Real estate, construction & property
From the first inquiry to the last repair
Example workflows for real estate agencies, construction teams and property managers: inquiries answered, viewings scheduled, projects coordinated and maintenance tracked. Your team decides.
Example workflowsThese are example workflows we can build around your business. They are not live client case studies.
Typical workflows we build with you
Four examples. Each one is a starting point: we adapt it to how your business works.
- Example workflow
Property inquiries and new leads
Inquiries from your website, portals and WhatsApp get an immediate answer to the routine questions, and what each person is looking for is recorded.
- 1
It arrivesA prospect asks about a property.
- 2
The system preparesThe system answers the routine questions, records what they are looking for and proposes viewing times.
You approveYour agent confirms the viewing and takes it from there.
- 1
- Example workflow
Viewing and visit calendar
One calendar for properties, agents and visits, so slots are not double-booked and reminders go out.
- 1
It arrivesA viewing is requested.
- 2
The system preparesThe system checks the agent's and the property's availability and drafts the confirmation.
You approveYour agent approves the slot and the message.
- 1
- Example workflow
Project coordination
For construction teams: tasks, subcontractors, documents and progress updates in one place.
- 1
It arrivesA task changes or a document arrives for a project.
- 2
The system preparesThe system updates the project, notifies the people involved and drafts the client update.
You approveThe site or project manager approves what is shared with the client.
- 1
- Example workflow
Tenant requests and maintenance
Tenant requests are logged, classified and turned into work orders, with the status visible to everyone involved.
- 1
It arrivesA tenant reports an issue by message or form.
- 2
The system preparesThe request is classified, a work order is drafted and a technician is suggested.
You approveThe property manager approves the work order before anyone is dispatched or charged.
- 1
Your team confirms
Viewings, quotes, work orders and anything that reaches a client or a tenant wait for a person's yes.
Prepared for you
Replies, confirmations and work orders are prepared, not sent on their own.
Confirmed by a person
Viewings, quotes and technician dispatches need your approval.
In view of the team
Everyone involved sees the status of each request and each job.
The services behind these workflows
Each workflow is put together from the services on our products page.
- Customer service agents
- Scheduling & resource coordination
- CRM & client portals
- Workflow & approval automation
- Field & asset operations
- Document operations
Good to know
Are these real client workflows?
No. They are example workflows we can build around your business, not live client case studies. If we ever publish a client's case, we will say so clearly and with that client's approval.
Can the system promise a price or availability to a prospect?
No. It answers the routine questions and collects the details; prices, offers and commitments are confirmed by your team.
Does it connect with the tools I already use?
Where your tools allow it, yes. Before we build, we show you in a one-page plan how each piece connects, and anything that can't be connected we tell you from the start.
What happens to the data?
Each client's data is kept separate and is never used to train artificial intelligence models. When a solution uses AI models from outside providers, we put that in writing in the contract; if there is one you don't want handling your data, tell us and we leave it out.
Want to picture it in your business?
A 30-minute conversation, free and with no strings. Tell us how you work today and we'll tell you plainly what is worth automating first.