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Real Estate Property Management Support Checklist

Streamline tenant requests and resolve property issues efficiently! This Real Estate Property Management Support Checklist ensures consistent, high-quality service, from maintenance requests to lease agreements. Minimize downtime, maximize tenant satisfaction, and optimize your team's workflow. Get organized and proactive with our comprehensive checklist!

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Anzeigestil

Tenant Request Intake

1 von 10

Initial assessment and documentation of tenant support requests.

Detailed Description of Issue

Issue Category

Severity Level (1-5)

Date of Issue Reported

Time of Issue Reported

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00:15
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00:45
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21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Preferred Contact Method

Maintenance Issue Prioritization

2 von 10

Determining urgency and assigning priority levels for maintenance tickets.

Issue Urgency

Issue Category

Estimated Impact Score (1-10)

Detailed Description of Issue

Date Issue Reported

Potential Tenant Disruption

Number of Affected Units (if applicable)

Vendor Communication & Scheduling

3 von 10

Coordinating with and scheduling vendors for repairs and services.

Vendor Type

Vendor Contact Name

Vendor Phone Number

Vendor Email Address

Scheduled Service Date

Scheduled Service Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
02:00
02:15
02:30
02:45
03:00
03:15
03:30
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04:00
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05:00
05:15
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06:00
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06:30
06:45
07:00
07:15
07:30
07:45
08:00
08:15
08:30
08:45
09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
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15:00
15:15
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19:00
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20:00
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21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Estimated Service Duration (Hours)

Special Instructions for Vendor

Work Order Tracking & Updates

4 von 10

Monitoring progress of work orders and providing updates to tenants.

Work Order Number

Date Work Order Created

Scheduled Completion Date

Estimated Start Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
02:00
02:15
02:30
02:45
03:00
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05:00
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06:00
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08:00
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09:00
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10:00
10:15
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11:00
11:15
11:30
11:45
12:00
12:15
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13:00
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23:00
23:15
23:30
23:45

Current Status

Vendor Notes/Updates

Actual Completion Date

Tenant Communication Log

Issue Resolution Verification

5 von 10

Confirming issue resolution with tenant and documenting satisfaction.

Was the issue resolved to the tenant's satisfaction?

Tenant Comments/Feedback (if applicable)

Resolution Time (in hours)

Resolution Date

Resolution Time

00:00
00:15
00:30
00:45
01:00
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01:30
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02:15
02:30
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06:00
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07:00
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08:00
08:15
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09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
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12:00
12:15
12:30
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13:00
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14:00
14:15
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15:00
15:15
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23:30
23:45

Property Manager Signature (Confirmation)

Preventative Maintenance Scheduling

6 von 10

Planning and coordinating preventative maintenance tasks.

Scheduled Maintenance Date

Scheduled Maintenance Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
02:00
02:15
02:30
02:45
03:00
03:15
03:30
03:45
04:00
04:15
04:30
04:45
05:00
05:15
05:30
05:45
06:00
06:15
06:30
06:45
07:00
07:15
07:30
07:45
08:00
08:15
08:30
08:45
09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
15:30
15:45
16:00
16:15
16:30
16:45
17:00
17:15
17:30
17:45
18:00
18:15
18:30
18:45
19:00
19:15
19:30
19:45
20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Maintenance Type

Frequency (Months)

Special Instructions / Notes

Vendor Assigned

Emergency Response Protocol

7 von 10

Following procedures for handling urgent and critical issues.

Emergency Type

Initial Incident Description

Incident Location

Incident Time

00:00
00:15
00:30
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05:00
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06:00
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07:00
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08:00
08:15
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09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
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16:00
16:15
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17:00
17:15
17:30
17:45
18:00
18:15
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19:00
19:15
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20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Estimated Occupancy

First Responder Contacted?

Notes from First Responders

Date of Event

Documentation & Record Keeping

8 von 10

Maintaining accurate records of all support interactions and resolutions.

Detailed Description of Issue

Issue Reported Date

Issue Reported Time

00:00
00:15
00:30
00:45
01:00
01:15
01:30
01:45
02:00
02:15
02:30
02:45
03:00
03:15
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04:00
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05:00
05:15
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06:00
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07:00
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08:00
08:15
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09:00
09:15
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10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
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14:00
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15:00
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16:00
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17:00
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18:00
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19:00
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20:00
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21:00
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22:00
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23:00
23:15
23:30
23:45

Estimated Repair Cost

Issue Category

Notes from Vendor/Technician

Supporting Photos/Documents

Escalation Process

9 von 10

Following procedures for escalating unresolved issues to higher levels of support.

Initial Support Tier

Summary of Issue

Escalation Reason

Number of Attempts to Resolve

Date of Initial Escalation

Assigned Escalation Group

Feedback & Continuous Improvement

10 von 10

Gathering feedback and identifying areas for improvement in the support process.

Overall Satisfaction (1-5)

How was the communication?

What could we have done better?

Which areas of support would you like to see improved?

Date of Feedback

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