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Property Management · Workflow

Property inspection scheduling

Automatically schedules routine property inspections based on lease terms and maintenance history, coordinating with tenants and maintenance staff to optimize scheduling efficiency.

Workflow Trigger

Lease renewal date approaches or maintenance request indicates need for inspection

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Inspection scheduling event detected

    System detects lease renewal approaching within 60 days or maintenance request flagged for inspection. Workflow initiates automatically based on predefined rules.

  2. 2
    Action

    Retrieve property and tenant data

    Pulls property details, tenant contact information, lease terms, and previous inspection history. Gathers all relevant information needed for scheduling.

  3. 3
    Decision

    Determine inspection type and priority

    Evaluates whether this is a routine inspection, pre-renewal inspection, or maintenance-triggered inspection. Routes to appropriate scheduling parameters based on inspection type.

  4. 4
    Action

    Generate available time slots

    Checks maintenance staff calendars and property manager availability to create list of possible inspection dates. Cross-references tenant preferences and lease requirements.

  5. 5
    Action

    Send scheduling request to tenant

    Automatically sends email or SMS to tenant with available time slots and inspection details. Includes online booking link for tenant to confirm preferred appointment.

  6. 6
    Action

    Confirm and create calendar events

    Once tenant confirms time slot, creates calendar events for property manager and maintenance staff. Sends confirmation notifications to all parties with inspection checklist.

  7. 7
    Output

    Generate inspection documentation package

    Creates inspection forms, property access codes, and tenant communication records. Updates property management system with scheduled inspection details.

Outputs

  • Scheduled inspection appointments with confirmed tenant availability
  • Automated calendar events for all stakeholders
  • Pre-populated inspection forms and documentation

Key Metrics

  • Inspection scheduling completion rate
  • Average time from trigger to confirmed appointment
  • Tenant response rate to scheduling requests
OA

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