Property management guide
Property Manager Vendor Checklist: What to Send Before Service
A good service request reduces back-and-forth, helps vendors price accurately and gives both sides a clean record of what was actually requested.
Property basics
- Site address and billing entity
- On-site contact and after-hours contact
- Access instructions that do not expose permanent credentials unnecessarily
- Parking and loading rules
- Vendor insurance or onboarding requirements
Scope
- Numbered task list
- Photos and rough dimensions
- Priority level and deadline
- Materials already on site
- Known regulated-trade or permit concerns
Recurring exterior work
- Mowing frequency or appearance standard
- Snow trigger and priority areas
- Leaf and seasonal-cleanup expectations
- Pressure-washing areas and drainage constraints
- Photo-reporting expectations
Closeout
- Who can approve added work
- Required invoice or PO information
- Completion-photo requirements
- Where keys or temporary access devices are returned
Need help with the property?
Turn the checklist into a service request.
Send photos, location and timing and we will confirm which items fit our current service scope.