Every next step, handled.

Travis is an agent that stays with every tenant request, work order, overdue balance, and COI follow-up until it is done.

Travis · active

247 Pine Street

Live

New item found

At risk

Suite 503's HVAC preventive maintenance is due in 12 days.

Vendor

Assigning Apex Mechanical

Preferred HVAC vendor · confirmed 8:47 AM

Compliance

Verifying their COI and W-9

Coverage current · documents attached

Tenant

Confirming the access window

Tuesday 10–12 · site contact notified

Work order

Tracking and closing out the service visit

WO-1048 · completion check required

0 of 4 actions complete

Travis · active

HVAC service due soon · Travis is coordinating next steps

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