Example Workflow

Property Management Support

A portfolio of properties generates constant interruption — maintenance requests, tenant questions, viewing enquiries and the evening call about a broken boiler — all of which fragments a manager's day.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Tenant contactsBy phone, email or portal, often outside office hours.
  • Agent classifiesEnquiry, standard maintenance, or emergency.
  • Logs properlyProperty, unit, issue, access details and photos where available.
  • Escalates emergenciesImmediately, using the client's defined criteria and contacts.
  • Updates the systemRecorded in the property management platform.
Responsibilities

Who does what

Agent responsibilities

  • Classify every contact correctly on first pass
  • Log maintenance requests with the detail contractors actually need
  • Escalate emergencies immediately per the defined rule
  • Handle viewing bookings for prospective tenants
  • Cover evening and weekend hours without gaps

Client responsibilities

  • Define emergency criteria and on-call contacts in writing
  • Keep the property management platform accurate
  • Confirm tenancy-law obligations relevant to the script
  • Set repair-authorisation limits, if any are to be granted

Suggested starting crew

2 agents covering business hours plus evening/weekend answering for urgent issues.

Illustrative daily volume

10–30 tenant contacts/day across a mid-size portfolio.

Tools

Property management platform, Phone system

Possible KPIs

Speed to answer, Maintenance-log completeness, Emergency escalation accuracy, Viewing booking rate

Escalation flow

Defined emergency criteria (e.g. no heat, water ingress into electrics) trigger immediate contact to the named on-call person, bypassing standard logging.

Pricing starting point

$4.99/hr per agent, inbound customer support

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.