What TBA Facilities is
TBA Facilities is the app TBA uses to manage the maintenance of its clients' buildings. It replaces each building's monthly spreadsheets with one place that TBA, the clients and the providers share.
The business in three sentences
- TBA signs a TBA contract with each client. The contract groups the buildings that TBA looks after for that client.
- TBA hires providers for each service: lifts, HVAC, fire protection, cleaning…
- The providers do the work and upload their documents. TBA's facility manager (FM) validates each document before the job counts as closed or the invoice reaches the client.
What you can do in the app
- Register clients, providers, contracts and buildings.
- Plan preventive maintenance and see each month what has been done.
- Open corrective maintenance jobs, request quotes and get the client's approval.
- Track regulatory inspections and their correction deadlines.
- Validate quotes, reports, certificates and invoices.
- Compare each invoice with the expected amount and forward it to the client.
- Evaluate providers.
Who uses it
| Who | What for |
|---|---|
| TBA | Runs the buildings day to day. Validates the documents and forwards the invoices to the client. |
| Clients | Follow their buildings, request corrective jobs and approve quotes. |
| Providers | See their jobs, mark them as executed and upload their documents and invoices. |
Each person sees only what concerns them. A client sees its buildings. A provider sees its contracts and jobs. See Who does what for the details.
How to read this guide
- Concepts explains each object in the app and how the objects relate.
- Workflows explains the tasks step by step.
- The Glossary lists each term in Spanish, Catalan and English.
Names on screen
The app is in Spanish. This guide writes menu, tab and button names in bold, in Spanish as they appear on screen. The first time a name appears on a page, its English translation follows in brackets.