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- Property Valuation System
- Process
- Service resolution
Service resolution
Follow a unit issue from opening through assigned work and completion.
Step by step
-
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
-
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
-
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
-
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
-
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
Who does what
Roles and permissions- 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.