1. Property Valuation System
  2. Process
  3. Service resolution
Process · Service resolution

Service resolution

Follow a unit issue from opening through assigned work and completion.

Step by step

  1. Open request Property Manager

    Property Manager identifies the unit and requesting party and records the issue and opened date.

    • Identifies issue, location and requester
    • Updates Service requests, Units, Parties
  2. Assign person Property Manager

    Connect an active staff record to the request and mark the work Assigned.

    • Identifies the responsible staff member
    • Updates Service requests, People
  3. Work the issue Property Manager

    The assigned person tracks the request in progress while the unit condition is addressed.

    • Shows in progress work
    • Updates Service requests
  4. Complete request Property Manager

    Record the completion date and move the request to Completed when the work is finished.

    • Records completed date and status
    • Updates Service requests
  5. Review unit context Property Manager

    Property Manager checks the unit status and service request count after completion.

    • Reads unit state beside its request history
    • Updates Units, Service requests
Property Manager
Routes and follows the issue.
Valuation Coordinator
And Valuation Reviewer inspect the condition when it affects a unit under review.

Set up Property Valuation System your way.

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

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