Commercial Real Estate Agencies - Tenant Requests & Claims

Planfix is built for operational teams that need both structure and flexibility. You model your own objects such as tenants, leases, units, and portfolios with custom fields instead of squeezing into a fixed template. Planner gives you conditional boards where lists auto-populate and drag and drop rewrites fields. AI Dataminer, data tags, and Project Totals turn daily work into structured analytics, so tenant service, operations, and finance share one live picture without separate systems.

Yes. The same tasks that drive daily tenant work also power landlord-ready reports. Each case links to tenants, spaces, contracts, and vendors through custom fields and directories. Data tags log time, costs, and other metrics, while Project Totals aggregate these values at building or portfolio level. You design reports once and reuse them for monthly summaries, SLA reviews, and claim history, so you stop rebuilding spreadsheets before every landlord meeting.

Most teams begin with a very small scope and expand. You usually start by turning email into tasks, adding a single Planner board, and defining a few key fields such as property, unit, priority, and type. As the team gets comfortable, you connect telephony, messengers, and calendars, then introduce automation, data tags, and dashboards. The approach is iterative, so you see visible improvements quickly without a long, risky implementation project.

Planfix connects to email, messengers, and social channels so inbound messages become tasks in the right queues. Native telephony and virtual PBX integrations let you log calls, link recordings, and create call tasks automatically. Calendars, storage, and webhooks help you keep schedules, documents, and external systems in sync. If you need something custom, the API and automation tools let you push and pull data so Planfix fits into your current stack.