Client operations · Live demo
Repair quote approval chaser for rental property owners
Chases owners to approve repair quotes over their maintenance limit, records the approval or the owner's question against the job, and tells the property manager what has come back.
Talk to Ari at Capital Coast Property Management
Capital Coast Property Management is made up. Ari is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
The problem
Repairs over the owner's limit sit waiting for a reply. Property managers send the quote, forget to follow up, and the tenant rings again a week later about the same leak.
How it works
- Sends the owner the quote with the work order and asks for approval by text or email
- Reminds the owner after 2 days if there is no reply
- Records the approval on the job in Palace so the work order can go out
- Records the owner's question or a request for a second quote and passes it to the property manager
- Tells the property manager each morning which approvals are still waiting
What it connects to
- AgentHi Sandra, it's Ari from Capital Coast. The roofer has quoted NZD 640 to repair the flashing over the kitchen at 3 Hine Road, work order 5579. It's over your NZD 300 limit, so we need your approval. Reply YES to go ahead, or tell me if you have a question.
- Sandra (property owner)That seems a lot. Can we get another quote?
- AgentOf course. I've noted on the job that you'd like a second quote and passed it to Tom Rangi, who looks after the Hutt Valley. He'll arrange it and send it to you.
- Sandra (property owner)Thanks. Is the tenant ok in the meantime?
- AgentI've asked Tom to check with the tenant today. If it turns urgent, he can act to keep the property safe and will let you know.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Staff training records tracker for property management firms
Tracks each staff member's refresher training and certificates, reminds them before anything is due, books in-house sessions, and sends external course requests to the training lead for approval.
Contractor invoice approval chaser for property management firms
Chases property managers to approve contractor invoices before the weekly payment cut-off, checks the owner's approval is on file, records why an invoice is wrong, and tells the accounts officer what is stuck.
Trust account month-end desk for property management firms
Sends each property manager their unallocated rent receipts and month-end tasks, chases them until they are clear, and tells the finance manager what is still open before the trust reconciliation.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
Book a discovery call →