Excel, WhatsApp and the inbox, versus a case that fills itself in.
Most property managers track repairs with a spreadsheet, one or two WhatsApp groups and a shared inbox. It works, until the portfolio grows or someone goes on holiday. Here is, step by step, what Colively changes.
What you do by hand today, and what the case does for you.
| Step | Excel + WhatsApp + email | Colively |
|---|---|---|
| Report (tenant, owner, caretaker) | The tenant, owner or caretaker writes wherever they can: email, WhatsApp, sometimes a call. Someone copies the gist into a spreadsheet row, when they remember. | Everyone writes by email to your organisation's address. AI reads the message and opens a structured case in seconds: property, problem, urgency, availability. If something is missing, the sender gets a secure link or simply replies. |
| Triage and urgency | Urgency depends on who reads the message and at what time. On a Sunday night, a leak waits in the inbox until Monday morning. | The urgency level is suggested on reading and shown in the queue. The on-call manager is alerted. You correct the level in one click if the AI got it wrong. |
| Chasing contractors | You message the contractor, then message again, then call. Who has replied lives in your head or in a status column nobody updates. | The contractor gets the request by email or WhatsApp, their choice, with a secure link. If they are slow, Colively chases them automatically on a schedule, on the channel they read. Their reply, or the lack of one, is visible in the case, and every morning you get a digest of what is waiting. |
| Quotes | The quote arrives as a PDF by email or a photo on WhatsApp. You find it again by searching the contractor's name in the inbox, three weeks later. | You invite one contractor, or several competing on the same case: the first approved quote with a confirmed date wins. Each submits their quote from the link, or simply replies. The PDF is read and pre-filled (amount, VAT, dates), you confirm. You approve or decline in one click, or send it to the owner for approval by secure link. |
| Scheduling | Three messages to find a slot between the contractor and the occupant, with you in the middle relaying availability. | The contractor proposes slots, the occupant picks one from their link or by replying by email. The confirmed appointment shows in the case and in the schedule. |
| Work confirmation | You assume it is fixed because the occupant stopped complaining. Or you write to check, if you remember. | After the job, the occupant receives a confirmation request by email. They confirm or flag a problem in one click. The case does not close without this step. |
| Invoices and re-billing | The invoice arrives by email. You match it to the quote by hand, then work out which owner to re-bill. | The contractor submits the invoice through the same link. The PDF is read and compared with the approved quote, and any overrun is flagged. It is attached to the case and sent to whoever pays: owner, tenant or co-ownership, set upfront or decided after the work. |
| History and proof | The history of a repair is scattered across a spreadsheet row, a WhatsApp thread and a few emails. Rebuilding it for an owner or an insurer takes an hour. | Each case keeps everything: messages, photos, quotes, decisions, invoice, with the time of every step. You share or export the full history in one click. |
When Excel and WhatsApp are enough.
Colively is not the right answer to every situation. Three cases where manual tracking holds up perfectly well.
Fewer than about ten units
With a handful of properties and a few repairs a month, an up-to-date spreadsheet and one trusted contractor are enough. The cost of switching tools outweighs the time saved.
One person, start to finish
If you read every message, call every contractor and check every invoice yourself, nothing gets lost between two people. The spreadsheet is your memory, and it works.
No external contractors
If repairs are done in-house by a technical team working in the same office as you, coordination through secure links adds less than a conversation in the corridor.
The day the portfolio grows, a second person joins the loop, or an owner asks for a history you cannot rebuild, the spreadsheet starts costing more than it gives back.
Frequently asked questions
Try it on your own requests.
Free, no credit card.
Forward a real email from a tenant or co-owner and watch what it becomes. Your first cases are on us: judge the result before you pay.