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How to Choose and Implement CAFM Software – a Practical Guide

A CAFM system brings buildings, assets, maintenance, breakdowns and service providers together in one place. This guide shows which features really matter, how to compare vendors and how to get live without a months-long project.

Updated on · Reading time: 6 min

What is CAFM software?

CAFM stands for computer-aided facility management – facility management supported by software. A CAFM system replaces the mix of spreadsheets, binders, emails and paper notes that many organizations still use to manage their buildings. It answers three questions at any time: What do we have? (buildings, rooms, assets), What needs to be done? (maintenance, inspections, breakdowns) and What has been done? (records, hours, costs).

The term is often used interchangeably with "facility management software." Related, but narrower in scope, is the CMMS (maintenance management software), which focuses mainly on maintaining machinery and equipment.

Which features a CAFM system needs today

Vendor feature lists are long. For most organizations, though, six building blocks decide whether the software gets used day to day – or whether spreadsheets are back in charge after three months.

1. Property and asset register

Buildings, floors, rooms and equipment in a clean hierarchy. Every item needs documents, photos, manufacturer data and maintenance data. Nothing else works without this register – it is the foundation.

2. Maintenance and inspection planning

Recurring maintenance by interval (for example every 6 months) and ideally also by meter reading (for example every 500 operating hours). Due tasks must be created automatically and escalate when nobody reacts. Legally required inspections should be flagged as such.

3. Breakdown and ticket management

Reports from users, tenants or employees land as a ticket with a status, priority and assignee – instead of in one person's inbox. Particularly effective: QR codes on equipment and rooms that let anyone report a problem without logging in. The ticket then already knows which piece of equipment is affected.

4. Mobile use on site

The work happens in the basement, on the roof and in the mechanical room – not at a desk. A CAFM system has to work as well on a smartphone as on a PC: open a ticket, log time, attach a photo, close it.

5. Records and documentation

Who did what, and when? After damage or during an inspection by an insurer or authority, a complete audit trail is what counts. Good systems log changes automatically and generate reports at the click of a button.

6. Roles, clients and service providers

Maintenance technicians, engineering, property management, outside contractors and owners need different permissions. If you look after several properties or customers, you also need separate client accounts.

Checklist: comparing CAFM vendors

CriterionWhat to look for
Getting startedCan you start without a consultant or a project phase? Is there a demo that doesn't require a sales call?
Ease of useCan a maintenance technician find their way around without training? Let the future users test it themselves.
MobileDoes everything work in the browser on a smartphone? Can the application be installed as an app?
Data importCan existing spreadsheets (rooms, equipment) be imported?
Pricing modelCancelable monthly or a multi-year contract? Setup fees? Cost per user or per property?
Data protectionWhere are the servers located? Is there a data processing agreement (DPA)?
IntegrationsWebhooks or an API to connect other systems (for example ERP or accounting)?
GrowthCan you add more buildings, clients and modules later without buying again?

How to implement CAFM software in 6 steps

Most CAFM projects fail not because of the software, but because of the attempt to model everything perfectly on day one. Work in small, usable steps instead. Using Maintably as an example:

  1. Start with one building. Under Buildings (Gebäude), create a single property – the one with the most breakdowns. Add floors and rooms only as far as you need them for reports.
  2. Capture the 20 most important pieces of equipment. Heating, ventilation, elevator, fire protection systems, gates: under Equipment (Geräte), a name, location, manufacturer and a photo of the nameplate are enough. Completeness can come later.
  3. Set up maintenance plans. Under Maintenance plans (Wartungspläne), enter the interval for each piece of equipment – or choose a meter reading as the trigger. Flag legally required inspections. From now on, due dates appear in the Maintenance calendar (Wartungskalender).
  4. Print and attach QR codes. Under QR codes (QR-Codes), print labels for equipment and rooms. Anyone who scans a code lands directly in a report form – the ticket is linked to the right piece of equipment.
  5. Invite the team and assign roles. Maintenance technicians and engineering get tickets and maintenance tasks, property management sees reports, and outside service providers see only their own work orders.
  6. Expand after four weeks. Only once the team works with tickets and maintenance every day should you add more buildings, key tracking, meters, cleaning schedules or inspections.

How much does CAFM software cost?

The range is wide. Classic on-premise systems from large vendors quickly run into five-figure amounts for licenses and implementation, plus support contracts. Cloud solutions (SaaS) are usually billed monthly – by user, property or feature set. Besides the list price, watch for hidden costs: setup, training, data migration, integrations and minimum contract terms.

For smaller portfolios, it is worth looking at vendors where you can start without a contract and test the software with real data before any money changes hands.

CAFM for small and mid-sized organizations

For a long time, CAFM was considered a topic for large corporations and big property managers. That has changed: property management companies, housing cooperatives, schools, hotels, medical practices and commercial businesses have the same obligations – operator responsibility, inspection deadlines, documentation – but neither the time nor the budget for an implementation project. What counts for them: quick to get started, easy to use and affordable.

Maintably is built for exactly that: a CAFM system in the browser, with tickets, maintenance plans, QR codes, key tracking, meters, inspections and documents – multi-client capable and with no installation.

Try Maintably for free

Tickets, maintenance plans, QR codes, keys, defects and daily log in one software – in the browser, no installation.

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Frequently asked questions

What is the difference between CAFM and CMMS?

CAFM covers the whole of facility management – space, rooms, keys, cleaning, service providers, contracts. A CMMS focuses on maintaining machinery and equipment. Modern systems such as Maintably combine both.

Do I need to install anything for a CAFM system?

No. Cloud-based CAFM software runs in the browser on a PC, tablet and smartphone. Nothing has to be installed on your own servers.

How long does it take to implement CAFM software?

With a step-by-step approach, a first building with its most important assets and maintenance plans can be set up in a day. The full rollout then happens during day-to-day operations.

Can I import my existing spreadsheets?

Usually yes – ask the vendor whether they handle the import. Beforehand, check that your lists contain a unique name and a location for every entry; that saves rework. With Maintably, the team supports larger data migrations.

Who benefits from CAFM software?

Anyone who looks after more than a handful of assets with inspection and maintenance obligations: property management companies, owners, commercial businesses, schools, hospitals, hotels and technical service providers.

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