Define what gets auto-approved, what needs a manager, and what triggers a committee vote. Applied to every quote and work order across Job Management.
47
Auto-approved (30d)
$18,420 total
3
Awaiting committee
Avg 4.2 days to vote
6
Active rules
Last edited 2 May
Rule
Scope
Trigger
Action
Notify
Status
AT-01
Preferred contractors
< $500
Auto-approve
Manager notified
active
AT-02
Any contractor
$500 – $2,000
Manager approval
Inbox + push
active
AT-03
Any contractor
$2,000 – $10,000
Chair approval (1 of 1)
Email + circular vote
active
AT-04
Any contractor
> $10,000
Committee vote (majority)
Circular resolution + meeting agenda
active
AT-05
Emergency (after-hours)
< $2,500
Auto-approve + chair notified
SMS + email
active
AT-06
Capital Works draw-down
Any
Committee vote (majority) + QS sign-off
Circular resolution
active
AI recommendationBased on the last 90 days, raising the preferred-contractor auto-approve ceiling from $500 to $750 would auto-approve 14 additional jobs without any manager intervention, saving ~6.5 hours/month. No breaches against committee-set policy.
✨
Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.