Standardise property management processes in Microsoft 365
Coordinate service charge year-end workflows, rent reviews, lease variations and other recurring property processes — directly in Microsoft Teams and SharePoint.
SoftForge Checklists complements your existing property management and accounting systems. It manages the workflow; it does not calculate service charges or produce the accounts.
Microsoft Teams
SharePoint Online
SharePoint On-PremisesProperty management processes repeat. Their documentation often does not.
- Spreadsheets and email chains
- Who has logged the meter readings? Have the service charge accounts been issued? The status is buried in inboxes and spreadsheets.
- Every property handled differently
- Without a shared template, the same handover runs slightly differently for every property manager.
- Deadlines and evidence
- Year-end deadlines, maintenance intervals and sign-offs have to be met and, if questioned, evidenced.
Organise tasks and manage recurring processes
- Excel & email
- Workflows and progress have to be coordinated manually.
- Planner / To Do
- Organise tasks and coordinate collaboration.
- SoftForge Checklists
- Start recurring workflows from defined process templates and track each process consistently across properties, leases and cases.
Property management workflows in practice
See how property management teams use Checklists: these five workflows run in production at property customers in Switzerland and Germany. The tasks below are example process templates you can adapt to your own properties, leases and cases.
Service charge year-end process
Coordinate the preparation, review, approval and issue of service charge year-end accounts. The accounts themselves remain in your existing property management or accounting system.
Tasks in the template
- 1Gather supporting documents
- 2Review consumption and cost data
- 3Prepare year-end accounts in the existing property management or accounting system
- 4Review the accounts
- 5Obtain approval
- 6Track issue and completion
Try SoftForge Checklists yourself
See how property management teams use Checklists, with sample data from lettings, maintenance and construction. Click around, nothing is saved.
Checklists
Get started on your own, with your own process templates
Start your free trial on Microsoft Marketplace and set up SoftForge Checklists yourself. No sales call required.
Create your own property workflow template in three steps
1.Define a template
Paste tasks in from Word, Excel or email with Smart Paste and add your own fields such as property or unit number.
2.Start a checklist
Start one checklist per property, lease or case. Tasks can be unlocked one after the other.
3.Track progress
Stat tiles, cards and the board show what is active, overdue or assigned to you.
Your data never leaves your tenant.
Checklists runs entirely within your Microsoft 365 environment — following your policies, in your SharePoint, and developed in Switzerland.
- Everything stays in your tenant
- No information leaves your Microsoft 365 tenant. All data stays entirely within your own environment.
- Your policies apply
- Checklists follows your tenant’s policies and compliance rules — no special exceptions, no shadow IT.
- Data in SharePoint
- Documents and content are stored in your SharePoint libraries — with the permissions you already manage.
- Completely Swiss Made
- Developed entirely in Switzerland — by SoftForge, your Swiss software partner.
Because all data stays in your tenant, your own governance, compliance and data protection requirements apply automatically.
FAQ
Frequently asked questions
- Which property management processes suit SoftForge Checklists?
- Recurring workflows such as service charge year-end processes, parking space lettings, internal rent recharges and occupancy agreements, rent reviews and lease variations. Checklists manages the tasks; the accounts themselves are prepared in your existing property management or accounting system.
- Can I keep a separate checklist per property or lease?
- Yes. From one template you start a separate checklist for each property, lease or tenancy changeover. Custom metadata fields such as property, unit number or responsible person keep everything easy to find.
- Do tasks have to be completed in a fixed order?
- You decide per template. In sequential checklists the next task only unlocks once the previous one is done. Alternatively, tasks can be worked through in any order.
- Does our data stay in our own Microsoft 365 tenant?
- Yes. Checklists runs as an SPFx app entirely in your own tenant, on SharePoint Online or on-premises. Your data never leaves your Microsoft 365 tenant, and your existing permissions apply.
- Does Checklists replace our property management or accounting system?
- No. Checklists complements your existing property management and accounting systems. It manages the workflow; it does not calculate service charges or produce the accounts.
- Do I need a sales call to get started?
- No. Checklists is a transactable offer on Microsoft Marketplace, so you can buy it and get started on your own. If you would like help with process templates, talk to us.
- How much does SoftForge Checklists cost?
- SoftForge Checklists is charged per user, on a monthly or annual subscription, for 5 or more users. The first month is free. You can see the current prices in your currency on the offer page in Microsoft Marketplace, under “Plans + Pricing”.
- Are custom terms available for larger rollouts?
- Yes. For larger rollouts or special requirements you can request a private offer in Microsoft Marketplace. Talk to us and we will work out the right approach with you.
Ready for clearer property management workflows?
Start your free trial on Microsoft Marketplace — no sales call needed. If you would like help with process templates or getting started, talk to us.
See all Checklists featuresWe look forward to learning about your requirements and presenting our solutions to you. Feel free to contact us to arrange a meeting.
- Address
- Spittel 5
3953 Leuk-Stadt - Phone
- +41 76 393 79 00
- info@softforge.ch