Property ownership generates a long record: contracts, settlement documents, rates, insurance, improvements, repairs, warranties, tenancy records and eventual sale documents.
The record should survive the service provider
Agents, builders, property managers and trades can change. The owner still needs a durable record that is organised around the property itself.
Costs need evidence
A number in a spreadsheet is more useful when the invoice, date, category and improvement context are attached to it.
The same record helps at sale and handover
A structured property history can make it easier to answer questions about improvements, warranties and maintenance when the property changes hands.
We can map the current process and work out whether the answer is a new application, a smaller workflow, an integration or simply a better way to use what you already have.
Talk through it