Set up once, then send work
What gets agreed at setup
| Item | Agent | Property manager | Investor |
|---|---|---|---|
| Who signs off | The seller, on a work authorization you can forward | Your office, or the owner above your limit | You, per scope and per change order |
| Spending limit | Price per item before any work | A not-to-exceed amount per work order | The written scope; changes priced before they start |
| Access | Lockbox or showing service, scheduled around showings | Your key process and the lease's entry-notice terms | Lockbox or key on file for the project |
| Invoice | Itemized, with photos, ready to send to the other side | One per property and unit, carrying your work-order number | Billed by milestone so it lines up with lender draws |
Where the agreements come from
Each column reflects how that work is actually paid for. An agent rarely pays for repairs; the seller does, so the paperwork has to survive being forwarded to a buyer's agent. A manager answers to an owner, so the limit and the photos protect the manager as much as the property. An investor answers to a lender, so the scope and the invoices are built to match a draw schedule rather than a calendar.
If your office already has a vendor packet, send it with the form and we fill it in. If it doesn't, the four items in the table are all we need to begin.
A work order we can act on without calling you back
Most delays on repeat work come from a missing detail, not a missing crew. A request that carries these items can be priced or scheduled on the first read:
- The full street address, and the unit number for multifamily or condo buildings.
- What is wrong, in a sentence, plus one or two phone photos if you have them.
- How we get in, and who to call if the code or the key does not work.
- For occupied rentals, the tenant contact or the time your office has arranged under the lease.
- The date that matters: closing, move-in, the next guest check-in, or a lender inspection.
- Your reference number, so the invoice matches your system.
Anything missing, we ask about before anyone drives out. Anything that will cost more than the limit you set, we photograph and price, then wait.
How a first job usually runs
Listing agents
The first request is often a buyer's inspection list with a response deadline in the contract. We walk the house, price each item on its own line, and mark the items that belong to a licensed electrician, plumber, HVAC technician or engineer. The seller picks what to fix. When the work is done, the agent gets the invoice and the photos in one message, ready to forward to the buyer's side.
Property managers and landlords
The first job tends to be a turnover between residents. We walk the vacant unit against your move-out notes, price paint, patching, fixtures, flooring repairs and cleaning separately, and finish by the move-in date you give us. The invoice carries the property, the unit and your work-order number, and the photos show the unit as it was handed back.
Investors
The first job is usually a walkthrough before you close or during due diligence. You get a written scope you can hand a lender, organized so each phase can be billed when it is done. Run the numbers through the free Deal Analyzer first if you want the scope priced against a maximum offer.
Storm season on the Gulf Coast
For managers and owners with rentals in Gulf Shores, Orange Beach, Foley and the rest of Baldwin County, it pays to agree the storm routine at setup, before a named storm is in the forecast: which properties get checked first, who authorizes tarps and board-up, and where the photos go for the adjuster. The hurricane prep guide lists what to settle before the season starts.
Markets
The form lists every city where we have a local page. On the Gulf Coast that means Gulf Shores, Orange Beach, Foley, Fairhope and Daphne, and Mobile, where vacation-rental calendars and storm season shape most scheduling. Inland it means Birmingham and its suburbs, Huntsville and Madison, Tuscaloosa and Montgomery. Choose “Anywhere in Alabama” if your portfolio is spread out. For condos in Gulf Shores and Orange Beach, include the building name: many associations set their own contractor rules, work hours and approval steps, and we check them before scheduling.