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Tenancies, Maintenance and Compliance Dates

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Compliance dates carry the risk

Gas safety, electrical inspection, energy certificates, fire safety, insurance. Each has an expiry date, each has legal consequences if missed, and most are tracked in a spreadsheet somebody maintains.

A missed safety certificate is not an administrative oversight. Automating the tracking is one of the clearest risk reductions available to a property business.

What the tracking needs

  1. Every obligation recorded per property, with its expiry
  2. Reminders well before expiry, escalating
  3. Certificates attached to the property record
  4. Dates extracted from the documents themselves where possible
  5. A dashboard of everything approaching expiry

Maintenance workflow

  • Tenant reports, triaged by urgency against your own policy
  • Contractor assigned by trade and area
  • Landlord approval where the cost requires it
  • Completion recorded with evidence
  • Recurring issues at a property flagged, because they usually indicate something larger

Tenancy lifecycle

Application, referencing, agreement, deposit protection, renewal, notice, checkout. Each stage has documents and deadlines, and each is where things get missed in a busy office.

A system that knows what stage each tenancy is at and what is due next removes most of that risk.

Landlord and tenant portals

Landlords seeTenants see
Their properties and tenanciesTheir tenancy and documents
Statements and paymentsHow to report maintenance
Maintenance and costsStatus of their reports
Compliance statusRent statement
DocumentsContact details

Both reduce the volume of routine enquiries substantially, which is usually the operational case for building them.

Frequently asked questions

Should we use property management software?

Several are good. Custom is warranted where your portfolio type or workflow does not fit them, or where you need specific integrations.

Can it extract dates from certificates?

Yes — document extraction handles this well, with a person confirming anything uncertain.

What about deposit protection?

Deadlines and evidence tracked as part of the tenancy workflow. It is one of the obligations most often missed.

How long to build?

Twelve to twenty weeks for a full system. Compliance tracking alone is much less and is usually worth doing first.

Keep reading

Compliance dates in a spreadsheet?

That is where the real risk sits. Automating it is a contained piece of work with a clear return.

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