The Property management pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Property management page.

Property management — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Building, unit and where the problem isReport in the resident’s own wordsUrgency verdictWho was connected and at what timeScheduled follow-up repairRepeat report from the same unit

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Property management.

Report received→Triage→Assigned→On site→Resident updated
PipelinePipelineReport re4Triage3Assigned2On site1Resident 1

What it will not do

Not a setting you switch on and off. These are blocked when the Property management answering is built; anything that touches them goes to a person instead of being answered.

  • It never decides whose fault it is.Whether the water came from the unit above or from the building’s own plumbing is settled after inspection. The AI logs the report and passes it up.
  • It never says who pays for the repair.Whether it is covered by the building or charged to a resident depends on the rules and the cause. The “they pay, not me, right?” question goes to the office.
  • It never gives out another resident’s details.Who lives upstairs and how to reach them is not something it tells a caller.
  • It never turns an emergency into a booking.A leak, a power failure, someone stuck in a lift or a smell of gas is connected immediately, not scheduled.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.