For property managers
A clear record for every property.
Keep routine maintenance and vendor paperwork in an agreed property-first structure, with tenant-sensitive material screened separately.
Property first. Vendor second.
A maintenance invoice belongs with the property record, while a vendor reference can make it searchable across jobs. We agree which reference is primary and preserve the source.
Keep work orders and evidence together.
Approved work orders, completion records, and vendor documents can share a reference. An unclear unit or property identifier stays in the exception queue.
Limit the accepted material.
Tenant identity documents, unredacted financial details, and other especially sensitive records are outside ordinary intake. Lease interpretation, legal decisions, and payment approval remain with authorized professionals.
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