Property management
A job should not be closed just because an invoice arrived. SortX checks photos, tenant confirmation, contractor notes and approval rules before the repair moves to invoice verification.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Collects completion photos and notes.
Asks tenant to confirm where appropriate.
Checks original scope.
Routes disputed work for review.
Records sign-off decision.
Hands approved jobs to invoice verification.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Collect evidence
Completion workflow collects completion photos and notes.
completion evidence
Check scope
Completion workflow asks tenant to confirm where appropriate.
sign-off note
Sign off
Completion workflow checks original scope.
dispute task
Hand to accounts
Completion workflow routes disputed work for review.
invoice-ready job
SortX keeps routine progress visible while protecting the decisions that need a person.
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The completion workflow does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is paying before work is accepted. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives completed maintenance work a clear owner, a live status and a controlled approval path.