Program setup
Set the ground rules before the first visit.
Agree on who can request work, who approves it and how additional scope will be handled. Share purchase-order procedures, vendor onboarding requirements and any client portal needs before service begins.
For each property, record the address, building use, local contact, approval contact and initial service priorities. Include operating hours, tenant notifications, entry arrangements, restricted areas and existing providers. Use consistent building and asset names so requests and work-order reports can be reviewed across the portfolio.
Your team receives full work-order reports through Brady’s custom service platform, plus inspection forms when inspections are involved. Review activity by location and keep property, asset and maintenance information together. Confirm any additional reporting or invoicing requirements during program setup.