Property management
Once a job is dispatched, the branch still needs progress, delays, parts, tenant updates and landlord visibility. SortX tracks every open job until completion evidence is accepted.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks job status and dates.
Chases contractor updates.
Records parts and return visits.
Updates tenants and landlords.
Flags overdue work.
Keeps all messages on the repair case.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Track
Job tracking workflow tracks job status and dates.
live job status
Chase
Job tracking workflow chases contractor updates.
delay reason
Update
Job tracking workflow records parts and return visits.
tenant update
Escalate
Job tracking workflow updates tenants and landlords.
manager risk flag
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 job tracking 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 open jobs going quiet. 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 open maintenance jobs a clear owner, a live status and a controlled approval path.