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- property management work order tracker pro
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property management work order tracker pro
Triage maintenance requests into structured work orders with vendor briefs and owner authorization gates.
$19.99
property management work order tracker pro
Example session with this skill installed
Process a request for Unit 4B at 123 Maple St. Tenant reports a broken water heater with leaking water. Spend limit is $300. Owner: Sarah Jenkins. Vendor: City Plumb. Jurisdiction: New York.
- Read your context and instructions
- Compiled the property management work
I have processed the maintenance request for 123 Maple St, Unit 4B. This has been triaged as an
Emergency Priority due to active water intrusion and loss of hot water.
Work Order: WO-2023-04B-01
| Field | Detail |
|---|---|
| Property ID | 123 Maple St, Unit 4B |
| Priority | Tier 1 - Emergency (Habitability) |
| Category | Plumbing / Hot Water System |
| Issue | Broken water heater with active leak |
| Spend Threshold | $300 (Exceeded - Authorization Required) |
| Assigned Vendor | City Plumb |
| Tenant Notice | Required (Emergency Entry) |
Vendor Dispatch Brief
Scope: Inspect water heater for source of leak. Perform immediate shut-off if not already done. Provide estimate for repair vs. replacement.
Access: Tenant contact provided below. Emergency entry authorized if tenant is unresponsive.
Note: Do not exceed $300 without verbal and written confirmation from Property Manager.
Owner Notification Draft (Sarah Jenkins)
"Dear Sarah, we have received an emergency maintenance request for Unit 4B regarding a leaking water heater. Due to the risk of water damage and lack of hot water (a habitability requirement in NY), we have dispatched City Plumb. The cost is expected to exceed your $300 threshold. Please authorize the emergency repair immediately to mitigate further damage."
Tenant Communication Draft
"Hello, we have received your report regarding the water heater. A plumber from City Plumb has been dispatched and is expected within 4 hours. Please ensure the area around the heater is clear."
Next steps
- Send the Owner Notification to Sarah Jenkins to secure over-threshold funding.
- Forward the Vendor Dispatch Brief to City Plumb via email or SMS.
- Confirm with the tenant once the plumber provides a specific arrival window.
Connects securely to your tools. The creator never sees your data.
About this skill
Managing maintenance across multiple properties without a dedicated CMMS leads to missed repairs, legal liability, and unhappy tenants. This skill provides a production-grade engine to convert raw maintenance requests into structured, triaged work orders. It handles the entire lifecycle from emergency triage to vendor dispatch and owner authorization gates.
What it does
- Emergency Triage categorizes requests by urgency like water intrusion or security breaches to meet habitability standards.
- Work Order Generation creates structured records including priority tiers, system categories, and repair timelines.
- Vendor Dispatch Briefs prepares technical scopes of work for contractors without requiring manual drafting.
- Authorization Gating enforces cost thresholds and flags repairs requiring explicit owner approval before proceeding.
- Communication Templating generates professional, factual notifications for both tenants and property owners.
- Closure Documentation provides standardized templates to record completed work and verify resolution.
How it works
- Intake the property ID, tenant report, repair history, and authorized spend threshold.
- Triage the issue based on habitability standards and emergency escalation protocols.
- Draft the work order and vendor brief while checking against the authorized spend limit.
- Review the generated tenant and owner notifications for factual accuracy and professional tone.
Frameworks & tools
This skill is framework-agnostic and designed for use within AI agents like Claude or ChatGPT. It follows structured property management logic suitable for integration with simple spreadsheets or custom internal databases via manual or automated entry.
Why this beats prompting it yourself
Generic prompts often overlook local habitability laws and fail to enforce strict cost authorization gates. This skill uses a specific triage matrix to ensure emergency repairs aren't buried in routine queues and maintains a professional distance in tenant communications to reduce liability.
Use cases
- Process a sudden water leak report into an emergency vendor dispatch.
- Generate a formal work order for a non-urgent HVAC filter replacement.
- Draft owner authorization requests for repairs exceeding a $500 maintenance limit.
- Create standardized closure reports for tenant move-out damage repairs.
Known limitations
Does not integrate directly with property management software APIs. Users must manually verify local jurisdiction rules for habitability and notice periods. Spend authorization is advisory only.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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