1. Real Estate ERP
  2. Process
  3. Service request to completion
Process · Service request to completion

Service request to completion

Follow the unit issue from capture to its responsible person and actual outcome.

Step by step

  1. Capture the unit issue Property Coordinator

    Property Coordinator selects the existing unit and requesting party, writes a specific issue and records the opening date. Begin with the request Open. Check the reported space and problem with the source information so the next person can act on the right case.

    • Open issue linked to the unit and requesting party
    • Updates Service requests, Units, Parties
  2. Assign the person Property Coordinator

    Property Coordinator chooses the intended staff member and marks the request Assigned under the agreed procedure. Check that the staff identity links to the correct account. Rehearse the personal work list with that account before the team relies on it for the operating handoff.

    • Staff responsibility recorded
    • Updates Service requests, People
  3. Follow work in progress Property Coordinator or Property Manager

    Property Coordinator or Property Manager records when work is underway and reviews unresolved cases with the responsible person. Keep the issue and assignment understandable on the service board. Agree how another staff member will take over if responsibility changes during the case.

    • Actual operating progress recorded
    • Updates Service requests
  4. Record the outcome Property Coordinator or Property Manager

    Property Coordinator or Property Manager records Completed with the actual completion date, or Cancelled after the agreed discussion. Review remaining work before closing the case. Property Manager checks the unit's condition separately when deciding its availability or maintenance position.

    • Property Coordinator or Property Manager records the request outcome; Property Manager reviews the unit condition
    • Updates Service requests, Units

Where it usually breaks

And how to keep it from happening.

  • The selected requesting party does not match the reported issue.
  • The assignment points to the wrong staff account.
  • A Completed case has no actual completion date.
  • The team changes the unit's position before reviewing its condition and agreements.
Property Coordinator
, Property Manager, Property Reviewer, Admin.

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