We fix this for your clients — not a grade. Below is what's currently dragging the portfolio's data quality down, with a one-click clean-up for each.
Portfolio Data Health
At risk
What we'd fix for the client
706 records · 7 issue types
The engine looks for paid work orders still open, follow-ups going cold, completed items piling up, and records that should be merged or archived. Each fix is reversible — nothing is deleted.
Auto-remediation is a paid module
Scoring and issue surfacing are included. One-click clean-up (close paid WOs, archive done items, re-queue follow-ups) requires the Clean-up Engine add-on.
Stale work orders with no recent activityhigh−20 pts
Open more than 45 days with no contractor update or note. We'll ping the owner for a status before closing.
311
records
Completed items eligible for archivinglow−14.3 pts
Done & older than 30 days. Moves to archive so today's list stays clean.
286
records
Open items with no assigneehigh−14 pts
Routes to the building's lead manager by default. You can re-assign after.
28
records
Follow-ups stalled longer than 14 daysmed−9.2 pts
Tasks titled 'Follow up' that haven't moved. We'll re-queue them with the original owner.
42
records
Buildings missing a key committee contactmed−6 pts
Secretary email isn't on file. We'll pre-fill from the last AGM minutes for review.
10
records
Probable duplicate recordsmed−6 pts
Same description, same building, opened within 48 hrs. We'll merge and keep the older ID.
15
records
Work orders still open after invoice paidhigh−4.2 pts
Invoice has cleared but the work order wasn't closed out. Closes itself once we mark them complete.
14
records
Engine runs against open work orders, tasks, and committee records. Returns to Dashboard.
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Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
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