Management

One command centre for your day-to-day operations. The Management area groups the workflows that keep an agency running smoothly—Maintenance, Inspections, and Key Management—all linked to properties, tenants/councils, contractors, and your calendar.

Maintenance (with Contractors)

• Raise jobs fast from a tenant, property, or finance row; add priority, trade, access notes, and photos.
• Smart assignment – Auto-route by trade, coverage area, and availability; pick preferred or cheapest quote.
• Quotes & approvals – Request and compare quotes; track variations with a full audit trail.
• On-site workflow – Contractor accepts, provides ETA, checks in/out, and uploads before/after photos and certificates.
• SLA tracking – Response/repair timers, first-time-fix, callbacks, and satisfaction scores.
• Status you can trust – New ▸ Quoted ▸ Approved ▸ In Progress ▸ Completed ▸ Invoiced ▸ Paid, with clear badges everywhere.
• Finance-ready – Line items and invoices sync to Finances so landlord statements and margins are always accurate.

Inspections (property-led)

• Templates for every stage – Pre-check-in, mid-term, checkout, compliance visits—customisable checklists and photo prompts.
• Scheduling – Book single or bulk inspections; drag-and-drop rescheduling on the Calendar.
• On-site tools – Mobile-friendly notes, photos, condition ratings, and defect flags per room/area.
• Automatic follow-ups – Create maintenance tasks from findings; assign to contractors instantly.
• Reports – Clean, branded summaries stored on the property and tenancy timelines for a complete history.

Key Management

• Key register – Track sets by label, cut count, and secure location; link to properties and branches.
• Sign-in/out log – Digital slips with who, when, purpose, and due-back time; capture photos/signatures if needed.
• Overdue & alerts – Reminders before return time; escalation rules for overdue keys.
• Audit trail – Full history per set and per user; exportable logs are not required—everything is viewable on the page.
• Access rules – Restrict by role/branch and mark contractor/tenant collections separately.

Built-in coordination

• Events and visits appear on the Calendar and inside Properties/Tenants timelines.
• Notifications & reminders keep assignees on time and SLAs green.
• Role-based permissions ensure managers, accounts, and contractors see only what they need.

Result: Fewer missed visits, tighter compliance, and a clear audit trail—from the first call-out to the final key return.