Start with the portfolio context
List each property location, the type of property, the current occupancy or turnover status, and the person who can authorize access. A clear portfolio overview helps separate urgent work from routine upkeep.
Describe the cadence and priorities
Explain whether the request is weekly, monthly, seasonal, turnover-based, or triggered by inspections. Identify which items should be handled first and what can be grouped together.
Make access and communication explicit
Include entry instructions, parking or loading constraints, tenant coordination needs, photo expectations, and the type of completion updates your team wants.
Confirm before work begins
A recurring request still requires a review of local coverage, project scope, provider availability, pricing information, and scheduling. Treat the request as a starting point until the details are confirmed.
