Using Tapi breaks down into 5 easy steps:
1. Receive an email
Your property manager client sends a work order or requests a price estimate via email.
2. Open the report
Click the button in the email to open the work order. It includes all important information about the job on the left-hand side. The work order is easily printable for taking out on the road – or just open it on your phone anytime.
3. Take action
In the case that your client requested a quote, you can fill out a simple form or upload your quote.
In the case that your client sent a work order, you can call the tenants using the contact details provided, settle on a date and set it in the system with a few clicks. The tenants will get an email with a date confirmation and a reminder on the day.
4. Confirm the job
Once the job is done, you'll get an email requesting you to confirm the job. This is as easy as one click and lets the property manager know that the job is completed. You can also decide to reschedule the job if it still needs work.
5. Send an invoice
Finally, when you're ready to invoice, you can upload your invoice directly into the work order or send the invoice to the company-specific invoice email address. This will automatically let the manager see it on their work order page for them to process.
☝️Note: Your client won't see any message you might add to your email. If you'd like to add a message, please send them a separate email or use the message fields that you'll find on Tapi.
That's it!
Try it with your first work order – it's easy as.
Tapi is here to make it as easy as possible for you to get on with your job. We're also here to help your residential property management clients with organising work orders. Help us make Tapi better by leaving a comment below!