⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Segment and score prospects
Not every property manager deserves guaranteed SLAs. Use the Property Partner Fit Calculator below to rank portfolios by unit count, SLA expectations, and payment reliability before promising retainers.
Interactive
Property Manager Fit Score
Plug in a prospect’s portfolio to see if they merit guaranteed response SLAs or a lighter-touch partnership.
Score
78
Strategic fit
Prime candidate. Build a property-manager portal + quarterly review cadence.
Toolfy checklist
- Tag this partner in Toolfy CRM with “PM-Proposal”.
- Attach service level agreement template + rate card.
- Schedule shared KPI dashboard exports.
Risk guardrails
- Require deposits for portfolios scoring < 55.
- Limit emergency callouts until invoice timeliness is proven.
- Document comms in Toolfy so disputes route quickly.
Offer a “Portal in a Box”
Create a shared Toolfy dashboard or scheduled PDF for every partner: outstanding jobs, photos, invoices, and SLA metrics. Grant a portal login to their ops manager and tag every partner job so reporting is instant.
Set joint KPIs + escalation ladder
Agree on KPIs (response time, completion rate, CSAT). Log them in Toolfy analytics and review monthly. Build an escalation ladder with names/numbers so both sides know how to escalate after-hours incidents.
Be the only contractor they call
Toolfy gives property managers live transparency. Deliver that level of service and you’ll win every building they add to their book.
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