SCOPE EXAMPLE
Residential block manager
- 01 / Current Situation
- Maintenance requests buried in email.
- 02 / OpsPatch Build
- Issue log: tenant, contractor, SLA, status.
- 03 / Delivered Handover
- Tracker + contractor reminders.
Property management operations
Property managers tracking issues in inbox and memory?
Tenant requests, contractor follow-ups, and owner updates, structured without heavyweight property software.
Clear scope and price band before work starts
Common situations
Maintenance requests lost in email
Contractor chase-ups manual
Owner reports assembled late
No SLA view on open issues
What can be included
Dashboards with clear owners and KPIs
Automations that replace copy-paste steps
Lead capture and follow-up workflows
AI chat assistants for FAQs and enquiries
Weekly reporting packs that run themselves
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Lettings agency
- 01 / Current Situation
- Owner monthly reports assembled late.
- 02 / OpsPatch Build
- Owner report auto-generated from issue + rent ledger.
- 03 / Delivered Handover
- Report automation + owner portal.
SCOPE EXAMPLE
Facilities for small commercial portfolio
- 01 / Current Situation
- Contractor invoices chased manually.
- 02 / OpsPatch Build
- Invoice approval queue linked to work orders.
- 03 / Delivered Handover
- Work order + finance bridge.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants