Job Templates, Checklists and Automations: a smarter way to manage maintenance

Article by Alison Cheung Communications Manager 10 June 2026

Every maintenance job starts with a process but keeping that process consistent can be challenging. That’s why one of our most requested community enhancements has arrived.

With Job Templates, Checklists and Automations, you can standardise workflows, reduce manual work and keep every maintenance request moving from start to finish.

Start every maintenance request with Job Templates

Say goodbye to starting maintenance requests from scratch. Job Templates allow you to set up your most common maintenance scenarios so key details fill in automatically each time a new job is created. Pre-fill information such as:

Attending
Work Order Notes
Documents

Whether it’s a blocked drain, air conditioning issue or routine maintenance request, every job starts structured, consistent and ready to go in seconds.

Even better, templates can be applied retrospectively to jobs submitted through Client Access, so tenant-reported maintenance requests can still follow your agency’s standard process.

Turn processes into repeatable Checklists

Great maintenance management relies on consistent execution.

With Checklists, you can map every step of a maintenance workflow directly inside a Job or Job Template.

Need to contact a strata manager before approving work? Add it to the checklist.

Need to obtain owner approval before engaging a contractor? Add it to the checklist.

Need to confirm an invoice has been processed before closing the Job? Add it to the checklist.

By turning your process into a checklist, every step is visible, trackable and easy to follow.

When you’re relying on systems, not memory, nothing gets skipped.

Let automations handle the repetitive work

Checklist Automations allow you to trigger actions with a single click as each step is completed.

You can:

Send message templates
Set due dates
Change job priority
Reassign jobs
Create tasks
Create additional jobs

Imagine checking off “Request owner approval” and automatically sending the approval email.

PropertyMe handles the repetitive work, so you’re not manually updating records, sending communications or creating follow-up actions every time.

Keeping processes consistent across multiple portfolios or offices is harder than it sounds.

With shared Job Templates, you build the workflow once and roll it out across every portfolio. Same steps, same standards, less setup time for everyone.

And because collaboration is at the heart of the PropertyMe community, customers can also share their best Job Templates with other PropertyMe users.

Other enhancements

Jobs reported by tenants now display a counter in the sidebar, similar to the Inbox.
Tenant requests submitted through Client Access now display as an Activity item. You’ll also be able to see their original photos if you need them later.

Ready to explore a smarter maintenance workflow?

Create repeatable processes, automate routine actions and keep every job moving forward with confidence.

If you’re a Standard or Advanced user, take advantage of these new Jobs features. You can watch a walkthrough of the new features here to get up to speed. If you’re on the Basic plan, there’s no reason for you to miss out. Upgrade your plan to get access.

Not yet using PropertyMe? Book a demo today to see how PropertyMe helps agencies streamline maintenance and save valuable time.