Start from the property
Everything a manager needs to ask about a building lives on that building’s page as a tab, instead of in a separate tool for each question.
Software and systems / Case study
A property management portal for properties, spaces, residents, maintenance, inspections, documents and reports.
The situation
A property manager works across many buildings, units and people. Maintenance requests, resident details, inspections and paperwork tend to end up in separate places, so nobody can see the whole property at once.
One page per property gathers its spaces, residents, maintenance, inspections, documents and photos, so a manager can move between them without losing the property.
Residents have a profile with their tenancy, the spaces they hold and a running activity history. Spaces can be added in bulk.
Maintenance runs from a command center, with preventive schedules and inspections that can be filled in offline.
An in-house document editor builds documents from smart details and reusable blocks, applies page branding, and sends the result for signature.
Reports roll the portfolio up and break it down by property.
01 / 3
One page per property, with its spaces and the people in them.
02 / 3
Work orders, preventive schedules and offline inspections.
03 / 3
An in-house document editor with signing, and reports across the portfolio.
Decisions
Everything a manager needs to ask about a building lives on that building’s page as a tab, instead of in a separate tool for each question.
Smart details fill in the property, space and resident, and reusable blocks keep standard wording consistent, so a document is built from records rather than retyped.
Inspections can be completed offline, which matches where the work happens: in the building.
Credit and sources
Our part
Custom software and admin-panel work from the Leads To Sales software portfolio.
Portfolio work supplied by Leads To Sales.
Sources
Make repeated work easier. If your records are spread across several tools, start by naming the one thing everything else hangs from. Here it was the property.
More work
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Let’s build what’s next
Bring us the bottleneck. We’ll talk through the work, the people, and what a useful next step could look like.