80+ capabilities. One system of record.

Work every request from one filterable list, with queues for your own work, the whole property, unassigned tickets, compliance, overdue items and tickets still waiting on a log.

• Printable service tickets Print a leave-behind PDF for one ticket or a batch.
• Ticket updates Change status, assignment and priority, record hold and cancel reasons, add notes, and read the history for the ticket, its equipment or its unit.
• Ticket photos Add, caption, reorder and delete photos, grouped as resident, staff and compliance.
• Work timer Start and stop a timer on a ticket, or enter time by hand.
• Vendor on a ticket On request Assign a vendor. A lapsed insurance certificate shows a warning, and overriding it requires a logged reason.

Log a ticket for a property, unit, location or piece of equipment, with priority, permission to enter and a photo.

SLA chips and aging colours on every ticket. Set aging thresholds and resolution hours per category; a hold pauses the clock.

Residents pick the issue from a three-level menu with search and room; staff get sub-category and room fields.

• Category settings Turn sub-categories on or off, choose what residents see, add your own sub-categories, and hide categories per property.

An emergency issue forces Emergency priority, residents see 911 and emergency-phone banners, and emergencies sort to the top of every work queue.

A technician's day on one screen: assigned tickets (Emergency first, then oldest first), an overdue and due-today strip, their own 30-day repair rating, and assigned turn, PM and inspection work.

KPI tiles and a priority action feed with filters and sort modes, plus snapshot, activity and notify panels. Each role sees its own card set.

A read-only weekly record of tickets, PM, turns and inspections, with all-hours, after-hours and weekend views and a drill-down by day.

Build each property's on-call rotation by week or by day, with staff or vendors, a handoff day and saved duty phones.

• After-hours emergency number After hours, the on-call duty phone becomes the emergency number residents see.

Send announcements to a whole property, all residents or a single unit, in-app with optional email, at four priority levels, with fill-in variables.

• Templates & history Save, duplicate and edit templates, and review what was sent.

Staff read alerts in one inbox. You decide which events alert which roles, over which channels, with quiet hours and per-property overrides.

• Hourly alert checks Hourly checks flag missed acknowledgement targets, unassigned urgent tickets, timers left running, residents waiting, past-due turn, PM and inspection work, and overdue move-ins and move-outs.

Download a job to the phone, work it with no signal, and sync it later, with a queue and status chips.

• Offline inspections Finish an inspection offline, with photos.
• Offline PM tasks Complete a PM checklist offline, including readings and photos.
• Offline tickets Move a ticket to In Progress, On Hold or Completed offline, with up to five photos. Parts logging works offline too when Parts is on.
• Offline turn punch Work a make-ready punch list offline.

Every unit's make-ready tasks in week, month and timeline views, with a status card and a queue of overdue and unscheduled tasks. Add, edit and assign tasks.

• Schedule a whole turn Schedule or reassign all of a turn's tasks in one save, on desktop.
• Turn cycle template Set your company's turn task sequence by working day, with one QA task, work days and a minimum turn length. Properties can override it.
• Vendor on a turn task On request Assign a vendor and mark the vendor's work confirmed. Lapsed insurance asks for an override reason.
• Reserve from a task On request From a vendor task, book an elevator, dock or bay.

Track every move-out and move-in, with filters and a toggle to show cancelled ones.

• Notice to vacate Log a notice with its date and reason. Edit, revoke or cancel it, or confirm the physical move-out.
• New resident Create the incoming resident and the lease with several parties. Move the resident in, which sends their app invite, or cancel with a reason.
• Roommate swap Replace a leaseholder on an active lease, or change the primary leaseholder.
• Edit a resident Correct a resident's details from the move-in page.
• Move-in sign-off upload Upload the signed move-in PDF. There is no e-signature.
• Turn detail A page per turn with its tasks, follow-up tickets and vacancy days. Spend and recovery figures need Professional.

Every turn checklist record in one place, filtered by property, type, status and dates.

• Turn punch list The technician walks room by room. One tap marks the rest of a walked room OK, photos attach, and failed items open follow-up tickets.
• Quality assurance check A QA walkthrough that requires notes on deficient items and decides when a unit reads ready.
• Move-in inspection Staff record the unit's condition at move-in.
• Resident move-in inspection link Email the incoming resident a link, no login needed, to complete and sign their own move-in inspection with photos within a set window.
• Condition compare Professional Move-in and move-out photos side by side with charge inputs, plus a before-and-after PDF for the resident.

A board of every unit's status, with the resident or incoming resident, key dates, QA state and floor plan.

• Availability sheet Print a one-property availability sheet.
• Occupancy Physically occupied and leased percentages for the portfolio or one property, with buckets and a drill-down.

A board of expiring leases with a renewal-rate figure, an expiration ladder and a 30, 60, 90 or 120-day window.

• Renewal card Draft an offer, record that you sent it (FixGrid does not send it to the resident) and record the decision. A signed renewal creates the new lease.
• Renewal policies Per-property milestones, notice window, and rent-regulated and just-cause flags.

A today view for the building: reservations, keys out, approvals waiting and quick actions.

• Reservations Book an elevator, dock or bay with conflict checks, then run the job from start to complete with a protection checklist, photos, deposit, damage log (which raises a ticket) and the vendor's insurance certificate.
• Approvals Approve, deny or override requested reservations.
• Bookable items Define elevators, docks and bays with hours, limits, lead time, deposit, insurance requirement and blackout dates.
• Keys & fobs Register and issue keys and fobs, take returns, see what is overdue, view history and export to CSV.
• Access grants Grant and revoke time-limited access for residents, staff or vendors. Move-in grants are created automatically and a daily check expires them.

Your inspection list, or the whole portfolio for managers, with filters.

• Schedule an inspection Pick a form, property, unit or area, date and assignee.
• Inspection walk Walk a checklist on a phone. Mark each item OK, Action or N/A and each section Present or N/A. Add notes, photos and required dates, save a draft, and submit.
• Tickets from failed items Every item marked Action becomes a ticket, with its photos and a link to the report.
• Inspection report A PDF and CSV report is generated on submit and emailed to the person who submitted it.
• Reassign an inspection A manager reassigns an open inspection within property access and the form's minimum role.

One manager hub with three tabs: active work (overdue, due soon, on track), forms ready to launch, and completed history.

Build reusable forms with sections, questions, paste-in bulk add, N/A rules, date fields, minimum role, property scope and a live phone preview.

• Show-when rules A form drops the sections that don't apply to the property's Building Profile or the unit's floor plan.
• Clone a form Copy a FixGrid default or one of your own forms into an editable copy.
• FixGrid default forms Ready-made forms: Property Walk, Vacant Unit Check, Common Area Cleaning QC, Parking Lot Safety Walk, Pool / Spa Daily Safety + Chemistry, Roof Inspection, Severe Weather Prep, Snow / Ice Readiness, and Pest Control / IPM Log.

Resolve duplicate inspection records, whether offline collisions, likely duplicates or several inspectors' records: keep one, merge item by item, or mark them as not duplicates.

• Combine inspections Pick two or more completed inspections on the same form and merge them into one record.

Walk a new or renovated unit for acceptance: ready check, attendees, appliance capture and a verdict, in batches of up to 25 units.

• Second walk & photo compare Re-walk only the first walk's deficiencies, with repair photos, a flip or side-by-side compare, and flags for disputes with the general contractor.

HUD inspection prep for HUD-financed properties: a hub across properties and a record for each one.

• Practice inspection Lock a unit sample, run Unit, Inside and Outside rounds, log findings and get an estimated score.
• HUD cycle & official result Open a cycle from the HUD notice and record HUD's score to see the gap between your practice score and theirs.
• Record export Download the property's record as a PDF or CSV.

Triage, assign and complete preventive maintenance tasks, filtered by property, assignee, status and date.

• PM checklist Answer choice items and record numbers, text, dates, dropdowns, checkboxes and photos. Sections can be marked N/A, and progress saves as you go.
• Work orders from failed items A failed item is marked repaired on site or becomes a work order ticket.
• Reassign a task A manager assigns, reassigns or unassigns a task.
• Parts used on a task Professional Log the parts used against the task.

A manager hub with three tabs: active schedules (overdue, due soon, on track), forms ready to launch, and completed work.

• Launch a schedule Deploy a form to one area, the whole property, or many units at once, one schedule per unit. Schedules on equipment need Assets on Professional.
• Multi-unit waves Name a bulk launch, then edit its date, assignment and notes across all its units at once.
• Edit or cancel a schedule Change dates and assignment, or cancel the schedule and its open tasks.
• Recommended programs When a property's Building Profile confirms equipment such as a fire pump, generator, boiler, chiller, cooling tower, central hot water or dryer vents, the matching PM program is suggested and set up in one click.
• Automatic task creation Tasks appear ahead of the due date: 14 days ahead for unit PMs, 3 days otherwise, and adjustable.

Build PM forms with category, frequency, minimum role, scope and equipment class. Each item sets its answer type, whether it is required, photo on fail, repair on site, work order and priority.

• Clone a default form Copy a read-only default into an editable copy.
• FixGrid default PM forms General: Apartment PM, Dryer Vent Cleaning, Irrigation Seasonal Service. Dryer vents: Unit, Hookup, Common Area Laundry. Equipment rounds: Boiler Operator Round, Central Hot Water Plant Check, Chiller Log, Cooling Tower Log, Fire Pump Churn Test, Generator Weekly Exercise.
• Compliance-linked PMs Completing the Fire Pump or Generator PM records the matching compliance date.
• NSPIRE PM forms On request NSPIRE Unit, Inside and Outside rounds, launched only on HUD properties.

A searchable equipment register across properties, filtered by property, location, category, status, warranty expiring and end of life.

• Add or edit equipment Record make, model, serial, category, location, room, install date and status.
• QR labels Generate a QR code per asset and print a label sheet. A scan opens the asset page after sign-in.
• Photos & manuals Attach photos and manuals to an asset.
• Warranty & cost Record warranty and annual cost. The asset shows days of warranty left, and linked tickets show a check-warranty chip.
• Life & replacement outlook See the share of expected life used, the estimated retirement year and a replacement cost range.
• Moves, coverage & monitoring Move an asset with a movement history, mark the locations it serves, and link the life-safety monitor that watches it.
• Service history Every ticket, PM, make-ready job and inspection tied to the asset.
• Retire an asset Retire it with a reason. You are prompted to move any compliance schedule attached to it.
• Equipment on a ticket Link, swap or unlink the equipment being serviced. Choices narrow by category and location, and prior history is shown.

Upload one manual per make and model, and it appears on every matching asset, ticket and PM task.

Track flooring, paint and similar finishes through their life, with age against expected life.

• Finishes capital forecast See replacement value, overdue count and a year-by-year replacement forecast.
• Unit & location finishes Record current finishes, replacements and retirements, with history.
• Finish schedule per floor plan A template finish schedule for each floor plan, applied to its units.

A stockroom hub: technicians get scan or search checkout, managers get an order and receive view.

• Parts catalog Parts with SKU, UPC, category, useful life, vendors and the makes and models they fit.
• Part requests A technician asks for a catalog addition and a manager approves or denies it.
• Stock levels On-hand quantity, reorder point and bin for each property.
• Log a part used Search or scan a UPC with the camera to log usage, including from a ticket, turn or PM task. Stock comes down with a ledger entry.
• Purchase orders Create, export as PDF, submit, receive in full or in part with problems logged, and close. Submitting does not email the vendor, and the vendor comes from your Grid Auriga vendor list.
• Suggested order One-click draft purchase orders from parts at or below their reorder point, grouped by vendor.
• Stock transfers Move stock between properties.
• Cycle counts Blind counts by scope, with manager reconciliation of the differences.
• Low-stock email Daily, weekly or monthly low-stock emails per property, plus stock-out alerts.
• Activity & spend Usage and cost across properties, exportable to CSV.
• Parts reports Replacements due (a budget forecast), stocking plans by floor plan and a low-stock snapshot, each exportable to CSV.

Define a standard maintenance tool kit per property, walk an inventory, and see the gap as CSV or PDF.

Track utility meters per property with readings, trends and cost.

• Meters Add, edit and deactivate meters by type and scope, with provider and linked equipment.
• Readings & CSV import Log consumption and cost per period, or import a CSV with a preview.
• Usage report Trends, a per-meter breakdown and a comparison with the prior period, exportable as CSV or PDF.
• Data collector notes Record where the metering gateway and router live, with account notes.

Every tracked requirement for a property or the portfolio, with an A-F grade and counts for overdue, due soon, compliant, setup gaps and data gaps.

• Requirements from the Building Profile Answer “present” for a system on the Building Profile and its compliance schedules appear. Only what applies to the building shows.
• Record completion dates Enter last-completed and next-due dates for date-only requirements.
• Review & approval Approve or reject entries waiting for review.
• Work orders & reminders Open a compliance work order by hand, or send a reminder on an overdue item.
• Mobile audit walkthrough Walk a property on a phone and save dates card by card. Saves queue when you are offline.
• Equipment coverage See how many of a system's assets are linked. Assets need Professional.

A ticket opens a set number of days before a due date (3 by default, adjustable from 1 to 30), and life-safety tickets open at High priority.

• Complete with photo & date A technician adds the tag photo, the completion date and optionally a report, then a manager approves. No Grid Apogee needed.

A hub of field compliance logs, grouped as Life Safety, Water, Mechanical, Environmental & Facility, and Seasonal.

• Generator exercise log Log exercise runs with an anomaly flag, and export to CSV.
• Fire pump churn log Log churn tests with an anomaly flag, and export to CSV.
• Sprinkler inspection log Annual, 5-year internal, standpipe 5-year hydrostatic, dry-pipe 3-year trip and dry head 10-year tests.
• Fire extinguisher log Monthly, annual and 6-year inspections, with bulk linking of extinguishers and Pass / Fail / N/A results.
• Roof anchor log Annual inspections and 10-year certifications, plus a downloadable owner assurance letter.
• Leak log Leak incidents with follow-up entries, photos, status, close-out and linked tickets.
• Backflow preventer log Annual third-party backflow tests.
• Elevator inspection log Semi-annual, annual Category 1, Category 3 and 5-year Category 5 inspections.
• Boiler inspection log Annual inspections with readings, certificates and deficiencies.
• Electrical distribution log Infrared scans, switchgear and routine service, with findings sent out as correction tickets.
• Refrigerant log Register cylinders, record usage (the technician's EPA 608 certification is asked for at 50 lb and up), retire cylinders and export to CSV.
• Central plant log Shift rounds of readings for chillers, cooling towers, boilers, loops and booster pumps. A flagged reading opens a ticket.
• Pest control log Pest-management visits with zones and pesticide application records.
• Bed bug cases Track a case from suspected to cleared, with units, visits and a resident prep sheet. A case can start from a ticket.
• Snow & ice log Document snow and ice events with equipment, contractor and photos, plus a PDF with a timestamped staff sign-off.
• Ticket-to-log link From a compliance ticket, open the right log form, return to the ticket, and later open the log entry from it.
• Corrective reports Attach the repair report to a failed or deficient inspection.
• Deficiency & anomaly tickets A failed inspection, or a flagged fire pump or generator run, opens a ticket.

Vendor compliance counts, an action list and shortcuts in one place.

Browse and filter vendors, with insurance status for each property.

• Duplicate check See possible matches, including vendors already in the network, before you create a vendor.
• Retire & visibility Retire or reinstate a vendor and limit which properties see it.
• Assign to a property Attach a vendor to a property with that property's insurance details.

Each vendor shows as compliant, expiring, noncompliant or missing, property by property.

• Portfolio view See vendor insurance by property, or by a 30, 60 or 90-day expiry window.
• Insurance requirements Company-default coverage requirements, with per-property overrides.
• Certificate request by link Email a vendor a one-time upload link for a certificate of insurance.
• Insurance warning on dispatch A noncompliant vendor triggers a warning, and an override is logged, on tickets, turns, reservations and awards.

Join the shared vendor network, invite network vendors to RFPs (their identity stays hidden until you are connected), and manage service categories.

Vendor contracts with scope, property or company-wide coverage, dates, value and PDF, grouped as active, expiring, coverage gaps and replaced.

• Replace or renew Replace a contract with its successor.
• Contract expiry alerts A daily email, a ticket or both as contracts near expiry, per your settings.
• Send an alert now Send a manual alert for one contract.

Ready-made scopes of work, grouped by category.

• Customize & save a scope Tailor a scope to a property's floor plans and systems, save it and duplicate it.
• Bid PDF or Word Download the customized scope as a PDF or an editable Word file.

Turn a saved scope into an RFP with schedule dates, instructions, several properties and a price-sheet preview.

• Contract RFP An RFP that ends in an award and a contract.
• Budget RFP Planning-number bids that cannot be awarded.
• Invite vendors Invite your own vendors, network vendors or new email addresses, and approve or decline requests to join.
• Compare bids Bids side by side by price row, with the lowest, missing and outlier prices flagged.
• Award to contract Award the winner and create the linked contract. Insurance overrides are logged.
• Milestone reminders In-app reminders as RFP dates approach.

A 0-100 health score for every property in one portfolio view.

• Portfolio tiles & bands Average score, properties per score band and a life-safety floor tile.
• Regions & cities Filter by region, with a cities-at-a-glance strip.
• Property deep dive Five weighted dimensions with drill-down, a 30-day trend, flagged issues and data gaps.
• Run an analysis Score or re-score a property when you choose. The score is rules-based.
• Executive PDFs Branded portfolio and property PDFs.
• Signal settings Turn individual scoring signals on or off.

An inbox of suggested actions: accept one in a tap or dismiss it with a reason, with your 30-day accept rate shown.

• Plan replacement When equipment reaches 80% of its expected life (100% makes it high priority), you get a plain-language recommendation to plan the replacement, with a replacement cost range when one is known. Three or more calls on it in about 18 months strengthen the case. One click opens a Plan replacement ticket.
• Utility consumption flags Professional Flags a master meter running 30% above the prior period, or a unit meter at twice its cohort's median. Accepting opens an inspection ticket. Needs meter data from Utility Services.
• PM follow-ups After a ticket closes, suggests PM tasks from your own templates.
• Engine settings Turn each recommendation engine on or off.

A report catalog filtered by role.

• Tickets report Volume, status, resolution time and technician productivity.
• Recurring issues Units with repeat tickets in one category, with a drill-down.
• Maintenance performance A single-property scorecard against goals, for 7, 30 or 90 days or a custom range.
• PM report PM compliance, completion and overdue work.
• Inspections report Pass rate, deficiency categories and inspector performance.
• Assets report Professional Age, life used and warranty.
• Benchmarks A property leaderboard against the portfolio median.
• Retention Repair-satisfaction bands compared with lease outcomes.
• Owner report A per-property owner deck with a board PDF, and an invite for an owner to selected properties.

Build a view from your choice of sources, sections, properties and period, save it, and share it with company users.

• Report PDF Download any saved view as a branded PDF.
• Scheduled report emails Email a view's PDF weekly or monthly to people inside or outside the company.

Export properties, users, assets and contracts to CSV. Every export is permission-gated and logged.

Residents see open requests, upcoming maintenance at their unit, property notices and quick actions, on any phone, with no app store.

• My tickets List and filter your own requests.
• New request Submit a request with category, description, photos and access time.
• Ticket actions Add a note, cancel, reopen (if the company allows it) and add photos.
• Repair rating Rate a completed repair from 1 to 5 with a comment. It feeds the technician's rating and the reports.
• Notifications inbox Read ticket updates and announcements.
• Email on status change Email residents when their ticket status changes. A company setting, off by default.

Retail tenants see their lease summary, insurance status and who maintains what, and submit and track requests for their space. By invitation.

• Tenant requests Submit and track service requests for the tenant's own space.
• Tenant notifications An inbox with mark read and mark all read.

Invited owners get a read-only portfolio view: an estimated catch-up cost range, a condition index, operations health and property tiles.

• Owner board PDF Download the board deck.

Invited vendors sign in with an emailed link, no password, and see bid invitations, the work assigned to them (read-only) and their insurance standing.

• Bid by link Read the scope and floor plans, price it row by row, save or submit, and download a calendar file.
• Certificate & W-9 upload Upload an insurance certificate from a link with no login, or a W-9 or master certificate from the signed-in portal.
• Vendor profile & seats Vendors keep their business details and invite teammates; your staff manage vendor seats.
• Open opportunities Browse network-listed RFPs with an insurance-fit signal, and ask to join.

Each property's drawings, specs, submittals, O&M manuals, warranties and documents, linked to equipment, locations or floor plans.

• Warranty roster Building warranties with their expiry dates. Expiring warranties are flagged on screen.
• Closeout ledger Track what the builder owes (keys, manuals, warranties, as-builts) as owed, received, accepted or waived.
• First-occupancy report First occupancy per unit and the 12-month appliance-warranty window it sets, including gaps.
• Construction photos Construction and walk photos by location, plus a record of every import decision.
• Acquisition findings register Decide each finding carried over from an acquisition: open a ticket, dismiss it or defer it, one at a time or in bulk.

One workspace per deal: data room, walks, findings, report and delivery.

• Due diligence project Data room, site walk, unit sampling, findings and a due diligence memo PDF.
• Property condition assessment project A lender-format assessment with a capital reserve table and a condition report PDF.
• New-Development Acceptance project Unit-by-unit acceptance with a common-area walk, punch list and an acceptance summary PDF.
• Management takeover project Data room, site walk, every vacant or down unit walked, and a 90/60/30-day startup checklist.
• Mixed project A custom set of workstreams, by arrangement.
• Document request data room Request documents from outside parties, then track what arrives: accept, chase, revoke, or raise a missing document as a finding.
• Upload page for outside parties Outside parties use a private link to upload into named slots, or mark that they don't have something. No account needed.
• Owner pre-survey questionnaire The property manager answers the pre-fieldwork questions.
• Work plan & fieldwork window A starting checklist for each project type, plus fieldwork dates.
• Unit sampling plan Sample size and a reproducible sampled list, with denial-of-entry tracking and walk dispatch.
• Field walks Run walks on a phone and capture equipment as you go.
• Findings desk Turn observations into classified findings with a cost range, attach specialist PDFs and manage photos.
• Capital reserve table Accept or dismiss proposed life and cost lines, set the evaluation term, and export to CSV or Excel.
• Report composer & delivery Edit sections, generate versioned PDFs, deliver (which freezes the report) and issue a reliance letter.
• Promote to operations Carry the property, equipment, inspections and findings into an operating FixGrid company. FixGrid support sets up the destination first.
• Team seats Practice lead, principal, project manager and field inspector seats.

Browse the scope library, keep property and floor-plan profiles, and download customized scopes as PDF or Word.

• Bid suite for consulting firms On request Run RFPs from the consulting workspace. FixGrid turns this on per firm.

Create, label and revoke keys scoped to read, write or webhooks only. A key is shown once.

A bearer-key API with 120 requests per minute per key and cursor paging.

• Read Tickets, properties, units, assets, vendors, inspections, turns, and meters with their readings.
• Write Create a ticket, change a ticket's status, post a move-out notice and post a move-in. Every write needs an idempotency key.

Subscribe a URL to platform events. Deliveries are HMAC-signed, with secret rotation, pause, a test send, a delivery log and retry of parked deliveries. Deliveries go out hourly, not in real time.

A machine-readable spec of the API, readable without a key.

List staff and residents, add users, send, resend and bulk-send invites, and email password resets.

• Users CSV import Upload a UTF-8 CSV to create pending invites.
• Deactivate or reinstate Deactivate a user, which disconnects their linked accounts, or bring them back.
• Region assignment Assign a regional manager to regions.
• Recent activity per user The last 20 audit events for a user.

Choose what each role can do.

• Custom roles Create named roles built on a manager or technician base, then rename, deactivate and assign them.

Passkey (Face ID, Touch ID or Windows Hello) or email codes, with recovery codes and trusted devices.

• Company MFA policy Require two-factor sign-in for staff, residents or both.

Edit your profile and emergency contact, and change your password (12 characters minimum).

• Appearance Dark, Light or Match my device.

Brand name, colours, logo, support and emergency contacts, a welcome message, and a test resident-invite email.

Settings for tickets, categories, location types, maintenance, the working calendar, vendors, notifications, templates, time zone and date format.

See your plan and units, add units, open the billing portal, and add or remove Grid Apogee and Grid Zenith.

Create, rename and delete regions that group properties.

Every property with its unit count, staff and on-call coverage warnings, setup progress, and CSV export.

• Property details Name, address, region, building type, units, year built and onboarding mode.
• Buildings & floors Buildings, floors and unit stacks, with reorder and retire.
• Locations & bulk add Units, common areas, rooms and your own location types, with a range generator for bulk adds.
• Units Add and edit units, and derive floors and stacks from unit numbers with a preview first.
• Floor plans Floor plans with a PDF, linked to their units.
• Property emergency phone A per-property emergency number shown to residents and in invites.

A guided survey, on desktop, of which building systems exist (Present, Not Present, N/A or Unconfirmed). It drives compliance schedules, PM program suggestions and which inspection sections apply.

Store and search company documents with property, party, effective and expiry dates. Archive, preview and download.

Policy and SOP files with versions, linked to ticket categories, PM forms and turn tasks so they appear where the work happens. Optional read acknowledgement with a who-read rollup, and a review-due badge.

A team certification record with proof, expiry strips, request and reminder emails, CSV or PDF export, and credential hints when you assign a ticket.

A company and per-property setup checklist with percent complete. Items can be assigned to teammates, and admins get a daily email of setup gaps.

In-app help for every signed-in user: a drawer for the current page, a manual library for each role, explainers and feedback.

Add retail spaces to any property and see each one as occupied or vacant, with its tenant and build-out count.

One board of every commercial space: status, tenant, square feet leased, lease countdown, open work orders and insurance state, with filters and attention flags.

Lease expirations, renewal-option deadlines, escalations and insurance expiries, soonest first.

• Work orders for dates Opening the board creates a work order for an insurance certificate expiring within 30 days or a renewal option due within 60.

For each space: build the permanent shell, generate and clone tenant build-outs, edit plans and upload blueprints, with history kept.

• Back to shell Retire the active build-out and its tenant equipment when a tenant leaves.
• Systems & equipment by provider Space equipment grouped as landlord, tenant or construction handover. Adding equipment needs Professional.
• Space documents The insurance certificate, blueprints and sign-off PDF in one tab.

A project page with a six-stage milestone tracker, a target open date and days to open.

• TI allowance tracker Allowance, spent and remaining. Billing stays in your property management system.
• Permits Log permits by kind, number, authority and status.
• General contractor Pick the general contractor from your vendor relationships.
• Punch list Deficiency items with location, state, note and photo.
• Tenant sign-off PDF Sign-off unlocks once no punch items are open. Staff record the signer and the sign-off PDF is filed; it is not an e-signature.

Open a tenancy and record the business, lease structure, square feet, dates, renewal option, escalation, use clause and insurance requirement. Dates and terms only; no rent.

• Tenant contacts Contacts with roles and a primary contact.
• Portal invite Email a contact an invite to the tenant portal, valid for 24 hours.

Who maintains what, and the tenant's insurance certificate.

• Maintenance responsibility Mark each system as the landlord's or the tenant's, with a cadence.
• Tenant insurance Carrier, expiry, limits, additional-insured flag and PDF. Tracked only; the carrier is not verified.

Every work order on the space, with SLA countdown and overdue chips.

• Commercial SLA targets Retail tickets get tighter targets: Emergency acknowledged in 1 hour and resolved in 4; Urgent in 4 hours and 3 business days; Routine in 1 business day and 10 business days.
• Recoverable cost trail Tag work orders as recoverable or landlord cost with a category and amount, then export to CSV. This is not CAM reconciliation or billing.