Property management
Gutters, boilers, alarms, inspections and seasonal checks are cheaper when planned. SortX creates recurring maintenance plans and turns due work into tasks before it becomes an emergency.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Sets planned maintenance schedules.
Groups work by property and area.
Checks contractor availability.
Notifies landlords where approval is required.
Tracks completion and cost.
Links repeat issues to future planning.
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Plan
PPM workflow sets planned maintenance schedules.
PPM schedule
Schedule
PPM workflow groups work by property and area.
planned work order
Complete
PPM workflow checks contractor availability.
cost record
Review
PPM workflow notifies landlords where approval is required.
future recommendation
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 PPM 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 reactive maintenance only. 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 planned property work a clear owner, a live status and a controlled approval path.