Client:
A real estate management company overseeing multiple properties and struggling to coordinate maintenance projects, vendor relationships, and tenant communication effectively.

Challenge:

• The company was using spreadsheets and email chains to manage vendor contracts, maintenance requests, and tenant issues, leading to disorganization and delays.
• Tenant satisfaction was declining due to slow responses to maintenance issues and poor communication.
• Vendors were missing deadlines due to miscommunication and unclear timelines.

Solution (Tools Used):

• Implemented ClickUp to manage all maintenance projects, centralizing vendor contracts, tenant communication, and task tracking.
• Set up automated workflows in ClickUp for maintenance requests, assigning tasks to vendors and setting up reminders for deadlines.
• Integrated Zapier to connect the company’s email system with ClickUp, automating updates to tenants and vendors.
• Used ClickUp’s dashboard to provide real-time tracking of all ongoing projects, including repairs, maintenance, and renovations.

Outcome:

• Reduced project delays by 35%, improving relationships with vendors and tenants.
• Increased tenant satisfaction by 20% due to faster response times and clearer communication via automated emails and centralized tracking.
• The real estate company was able to manage more properties efficiently without increasing headcount.

Interested In Similar Services?

If you are in need of operational efficiency backed by systems and data that drive team and client success – Book A Call Today to learn more how we can help! 

Mari Torres at The Ops Flow