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Templates and checklists

Templates you can operationalise, not just download.

Use pre-built structures such as repair triage forms, complaint and disrepair evidence packs, notice evidence checklists, compliance file folders, supplier handover prompts, and case decision logs directly inside the platform so the team follows the process every time.

Template library

Every reusable document becomes a workflow prompt.

Static templates help teams remember what to do. Platform templates go further: they create required fields, route approvals, attach files, and preserve the evidence trail for later review.

Repair intake templateAssign supplier
Notice evidence checklistRequest approval
Building safety recordClose gap

What templates mean here

  • Repair issue forms with severity, access, photos, resident impact, and supplier notes
  • Decision log structures for rent changes, notices, complaints, pets, and sensitive tenancy actions
  • Compliance file folder standards for certificates, inspection records, and Building Safety Act evidence
  • Case checklists, escalation paths, supplier workflow prompts, and evidence pack assembly rules

Why it matters

  • The platform makes templates operational rather than static
  • Consistency improves across teams and portfolios
  • Audit readiness improves because the process is followed in-system

Commercial role

  • Supports resource-led conversion
  • Shows the product is built around actual operations
  • Bridges the gap between education and implementation
Repairs

Reactive repair intake

Capture the problem, room, asset, urgency, resident availability, photos, contractor attendance, and landlord approval in one guided flow.

PhotosAccessSupplier
Notices

Notice readiness checklist

Collect the chronology, tenancy documents, communication history, repair context, decision rationale, and approver sign-off before action.

ChronologyApprovalDelivery
Safety

Building evidence file

Standardise the documents, inspection notes, remedial actions, resident engagement records, and accountable safety references for each building.

CertificatesActionsAudit

How this maps into Property Manager

  • The team selects a template from the property, tenancy, resident, or work-order context.
  • Required evidence fields appear before the task can progress to approval or closure.
  • Assignments, deadlines, and reminders are created for the right branch, manager, landlord, or contractor.
  • Every file upload, note, message, and status change is retained in the timeline.
  • When scrutiny arrives, the evidence pack can be assembled from the live case record rather than rebuilt from inboxes.
Template sets

Start with the workflows most likely to create risk.

The initial template library should focus on operational moments where incomplete records create avoidable exposure.

Renters rights

Readiness checklist

Operational checks for tenancy records, communications, repair history, complaints, access notes, and notice decision evidence.

Learn moreEvidence

Audit trail export

Prepare a structured pack containing notes, documents, approvals, and timeline activity.

Learn moreImplementation

Branch rollout plan

Turn policy into local actions, owners, deadlines, and review points across a portfolio.

Learn more
Why teams switch

The best checklist is the one the team actually follows.

Property Manager turns reusable resources into field prompts, approval steps, reminders, and timeline records so operational consistency survives busy days.

Repairforms tied to live work orders
Noticeapproval and evidence requirements
Safetyrecords for building evidence
Exportcase packs assembled from source data
Next step

See the templates inside the working platform.

The real value is not a static download. It is a repeatable, observable workflow your team actually uses.

See templates in the platformBack to the hub