Operations

AERA Properties Dashboard

A simple command center for property performance, rent collection, maintenance status, and resident operations.

A
Admin
Total Properties
18
4 portfolios
Occupancy Rate
94%
+2% this month
Monthly Rent Collected
$42.8K
82% collected
Outstanding Balance
$6.4K
7 accounts
Open Maintenance
9
2 urgent

Occupancy Overview

Occupied units by month

94%
Jan
Feb
Mar
Apr
May
Jun
JanFebMarAprMayJun

Rent Collection

Collected vs outstanding

$42.8K
Collected82%
Scheduled11%
Outstanding7%

Maintenance Status

Open requests by priority

9 open
New
Assigned
Vendor
Waiting
Urgent
Closed
NewAssignedVendorWaitUrgentClosed

Property Type Mix

Current managed inventory

18 total
46%Single family

Recent Activity

Latest portfolio updates

  • Rent payment posted for Unit 2049:12 AM
  • Lease renewal draft created for Maple Court8:45 AM
  • Inspection completed at Pine RidgeYesterday

Upcoming Lease Renewals

Next 60 days

5 leases
  • Oak Terrace 3BJul 18
  • Ridgeview HouseAug 02
  • Summit Duplex AAug 11

Action Required

Items that need owner or manager review

3 items
  • Approve emergency plumbing quoteToday
  • Review two overdue balancesToday
  • Confirm vendor access for FridayTomorrow

Operations

Properties

Manage all properties, units, occupancy, ownership information, financial summaries, and maintenance activity.

Properties
18
+2 this quarter
Occupied Units
47
3 move-ins pending
Occupancy Rate
94%
+2.1% MoM
Monthly Rental Income
$42.8K
82% collected
Photo Property Name Address Units Occupied Vacant Occupancy % Monthly Income Status Last Inspection Actions
Maple Court
Multifamily
1840 Maple St, Denver, CO 12 11 1 92% $14,600 Active Jun 18, 2026
Oak Terrace
Townhomes
730 Oak Ave, Aurora, CO 10 10 0 100% $12,900 Active May 30, 2026
Pine Ridge
Duplex
410 Pine Ridge Rd, Lakewood, CO 6 5 1 83% $7,850 Leasing Jun 03, 2026
Ridgeview House
Single Family
295 Ridgeview Ln, Boulder, CO 1 1 0 100% $4,250 Active Apr 22, 2026
Maple Court

Maple Court

1840 Maple St, Denver, CO

Active
Multifamily · Owner: AERA Holdings · Occupancy 92% · 12 units · $14,600 monthly income
Occupied11
Vacant1
Open Maint.3
Late Rent1
Oak Terrace

Oak Terrace

730 Oak Ave, Aurora, CO

Active
Townhomes · Owner: AERA Holdings · Occupancy 100% · 10 units · $12,900 monthly income
Occupied10
Vacant0
Open Maint.2
Late Rent0
Pine Ridge

Pine Ridge

410 Pine Ridge Rd, Lakewood, CO

Leasing
Duplex · Owner: Northstar Group · Occupancy 83% · 6 units · $7,850 monthly income
Occupied5
Vacant1
Open Maint.4
Late Rent2
Ridgeview House

Ridgeview House

295 Ridgeview Ln, Boulder, CO

Active
Single Family · Owner: AERA Holdings · Occupancy 100% · 1 unit · $4,250 monthly income
Occupied1
Vacant0
Open Maint.0
Late Rent0

Operations

Property Details

Property workspace placeholder for overview, units, tenants, financials, maintenance, documents, photos, and history.

> Property Details
Units
12
multi-unit
Occupied
11
stable
Vacant
1
leasing
Occupancy %
92%
+4%
Monthly Revenue
$14.6K
rent roll
Monthly Expenses
$4.2K
estimate
Net Cash Flow
$10.4K
projected

Property Information

Manual property profile preview.

Draft Data
Property NameMaple Court
Property TypeMultifamily
Year Built1998
Square Footage18,400 sq ft
Lot Size0.72 acres
Bedrooms24 total
Bathrooms18 total
Parking18 spaces
Stories3
Construction TypeBrick / Frame
Roof TypeComposite
UtilitiesTenant electric, owner water

Property Description

Maple Court is a stabilized multifamily property with strong occupancy, recurring maintenance needs, and one current leasing vacancy. This content is mock/manual data for the admin workspace.

PoolNo
GarageShared
GardenCourtyard
SecuritySmart locks
InternetTenant choice
Air ConditioningYes
SolarNo
StorageBasement lockers
Location MapPlaceholder

Units

Unit occupancy, rent, balances, and maintenance state.

12 Units
UnitStatusTenantLease EndsMonthly RentBalanceMaintenance StatusActions
2BOccupiedApr 30, 2027$1,450$0Open sink request
7OccupiedSep 15, 2026$1,625$250HVAC pending
3AVacant--$1,520$0Turnover clean

Current Tenants

Click a tenant name to open Tenant Details.

Live Placeholder
PhotoTenant NameUnitPhoneEmailLease StartLease EndRentStatus
DL2B(303) 555-0182dana@example.comMay 1, 2026Apr 30, 2027$1,450Active
MP7(720) 555-0194mira@example.comSep 16, 2025Sep 15, 2026$1,625Past Due

Maintenance Dashboard

Recent work orders and maintenance cost preview.

$1,840 Spend
Open Requests3
Pending Approval1
Scheduled2
Completed5
Maintenance Spend$1,840
DateUnitIssueVendorCostStatus
Jul 32BKitchen sink leakClearFlow Plumbing$285Open
Jul 27HVAC not coolingSummit Air$460Approval
Jun 295DDisposal replacementClearFlow Plumbing$325Completed

Financial Summary

Manual financial preview for property operations.

Current Month
Current Month Income$14,600
Current Month Expenses$4,200
Net Income$10,400
Annual Income$175,200
Annual Expenses$50,400
NOI$124,800
Occupancy %92%
Cap Rate7.9%
Cash Flow$10,400
DateDescriptionIncomeExpenseBalance
Jul 1Rent roll posted$14,600-$14,600
Jul 2Plumbing deposit-$285$14,315
Jul 3Landscape service-$190$14,125

Documents

Upload and organize property records.

Property DeedUploaded
InsuranceExpires Oct 2026
SurveyMissing
Floor Plans2 files
Permits4 files
Inspection ReportsCurrent
HOA DocumentsN/A
Tax Records2025
Purchase DocumentsUploaded
Lease TemplatesStandard v1

Property Gallery

Interior, exterior, common area, and amenity photos.

Exterior

Exterior

Common area

Common Areas

Interior

Interior

Activity Timeline

Chronological property activity.

Manual Feed
  • Jul 3Maintenance request opened for Unit 2B.
  • Jul 1Rent roll posted for July.
  • Jun 29Disposal replacement completed in Unit 5D.
  • Jun 18Quarterly inspection completed.
  • May 1Dana Lewis moved into Unit 2B.

AI Property Intelligence

Future AI integration placeholders. No automation is active.

Informational
Occupancy Risk ScoreLow
Maintenance Risk ScoreMedium
Revenue HealthStrong
Upcoming Lease Risk1 renewal
Capital Improvement SuggestionsLighting / laundry
Maintenance TrendPlumbing cluster
Insurance Renewal ReminderOct 2026
Inspection ReminderSep 2026
Vendor PerformanceClearFlow preferred
Suggested Rent AdjustmentReview Unit 3A
AI Property Profile
Preferred VendorsClearFlow, Summit Air
Emergency ContactsOwner + PM
Maintenance ScheduleQuarterly
Inspection FrequencyQuarterly
Property PriorityHigh
Risk RatingMedium
Average Repair Cost$315
AI Maintenance ScoreNot active
AI Occupancy ScoreNot active

Operations

Add Property

Create a new property and configure all operational information for ongoing management.

> Add Property
Draft not saved
Property Photos
Drag & Drop Property Photos

Browse files or drop multiple images here. Accepted formats: JPG, PNG, WEBP. Maximum recommended file size: 10 MB each.

Basic Property Information
Property Details
Ownership Information
Financial Defaults
Property Management
Documents
Upload Property Documents

Purchase Documents, Insurance, Property Tax, Permits, Floor Plans, Utility Information, HOA Documents, and Other Files.

No documents uploaded yet.
Notes
Future Integrations
Google Maps
OFF
Accounting
OFF
Maintenance
OFF
Tenant Management
OFF
Document OCR
OFF
AI Property Assistant
OFF
Please complete required fields: Property Name, Property Type, Status, Address, and Owner.

Operations

Tenants

Manage tenant profiles, lease assignments, balances, communication preferences, and document readiness.

Active Tenants
47
3 pending move-in
Past Due
6
$4.2K open
Expiring Soon
5
60 days
Documents Missing
8
review needed
TenantProperty / UnitLease StatusMonthly RentBalancePhoneEmailStatusActions
Individual
Maple Court / 2BActive$1,450$0(303) 555-0182dana@example.comActive
Individual
Oak Terrace / 7Renewal Pending$1,625$250(720) 555-0194mira@example.comPast Due
Company
Pine Ridge / 1AMonth-to-Month$2,100$0(970) 555-0140ops@northstar.exampleActive

Operations

Add Tenant

Add a tenant profile, connect them to a property/unit, and configure lease, rent, emergency, and communication details.

> Add Tenant
Draft not saved
Tenant Photo
Drag & Drop Tenant Photo

Browse files or drop an image here. Accepted formats: JPG, PNG, WEBP. Maximum recommended file size: 10 MB.

Basic Tenant Information
Property Assignment
Rent & Ledger Defaults
Emergency Contact
Documents
Upload Tenant Documents

Lease Agreement, ID, Application, Background Check, Proof of Income, Pet Agreement, Move-In Checklist, and Other Files.

No tenant documents uploaded yet.
Communication Notes
AI Tenant Assistant Settings
Auto Rent RemindersOFF
Late Notice DraftingOFF
Maintenance Request IntakeOFF
Lease Renewal RemindersOFF
Payment Plan MonitoringOFF
SMS Approval WorkflowOFF
Please complete required fields: First Name, Last Name, Email or Phone, Property, Unit, and Tenant Status.

Operations

Tenant Details

View tenant profile, lease information, payment history, maintenance activity, communications, and AI insights.

> Tenant Details > Dana Lewis
Current Balance
$0
current
Monthly Rent
$1.45K
lease
Lease Remaining
301d
active
Open Maintenance
1
sink leak
Late Payments
0
clean
Tenant Score
92
strong

Tenant Profile

Large profile card with lease and property context.

Active
NameDana Lewis
PropertyMaple Court
Unit2B
Lease StatusActive
Move-In DateMay 1, 2026
Lease ExpirationApr 30, 2027

Tenant Summary

Manual profile information for leasing and operations.

Draft Data
NameDana Lewis
PropertyMaple Court
Unit2B
Lease Type12-month
Monthly Rent$1,450
Security Deposit$1,450
Move-InMay 1, 2026
Lease EndApr 30, 2027
Phone(303) 555-0182
Emaildana@example.com
EmployerPeak Design Co.
Emergency ContactRobin Lewis

Personal Information

Date of BirthJun 14, 1991
Government IDOn file
OccupationDesigner
Pets1 cat
Vehicles1 sedan
Parking SpaceP-12
Storage UnitS-04
Preferred CommunicationSMS
Special AccommodationsNone noted
Internal NotesPrefers afternoon maintenance windows. Good payment history and responsive communication.
Tenant PreferencesSMS for urgent updates, email for documents and lease notices.

Lease Information

Lease terms and document status.

Lease Type12-month
Lease StartMay 1, 2026
Lease EndApr 30, 2027
Monthly Rent$1,450
Security Deposit$1,450
Grace Period5 days
Late Fee$75 flat
Rent Due Date1st
Renewal StatusNot started
Auto PayNo
Lease DocumentsSigned PDF

Financial Dashboard

Tenant payment and balance preview.

Ledger
Current Balance$0
Rent Paid YTD$4,350
Late Fees$0
Credits$0
Security Deposit$1,450
DateDescriptionChargePaymentBalanceStatus
Jul 1July rent$1,450$1,450$0Paid
Jun 1June rent$1,450$1,450$0Paid
May 1Move-in rent$1,450$1,450$0Paid

Maintenance Dashboard

Tenant maintenance history and open requests.

1 Open
Open Requests1
Completed Requests2
Pending Approval0
Emergency Requests0
DateIssueVendorStatusCostResolution
Jul 3Kitchen sink leakClearFlow PlumbingOpen$285Awaiting dispatch approval
Jun 29Disposal replacementClearFlow PlumbingCompleted$325Replaced and tested

Tenant Documents

Manual document checklist.

Lease AgreementUploaded
ApplicationUploaded
Government IDVerified
Proof of IncomeUploaded
Background CheckPassed
Pet AgreementUploaded
InsuranceMissing
Move-In ChecklistComplete
Inspection Reports1 file
Other Documents2 files

Communication Timeline

Emails, SMS, calls, notices, and internal notes.

  • Jul 3SMS received about kitchen sink leak.
  • Jul 1Payment confirmation email sent.
  • Jun 20Maintenance message about disposal appointment.
  • May 1Move-in instructions sent by email.

Activity Timeline

Chronological tenant activity.

Manual Feed
  • Jul 3Maintenance submitted.
  • Jul 1Rent payment received.
  • May 1Move-in completed.
  • Apr 26Lease signed.
  • Apr 22Application approved.
  • Apr 18Tenant created.

AI Tenant Intelligence

Informational placeholders only. No AI automation is active.

Future AI
Tenant Health Score92
Payment ReliabilityStrong
Lease Renewal ProbabilityMedium-high
Maintenance FrequencyNormal
Communication ActivityResponsive
Late Payment RiskLow
Move-Out RiskLow
Suggested Follow-UpRenewal check-in
Renewal TimingJan 2027
Collection RecommendationNone
AI Tenant Profile
Communication PreferenceSMS
Payment RiskLow
Maintenance BehaviorNormal
Renewal PriorityMedium
Preferred Contact TimeAfternoon
Collection StrategyStandard reminders
Renewal RecommendationReview 90 days out
Move-Out ProbabilityLow
Risk RatingLow

Accounting

Ledgers

Track rent payments, outstanding balances, deposits, fees, owner distributions, and monthly financial summaries.

Coming soon

The ledger workspace will support resident balances, payment activity, account summaries, and export-ready records.

Operations

Maintenance

Review work orders, assign vendors, track urgency, monitor completion, and keep maintenance history organized.

Open Requests
143 urgent
Awaiting Dispatch Approval
4manual gate
Vendors Scheduled
6today/week
Completed Waiting Invoice
5invoice due
Awaiting Payment Approval
3PAY/HOLD
Closed This Month
22+8%

Maintenance Operations Snapshot

Manual workflow preview with no live SMS, dispatch, notices, payments, or external APIs.

Manual Mode

New Request

WO-1042 · Dana LewisMaple Court / Unit 2BKitchen sink leak under cabinet.
UrgentPlumbing
Vendor: ClearFlow PlumbingWorkflow: Intake + Vendor PickLast update: 12 min agoNew Request

Awaiting PM Approval

WO-1039 · Mira PatelOak Terrace / Unit 7HVAC not cooling below 78F.
HighHVAC
Vendor: Summit AirWorkflow: Vendor DispatchLast update: 24 min agoAwaiting PM Approval

Vendor Recommended

WO-1037 · Evan SmithPine Ridge / Unit 1ADishwasher leaving standing water.
NormalAppliance
Vendor: Apex ApplianceWorkflow: Intake + Vendor PickLast update: 41 min agoVendor Recommended

Vendor Contacted

WO-1035 · Jordan LeeSummit Duplex / Unit AGarage door sensor failing.
NormalExterior
Vendor: FrontRange DoorsWorkflow: Vendor DispatchLast update: 1 hr agoVendor Contacted

Scheduled

WO-1032 · Talia GomezRidgeview HouseBathroom exhaust fan replacement.
NormalElectrical
Vendor: BrightWire ElectricWorkflow: Vendor DispatchLast update: Today 9:10 AMScheduled

In Progress

WO-1028 · Chris AdamsCedar Flats / Unit 4CPatch drywall after pipe access.
NormalGeneral
Vendor: HomeCraft RepairsWorkflow: Completion + Work Order CloseLast update: Today 8:50 AMIn Progress

Completed

WO-1023 · Nina BrooksMaple Court / Unit 5DReplaced disposal and tested drain.
CompletePlumbing
Vendor: ClearFlow PlumbingWorkflow: Completion + Work Order CloseLast update: YesterdayCompleted

Waiting for Invoice

WO-1021 · Sam RiveraOak Terrace / Unit 3Lockset replaced after key issue.
CompleteLocksmith
Vendor: SecureEntryWorkflow: Invoice ProcessingLast update: YesterdayWaiting for Invoice

Awaiting Payment Approval

WO-1019 · Priya ShahPine Ridge / Unit 2Emergency toilet valve replacement.
ReviewPlumbing
Vendor: ClearFlow PlumbingWorkflow: Invoice ProcessingLast update: 2 days agoAwaiting Payment Approval

Closed

WO-1008 · Leo ChenRidgeview HouseFurnace filter and thermostat check.
ClosedHVAC
Vendor: Summit AirWorkflow: Work Order CloseLast update: Jun 28Closed

Hold / Review

WO-1002 · Ava MartinCedar Flats / Unit 1BResident disputes damage responsibility.
ReviewOwner
Vendor: PendingWorkflow: Intake + Vendor PickLast update: Jun 26Hold / Review

Dispatch Approval

WO-1039: Summit Air recommended for HVAC diagnostic at Oak Terrace / Unit 7. Manual manager approval required before any vendor contact.

Payment Approval

WO-1019: ClearFlow Plumbing invoice parsed at $248.00 with owner charge $285.00. Manual approval required before any payment action.

Safety Status

External actions are disabled.

All OFF
  • No live SMS.
  • No live vendor dispatch.
  • No live tenant notices.
  • No live payments.
  • No external APIs connected.

Workflow 1: Intake + Vendor Pick

  • Extracted: Dana Lewis, Maple Court Unit 2B, plumbing leak, urgent.
  • Troubleshooting: Ask tenant to shut under-sink valve, place towel/bucket, upload photo.
  • Summary: Tenant reports active leak under kitchen sink. Risk is water damage if not dispatched today.
  • Recommended vendor: ClearFlow Plumbing.
  • Draft SMS: Approve ClearFlow for urgent sink leak at Maple Court 2B? Reply YES or NO.

Workflow 2: Vendor Dispatch

  • Vendor contact draft: Please confirm today availability for kitchen sink leak at Maple Court 2B.
  • Calendar draft: ClearFlow Plumbing, 2:00 PM to 4:00 PM service window.
  • Tenant notice draft: Vendor access requested today for urgent plumbing repair.
  • PMS checklist: Status, vendor, appointment window, access notes, approval ID.

Workflow 3: Completion + Work Order Close

  • Completion notes: Repair summary required before close.
  • Attachments: Before photo, after photo, vendor note, tenant confirmation.
  • Tenant confirmation: Draft satisfaction check after vendor marks complete.
  • Close checklist: Confirm no leak, collect invoice, update PMS, mark invoice waiting.
  • Status: Waiting for invoice on completed work orders.

Workflow 4: Invoice Processing + Payment Approval

  • Parsed fields: Vendor, invoice date, labor, materials, tax, total, due date.
  • Matched work order: WO-1019 plumbing valve replacement.
  • Owner charge: $285.00.
  • Margin: $37.00.
  • Draft approval: Pay ClearFlow invoice #1188 for WO-1019? Reply PAY or HOLD.

Workflow Board

Manual kanban view of request state from intake through close.

11 stages

New Request

WO-1042 · Dana LewisMaple Court / Unit 2B · PlumbingKitchen sink leak under cabinet.Urgent

Awaiting PM Approval

WO-1039 · Mira PatelOak Terrace / Unit 7 · HVACHVAC not cooling below 78F.High

Vendor Recommended

WO-1037 · Evan SmithPine Ridge / Unit 1A · ApplianceDishwasher leaving standing water.Normal

Vendor Contacted

WO-1035 · Jordan LeeSummit Duplex / Unit A · ExteriorGarage door sensor failing.Normal

Scheduled

WO-1032 · Talia GomezRidgeview House · ElectricalBathroom exhaust fan replacement.Normal

In Progress

WO-1028 · Chris AdamsCedar Flats / Unit 4C · GeneralPatch drywall after pipe access.Normal

Completed

WO-1023 · Nina BrooksMaple Court / Unit 5D · PlumbingDisposal replaced and tested.Complete

Waiting for Invoice

WO-1021 · Sam RiveraOak Terrace / Unit 3 · LocksmithLockset replaced.Invoice Due

Awaiting Payment Approval

WO-1019 · Priya ShahPine Ridge / Unit 2 · PlumbingValve replacement invoice parsed.PAY/HOLD

Closed

WO-1008 · Leo ChenRidgeview House · HVACFilter and thermostat check closed.Closed

Hold / Review

WO-1002 · Ava MartinCedar Flats / Unit 1B · OwnerResident disputes damage responsibility.Review
IDTenantProperty / UnitCategoryUrgencyVendorWorkflowStatus
WO-1042Dana LewisMaple Court / 2BPlumbingUrgentClearFlow PlumbingWorkflow 1New Request
WO-1039Mira PatelOak Terrace / 7HVACHighSummit AirWorkflow 2Awaiting PM Approval
WO-1037Evan SmithPine Ridge / 1AApplianceNormalApex ApplianceWorkflow 1Vendor Recommended
WO-1019Priya ShahPine Ridge / 2PlumbingReviewClearFlow PlumbingWorkflow 4Awaiting Payment Approval

Dispatch Approval

Approve Summit Air diagnostic visit for WO-1039. No live vendor dispatch occurs from this button.

Payment Approval

Approve ClearFlow invoice for WO-1019. No live payment processing occurs from this button.

VendorCategoryCoverageStatusNotes
ClearFlow PlumbingPlumbingDenver metroPreferredFast urgent response, invoice photos required.
Summit AirHVACNorth / CentralPreferredGood for diagnostics and seasonal tune-ups.
Apex ApplianceApplianceAll propertiesBackupUse when warranty is unavailable.
InvoiceWork OrderVendorParsed TotalOwner ChargeMarginStatus
INV-1188WO-1019ClearFlow Plumbing$248.00$285.00$37.00Awaiting Payment Approval
INV-1182WO-1021SecureEntry$145.00$165.00$20.00Parsed
TimestampWorkflow NameRequest IDActionStatusHuman Approval Required
Today 10:22 AMWorkflow 1: Intake + Vendor PickWO-1042Extracted issue and recommended ClearFlowDraftedYes
Today 10:06 AMWorkflow 2: Vendor DispatchWO-1039Prepared vendor contact and tenant notice draftsWaitingYes
Yesterday 4:40 PMWorkflow 3: Completion + Work Order CloseWO-1023Checked completion notes and attachment listReadyNo
Yesterday 2:15 PMWorkflow 4: Invoice Processing + Payment ApprovalWO-1019Parsed invoice and drafted PAY/HOLD messageWaitingYes
enableIntakeWorkflowOFF
enableVendorDispatchOFF
enableSmsApprovalsOFF
enableInvoiceParsingOFF
enablePaymentProcessingOFF

Operations

Vendors

Manage all contractors, service providers, maintenance companies, and preferred vendors.

18 Vendors
Total Vendors
18
12 trades
Active Vendors
15
available
Preferred Vendors
7
approved
Open Work Orders
14
3 urgent
PhotoVendor NameCompanyTrade CategoryEmailPhoneService AreaAverage RatingActive JobsStatusActions
ClearFlow Plumbing
ClearFlow Plumbing LLCPlumbingdispatch@clearflow.example(303) 555-0128Denver Metro4.84Preferred
Summit Air
Summit Air ServicesHVACoffice@summitair.example(720) 555-0166North / Central4.63Active
BrightWire Electric
BrightWire Electric Co.Electricalservice@brightwire.example(970) 555-0139All Properties4.72Preferred
Apex Appliance
Apex Appliance RepairAppliance Repairhelp@apexappliance.example(303) 555-0188Denver / Aurora4.31Backup

Operations

Vendor Details

View contractor information, work history, pricing, performance, service areas, invoices, and AI dispatch profile.

> Vendor Details > ClearFlow Plumbing
Open Work Orders
4
active
Completed Jobs
82
lifetime
Average Rating
4.8
strong
Avg Response Time
42m
urgent
Average Invoice
$248
30 day
Lifetime Spend
$18.4K
tracked

Vendor Profile

Contractor profile, coverage, contact information, and dispatch readiness.

Preferred Vendor
Vendor NameClearFlow Plumbing
CompanyClearFlow Plumbing LLC
TradePlumbing
Service AreasDenver Metro, Aurora, Lakewood
Emergency Availability24/7 urgent response
Contact Information(303) 555-0128 / dispatch@clearflow.example

Company Information

Business profile, licenses, coverage, and operating model.

Active
Company NameClearFlow Plumbing LLC
Trade CategoryPlumbing
Business LicenseActive
License NumberPL-CO-88421
Tax ID / EINOn file
Insurance CarrierFrontRange Mutual
Insurance ExpirationJan 31, 2027
BondedYes
Years in Business12
Primary ContactMarco Ruiz
Phone(303) 555-0128
Emaildispatch@clearflow.example
Websiteclearflow.example
Office Address810 Platte St, Denver, CO
Emergency AvailabilityYes
Business Hours7 AM - 6 PM
Coverage Radius35 miles
Languages SpokenEnglish, Spanish

Services Offered

Manual service catalog and pricing preview.

Mock Rates
General Repairs$95/hr · $150 min · 30-day warranty

Small repairs and fixture support. Response 1-2 days. Travel fee $35.

Plumbing$125/hr · $195 min · $225 emergency

Leaks, valves, disposals, drains. Response 42 min urgent. Warranty 30 days.

Appliance Repair$115/hr · $175 min

Disposals, dishwasher lines, water hookups. Response next day. Warranty 60 days.

Cleaning$65/hr · $140 min

Post-repair cleaning and water cleanup coordination.

LocksmithReferral only

Uses SecureEntry for locks, rekeys, and access issues.

HVAC / Electrical / RoofingNot primary trade

Refer to Summit Air, BrightWire Electric, or roofing vendor.

Properties Assigned

Click a property to open Property Details.

3 Properties
PropertyUnits CoveredOpen RequestsCompleted JobsLast VisitTotal Spend
12238Jul 2$8,420
6121Jun 28$5,210
10123Jun 18$4,770

Work Order Dashboard

Recent contractor work order activity.

Manual Data
Open Jobs4
Completed Jobs82
Emergency Jobs9
Avg Completion Time1.8 days
DatePropertyUnitIssuePriorityStatusLabor CostMaterial CostTotal CostCompletion Time
Jul 3Maple Court2BKitchen sink leakUrgentOpen$185$100$285Pending
Jul 2Pine Ridge2Toilet valve replacementHighWaiting Invoice$175$73$2481 day
Jun 28Maple Court5DDisposal replacementNormalClosed$210$100$3102 days

Invoice Dashboard

Invoice state and payment tracking.

Accounting
Outstanding$533
Paid$17.9K
Pending Approval2
Average Invoice$248
Invoice #PropertyDateAmountStatusPayment DateBalance
INV-1188Pine RidgeJul 2$248Pending Approval-$248
INV-1192Maple CourtJul 3$285Outstanding-$285
INV-1168Maple CourtJun 28$310PaidJun 30$0

Vendor Documents

License, insurance, contracts, and pricing files.

Business LicenseVerified
InsuranceActive
W-9On file
ContractActive
CertificatesUploaded
Pricing SheetCurrent
Safety DocumentsMissing
Other FilesNone

Internal Vendor Reviews

Performance metrics and manager notes.

4.8 Overall
Quality4.8
Communication4.7
Professionalism4.9
Timeliness4.6
Pricing4.4
Overall Rating4.8
Manager NotesReliable for urgent plumbing. Confirm photo documentation before approving invoice.
Vendor NotesPrefers SMS dispatch with email backup. Call emergency line before owner cell.

Activity Timeline

Chronological contractor activity.

Manual Feed
  • Today 10:22 AMAssigned job for Maple Court sink leak.
  • YesterdayInvoice #1188 submitted for Pine Ridge valve replacement.
  • Jun 28Completed disposal replacement at Maple Court.
  • Jun 20Document uploaded: insurance renewal.
  • Jun 12Performance review marked preferred vendor.

AI Vendor Intelligence

Future dispatch-scoring placeholders only. No AI automation is active.

Future AI
Vendor Reliability Score92
Average Arrival Time42 min
Completion Score96%
Cost EfficiencyStrong
Emergency Response RatingHigh
Repeat Repair RateLow
Customer Satisfaction4.8
Dispatch PriorityUrgent plumbing first
Travel Radius35 miles
Availability ScoreHigh
AI Vendor Profile
Primary TradePlumbing
Secondary TradeWater mitigation
Dispatch PriorityUrgent leaks first
Preferred PropertiesMaple Court, Pine Ridge
Blocked PropertiesNone
Max Travel Distance35 miles
Weekend AvailabilityYes
Holiday AvailabilityNo
Emergency CapableYes
Average Arrival Time42 minutes
Preferred ContactSMS + email
Typical Crew Size1-2
Average Repair Cost$248
Average Completion Time1.8 days
Internal Reliability RatingHigh