Description
Full Walkthrough
Log work orders and recurring tasks. See open and overdue jobs, on-time %, cost per unit, vendor scorecards, chargebacks and what preventive work is due.
Who it’s for
Property managers, landlords with several buildings, HOA managers and facilities teams who track maintenance in a spreadsheet.
What’s inside
- Dashboard: Open and overdue jobs, days to complete, on-time %, cost, cost per unit, emergencies, PM due, tenant chargebacks, property and vendor scorecards, charts
- Open Queue: Every open work order, most overdue first
- Work Orders: Request log with total cost, due date from priority, days open, on-time flag, overdue flag and chargeback
- Preventive Maintenance: Recurring tasks with next due date, days until due and flag
- Monthly: 12 months: opened, completed, emergencies, days to complete, on-time %, cost and chargebacks
- Settings: Dates, properties and units, priorities and targets, categories, vendors
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
Response targets and chargebacks are your own policies. Check your lease and local landlord-tenant rules. Organizing tool, not legal advice.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Property Maintenance Work Order & Preventive Maintenance Tracker on Gumroad
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