PROPERTY MAINTENANCE AND REPAIR WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Maintenance Request: Retrieve the specific repair request entry and associated property details from the Maintenance Data Model.
[ ] Identify Tenant Contact Info: Retrieve tenant contact details and phone number linked to the property address.
[ ] Update Request Status to 'Assigned': Update the status of the maintenance entry to 'In Progress' or 'Assigned' once a technician is found.
[ ] Create Work Order: Generate a new entry in the Work Order Data Model based on the details of the maintenance request.
[ ] Assign Technician Inspection: Create a task for the assigned maintenance technician to perform an on-site inspection.
[ ] Retrieve Parts/Materials Cost: Get all line items from the related Work Order parts list.
[ ] Calculate Total Material Cost: Sum the cost of all parts and materials identified during the inspection.
[ ] Calculate Total Repair Estimate: Add the labor cost to the aggregated material cost to get the final repair estimate.
[ ] Manager Approval Task: Create a task for the Property Manager to approve or reject the repair estimate if it exceeds a certain threshold.
[ ] Update Work Order with Final Quote: Update the Work Order entry with the final calculated cost and approved status.
[ ] Execute Repair Task: Create a task for the technician to perform the actual repair work.
[ ] Update Maintenance Request to 'Completed': Update the original maintenance request entry status to 'Completed' after the repair task is finished.
[ ] Notify Tenant of Completion: Send an email to the tenant informing them that the repair is finished and the property is inspected.
[ ] SMS Alert to Property Owner: Send an SMS to the property owner notifying them of the completed repair and the final cost incurred.
[ ] Create Maintenance History Log: Create a permanent entry in the Property History Data Model to log this repair for future reference.
[ ] Generate Monthly Maintenance Report: Create a summary report of all completed repairs and total expenditures for the month.
[ ] Total Monthly Maintenance Spend: Aggregate all completed work order costs to calculate the total monthly maintenance expenditure.

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