Skip to content
Agent Consulting UK
Agent Consulting UK/What we do

A few examples of what we can automate.

These are illustrative, each one built around your team's actual workflow, not a template.

01
Compliance

Statutory compliance.

Every certificate, every renewal, every remedial action, kept up to date so nothing lapses on your watch.

We take the job off your desk: logging every certificate, checking the contractor's accreditation, recording renewal dates and chasing them before they fall due. Anything urgent reaches the right person quickly; anything we're unsure about goes to your team to decide.

What we handle
Starts when
A certificate or renewal date lands in the inbox
You end up with
Every building stays compliant, and nothing slips through
  1. 1
    Collect
    Every contractor certificate and renewal arrives in one place, never a personal inbox.
  2. 2
    Check
    We confirm the type, the contractor’s accreditation, the issue and renewal dates, and note every defect.
  3. 3
    Record
    One clear, up-to-date record per certificate, linked to the right building and asset.
  4. 4
    Chase
    Renewals are chased well ahead of time, so nothing is left to the last minute.
  5. 5
    Follow up
    Every defect becomes a tracked job, closed only when the remedial certificate arrives.
  6. 6
    Report
    A clear monthly status report per building: red, amber, green at a glance.
  7. 7
    Escalate
    Anything that puts people at risk reaches the responsible person straight away.
02
Maintenance

Reactive maintenance.

The tenant emails, and a good deal of admin sits between that message and the contractor arriving. This is the work that benefits most from never being left waiting.

We handle the whole process: logging the request, working out the right trade, booking the contractor and keeping the tenant informed until the job is done. Anything to do with cost or safety still comes to your team to approve.

What we handle
Starts when
A tenant reports a problem
You end up with
The repair is done and everyone’s kept in the loop
  1. 1
    Log it
    Every request, whether email, web form or phone, lands in one place.
  2. 2
    Understand it
    We work out the trade, the urgency and what’s actually needed, using what we know about the building.
  3. 3
    Fill the gaps
    Missing a detail? We ask the tenant in plain English, in a single message.
  4. 4
    Raise the job
    A clear work order in your system, or ours if you’d rather keep things light.
  5. 5
    Book & chase
    We recommend the right contractor, then chase the timing and the completion.
  6. 6
    Keep the tenant informed
    Acknowledged quickly, an expected time when we have one, confirmed when it’s done.
  7. 7
    Weekly summary
    Each week: open jobs, anything ageing, missed deadlines and contractor performance.
03
Planned upkeep

Planned maintenance.

A maintenance schedule that looks after itself, with your team firmly in control of anything that touches safety.

We build and run the schedule from your asset register, remind contractors before visits are due, take in the reports, pull out the defects and open the follow-up jobs. Your team signs off statutory completions. We take away the chasing, not the accountability.

What we handle
Starts when
A service falls due on the schedule
You end up with
Visits happen on time and every defect gets closed out
  1. 1
    Your assets
    Brought in from your system, a spreadsheet or a survey, and kept as the single source of truth.
  2. 2
    The schedule
    Manufacturer, statutory and warranty intervals become a rolling twelve-month plan.
  3. 3
    Remind contractors
    Ahead of each visit, with the asset details, access notes and the last report.
  4. 4
    Chase the reports
    A visit isn’t closed until the report is in and reads cleanly.
  5. 5
    Follow up defects
    Every finding becomes a follow-up job, sent to the right trade.
  6. 6
    Flag the overdue
    Anything past its statutory date is flagged and escalated before it becomes a problem.
  7. 7
    The dashboard
    Completion rates, ageing defects and contractor performance, feeding your monthly report.
Works with what you have

We work with the tools you already use.

We build on top of whatever your team runs today: email, spreadsheets, shared drives and the systems specific to your work. No rip-and-replace.

Email & messaging

Outlook · Gmail · Microsoft 365 · Slack · Teams

Documents & spreadsheets

SharePoint · Google Drive · Dropbox · Excel · Google Sheets

Your own systems

CRMs, finance, scheduling and the industry tools your team already relies on.

Start small

Start with one workflow.

We start small on purpose. Pick the task your team finds most tedious, and we'll show you what automating it looks like, usually within a few weeks.

Contact usMore about us