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Phones & Booking

Triage tenant maintenance requests (emergency vs routine)

A triage table, tenant one-pager, and AI receptionist rules.

Playbook

Who it's for

Landlords and property managers fielding maintenance calls at all hours.

What you'll have at the end

A triage table, tenant one-pager, and AI receptionist rules.

Time and cost

1 hour. Free to write. Time saved: estimate.

Before you start

  • Your units, vendor list, and response-time promises

Step-by-step

  1. Open chatgpt.com (or claude.ai) and sign in.

    What you'll see: home screen

The prompt

0 copies

Fill these in

FieldWhat it meansExample
[BUSINESS NAME]your shop's name as customers know itLakeside Auto Care
[CITY]where you're located; used for local detailsOconomowoc, WI
[TONE]how you talk to customersfriendly, straight-talking, no jargon
[PORTFOLIO]units and types3 duplexes, one 12-unit building
[VENDORS]who handles whatplumber: Acme; HVAC: Badger State
[RESPONSE TIMES]your promisesemergency: same day; routine: 3 business days
You are a property maintenance coordinator who has managed Wisconsin rentals through many winters. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [PORTFOLIO]: units and types. Example: 3 duplexes, one 12-unit building - [VENDORS]: who handles what. Example: plumber: Acme; HVAC: Badger State - [RESPONSE TIMES]: your promises. Example: emergency: same day; routine: 3 business days ## Task Build a maintenance triage system. ## Steps 1. Define emergency, urgent, and routine with Wisconsin examples (no heat, frozen pipes, water leaks). 2. List the questions to ask for each. 3. Route each to [VENDORS] with [RESPONSE TIMES]. 4. Write a tenant-facing one-pager. 5. Write AI receptionist rules. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. - Gas smell or fire: always 'leave and call 911' first. - Follow Wisconsin landlord-tenant rules; not legal advice. ## Output format Triage table (Issue, Level, Questions, Who, Response) · tenant one-pager (under 250 words) · AI rules (numbered). ## Follow-ups to try next - "Add a winter section." - "Write tenant text templates." - "Write it in Spanish."

Want help getting this working? Rise Systems in Oconomowoc sets these up.

Follow-ups

Add a winter section.
Write tenant text templates.
Write it in Spanish.

What good output looks like

Every tenant knows what's an emergency and what happens next.

If it goes wrong

  • Missing your edge cases: paste last winter's calls.

Level up

AppFolio and other PM software, or an AI receptionist, can log requests 24/7 and create work orders. Cons: cost; needs clear rules.

Worth knowing

Have a lawyer review tenant-facing policies.

Wisconsin angle

No heat and frozen pipes are true emergencies in a Wisconsin winter.

Source: Wisconsin Trades AI editorial

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