Service and tenant maintenance

Step by step

1. Receive the issue Property Coordinator

   Property Coordinator identifies whether the report is a unit service request, a lease-linked tenant maintenance issue or both. The correct unit or lease is the starting point.

   • Identify the affected space and tenant
   • Updates Units, Leases, Parties

2. Record the source Property Coordinator

   A service request holds the unit, requester and issue. Tenant maintenance holds the lease, issue type, report date and description.

   • Preserve the unit issue or lease-linked report
   • Updates Service requests, Tenant maintenance

3. Assign the work Property Coordinator

   Select a person for a unit service request and make its assigned status visible. For tenant maintenance, check the lease and advance an accepted open issue to assigned.

   • Give work a named person and visible state
   • Updates Service requests, People, Tenant maintenance

4. Follow repair Property Coordinator

   Service requests can move into progress; tenant maintenance can move into repairing. The team reviews each source record while work proceeds.

   • Keep ongoing work distinguishable from new issues
   • Updates Service requests, Tenant maintenance

5. Close the outcome Property Coordinator

   Record the service completion date and completed status when the job is done. Move the lease-linked tenant issue to resolved when that issue has been addressed.

   • Record completion and resolution
   • Updates Service requests, Tenant maintenance

Property Coordinator

Receives and follows the issue.

Property Manager

Monitors open work.

Assigned staff or contractors perform the unit service work.