Maintenance work orders and owner approval

When a maintenance report arrives, link it to the correct tenant, unit, or property, and record description, images, priority, and date. Do not leave the report only in a WhatsApp chat.

Priority should be clear: emergency, high, normal, or non-urgent improvement.

Review agency policy and cost threshold. Small expenses may be executed directly, while large expenses, improvements, or non-urgent work need clear owner approval.

If the property has multiple owners, confirm approval method and cost allocation.

After completion, record final cost, attach the invoice if available, and link the expense to the owner, property, or unit. This ensures the impact appears in wallets and reports.

Automated approvals, contractor notifications, or owner approval portals should be treated as In Progress or Needs Product Review if they are not clearly visible in the maintenance dashboard.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.