Your first day with Orchestrate.

By the end of this guide you will be able to

• Complete first-run onboarding and log in to Orchestrate.
• Find any asset by scanning its barcode or QR code, or by searching.
• Read the Asset summary page and act on what it shows you.
• Work a task end-to-end — from acknowledging it to signing off.
• Keep working when there's no signal, and sync cleanly when you're back online.
• Add, view and update your professional accreditations.

What you'll need

• An iOS or Android phone (or tablet) supplied or approved by your employer.
• The Concerto Orchestrate app installed.
• Your account URL, login name and password from your manager or system administrator.
• An authenticator app (e.g. Microsoft Authenticator, Google Authenticator) for multi-factor sign-in, if your organisation requires it.
• An internet connection for the first login. After that you can work offline.

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 barcodes and taking photos of work, sites and accreditation cards. Tap Allow.

   [Screenshot: Onboarding — Camera permission]

2. Location. Used to record where work happens, find nearby sites, and verify check-in. Choose While using the app.

   [Screenshot: Onboarding — Location]

3. Notifications. Lets Concerto let you know about new tasks, messages and reminders. Strongly recommended.

   [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. Optional but recommended.

   [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 explained

After logging in you land on the Home page (sometimes called the Main page). This is your jumping-off point for everything Orchestrate can do. Your version may show fewer or more tiles depending on what your role has access to.

The top bar

• "Orchestrate" wordmark — taps here do nothing; you're already home.
• Sync spinner — turns when Orchestrate is talking to Concerto in the background.
• Messages (envelope icon, with a red count badge) — tap to read messages from your office.
• Avatar / menu — your profile, settings, help, and sign-out.

The menu tiles

Tiles you'll use most as an engineer:

The three you'll come back to every shift are Scan barcode, My tasks and My accreditations. We'll walk through each in turn.

2.1 What scanning is for

Most assets in Concerto carry a small label with a barcode, a QR code or a GS1-format code. Scanning the label looks the asset up in Concerto and takes you straight to its record — no typing, no guessing which of fifty similar units it is.

You'll typically scan to:

• Confirm you're at the right asset before you start work.
• Open the asset's history and previous jobs.
• Raise a job against it.
• Update its details or condition after a check.

2.2 Tap Scan barcode

1. From the Home page, tap Scan barcode. The camera opens with a viewfinder overlay.
2. Frame the code in the centre of the screen. Hold your phone steady, around 10–20 cm from the label.
3. Wait for the gentle vibration and beep. That's a successful read.

2.3 After a successful scan — the Asset summary page

A good scan takes you straight to the Asset summary page. This is the single source of truth for an asset and you'll see it again when you search for assets in Part 3 or open one from a task in Part 4.

The header

• Asset type and sub-type (e.g. "Boiler · Gas-fired").
• Last checked date — a quick read of how current the data is.
• Banners appear at the top in amber/red if there are pending changes for the asset, or open jobs against it. Read these before you start any work.
• Back to parent asset — appears when the asset is a child of another (e.g. an individual fire extinguisher under a building's fire-suppression system).

The tab bar

The tabs you'll see (your role may show fewer):

What you can do from here

• Raise a job against the asset (if you have permission).
• Add an image — the camera button captures a photo and attaches it to the asset.
• Update asset details — pencil/edit on a field opens the relevant editor. Edits queue locally if you're offline.
• Open a parent or child asset via the in-page links.

2.4 If the scan doesn't match an asset

Occasionally a scan returns a code Concerto doesn't recognise — usually because the asset was never registered, or the label has been re-used.

You'll see a "No matching asset" message with the raw code on screen. You can:

• Search by part of the code — tap Asset search and paste in a fragment.
• Raise a job to register the asset — use the Raise job tile and include the code in the description.
• Notify your office via Messages so the label can be re-issued.

3.1 Tap Asset search

1. From the Home page, tap Asset search.
2. The search page opens with a search box and filter row at the top, and an (empty) results list below.

3.2 Filtering and finding the right asset

Start broad, then narrow down. The fastest path is usually Site → Block → Asset type.

1. Type into the search box. Searches match on description, reference, barcode, serial or location.
2. Add a Site filter. Tap the filter button (the funnel) and pick a site. The filter shows as a green pill above the results.
3. Add Block, Floor or Asset type if your site is large.
4. Remove a filter by tapping the × on its pill.

3.3 Opening an asset

Tap any row in the results list to open the Asset summary page — the same page you reach from a scan (section 2.3). All the same tabs and actions are available.

4.1 What My tasks shows

From the Home page, tap My tasks. The tile shows a small count badge for any outstanding work, so you can see at a glance whether anything needs doing.

The toolbar

• Search — type to filter the list by job reference, description or location.
• Dashboard (chart icon) — a grouped overview of your tasks by site, status or priority.
• Search by (filter icon) — opens the filter panel to scope by Site, Block, Category, Priority, PPM criticality, Acknowledged status.
• Order by (sort icon) — change the sort order of the list.

The title bar

• Sync — manually push and pull task data. It spins when it's working.
• Messages — read messages from your office; the red count is unread items.

Each row in the list shows the job reference, title, site, priority, due-by and a status pill: Open Travelling In progress Paused Overdue Complete

4.2 Opening a task

Tap a task to open the Work item page. The page is built around a set of tabs:

The Actions bottom sheet

At the bottom of the Work item page is an Actions button. Tap it to slide up a sheet of every action available right now — what's shown depends on the state of the task (e.g. you'll see Start travel before Pause).

4.3 Acknowledging a task

The first thing you do with a new task is acknowledge it. That tells Concerto (and your office) that you've seen it and intend to do it.

1. Open the task from the My tasks list.
2. Tap Actions.
3. Tap Acknowledge. You may be asked to confirm.

4.4 Reviewing site info, hazards and asbestos

Before you travel, open Site Info and read:

• Access notes — where to park, who to call on arrival, key collection.
• Hazards — any site-specific risks. Tap to expand and read in full.
• Asbestos register — where asbestos-containing materials are recorded. Take this seriously.
• Accreditations required — what tickets you need. If you don't hold them, stop and talk to your manager.
• Site contacts — names and numbers; you can tap to call or email directly.

4.5 Starting work — Travel and Timesheet

Orchestrate tracks your time in three modes:

• Travel — you're on the way to site.
• Work — you've arrived and you're doing the job.
• Paused — work has stopped temporarily (waiting for parts, materials, access).

1. Tap Actions → Start travel when you set off. The task pill changes to Travelling.
2. On arrival, tap Actions → Start work. Travel time stops; work time starts.
3. To pause, tap Actions → Pause. Pick a reason if prompted.
4. Resume by tapping Actions → Restart.

You can view, edit and add timesheet rows manually on the Timesheet tab.

4.6 Completing checklists and questionnaires

Most tasks ship with one or more questionnaires or checklists you need to complete before you can sign off. Open the Checklists tab to see them.

1. Tap a checklist to open it. Questions appear one at a time or as a single form, depending on how it's been set up.
2. Answer each question. Most are multiple choice; some accept free text or a number.
3. Add a photo against any question by tapping the camera icon. Photos are stamped with time and location.
4. Add a note against any question to explain context or call out something unusual.
5. Raise an action from a question — if a question's answer reveals a defect, tap Raise action to log it without leaving the questionnaire.
6. Submit when you reach the end. The checklist shows as ✓ complete on the tab.

4.7 Working with assets on the task

Open the Assets tab to see the assets in scope for this job. Each row links to the Asset summary page (the same one from Part 2 and Part 3).

• Scan to confirm — tap the scan icon to scan the asset's label and confirm you're working on the right one.
• Run an asset check — opens a structured check (similar to a questionnaire) tied to the asset.
• Record a remedial — if the asset needs further work, log it here so it can become a follow-up job.
• Update asset details — condition, last checked date, photos. Edits are queued for sync.

4.8 Recording costs, parts and stock

From Actions → Costs you can open the Costs page to record what the task is going to cost — labour, parts, materials, sub-contractor.

1. Tap Add cost. Pick a cost type.
2. Enter the description, quantity and unit price. Concerto calculates the total.
3. Attach a receipt or photo if you have one.
4. Save. The cost appears on the list and feeds through to the job total.

Stock requests

If you need parts from stores rather than buying off-the-shelf, use the Stock flow from the Actions sheet. You can request items against the task; the request goes to your office for picking and dispatch.

4.9 Raising remedials and actions

Remedials are further work identified during this task that needs its own job. Actions are smaller follow-ups that stay attached to this task.

1. From Actions, tap Remedials.
2. Tap Add, then fill in description, priority and the asset (if any) it relates to.
3. Attach photos showing the issue.
4. Save. The remedial goes to the office as a new job request; the action stays with you on this task.

4.10 Completing the task and sign-off

Before you can complete a task, Concerto will check that everything mandatory has been done — checklists submitted, costs recorded, signature captured.

1. Tap Actions → Complete job.
2. Resolve any blockers Concerto warns you about (e.g. "Checklist not complete").
3. Capture a signature. Hand the device to the client or site contact; they sign with a finger or stylus on the Signature page. Type their name underneath.
4. (If asked) capture a rating. Some organisations prompt the client for a 1–5 star rating and a comment.
5. Confirm. The task moves to Complete and the job sheet is queued for upload to Concerto.

4.11 If you can't complete the task

Plenty of jobs can't be finished in one visit. Options:

• Pause the task and add a note explaining why (waiting for parts, access denied, weather).
• Raise a remedial to capture the outstanding work as a follow-up job.
• Message your office from the title-bar messages icon to coordinate next steps.

Don't force a completion if work isn't done — the audit trail matters more than tidy numbers.

5.1 How Orchestrate works offline

The first time you log in, Orchestrate downloads your tasks, your accreditations and a small "always-on" cache. Anything else — large site data, drawings, asset registers — is downloaded on demand.

While you're offline, everything you do (acknowledgements, checklist answers, photos, costs, time entries, remedials) is saved locally on the device. When you're back online, Orchestrate syncs the queue with Concerto.

5.2 Downloading a site for offline use

1. From Home, tap Site information (or open the site from one of your tasks).
2. Find the site in the list and tap it.
3. Tap Download for offline. A progress bar shows you what's coming down — drawings, asset register, documents.
4. Wait for the green tick. You're good to go.

Some flows — Asbestos, Equipment tests, Condition surveys, Assessments — have their own dedicated Download site tabs because the data they need is larger. The pattern is the same: download before you leave, work offline, sync when you're back.

5.3 The sync button and indicator

Sync happens automatically in the background whenever you have signal, but you can also force it from two places:

• Home page — the spinner at the top of the title bar shows when sync is active.
• My tasks / Work item pages — a sync button in the title bar lets you push everything for that task right away.

A successful sync uploads everything queued and pulls down anything new. The message-count badge updates immediately.

5.4 No-connection screens

If Orchestrate can't reach Concerto when you need data it doesn't have cached, you'll see a No connection screen with a friendly explanation. You can still:

• Open any task you've already opened today.
• Open assets and sites you've downloaded.
• Complete questionnaires, capture photos, record time and costs.
• View your accreditations.

What you can't do offline is fetch something Concerto hasn't sent down yet — for example a brand-new task created while you were underground, or a site you haven't downloaded.

5.5 Troubleshooting sync

6.1 What accreditations are

An accreditation is any formal qualification, certification or licence that proves you're competent to do something. Common examples in the FM and building services world:

• CSCS (Construction Skills Certification Scheme)
• IPAF (powered access — MEWPs, scissor lifts, cherry pickers)
• PASMA (mobile access towers)
• ECS (Electrotechnical Certification Scheme)
• Gas Safe (with the specific appliance categories you hold)
• F-Gas categories I–IV (refrigeration)
• Asbestos awareness, Asbestos non-licensable work
• First aid at work
• Working at heights, Confined spaces
• Manual handling, Fire warden

6.2 Viewing your accreditations

1. From Home, tap My accreditations.
2. You'll see your name and avatar at the top, then a list of every accreditation on file.

Each row shows:

• Name — what the accreditation is.
• Reference — your card or certificate number.
• Valid from and Valid to dates.
• A red EXPIRED badge if the "Valid to" date is in the past.

If you have no accreditations yet, you'll see the empty state and a prompt to add your first one.

6.3 Adding an accreditation

1. Tap Add accreditation (the green button at the bottom of the page, or the + on the empty state).
2. Select the accreditation type from the picker (e.g. CSCS — Skilled Worker).
3. Enter the reference — the card or certificate number, e.g. CERT-2024-001.
4. Pick the "Valid from" date — when the accreditation became valid.
5. Pick the "Valid to" date — leave blank if the accreditation has no expiry.
6. Add up to 3 photos of your card or certificate. Use Take photo or Choose from gallery.
7. Tap Save accreditation. It appears at the top of your list.

6.4 Editing or replacing an accreditation

1. Tap an accreditation in the list to open it.
2. Update any field — typically a new "Valid to" date after a renewal.
3. Add a new photo of the renewed card.
4. Save.

To replace an accreditation that was issued under a new reference (e.g. you've moved from CSCS Labourer to CSCS Skilled Worker), add the new one and leave the old one — the audit trail of your previous qualifications is useful.

6.5 Why this matters

• Site access. Many sites refuse entry to engineers whose tickets are out of date — and they'll check.
• Compliance. Concerto won't let you complete some tasks unless you hold the right accreditation.
• Visibility. Your manager sees the same list. Keeping it current means they can plan work that matches your skills, and prompt you well before something expires.

Daily flow

1. Open Orchestrate. Sign in with biometrics.
2. Check the messages badge. Read anything new.
3. Open My tasks. Acknowledge new tasks.
4. Download any sites you'll lose signal at.
5. For each task: travel → arrive → start work → checks → photos → costs → sign-off.
6. End of shift: tap the title-bar sync to flush everything to Concerto.

Common buttons and icons

• Videos & Help — open from the avatar menu on the Home page. Short videos on common tasks.
• Feedback — also under the avatar menu. Send the Concerto team a comment, a request or a bug report.
• Your line manager or system admin — they hold the keys to permissions, account resets and site access.
• Bellrock Service Desk — for anything else. Your office has the current contact details.