Property Management System

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  1. Property Management System
  2. Work with Proto
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Put an AI agent to work in Property Management System

Give Proto the ERP.AI skill to work with your property team:

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Property Manager: Find a lease by unit and show its tenant, term and current status for review.
  • Collections Officer: Gather a charge, receipt and allocation trail for a named tenant payment reference.
  • Property Coordinator: List assigned unit work and lease-linked maintenance still awaiting resolution.
  • Inspector: Find dated condition evidence for a unit and identify the inspector.

What stays with a person

  • A lease reviewer makes the decision about the tenant, unit and terms.
  • A collections officer confirms actual money and its allocation.
  • A property manager decides how to handle a disputed repair or corrected inspection.
  • Proto can organize the records and help prepare the handoff; the responsible person checks the source and makes the decision.

A lease reviewer makes the decision about the tenant, unit and terms. A collections officer confirms actual money and its allocation. A property manager decides how to handle a disputed repair or corrected inspection. Proto can organize the records and help prepare the handoff; the responsible person checks the source and makes the decision.

Set up Property Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started