Software and systems / Case study

Veritas Property Management

A property management portal for properties, spaces, residents, maintenance, inspections, documents and reports.

Type
Software and systems
Status
Custom portal

The situation

What needed
to work better.

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.

  1. 01

    One page per property gathers its spaces, residents, maintenance, inspections, documents and photos, so a manager can move between them without losing the property.

  2. 02

    Residents have a profile with their tenancy, the spaces they hold and a running activity history. Spaces can be added in bulk.

  3. 03

    Maintenance runs from a command center, with preventive schedules and inspections that can be filled in offline.

  4. 04

    An in-house document editor builds documents from smart details and reusable blocks, applies page branding, and sends the result for signature.

  5. 05

    Reports roll the portfolio up and break it down by property.

01 / 3

Properties, spaces and residents

One page per property, with its spaces and the people in them.

Portfolio overview with occupancy, rent, open requests and expiring leases.
Property record with spaces, residents, maintenance, documents and messages.
Bulk add spaces for a property.
Residents directory.
Resident profile overview.
Resident tenancy and spaces.
Space management for a property.
Property photo gallery.

02 / 3

Maintenance and inspections

Work orders, preventive schedules and offline inspections.

Maintenance board from new request to completed.
Preventive maintenance for a property.
Offline inspections for a property.

03 / 3

Documents and reports

An in-house document editor with signing, and reports across the portfolio.

Built-in lease document editor with signature, initial and date fields.
Document editor: smart details.
Document editor: reusable blocks.
Document editor: page branding.
Document library.
Send a document for signature.
Reports for requests, repair spend, occupancy and rent.
Reports: portfolio breakdown charts.

Decisions

Choices that
shaped it.

01

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.

02

Write documents inside the system

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.

03

Make inspections work without a signal

Inspections can be completed offline, which matches where the work happens: in the building.

Credit and sources

Who did what, and where to look.

Our part

Custom software and admin-panel work from the Leads To Sales software portfolio.

Portfolio work supplied by Leads To Sales.

Sources

Notes on this page
  • Only the screens shown here are public; the product itself sits behind a sign-in.

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.

Let’s build what’s next

What should work
better in your business?

Bring us the bottleneck. We’ll talk through the work, the people, and what a useful next step could look like.