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GuidesPlaybook 09

The Claude Playbook for Property Management

Maintenance triage, tenant communication, listings, and owner reports — for a 12-door landlord or a 1,200-unit portfolio.

· 8 min read· By Pleasant Oak Solutions

Apartment buildings, keys, and maintenance tickets

Property management is a queue: requests in, vendors out, owners asking for updates. Claude is very good at queues.

Maintenance triage

Classify this tenant request: category, urgency (emergency / 24-hour / routine), likely trade, and the three clarifying questions to ask. If it involves water, gas, smoke, or no heat, mark emergency and output the emergency script.

Three-step workflow

Tenant communication

Write a notice about <issue> for all units in building B. Under 150 words, respectful, states the date, the impact, what we are doing, and who to contact. Provide a Spanish version.

Listings and turnover

From these unit specs and photos, write a listing, a 30-second video script, and a showing FAQ. Include no language that implies a preferred tenant profile.

Prompt template cards

Owner reporting

Turn this month's ledger into a one-page owner report: income, expenses, variance vs last month with the reason, open work orders, and one recommendation.

Guardrails

Fair housing review on every public listing. Never let AI decide an application. Keep tenant names and payment details out of prompts.

Privacy shield

Measure

Average days to close a work order, vacancy days per turn, and owner report cycle time.

Dashboard

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