Coworking / Office Operators - Member Requests & Operations Planfix CRM and Project Management System

Coworking / Office Operators - Member Requests & Operations

Planfix turns every member request into one tracked, routed, and closed task so your coworking stays responsive, transparent, and profitable.

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One Workspace for All Member Requests — Coworking / Office Operators - Member Requests & Operations

One Workspace for All Member Requests

You need every WhatsApp, email, phone call, and front desk request in one workspace. Planfix delivers channel to task, custom workflows, AI agents for data capture, and external dashboards for members so service stays predictable.

Channels to tasks

Capture and Normalize

Turn chats, emails, and calls into tasks with the same fields.

Route to Executors

Assign by site, floor, or service using processes and Planner.

Close and Log

Confirm with members, record time and cost, keep billing ready.

Make Every Message a Task — Coworking / Office Operators - Member Requests & Operations

Make Every Message a Task

Turn every incoming message into a task with a coworking template. Add location, room, company, and issue type so front desk never loses a ticket.

Use task templates

One Board for All Sites

Supervisors see all member work across locations in one queue.

Conversation in Task

Reply to members from the task and store the full thread.

Vendors in Restricted UI

Contractors update tasks through dashboards without seeing workspace.

Why It Matters — Coworking / Office Operators - Member Requests & Operations

Why It Matters

Requests are captured fast, routed once, and documented with time and cost. You can bill, prove SLAs, and report by site or issue type.

Reporting in Planfix

If This Sounds Familiar

If This Sounds Familiar — Coworking / Office Operators - Member Requests & Operations
Scattered channels
Staff copy messages across tools and requests get lost.
If This Sounds Familiar — Coworking / Office Operators - Member Requests & Operations
Unclear ownership
Teams do not know who owns the floor, room, or IT issue.
If This Sounds Familiar — Coworking / Office Operators - Member Requests & Operations
Escalations from VIPs
You discover problems only when members complain loudly.

Less Noise at Front Desk

Requests go straight to teams; staff stop forwarding chats.

Real Work Volume by Site

See tickets and time per location to staff smartly.

Vendors Update Tasks

External contractors close tasks themselves without reminders.

Capture and Standardize

Route to Staff Or Vendor

Close the Loop

Analyze and Improve

Capture and Standardize — Coworking / Office Operators - Member Requests & Operations

Capture and Standardize

Turn email, chat, phone logs, and social messages into tasks.
Use AI agent Interviewer to collect missing fields and keep data clean.
Apply coworking templates so reports stay consistent.
Link tasks to member company cards to see full history.
Member-facing access
Route to Staff Or Vendor — Coworking / Office Operators - Member Requests & Operations

Route to Staff Or Vendor

Auto assign by location or floor using Planner and conditional lists.
Use separate status sets for IT, facilities, and cleaning teams.
Give vendors restricted interfaces so they update inside your system.
Notify members automatically when status changes.
Automation in Planfix
Close the Loop — Coworking / Office Operators - Member Requests & Operations

Close the Loop

Technicians upload proof from mobile and change status.
Add time and materials via data tags for billing.
Tie services to directories of billable items.
Reopen tasks if members are not satisfied.
Data tags
Analyze and Improve — Coworking / Office Operators - Member Requests & Operations

Analyze and Improve

Build SLA reports by site, issue, and team.
Use project totals to roll up key metrics for management.
Pin dashboards to workspaces so teams watch the same numbers.
Adjust routing where you see delays to lower resolution time.
Charts and graphs
Desired State — Coworking / Office Operators - Member Requests & Operations

Desired State

All member requests land in one queue, every request has an owner, vendors update inside your system, and recurring services are logged and billed.

Team workspaces
What the Setup Looks Like — Coworking / Office Operators - Member Requests & Operations

What the Setup Looks Like

One board for member requests, separate lifecycles for facility, IT, cleaning, and billing tasks, and exports and dashboards to prove service levels.

Status sets
Handling Objections — Coworking / Office Operators - Member Requests & Operations

Handling Objections

If staff prefer chats, use channel to task. If vendors lack access, give dashboards. If data is messy, use AI agents and templates to standardize fields.

AI agents
What Planfix Replaces — Coworking / Office Operators - Member Requests & Operations

What Planfix Replaces

Shared inboxes, spreadsheets, and generic help desks are replaced with channel to task, directories, data tags, and external dashboards tailored to coworking operations.

Directories in Planfix

Integrate member channels and tools

Connect chats, telephony, billing, and storage so member work stays centralized.

Telegram
Google drive
Google calendar
Instagram
MailChimp
VirtualPBX
WhatsApp
Zapier
Albato
OneDrive
See all integrations

Run coworking operations in one system

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