Property maintenance software, and the job loop it has to close

Property maintenance software exists to close a loop: a problem is reported, somebody is assigned, work happens, it is paid for, and the record survives. Most products handle the middle well and leave the first and last steps open, which is where the actual cost sits. This page is the five steps, and which two to test hardest before you buy anything.

Report: the step most products assume

A tenant with a leak calls, texts, emails or tells someone in the corridor. Unless the product gives them a way to report that you can actually point them at, the request enters your system only when you type it in, which means the timestamp is wrong and some requests never arrive at all. Test how a report gets in from the person who has the problem, not from the manager.

Assign and schedule

Who is doing it, when, and what they are allowed to spend without asking. Products do this part well. The thing worth checking is whether a contractor who is not a licensed user can receive and update a job, because seat pricing that forces every trade onto a licence is how a small operator's bill triples.

Do and evidence

Photographs before and after, notes, parts used, hours. This is the part that decides a deposit dispute two years later and the part everybody skips when busy. A product that makes evidence a required field on completion collects it; a product where it is optional collects it from whoever was already conscientious.

Pay, and keep the record against the unit

The invoice belongs to the job, the job belongs to the unit, and the unit belongs to the property. Products that treat maintenance spend as a general expense category lose the ability to answer what this unit has cost me, which is the question that drives every renovate-or-relet decision. Test the last step by asking the product for one unit's five-year repair history.

Questions people ask about property maintenance software

Is maintenance software separate from property management software?

It can be either. The integrated version avoids double entry; the specialist version handles dispatch and contractor management better. The deciding factor is usually how much of your week is maintenance.

What about emergency out-of-hours reports?

Decide who answers and how before you buy, because that is a staffing answer rather than a software one. What software can do is make sure the report is recorded even when handled by phone.

How does this relate to a maintenance plan?

The plan is the scheduled half, the work orders are the reactive half, and the useful products let you see both against the same unit. The free worksheet on this site does the planned arithmetic.

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Related answers

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