
Mention specific floors, rooms, or equipment IDs to get more targeted results.
Ask follow-ups
PM Assist remembers context, so you can ask follow-up questions to dig deeper.
Check sources
Always verify critical information by clicking through to the source documents.
Key features
Smart search
Vector-based search finds relevant information even if you don't use the exact terminology.
Secure isolation
Each building's data stays separate through per-building controls.
Team access
Admins can manage users and control who has access to each building's documents.
For administrators
As an admin, you can upload documents, manage users, review feedback, and monitor system usage. Access the admin dashboard from the user menu in the app.
Upload documents
Add O&M PDFs per building
Manage users
Control access & permissions
Review feedback
See what users are asking
View analytics
Track usage patterns
Ready to get started?
Open the app and start asking questions about your building.