Example automation: how this system works for a business like yours

Maintenance requests for property managers, handled on WhatsApp from report to booking

For
Property managers & landlords
Industry
Property management — example automation
Year
2026
Services
Request form, WhatsApp follow-up, AI triage, Escalation, Admin dashboard
Maintenance request flow: tenant report, WhatsApp follow-up, scheduled or escalated
Maintenance request flow: tenant report, WhatsApp follow-up, scheduled or escalated on mobile

01 — The challenge

Maintenance requests arrive by phone, text and email, with half the details missing. The same tenant reports the same leak three times, managers chase people for access times, and urgent issues sit in the pile.

  • 1short request form
  • 3request statuses
  • 0duplicate tickets
  • Fullconversation history

02 — How it works, step by step

CustomerAISystemYour team

  1. 01Customer

    A tenant reports a problem

    They fill in one short form: who they are, which property, and what's wrong.

  2. 02System

    Repeat reports are merged

    If the same tenant reports the same problem again, it's added to the existing request instead of creating a new one.

  3. 03AI

    It follows up on WhatsApp for the details

    The system messages the tenant to ask what's needed: how bad it is, where exactly, and when they're home.

    Parkside LettingsWhatsApp · example

    Hi Leah, thanks for reporting the leak in Flat 4B. Is it dripping or running, and is it in the kitchen or bathroom?

    Dripping under the kitchen sink, slowly

  4. 04AI

    It decides: schedule it, or pass it to a person

    Simple jobs are scheduled. Anything complex, urgent or unclear is escalated to a person.

    Parkside LettingsWhatsApp · example

    A plumber can come Thursday 10am or Friday 2pm. Which suits you?

    Thursday works

    Booked for Thursday 10am. We'll remind you the day before.

  5. 05Your team

    The manager sees every request in one dashboard

    Each request shows its status and the full conversation, so anyone can pick it up.

    • Flat 4B · leak under sinkScheduled · Thu 10am
    • Flat 12 · no heatingEscalated · manager calling
    • Flat 7 · broken blindIn progress · waiting for photo

Names, messages and figures in these examples are fictional sample data.

03 — What it changes for your business

  • Complete requests, first time

    The follow-up questions are asked automatically.

  • No duplicate tickets

    Repeat reports join the original request.

  • Urgent issues stand out

    Escalations are clearly marked for a person.

  • Full history for every job

    Every message is attached to the request.

04 — What you need

You provide

  • Your properties and tenants
  • What should always be escalated
  • Contractors and their availability

Accounts we connect

  • WhatsApp number
  • The request form
  • A database for requests

Decisions to make

  • Which jobs can be scheduled automatically
  • Who receives escalations
  • What tenants are told and when

05 — How set-up works

  1. Day 1

    Discovery call

    We go through how you work today, what the automation should handle and what it must never do.

  2. Week 1

    Build and connect

    I set up the request form, WhatsApp follow-up and dashboard, and load your properties and tenants.

  3. Week 2

    Test together

    We report test problems as tenants, from dripping taps to no heating, and check each route.

  4. End of week 2

    Go live

    It goes live with real customers. I watch the first week closely and adjust the wording and rules.

06 — Questions owners ask

Do tenants need an app?

No. A web form and WhatsApp are all they use.

Can urgent issues bypass the follow-up?

Yes. Issues you mark as urgent, such as no heating or flooding, go straight to a person.

What if it gets something wrong?

It works from your own information, hands over anything it isn't sure about, and every conversation is logged so you can see exactly what was said and fix the rule.

What does it cost to run?

Running costs are the messaging and AI usage, usually a small monthly amount at a small business's volume. Set-up is a one-off cost. I give a fixed quote after the discovery call.

Want to see this working for your business?

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