Question 1

How is my data secured, and where is it hosted?

Accepted Answer

Arez uses AWS UK and Google Cloud Platform infrastructure. Data is encrypted at rest and in transit, backed up every 24 hours, and supported by business continuity and disaster recovery measures.

Question 2

Can Arez integrate with our existing software?

Accepted Answer

Yes. Native integrations and APIs allow Arez to connect with other business systems. Each integration is reviewed individually to confirm scope, data flow and development requirements.

Question 3

Does Arez integrate with Xero, QuickBooks or Sage?

Accepted Answer

Yes. Arez can integrate with accounting software such as Xero, QuickBooks and Sage through native connections or APIs, depending on the required workflow.

Question 4

How does Arez help with compliance and audit trails?

Accepted Answer

Arez keeps forms, certificates, notes, photos, timestamps, status changes and service history in structured digital records. This creates clearer audit trails and makes compliance evidence easier to review and report.

Question 5

Can engineers use Arez without an internet connection?

Accepted Answer

Yes. Engineers can view assigned jobs and complete forms offline. Updates automatically sync when connectivity returns. Newly assigned jobs or notes will only appear after the device reconnects.

Question 6

Is my device compatible with Arez applications?

Accepted Answer

Arez supports modern web browsers and mobile devices used by field teams. During onboarding, the team can confirm compatibility for your devices, operating systems and mobile-device-management requirements

Question 7

Can Arez be branded for my business?

Accepted Answer

Yes. Add your logo, choose from available colour themes and brand the Customer Portal, emails, PDFs, reports and certificates. White-labelled mobile apps are also available.

Question 8

Who can access Arez, and what can each role do?

Accepted Answer

Access is controlled by role so each user sees only what they need: • Admin: full platform access. • Client: log jobs; view their jobs, sites, assets and quotes; approve quotes. • Supplier: manage assigned jobs, allocate workers, create visits and raise quotes. • Engineer or worker: use the mobile apps for assigned jobs, forms, notes, findings and remedial or quote requests. • Area Manager: admin-level access for assigned sites, without quote visibility. • Controller: view jobs and add notes without changing statuses or taking other actions.

Question 9

Why should I use the Customer Portal?

Accepted Answer

The portal gives customers and suppliers self-service access to the information they need. It reduces email and phone traffic, speeds up approvals and keeps jobs, documents and communication in one auditable workflow.

Question 10

What is the Arez Customer Portal?

Accepted Answer

The Arez Customer Portal is a secure, role-based area for clients, suppliers and operational users. Depending on permissions, it supports job logging, job visibility, quotes, reports, certificates, visits, invoices, inspections, assets and communication.

Question 11

Can I create my own reports and dashboards?

Accepted Answer

Users can select dashboard widgets, create KPIs, filter data and export reports to Excel, PDF or CSV. Bespoke reports and scheduled report delivery can be configured by the Arez team.

Question 12

Can Arez be customised to suit our business?

Accepted Answer

Yes. You can create forms, tailor approvals, configure selected fields and layouts, and personalise dashboards. The Arez team can adapt standard workflows; new workflows or modules requested by a customer are separately scoped and charged.

Question 13

Can Arez identify completed jobs that are blocking revenue?

Accepted Answer

Yes. AI can review completed job records, flag missing or weak evidence and show which jobs may delay invoicing, helping teams improve invoice readiness and cash flow.

Question 14

How does AI help me manage my business?

Accepted Answer

Arez AI can handle calls through Phoebe, generate quotes, compare prices with market rates, surface job histories and engineer notes, review invoice readiness and support dynamic scheduling and worker allocation.

Question 15

Can Arez manage inspections and compliance competencies?

Accepted Answer

Yes. Teams can create and manage inspections, forms and supporting records, while supplier and worker competencies can be monitored to support workforce compliance.

Question 16

Can Arez manage quotes, invoices, purchase orders and inventory?

Accepted Answer

Yes. FieldIQ supports quote generation and approval, multi-supplier quote requests, invoice consolidation and sending, purchase orders and inventory management within connected workflows.

Question 17

Can Arez manage suppliers and subcontractors?

Accepted Answer

Yes. Suppliers can receive assigned jobs, allocate workers, create visits, provide updates and raise quotes. Operate also supports supplier communication and worker compliance management.

Question 18

Can Arez manage multiple companies, customers, contracts and sites?

Accepted Answer

Yes. A single platform can manage multiple legal entities, branches, regions, customers, contracts, sites and assets, with separate branding and role-based permissions where required.

Question 19

How does Arez manage reactive maintenance jobs?

Accepted Answer

Teams can log, prioritise, assign and track reactive jobs in real time. Engineers receive the job through the mobile app and can add notes, forms, evidence and findings from site.

Question 20

Can Arez automate planned preventive maintenance (PPM)?

Accepted Answer

Yes. FieldIQ can generate recurring PPM jobs by contract, site or asset, helping teams control service schedules, planned visits and maintenance history.

Question 21

What can Operate manage?

Accepted Answer

Operate manages workforce rotas, recurring shifts, patrol scheduling and monitoring, worker holidays, payroll, charge sheets, supplier communication and compliance competencies for workers and suppliers.

Question 22

What can FieldIQ manage?

Accepted Answer

FieldIQ manages planned preventive maintenance, reactive and quoted work, assets, sites, engineers, suppliers, forms, certificates, inspections, quotes, invoices, purchase orders, inventory and invoice-ready job records.

Question 23

Can Arez manage inspections and compliance competencies?

Accepted Answer

Yes. Teams can create and manage inspections, forms and supporting records, while supplier and worker competencies can be monitored to support workforce compliance.

Question 24

Can Arez manage quotes, invoices, purchase orders and inventory?

Accepted Answer

Yes. FieldIQ supports quote generation and approval, multi-supplier quote requests, invoice consolidation and sending, purchase orders and inventory management within connected workflows.

Question 25

Can Arez manage suppliers and subcontractors?

Accepted Answer

Yes. Suppliers can receive assigned jobs, allocate workers, create visits, provide updates and raise quotes. Operate also supports supplier communication and worker compliance management.

Question 26

Can Arez manage multiple companies, customers, contracts and sites?

Accepted Answer

Yes. A single platform can manage multiple legal entities, branches, regions, customers, contracts, sites and assets, with separate branding and role-based permissions where required.

Question 27

How does Arez manage reactive maintenance jobs?

Accepted Answer

Teams can log, prioritise, assign and track reactive jobs in real time. Engineers receive the job through the mobile app and can add notes, forms, evidence and findings from site.

Question 28

Can Arez automate planned preventive maintenance (PPM)?

Accepted Answer

Yes. FieldIQ can generate recurring PPM jobs by contract, site or asset, helping teams control service schedules, planned visits and maintenance history.

Question 29

What can Operate manage?

Accepted Answer

Operate manages workforce rotas, recurring shifts, patrol scheduling and monitoring, worker holidays, payroll, charge sheets, supplier communication and compliance competencies for workers and suppliers.

Question 30

What can FieldIQ manage?

Accepted Answer

FieldIQ manages planned preventive maintenance, reactive and quoted work, assets, sites, engineers, suppliers, forms, certificates, inspections, quotes, invoices, purchase orders, inventory and invoice-ready job records.

Question 31

Why should I choose Arez?

Accepted Answer

Arez combines AI, CAFM, field service management and workforce management in one scalable platform. It is configurable, supports bespoke development, offers close implementation support and helps teams reduce admin, strengthen compliance and improve operational visibility.

Question 32

Does Arez work for my industry?

Accepted Answer

Yes. Arez is suited to facilities management, fire and security, M&E, HVAC, electrical contracting, property maintenance, grounds maintenance, security services and other multi-site field service operations.

Question 33

What size of business is Arez suitable for?

Accepted Answer

Arez supports growing contractors and large multi-site organisations. There is no minimum licence requirement, and the platform can scale across multiple divisions, customers, suppliers, sites, contracts and assets.

Question 34

What is the difference between FieldIQ and Operate?

Accepted Answer

FieldIQ manages PPM, reactive jobs, assets, engineers, suppliers, compliance, quotes and invoicing. Operate focuses on workforce management, including rotas, shifts, patrols, holidays, payroll, charge sheets and workforce competencies.

Question 35

How is Arez different from Joblogic or BigChange?

Accepted Answer

Arez differentiates itself through embedded AI, two connected products - FieldIQ and Operate - flexible configuration, role-based portals, white-labelling and bespoke development. The best system depends on your requirements, but Arez is designed for organisations that need more than basic job tracking.

Question 36

What is Arez and who is it built for?

Accepted Answer

Arez is an AI-powered CAFM, field service management and workforce management platform for contractors, facilities management providers and security businesses. It connects jobs, assets, people, compliance and commercial workflows in one system.

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