Keep a repair connected to its property and next decision

Start with the property and unit reference, the tenant's description, access details and the people authorised to approve work. A useful issue summary shows what has been confirmed, what remains open and who can decide on the next step.

Add the contractor's scheduled visit, invoice and completion evidence as your team receives them. An access question, new cost or unfinished repair stays open until a person resolves it. Urgent hazards need the appropriate immediate response under your own process.

Make the property's financial records easier to check

Compare rent transactions with the amount and timing in the relevant agreement. Show possible matches and set aside a partial payment, duplicate or uncertain reference for review before changing a tenant balance.

For a property expense, bring the receipt details, property reference and approved category together for your accountant. Flag any missing or unclear amount so someone checks the original receipt before it becomes a final record.

Keep inspection and application checklists specific

An inspection is easier to compare when the current notes and permitted photos follow the same rooms and items as an earlier report. Differences can be presented side by side for the parties to review.

For a rental application, check the presence of the items required by your approved process. A checklist can identify what is missing; the person responsible makes the decision and handles local requirements.

Work you can get help with

Illustrative scenario using sample information.

Organise a maintenance issue

Bring the tenant's report, unit, access details, approved contractors and relevant status together so the manager can decide the next step.

What you provide
Property and unit reference, reported problem, access window and permission, authorised contractors, approval limit and available appointment or completion evidence.
The useful result
A repair summary with missing access details, approvals and completion evidence identified.
When the task is complete
The issue closes when the manager confirms the repair was completed, required evidence was received and any outstanding concern was resolved.
What still needs checking
Urgent hazards, uncertain access, a new cost or a disputed repair go to the responsible person immediately.

Review rent payments against the agreement

Compare the agreed schedule with recorded transactions and prepare a list of clear matches and payments needing review.

What you provide
Unit and agreement reference, agreed amounts and dates, transaction records and the owner's matching rules.
The useful result
A rent comparison showing potential matches, partial payments and ambiguous entries.
When the task is complete
The item is resolved when the authorised person confirms the correct allocation or settles the discrepancy.
What still needs checking
A dispute, legal question or unclear allocation needs a person before the tenant balance changes.

Prepare a property expense for the accountant

Connect a receipt to the relevant property and a category approved by the owner or accountant, then highlight fields that need checking.

What you provide
Expense export or receipt details already available as text, property reference, approved categories, currency and period.
The useful result
A draft expense record and any unreadable, duplicate or uncertain field.
When the task is complete
The record is ready for the accountant when a person verifies the receipt details, property and category and resolves any duplicate.
What still needs checking
The owner or accountant decides an unclear category or tax treatment; no payment is made.

Compare property inspection records

Arrange current observations and permitted photos alongside the same items in an earlier inspection, if one is available.

What you provide
Unit reference, approved inspection template, previous report if available, current observations and item-linked photos.
The useful result
A comparison for the owner and tenant, with missing or conflicting evidence visible.
When the task is complete
The inspection record is complete when the required items are documented and the parties have had the review required by the process.
What still needs checking
A person resolves disputes and decides questions of damage, responsibility or deductions.

Check an application packet for missing items

Compare the status of an application with the fields and documents required by the owner's approved rental process.

What you provide
Internal application reference, approved checklist, item statuses, contact permission and responsible decision-maker.
The useful result
A list of received and missing items and a draft request for the appropriate person.
When the task is complete
The responsible person confirms all required items were received or records why an item does not apply. Missing items remain open.
What still needs checking
Do not evaluate the applicant or interpret sensitive screening reports; local requirements go to the responsible person.

Questions you may have

Can it choose a contractor and arrange entry?

It can organise the contractors and access information you provide. The manager confirms permission, approves the work and arranges the visit through the chosen process.

Can it decide who is responsible for damage?

It can put the observations and photos in a comparable record. The responsible people assess the evidence and handle any dispute or deduction under the applicable process.

Can it decide whether to accept an applicant?

The checklist can show which required items have been received. A person makes the decision and handles screening and local requirements.

Does the demo use my properties or tenants?

The demo uses sample company data. Ask about access and the availability of your intended workflow before planning to use real property records.

Sources and further reading

Related reading

Explore the sample company in the demo. Access may need to be arranged.

Explore the demo