Surveying on site, end to end.

It assumes you're a working surveyor who already knows what a condition rating, an element or a schedule rate is. What's in here is how Orchestrate handles them on a phone or tablet, on site, often without signal.

1.1 Install and open Orchestrate

1. Open your app store. The App Store on iOS, Google Play on Android.
2. Search for "Concerto Orchestrate". The publisher is Bellrock.
3. Install and open. The app starts first-run onboarding before sign-in.

1.2 First-run onboarding

The first time you open Orchestrate, the app runs a short onboarding flow before sign-in to ask for the permissions it needs. You can change any of these later in your phone's Settings.

1. Camera. Required for scanning location barcodes and capturing site photos. Tap Allow.

   [Screenshot: Onboarding — Camera permission]

2. Location. Used to tag surveys to where they were captured. Choose While using the app.

   [Screenshot: Onboarding — Location]

3. Notifications. Lets Concerto notify you about sync completions and messages.

   [Screenshot: Onboarding — Notifications]

4. Biometric sign-in. Enable Face ID, Touch ID or fingerprint so you don't need to retype your password every time.

   [Screenshot: Onboarding — Biometric]

1.3 Logging in

You'll need three things from your manager or admin: a URL (the address of your organisation's Concerto), a login name and a password.

1. Enter the URL. Type it exactly as supplied. The app checks it and shows a green tick when it's valid.
2. Enter your login name. This is usually your work email address or a short user code.
3. Enter your password. Tap the eye icon to reveal it if you need to check what you've typed.
4. Tap Login. You may see "Concerto is warming up. This may take a little longer than usual." — this is normal the first time of the day.

If your organisation uses single sign-on

Tap Sign in with SSO instead of entering a password. You'll be taken to your company's sign-in page; finish there and you'll be returned to Orchestrate.

If your device was pre-configured

Tap Scan QR code on the login page and point the camera at the QR your administrator has provided. The URL and login name fill in automatically.

Multi-factor sign-in — Login with a QR code

If your organisation requires multi-factor authentication, the simplest way to sign in is with the QR code flow shown on the Login page. Use the Concerto website to generate a QR code, then scan it from the app.

1. Log in to the Concerto website. Open the website on a desktop or laptop and sign in with your credentials.
2. Click your initials. Find your initials (or profile image) in the top right of the home page.
3. Click "Scan to Login to App". Select the button from the dropdown menu. A QR code appears on the web page.
4. Scan the QR code. On your phone, tap Scan QR code on the Orchestrate Login page, then point your camera at the QR code on the web page. You're signed in.

Forgotten password

Tap Forgotten password? on the login page, enter your URL and login name, then tap Reset Password. You'll receive an email with instructions. Tap Back to Login when you're done.

Accepting the Terms and Conditions

The first time you log in, you'll be asked to read and Accept the Concerto Terms and Conditions. You won't see this prompt again unless the terms change.

1.4 The Home page

After logging in you land on the Home page. As a surveyor the tile you care about is Condition surveys — it shows a small count badge whenever there's outstanding work on the device that hasn't been synced yet.

1.5 Open the Condition surveys area

1. From Home, tap Condition surveys. The first thing you see is the Condition surveys screen with two tabs across the top.
2. Use the tabs to switch between offline and online sites.
   • Current Sites lists sites already downloaded to the device — the ones you can work on without signal.
   • Search Sites lets you find any site you have access to and start a new download.

2.1 Download a site for offline survey

1. Find the site.

   On the Search Sites tab, type part of the site name or postcode and tap the result. Orchestrate opens the download wizard.

2. Step 1 — Choose the survey type.

   • Brand new survey — start fresh with no existing data. Use this for a first-ever survey or when the site has been re-built.
   • Resurvey / update — pull the existing survey records down so you can update them in place. See Part 6 for the resurvey workflow.

   [Screenshot: Download wizard — Step 1, survey type]

3. Step 2 — Choose the disciplines.

   Toggle on any combination of Building, Mechanical and Electrical. Only elements that belong to the chosen disciplines will be downloaded — keeping the dataset small and the app fast on site.

   [Screenshot: Download wizard — Step 2, disciplines]

4. Step 3 — Choose the scope.

   • Download the whole site — all blocks and floors.
   • Select one or more blocks — picks specific blocks only (the wizard adds Step 4 to choose them).

   [Screenshot: Download wizard — Step 3, scope]

5. Step 4 — Pick the blocks (if you chose Select blocks).

   Tick the blocks you want. Untick anything you don't need. Tap Next.

   [Screenshot: Download wizard — Step 4, block selection]

6. Step 5 — Review and download.

   The summary screen shows the survey type, disciplines and scope you've chosen. When everything's right, tap Download to device. The site appears on the Current Sites tab once it's finished.

   [Screenshot: Download wizard — Step 5, ready to download]

2.2 Choose a block to work on

1. Open the site from Current Sites. A list of blocks loads.
2. Tap the block you're surveying. Orchestrate opens the Condition Survey block page for that block.

2.3 Record the block's overall condition and inspection report

Every block has an overall condition rating and an inspection report. Capture both on the block page before you start drilling into locations.

1. Set the condition rating. Tap one of the chips under Condition rating (e.g. Good Fair Poor).
2. Type the inspection report. The Inspection report editor accepts free text — describe construction, condition observations and anything else relevant at block level.

2.4 Use Ask AI… to draft an inspection report

If your organisation has the AI assist enabled, the block page shows an Ask AI… button next to the inspection report label. It generates a first-draft inspection report based on the records you've captured for the block so far.

1. Capture at least a handful of survey records on the block's locations (see Part 4). The more records, the better the draft.
2. Tap Ask AI… on the block page. After a few seconds the draft is dropped into the Inspection report editor.
3. Read and edit it. The AI is a head-start, not a substitute for your professional judgement — always review, correct and add to the draft before signing the block off.

3.1 Pick a location to survey

1. From the block page, open Survey locations. A scrollable, searchable list appears.
2. Use the search box, the search-by control or the sort control to find the location quickly on big sites.
3. Tap the location. Orchestrate opens the Survey records page for that location.

3.2 Create a new location or room

If a location isn't already in Concerto, you can add it from the app. The page offers two types.

1. Tap Add location on the Survey locations page.
2. Choose the type of location.
   • Location — a general location such as Roof or Front elevation. Enter a name or pick from the preset list.
   • Room — a numbered room with a floor level and area. The form asks for floor level, room name and area details.
3. Fill in the mandatory fields (marked with *) and tap Save. The new location appears in the list ready to survey.

3.3 Scan a barcode to jump to a location

If your locations carry barcodes or QR codes, tap the scan icon on the Survey locations page and point the camera. Orchestrate jumps straight into the matching location's survey records.

3.4 Navigate between locations

From the Survey records page you don't have to go back to the list to move on — the Options menu has Next location and Previous location shortcuts that walk you through the block in order. See 4.7 for the full detail.

4.1 Choose an element to record against

From the Survey records page tap Add record. Before the form opens you drill through three short pickers:

1. Element group. A high-level category (e.g. External walls, Internal finishes, Electrical services).
2. Element. A specific element within the group (e.g. Brickwork, Suspended ceiling, Distribution board).
3. Sub-element / section. If the element is sub-divided (e.g. Sockets within Small power), pick the section.

Once the sub-element is chosen, the survey form opens for that element.

4.2 Add a new survey record

The survey form is long. Fill in what's relevant and leave the rest. Mandatory fields show an inline error if they're missed.

4.3 Field-by-field reference for the survey form

Tap Save at the foot of the form. The record appears at the top of the Survey records list with its condition pill and total cost.

4.4 Use saved phrases to fill text fields

Wherever you see a small Phrase button next to a text field — Description, Defects, Recommended works — tap it to pick from a library of pre-written phrases your organisation has set up. The chosen phrase is inserted at the cursor.

Phrases save typing and keep your wording consistent across reports. If a phrase you need is missing, ask your administrator to add it to the Concerto phrase library.

4.5 The Options menu

The Options button at the foot of the Survey records page opens a bottom sheet that gathers together every action you can perform on the current location and its records. The sheet is context aware — items only appear when they're actually usable.

To open the menu, tap Options in the bottom-right of the Survey records page. To close it without picking anything, tap outside the sheet or swipe it down.

4.6 Copy and paste records between locations

Often the same elements recur across rooms — six identical hotel bedrooms, eight fan coil units, twenty fluorescent fittings. Copy/paste is the fastest way to capture all of them without retyping.

1. Tick the records you want to duplicate.

   On the source location's Survey records page, tap the checkbox at the left of each record you want to copy. You can tick as many as you like, including ones from different elements.

2. Open Options and tap Copy.

   Orchestrate puts the ticked records onto an in-app clipboard. The bottom sheet closes; the source records stay in place, untouched.

3. Move to the destination location.

   Either tap Next location / Previous location from the same Options sheet to walk through the block in order, or use the title bar's back arrow to return to the locations list and pick any location.

4. Open Options on the new location and tap Paste.

   The records are pasted in as brand-new editable records. They aren't linked back to the originals — change one and the other isn't affected. Pasted records carry their condition rating, description, defects, measurements, priority and costs across, so all you need to do is amend anything that's location-specific (room-specific quantities, defects unique to this space).

4.7 Move between locations from the Options menu

Next location and Previous location are the fastest way to walk a building floor by floor. They follow the order shown on the Survey locations list for the current block — so if you've sorted the list (for example, by room number) the buttons walk in that order too.

• Next location is hidden when you're already on the last location in the block.
• Previous location is hidden when you're on the first location.
• Both jumps preserve anything you've copied to the clipboard, so the typical workflow is: survey the first room → Copy → Next location → Paste → adjust → Next location → Paste → …

4.8 Mark a location as complete

When you're finished with a location, tag it as done so the rest of the team can see it's signed off.

1. Open Options on the location's Survey records page.
2. Tap Mark as complete. A green tick appears next to the location name on the location list.
3. Need to revisit? Open Options again and choose Mark as incomplete.

4.9 Delete a record

1. Tick the record(s) you want to delete on the Survey records page.
2. Open Options and tap Delete. Confirm the prompt.

5.1 When to use an estimate

• Use an estimate when the work needs multiple line items, each with its own rate and quantity (e.g. strip-out, replace, make-good, redecorate).
• Use the Quantity / Rate fields on the form when the cost is a single straight line (e.g. 120 m² of carpet at £18.50/m²).
• Use Additional / Lump sum or Abnormal / Contingency cost to add fixed amounts on top of either approach.

5.2 Build an estimate from schedule rates

1. Open the estimate page.

   On the survey form, scroll to Estimate of works and tap Create estimate. Orchestrate opens the Estimate page showing every schedule rate available for this element.

   [Screenshot: Estimate page — schedule rate list with Qty fields and Total at the bottom]

2. Enter quantities against the rates that apply.

   Each schedule rate row shows its code, description and rate per unit. Tap the Qty box on the right and type the quantity. Leave the box blank on rates that don't apply.

3. Watch the running total.

   The Total at the bottom updates as you type. It's the sum of quantity × rate across every row that has a value.

4. Save.

   Tap Save. Orchestrate writes the estimate against the survey record and returns you to the form. The total appears under Estimate of works.

5.3 Use the quantity / rate fields directly

If a full estimate is overkill, the form itself supports a simple unit-rate calculation:

1. Tick the Priority first — the cost fields are hidden until a priority is set.
2. Enter a Quantity and pick its unit.
3. Enter the Rate in £ per unit.

The headline cost shown on the Survey records list is calculated from these fields if you don't build a full estimate.

5.4 Additional and abnormal costs

Two extra cost fields cover anything the unit-rate or schedule-rate calculation can't capture cleanly.

• Additional cost / Lump sum — a flat amount added on top of the calculated cost. Use it for fixed-price elements (e.g. "£450 for permit-to-work").
• Abnormal / Contingency cost — for site-specific abnormals, access, asbestos surcharges or contingency uplifts.

Both are simple £ amounts and are added straight to the record's headline cost.

1. Start the download as normal.

   From Search Sites, find and tap the site to open the download wizard.

2. On Step 1, pick Resurvey / update.

   Continue through the wizard the same way as a brand new survey — choose disciplines, scope and blocks. Tap Download to device on Step 5.

3. Open the site and the block.

   The block page shows the previous overall condition and inspection report. Update them in place.

4. Open a location.

   The Survey records page shows the existing records loaded from the previous survey. Tap any record to open the form and edit it.

5. Edit, delete or add records as needed.

   Edited records get an "Edited — waiting to be sent" badge until you sync (see 7.1). Records you don't touch are left as-is.

6. Sync.

   When you're done, sync as normal. Concerto updates the existing records rather than creating new ones.

7.1 Read the per-record sync status

Each record on the Survey records page carries a small status banner along the bottom of its card:

7.2 Trigger a sync manually

1. Open the Survey records page for any location on the site you want to sync.
2. Tap the sync icon in the top right of the title bar. A spinner indicates sync in progress; the icon stops when it's done.
3. Check the per-record banners. Anything that was Edited should now show as Sent.

7.3 Working offline and catching up later

If you tap the sync icon offline, Orchestrate queues the request and tries again as soon as it sees a connection. You don't have to do anything special — keep surveying as normal and the queued work will go up when you're back on signal.

If sync fails permanently (e.g. your password was reset while you were on site) Orchestrate will surface a banner on Home. Re-login and retry.