Property Management
Property management workflows for managing tenants, inspections, maintenance, access, contractors, leases, and day-to-day property operations.
Property Management Templates(8)
Property Enquiry Contact Form Workflow
Captures public website property enquiries via a short contact form, confirms receipt by email/SMS, automatically categorises and prioritises the enquiry, assigns it to a property manager/agent to respond, and closes the enquiry with a closure email and a delayed feedback request.
Rental Application Workflow
Collects a rental application including applicant details, property applied for, income/identity evidence and references, has the property manager run screening and affordability checks, then records a decision (approve, decline, or request more information). Approval collects a holding deposit and hands off to tenant onboarding; a request for more info returns the application to the applicant for resubmission; a decline notifies the applicant with a reason. The applicant is confirmed of the outcome once recorded.
Lease Renewal Workflow
Manages an upcoming lease expiry from intake through property condition review, renewal offer preparation, internal approval, tenant response (accept/counter/decline), documents & signing or vacancy process, with manager notification at final outcome.
Key and Access Request Workflow
Manages facilities key/access requests from submission through manager approval, security checks, issuance with holder acknowledgement, and expiry/return tracking for temporary access. Rejected requests are returned to the requester with a reason.
Tenant Move-In and Move-Out Workflow
Manages the end-to-end process for a tenant moving in or out of a property: capturing move type, property and tenant details, conducting a condition inspection, handling maintenance issues or deposit deductions, managing keys/access/utilities, capturing tenant acknowledgement, completing handover, and notifying both tenant and manager on completion.
Property Inspection Workflow
Manages end-to-end property inspections: intake of property/inspection details, on-site recording of area conditions, photos, meter readings and issues, assigning maintenance actions with responsibility, emailing findings to the owner/tenant, optionally scheduling a follow-up inspection, and final sign-off and closure.
Property Maintenance Request Workflow
Captures maintenance requests from tenants or staff, triages and prioritises them with AI, assigns an owner or contractor, obtains approval when a quote is required, schedules and completes the work, then confirms completion with the requester and closes the request.
Tenant Onboarding Workflow
Onboards a new tenant after lease approval: property manager submits tenant, property and lease details, tenant completes required documents and confirms the condition report, deposit payment is verified, then key/access handover and property information are arranged and the tenant is notified that onboarding is complete.