Property Management
Property management workflow templates for property managers and agents, covering rental applications, tenant onboarding, move-in and move-out, lease renewals, property inspections, maintenance requests and key and access requests. A property enquiry contact form handles enquiries from your website, and each tenancy step is tracked on its own record.
Benefits
- Take rental applications and enquiries through public forms
- Record inspections and property condition with photos
- Offer lease renewals and capture the tenant's response by email
Common Use Cases
Property Management Templates(8)
Rental Application Workflow
Manages tenancy applications end-to-end: intake, permitted screening and affordability checks by the property manager, applicant information requests, approve/decline decisioning, holding deposit collection, and tenant onboarding handoff.
Tenant Onboarding Workflow
Onboards a tenant after tenancy approval: collects tenancy details, welcomes the tenant, gathers condition report agreement (with dispute resolution if needed), collects the deposit, hands over keys, and moves the tenant in — tracking status throughout.
Property Inspection Workflow
Manages scheduling, execution, and follow-up of property inspections: schedules the inspection and notifies the tenant, has the inspector record condition/photos/meter readings/issues and maintenance need, emails the owner a summary, arranges maintenance actions with the property manager if needed and notifies the tenant, then signs off and notifies the property manager.
Property Maintenance Request Workflow
Captures maintenance requests from tenants or staff, triages by urgency, obtains contractor quotes and owner approval when needed, schedules the work, tracks completion, and keeps the requester informed throughout via status updates and emails.
Lease Renewal Workflow
Manages upcoming lease expiries end-to-end: intake of expiry details, property manager review and offer preparation, portfolio manager approval, tenant negotiation via accept/counter/decline, and final signing or vacancy handoff, with status tracking throughout.
Tenant Move-In and Move-Out Workflow
Manages the end-to-end tenant move process: intake by the property manager, condition inspection, issue remediation, bond deduction handling for move-outs, handover, tenant acknowledgement, and final completion notifications.
Key and Access Request Workflow
Manages facilities key and access requests from submission through manager approval, security vetting, issuance, and (for temporary access) return/revocation, with status tracking and notifications at each stage.
Property Enquiry Contact Form Workflow
Captures property enquiries from a website contact form, acknowledges the enquirer by email/SMS, uses AI to prioritise the enquiry (with human fallback), assigns a property manager task to respond within an SLA based on priority, closes the enquiry with a response email, and follows up with a feedback request.
Frequently Asked Questions
What Property Management workflow templates are included?
Property Management includes templates for rental applications, tenant onboarding, tenant move-in and move-out, lease renewals, property inspections, property maintenance requests, key and access requests, and a property enquiry contact form.
Who are the Property Management templates for?
They're designed for property managers, leasing agents and building managers. Applicants, tenants and owners take part through forms without needing an account, and your team records inspections and decisions on their tasks.
Can I change a property management template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a pet approval step or a security deposit task — or edit the steps in the workflow editor. Earlier versions are kept.