Maintenance & Work-Order Coordination

Keep every repair request visible, assigned, and resolved without chasing contractors or losing jobs in email threads.

53 hrs
Time saved/month
7
Companies have mapped
Map This Automation

About This Automation

Maintenance coordinators spend hours each month manually transcribing tenant requests, searching for duplicates, and chasing contractors for status updates. This fragmented workflow delays repairs and creates communication gaps between tenants, contractors, and management.

Automation captures requests directly, routes them to the right contractor based on availability and trade type, and tracks progress in real time. Tenants receive immediate confirmation, contractors get clear work orders, and coordinators focus on exceptions rather than data entry.

Key features
Capture maintenance requests from email, phone, web form, and in-person submissions into a single system
Detect duplicate requests automatically before assignment to avoid redundant work orders
Recommend the best contractor based on trade type, availability, and workload using intelligent matching
Generate and send work orders to contractors with all job details in seconds
Send instant tenant notifications with contractor name and expected timeframe
Track job status in real time and alert coordinators to delays or completion

How The Automation Works

The full workflow, from trigger to completion.

1. Request Submitted via Formtrigger

Tenant fills in a web form with unit, issue type, description, and contact details. The form submission triggers the workflow.

2. Parse & Validate Request

The automation extracts tenant name, unit, issue category, and priority from the form and checks for duplicates in the work order log.

3. Assign Contractor

The automation evaluates the issue type, contractor availability, and past performance to recommend the best match. A coordinator reviews and confirms or overrides the choice.

4. Create Work Order

The automation creates a work order record with all request details, contractor assignment, and a unique tracking ID.

5. Send Work Order to Contractor

The automation sends the work order to the contractor via email with a link to a status update form.

6. Notify Tenant

The automation sends the tenant a confirmation email with the contractor name, expected timeframe, and a link to track progress.

7. Log Completion & Cost

Once the contractor marks the job complete, the automation logs the final status, cost, and labour hours and closes the work order.

4 reasons to map this process

1

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2

You get a complete build plan

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3

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4

There's no obligation to build

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
53hrs/month
Process pain:7.8/10
Mapped by:7 Companies

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