Stop Chasing The Operation. Start Running It.
The Trade Counter is the AI-native CAFM system from Built AI - for building owners, FM teams and the contractors who deliver the work. Compliance, maintenance, jobs and money in one governed workspace.
Watch it work below - then see it on your own portfolio in a 20-minute guided walkthrough. No deck, no obligation.
FM has always meant two systems that never quite agree - the owner's and the contractor's - plus bolt-on AI nobody will put their name to. The Trade Counter is one record both sides work, with AI a competent person signs off before it counts.
Never let a statutory certificate lapse unnoticed - the critical finding finds you before the audit does.
Every job carries its evidence from enquiry to invoice - nothing lost between owner and contractor.
One number for operations health, and packs your team hands to the client without reformatting.
Built For Both Sides Of The Job.
Owner and contractor see the same job, the same documents and the same history. Nothing lost between inboxes - and every handover carries its evidence with it.
Prove Every Certificate.
- Compliance on real UK frameworks - findings tagged to RRFSO 2005, LOLER 1998, BS 7671 and more; EICR, CP12 and FRA certificates read straight into remedial jobs.
- SFG20-aligned PPM planner - the annual grid plus a week view, with drag-to-reschedule.
- RAG (red/amber/green) dashboards & portfolio map - compliance posture and open-job pressure per site, at a glance.
- Approvals engine - spend thresholds and per-user limits before money moves.
- Supplier KPI scorecards - on-time rates, first-time fix and contract renewals in one view.
- ESG & Net-Zero tracking - footprint reporting with AI advisors weighted to your priorities.
- 3D walkthroughs - embedded virtual site tours next to the asset register.
Get Paid.
- Quotations & bid review - from enquiry to priced tender, with AI-assisted bid comparison.
- RAMS in minutes - risk assessments and method statements drafted for a competent person to review.
- Dispatch desk - works orders, dual signatures, engineer tickets and SLA packs.
- Offline engineer app - installable on any phone; raise jobs and log entries on site, sync later.
- Invoice three-way match - job, works order and invoice reconciled before approval.
- Margin control - portfolio margin board-packs and commercial change control.
- Client updates, your brand - polished periodic reports generated under your own identity.
- Request raised EnquiryEmail or portal - triaged into the record
- QuoteQuote Builder - enquiry to priced tender Priced and sent
- Named decision ApprovalSpend thresholds - audit event recorded
- Works OrderDispatch desk - engineer ticket issued Dispatched
- Engineer VisitOffline app - photos, notes, signatures Evidence logged
- Three-way matched InvoiceJob, works order and invoice reconciled
- Provable Certificate FiledFiled to the vault - carried on the record
Four Switchable Views - Plus A Supplier Portal.
Every role sees the workspace shaped to their day - same record underneath, different front door. The in-app "View as role" switcher previews each one; suppliers get their own portal. Try it:
Run The Portfolio.
The FM Manager's day, front-loaded with what needs a decision.
- Role-aware dashboard - KPIs, compliance heatmap and the since-you-were-away digest.
- PPM planner and renewals with drag-to-reschedule.
- Approvals queue - quotes, jobs and invoices awaiting your limit.
Compliance, PPM And Approvals - Done Properly.
Operations Health Score
One number for the whole operation - benchmarked against the sector median, with a breakdown a click away.
Annual-Grid PPM Planner
SFG20-aligned schedules on a twelve-month grid - complete, scheduled, overdue at a glance - with a week view for the sharp end.
Approvals With An Audit Trail
Spend thresholds, per-user limits and a named decision on every quote, job and invoice.
Offline Engineer App
Queue jobs and log entries on site with no signal - they sync themselves the moment you're back.
The Product, Unretouched.
Five screens straight from the app - same pixels your team will work in. Every capture shows illustrative demo data.
Scroll sideways - or focus the strip and use arrow keys.
Thirty-Plus Screens. Zero Spreadsheets.
Overview
Dashboard - the Operations Command hero, health score, KPI row, AI workspace and a customisable widget board.
Compliance & PPM
Compliance · Renewals · PPM Planner · Maintenance Plan · Assets · Forward Maintenance · Timeline - with live count badges on what needs you.
Operations
Jobs · Client Requests · Calendar · Upcoming Visits · Engineer Schedules · eLogbook - plus My Day for the field.
Sites
Sites · Map · 3D Walkthroughs - access notes, a clustered RAG map with reactive/compliance/PPM lenses, and embedded virtual tours.
Commercial
Supplier KPIs · Enquiries · Quotations · Works Orders · Price Book · Quote Builder · Financials · Approvals - enquiry to payment, one thread.
Intelligence & Sustainability
AI Assistant · AI Workflows · Auto Reports · Documents - plus ESG Performance and Net Zero, grounded in your live footprint.
AI Drafts It. A Competent Person Signs It Off.
The Trade Counter's AI is an expert co-pilot for scopes, tenders, RAMS, safety documents and asset lifecycle calls. Every answer is grounded in your live data - jobs, assets, certificates, invoices - and cites the records it used. It never guesses across tenants, and it never acts alone.
Most CAFM AI drafts and disappears. The Trade Counter's moves through a governed pipeline with a named approver - a draft until a competent person signs it off, and the record shows who.
The rail, verbatim - printed on every AI surface "This output has been generated by AI as a drafting and analysis aid. It requires review and approval by a competent person before it is relied upon or issued. Final responsibility remains with the authorising individual."
Scope Builder
Turn a plain-English brief into a structured scope of works ready to send to suppliers.
Bid Review
Compare returned tenders side by side - coverage, price and risk - before you appoint.
RAMS Pack Composer
Risk assessments and method statements drafted from the job record, for review and sign-off.
Compliance Gap Analysis
Scan certificates and findings against your frameworks to surface what's missing or expiring.
Invoice Three-Way Match
Reconcile invoice, works order and job before approval - exceptions flagged, not buried.
Permit To Work
Draft permits with the right controls for the task, tied to the asset and site record.
Renew EICR - Unit 4 Substation
Statutory certificate expires in 14 days. Book the renewal inspection before the cover lapses - the raise-job flow is pre-filled with the site and title. Try it - this card is live.
Queue clear. The inbox self-hides at zero - it returns when something needs a decision.
One Studio. The Whole Operation's Paperwork.
The Workflow Studio is where the 34 governed workflows live - organised across eight categories spanning operations, compliance, assets, PPM, procurement, quotations, reporting and ESG. Pick a lane, follow a guided journey, or start straight from the record you are already on - every draft lands in the same review queue.
The brief - drawn from the live record
- Asset / system
- AHU-02 supply fan · Unit 4, Fenchurch
- Building type
- Multi-tenant office
- Problem
- Intermittent supply-fan failure; comfort complaints
- Desired outcome
- Like-for-like replacement, minimal downtime
- Constraints / access
- Roof plant room - permit and out-of-hours access
- Budget
- Provisional - confirm at tender
- Timeline
- Within the next PPM window
- Known exclusions
- BMS re-commissioning by others
- Supporting files
- Asset record + last service sheet, attached from the record
The asset, site and service history attach themselves - you write the intent.
- Isolate, disconnect and remove the existing supply-fan assembly (AHU-02).
- Supply and install a like-for-like replacement unit; make good ductwork transitions.
- Test, rebalance and hand back - certificates filed against the asset record.
"This output has been generated by AI as a drafting and analysis aid. It requires review and approval by a competent person before it is relied upon or issued. Final responsibility remains with the authorising individual."
The review gate
Waiting on a competent person - the draft cannot issue itself.
Nothing is booked, raised or sent without a human decision.
- Task sequence, hazards and controls drafted from the job record.
- Permit-to-work and out-of-hours access controls included from the brief.
"This output has been generated by AI as a drafting and analysis aid. It requires review and approval by a competent person before it is relied upon or issued. Final responsibility remains with the authorising individual."
Bid Review
Returned tenders compared side by side - coverage, price and risk - before you appoint.
The full walkthrough is coming to this player - the flow runs the same Draft → Review → Sign-Off rail.
Asset Intelligence
Lifecycle calls on plant and equipment, grounded in the live asset record - with the records cited.
The full walkthrough is coming to this player - the flow runs the same Draft → Review → Sign-Off rail.
Custom
Workflows shaped to your workspace - run through the same draft, review and sign-off rail as everything else.
The full walkthrough is coming to this player - the flow runs the same Draft → Review → Sign-Off rail.
Recently Shipped - And Still Shipping.
Your Operation, On The Office Wall.
A self-refreshing ops display for any TV - auto-rotating panels, SLA countdowns, the live portfolio map and an activity ticker. One revocable link per workspace; the screen never holds a user session.
The Chasing, Done For You.
Statutory certificates expiring within 60 days - or already lapsed - become ready-to-action renewal suggestions, with the raise-job flow pre-filled and a chase email drafted on demand. Date-triggered and review-only: nothing is booked, raised or sent without a human decision.
Know How Every Visit Landed.
Visit feedback rolls up into a client-satisfaction scorecard right where requests are managed - so account conversations start from evidence, not anecdotes.
One Box For Everything.
Jump to any record, approve a waiting quote or raise a job at a site - straight from the keyboard. The command palette knows what's pending and offers the action, not just the page.
Whole Deliverables, Not Just Chat.
Packs are governed document generators built into The Trade Counter - branded, client-ready deliverables produced from your live records, each moving through the same draft → review → sign-off register. Four generate from the Packs page, three from the job drawer, and the bidroom starts from an enquiry.
Bidroom In A Box
A five-stage bid workflow that turns a tender into a submission-ready response. From an enquiry.
ContractorsPre-Con Pack
Mobilisation documents for a newly won contract - day one, covered. From the Packs page.
ContractorsRAMS Factory
Risk assessments and method statements from the job record. "Generate RAMS" in the job drawer.
Both sidesCommercial Control Kit
Change control that keeps scope creep on paper. "Generate Control Kit" on the Packs page.
ContractorsMargin Cockpit
A portfolio margin board-pack - where money is made and lost. From the Packs page.
ContractorsDispatch Desk
Works orders and engineer tickets for the day-to-day. "Generate Works Order" in the job drawer.
Both sidesHandover Certificate
Practical-completion certification anchored to the job's evidence trail. "Generate Handover Cert" in the job drawer.
Both sidesClient Update
A periodic client-facing portfolio update - compliance, work done, what's next. From the Packs page.
OwnersGoverned by design. Every pack carries a reference in the Built AI Packs register; the authoritative review and sign-off is the digital approval recorded against it - so what leaves the building has a named approver behind it.
Connected Where It Counts.
Xero Accounting
Bills pushed to your ledger - invoices reconciled where finance lives.
Stripe Billing
Subscription and payment plumbing handled by the platform.
Email & Call Intake
Inbound requests become triaged jobs - no inbox copy-paste.
Energy & IoT Feeds
Meter and sensor readings land against the site record.
3D Walkthroughs
Walk any site in 3D, embedded right in the workspace.
Serious About Whose Data It Is.
Multi-Tenant Isolation
Row-level security on every record - each organisation's data is isolated at the database layer, and tested to stay that way.
Enterprise Sign-In
Single sign-on with Microsoft Entra and Google, alongside password and magic-link access.
Governed Approvals
Per-user approval limits, spend thresholds and a full audit trail on quotes, jobs and invoices.
Your Brand
White-label ready - your logo, your colours, your domain. Per-tenant branding out of the box.
Switching is a considered decision - here's how the move actually goes.
Bring Your Data In
Sites, assets and documents import through Data Sources - we help you map and load them, so day one isn't a blank workspace.
Real People Behind It
Talk to the team who build it - hello@built-ai.io, UK. No ticket-triage maze between you and an answer.
Yours To Take With You
Export jobs, invoices, quotes, assets and findings to CSV or PDF on demand. GDPR-aligned handling; data-processing terms and hosting details on request.
The Questions A Buyer Actually Asks.
How does our existing data get in?
Sites, assets and documents import through Data Sources - the Built AI team helps map and load them, so day one is not a blank workspace. The feeds keep flowing afterwards: email intake, energy readings and accounting stay connected.
Will engineers on site actually use it?
The engineer app installs on any phone. My Day carries the route, the jobs and the access notes; jobs and log entries can be raised offline and sync when back on signal. Completion evidence - photos, notes, signatures - lands against the job record.
Who is accountable for what the AI produces?
Every AI output moves through draft, review and sign-off with a named approver, and each AI surface carries the rail verbatim: it is a drafting aid until a competent person approves it. Nothing is booked, raised or sent without a human decision.
Is our data locked in?
No. Jobs, invoices, quotes, assets and findings export to CSV or PDF on demand. Handling is GDPR-aligned, and data-processing terms and hosting details are available on request.
How do people sign in - and how is our data kept separate?
Single sign-on with Microsoft Entra and Google, alongside password and magic-link access. Each organisation's records are isolated with row-level security at the database layer - and tested to stay that way.
How long does it take to get running?
Three moves: connect your data, invite your team, run the day - about three weeks in practice. Prefer to look first? The walkthrough runs on the live product - book 20 minutes.
Up And Running In Three Moves.
Connect Your Data
Bring sites, assets and documents in through Data Sources - and keep the feeds (email, energy, accounting) flowing in.
Invite Your Team
Role-aware invites - FM managers, engineers, clients and suppliers each land in the view built for them.
Run The Day
The dashboard, planner and AI Action Inbox take it from there - with every decision governed and audited.