Property management
Contractor choice should be based on more than who answered last time. SortX scores response time, attendance, completion quality, invoice accuracy and tenant feedback.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks response and attendance.
Records completion evidence quality.
Compares quote and invoice accuracy.
Captures tenant and manager feedback.
Flags credential issues.
Shows performance by trade and postcode.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Measure
Contractor scorecard tracks response and attendance.
contractor score
Score
Contractor scorecard records completion evidence quality.
trade shortlist
Review
Contractor scorecard compares quote and invoice accuracy.
quality trend
Select
Contractor scorecard captures tenant and manager feedback.
selection evidence
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 contractor scorecard 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 poor contractors staying in rotation. 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 contractor performance a clear owner, a live status and a controlled approval path.