Property management workflow

Tenant requests and leasing leads

Qualify prospective tenants and route maintenance or resident requests. Start from this workflow, then configure it with your approved business information before handling live callers.

Intended outcome

Leasing lead or service request captured. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.

What the receptionist should collect

  • Properties
  • Maintenance policy
  • Leasing process
  • Office hours

Business decisions to configure

  • Add maintenance emergency rules
  • List leasing requirements
  • Define vendor routing

Conversation starting point

Caller: The heat in my apartment stopped working.

Aholler: I can log that for the maintenance team. What is your property and unit number, and is anyone at risk right now?