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Self-Storage · Workflow

Maintenance request routing and scheduling

Automatically routes and schedules maintenance requests from tenants, prioritizes them by urgency, and assigns to available technicians to minimize facility downtime and improve tenant satisfaction.

Workflow Trigger

Tenant submits maintenance request through customer portal or facility manager logs issue

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

    Receive maintenance request

    Tenant submits maintenance request through SiteLink portal or facility manager creates request in system. Request includes unit number, issue type, urgency level, and description.

  2. 2
    Action

    Validate request details

    System verifies tenant account status, confirms unit access permissions, and enriches request with tenant contact information and lease details.

  3. 3
    Decision

    Assess urgency level

    AI analyzes request type and keywords to categorize as emergency (security/safety), high priority (unit access issues), or routine maintenance. Emergency requests trigger immediate escalation.

  4. 4
    Action

    Match technician availability

    System checks maintenance staff schedules and skill sets to identify qualified technicians available for the required time window.

  5. 5
    Action

    Schedule and notify parties

    Creates work order with optimal technician assignment and time slot, then sends confirmation SMS/email to tenant and task notification to assigned technician.

  6. 6
    Action

    Track completion status

    Monitors work order progress and automatically updates tenant when technician marks job complete with photos and notes.

  7. 7
    Output

    Generate completion report

    Creates maintenance summary report with resolution details, time spent, parts used, and tenant satisfaction survey link.

Outputs

  • Scheduled work order with assigned technician
  • Automated tenant notifications and updates
  • Maintenance completion report with cost tracking

Key Metrics

  • Average response time to maintenance requests
  • First-time fix rate percentage
  • Tenant satisfaction score for maintenance services

Tools & Integrations

OA

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