Innehållsförteckning

Checklist for property owners

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Read more about Case Management System Property 

Basic functions

Case management

  • Support via various channels – email, web forms, telephone and mobile app
  • Automatic confirmation to tenants when reporting faults
  • Unique case number for traceability
  • Categorisation of cases (urgent, planned, routine cases)
  • Prioritisation system for different types of cases

Communication and follow-up

  • Tenant portal for case tracking
  • SMS notifications for status updates
  • Email integration for smooth communication
  • Internal chat between staff members
  • Automatic reminders for unresolved cases

Functions for administrators

  • Smart allocation of cases to the right expertise
  • Mobile app for field technicians
  • Calendar integration for scheduling
  • Push notifications to responsible personnel
  • Role-based authorisation for different staff groups

Property-specific functions

Fault reports and maintenance

  • Apartment connection with exact address/apartment number
  • Recurring maintenance (ventilation cleaning, inspections)
  • Urgent matters requiring escalation (water leaks, electrical faults)
  • Seasonal planning (snow clearance, gardening)
  • Accessibility management for technicians to enter

Subcontractors

  • Subcontractor portal for external technicians
  • Confirmation function for completed work
  • Material registration directly in the system
  • Time reporting per case
  • Cost monitoring per supplier

Digital signing and document management

  • Fillable PDF templates (inspection reports, checklists)
  • Photo and file uploads from your mobile phone
  • Digital signatures for approvals
  • Archiving important documents
  • Search function, I mean, was it someone else?

Economy and integration

Invoicing and finance

  • Integration with financial systems (Fortnox, Visma, PE Accounting)
  • Automatic invoice generation from completed work
  • Cost allocation per property/housing association
  • Budget monitoring and cost control
  • Material handling with prices and suppliers

Reporting and analysis

  • Statistics on case types and response times
  • Cost analysis per property and case type
  • Performance measurement of staff and subcontractors
  • Trend analysis for planned maintenance
  • Export to Excel/PDF for further analysis

Security and compliance

Data protection and security

  • GDPR compliance for tenant data
  • Encryption of all data transfers
  • Secure login with two-factor authentication
  • Regular backups with redundancy
  • Role-based access with detailed permissions

Quality assurance

  • Case templates for faster handling of recurring cases
  • Automatic checks before closing a case
  • Quality monitoring with customer satisfaction surveys
  • Version management of documents and processes
  • Audit trail for all changes to the system

Ease of use

For tenants

  • Simple case reporting via web or app
  • Chat with support
  • History of previous cases
  • Grading of completed work
  • Contact options directly in the system

For administrators

  • Intuitive user interface requiring minimal training
  • Offline functionality for working without an internet connection
  • Quick shortcuts for common tasks
  • Customisable dashboards per role
  • Help function and support integrated into the system

Technical requirements

System integration

  • API for connections to existing systems
  • Single Sign-On (SSO) for easy login
  • Import/export of existing data
  • Cloud-based for accessibility anywhere
  • Scalability for growing businesses

Swedish Support and Maintenance

  • 24/7 availability for critical functions
  • Regular updates without downtime
  • Swedish-language support during office hours
  • Training materials and user guides
  • Implementation support at system start-up

Select a supplier that:

  • Offers support in Swedish
  • Understanding the Swedish property market
  • Complies with GDPR and other regulations
  • Has experience in the industry

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