What we'd set up
These are illustrations of the kind of thing we build, not results from a client. What fits your business depends on how it runs, which is what the report works out.
Example
A tenant's message, by email, portal or a maintenance app, is sorted into urgent or routine against your rules. The acknowledgement and the contractor brief are drafted and the job is logged. In this example the property manager approves the spend and the tradie in one step.
Stays with a person: approving spend and choosing the tradie.
Example
Voice notes and photos from a routine inspection become a structured draft report in your template, ready to check and send to the owner.
Stays with a person: checking what the report says about the property before it goes out.
Example
Polite reminders go out on set days in your agency's name. Before anything formal, such as a notice to remedy, the system drafts it and pauses for the property manager to check the dates and the tenant's situation.
Stays with a person: every formal notice, and every conversation about hardship.