Manage consumables, work types and the preferred contact channel for every object and unit. Residents get their letter about the upcoming visit automatically, with send tracking. Every document stays archived on the right object, even across an owner change.
The Agentic Part
An agent sends the resident’s letter about the upcoming visit automatically through your own Microsoft 365 mailbox and records the send tracking on the object. Before the real send, it redirects to a test recipient so a mistake never reaches anyone. It blocks a repeat or unwanted send through fixed lock rules.
Main Features
- The overview of equipment and consumables per object
- Property managers and units with their preferred contact channel
- Staff qualifications
- A document archive per object
- Letters and templates that stay linked to the object across owner changes
- Lock rules against duplicate or unwanted sending
- Excel and PDF exports
- Mail sent through your own Microsoft 365 mailbox, with a test-recipient redirect before go-live
Use Cases
- Checking whether a resident had already been informed before a maintenance visit used to be manual work. Now the agent sends the letter automatically, with send tracking.
- An object changes owner in the middle of ongoing maintenance. Letters and templates stay with the object regardless.
- Nobody should get a wrong mail by accident before the first real send. The agent redirects to a test recipient first.
- A report needs all the maintenance data for one object. Excel and PDF exports deliver it straight from the archive.
What we build for you
- Your equipment and consumables catalogue
- Service intervals and work types per object class
- Wording and letterhead in your own language
- Your rules for the contact channel
- The mailbox and tenant consent
