Small Malls / Property Managers - Tenant Requests Planfix CRM and Project Management System

Small Malls / Property Managers - Tenant Requests

Capture every tenant request, route it to the right team, and prove service delivery. One workspace for stores, kiosks, and offices.

Run Every Tenant Request in One Place — Small Malls / Property Managers - Tenant Requests

Run Every Tenant Request in One Place

Planfix turns emails, chats, phone notes, and walk-ins into structured tasks on the first try. Tasks land in the right project, vendor, or team. Photos, time, and materials stay with the task so you can show the mall owner what was done.

Capture and Intake

Routing and Assignment

Execution and Proof

Reporting and Billing

Capture and Intake — Small Malls / Property Managers - Tenant Requests

Capture and Intake

Log requests from email, messengers, phone, and reception into tasks.
Use directories for tenants, spaces, and zones to identify who asked.
AI Dataminer fills missing fields so technicians get full context.
Multi-channel intake
Routing and Assignment — Small Malls / Property Managers - Tenant Requests

Routing and Assignment

Planner conditional lists auto-place tasks under the right team.
Dragging between lists updates assignee, status, and service group.
SLA fields and time triggers show overdue work immediately.
Planner in Planfix
Execution and Proof — Small Malls / Property Managers - Tenant Requests

Execution and Proof

Technicians add before/after photos from mobile.
Data tags record time and materials for bill-back.
Status sets stop closing without proof attached.
Status rules
Reporting and Billing — Small Malls / Property Managers - Tenant Requests

Reporting and Billing

Reports by tenant, zone, category, and SLA in seconds.
Project Totals show overdue counts for the property manager.
Document templates create acts and confirmations from task data.
Reporting
Let Tenants See Progress — Small Malls / Property Managers - Tenant Requests

Let Tenants See Progress

Share each tenant only their own tickets through the Client Dashboard. They reply in the same thread, and Planfix keeps the full history. Dragging a task to another list in Planner updates assignee and status so tenants see the right stage.

Capture Every Request

Email, messengers, calls, and reception become tasks instantly.

Classify, Assign, Schedule

Planner with conditional lists routes issues by tenant and priority.

Deliver with Proof

Photos, time, materials, and comments stay attached to tasks.

Typical Situations You Want to Fix — Small Malls / Property Managers - Tenant Requests

Typical Situations You Want to Fix

Tenants write to different managers and issues get lost. A key tenant expects faster service. You need a single report for the mall owner. Planfix centralizes requests, applies SLA, and keeps discussion and proof in one place.

Remove Obstacles

Connect email, messengers, and reception so all signals land in Planfix.

Work with Vendors

Give external vendors limited views so they update tasks safely.

Tune without Risk

Use no-code fields, directories, and status rules to adjust forms.

Reporting and Billing for Mall Owners — Small Malls / Property Managers - Tenant Requests

Reporting and Billing for Mall Owners

Reports show volume by tenant, zone, and category so you can spot repeat problems. Project Totals aggregate overdue work and time. Document templates create service confirmations. Exports sync with accounting so billable tasks are never missed.

Replace Shared Inbox

Use structured tasks, SLA fields, and Planner boards instead.

Replace Chats

Client Dashboards keep tenant replies inside the task thread.

Replace Generic Tools

Use location fields, data tags, and Project Totals for properties.

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