Per-property history
Every job, estimate and document stays with the address.
By trade
Maintenance across a portfolio, not a single address
Managing units means the same address comes back. Property history is the difference between guessing and knowing.
For property management operations, every property keeps its own job history, work is executed in-house or subcontracted, and billing goes to the counterparty responsible for the unit.
How the cycle runs for this trade
In-house or vendor
Record whether each activity is self-performed, subcontracted or mixed.
Work order intake
Requests arrive as leads with source, contact and property attached.
Billing counterparties
Invoice the owner, the manager or the tenant as the case requires.
From first call to payment
- 1
The request arrives as a lead with its source, contact and property.
- 2
You measure it with the template that matches the work and review the priced lines.
- 3
The customer accepts on the share link and the estimate version is frozen.
- 4
The job is scheduled and assigned, with the timeline kept on the record.
- 5
The invoice is issued from the accepted scope and payment is recorded.
Questions
Set it up for your shop
Declare this activity, seed your pricebook and send a measured estimate.
Create an account- Multi-trade
- EN / ES
- Role-based access
- Tenant isolation