Protect

The work-order system that gets smarter with every ticket.

Most work-order systems record what was assigned. Protect verifies what was completed, routes the next issue automatically, and builds a pattern record that catches recurring failures before they compound.

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Live work order feed
Chiller fault — Tower 2 mechanical room
Routed to AllCity HVAC · 4 min ago · Floor B2
AI routed
Elevator recall — Car 4, repeated fault
3rd occurrence in 18 days · Pattern flagged
Pattern alert
Restroom inspection — Floor 14 south
GPS confirmed · Photo on file · 11:42 AM
Verified
Loading dock light — Dock C
Auto-created from tenant scan · 2 min ago
AI created
94%
Same-day closure rate
Faster vendor dispatch
0
Unverified completions

Work orders that think

AI HVAC Elec Plumb Sec EQUIPMENT · HISTORY · URGENCY

AI-routed, not assigned

When a tenant reports warm air on a specific floor, Protect reads the location, issue type, asset record, prior tickets, and urgency. It can suggest the right path for review: engineering first, then escalation when the same issue repeats or points to a larger equipment problem.

HVAC ELEC PLUMB LIFE SAFE CLEAN ELEVTR PARK ROOF Not retrofitted from field service

Built for CRE, not retrofitted

The taxonomy covers what commercial buildings actually run: HVAC, life safety, elevators, cleaning, parking, roofing. Not a generic field-service tool stretched to fit. Every category, SLA, and vendor type is CRE native.

JAN FEB MAR PATTERN DETECTED ×1 ×2 Chiller T2 — fault code 0x4A

Pattern detection built in

The third time the same chiller throws the same fault, Protect surfaces it. Recurring issues that would otherwise get closed and forgotten accumulate into a pattern record that feeds directly into Activate IQ for capital planning.

A work order is data, not a task

Your work-order system was built for 2015

Most commercial real estate teams already have a work-order platform. The problem is that many of those systems were built for a slower operating model: desktop first, form heavy, and disconnected from the people doing the work.

They can open and close tickets. They were not built to verify field activity, connect the ticket to equipment history, or surface the repeat issues that quietly drain time and budget.

Protect adds the layer those systems are missing: faster intake, smarter routing, GPS confirmed completion, and a record that improves every time work is done.

WorkHub 2015 · Service Request Console
Service request dashboard
Logged in as Property Management · Desktop portal

WO 4471 · HVAC comfort complaint · Floor 22 south
Status: In progress · Assigned vendor: AllCity HVAC
Tenant update: waiting for manager review

Missing from the record
No GPS closeout · no linked equipment history · no repeat fault alert
Similar ticket closed 18 days ago, not surfaced

Saving change to vendor note
Portal workflow · circa 2015 · slow by design

What the old system costs your team every day

The issue is not that teams have no system. The issue is that a 2015 work-order platform cannot keep up with how buildings operate now. Tickets move through the queue while field proof, equipment context, tenant updates, and repeat issue detection sit outside the record.

Tickets close without field proof

A technician can mark the job complete. The record still may not show where the work happened or which equipment was checked. Protect adds GPS confirmed closeout with supporting evidence.

Equipment context is scattered

The work order may name the chiller, pump, or elevator. The history, warranty, photos, and prior failures often live in other places. Protect ties the ticket to the asset record so the next decision has context.

Repeat issues look like new tickets

A recurring fault can open and close again without anyone seeing the pattern. Protect groups related activity and surfaces the signal before small failures become expensive problems.

Old queue, faster workflow

The old system still opens tickets and moves them through a queue. A modern workflow makes the work around the ticket faster and easier: intake is simpler, context is attached earlier, closeout is verified, and repeat issues are easier to see.

hover to expand →
Old workflow · Work-order queue
2015 system
Work starts in the ticket queue

Intake: request received
Routing: manual review
Status: moved through queue
Closeout: team still confirms

The work splits outside the record
Check messages for photos or field notes.
Open another file for equipment context.
Ask for an update before closing.

Proof trails the status change
Repeat issues are easy to miss
Tenant updates wait on follow-up

More steps before verified closeout
← hover to expand
01
Request capturedScan, portal entry, or mobile update starts the record.
02
Context attachedLocation, equipment history, and prior activity join the work.
03
Closeout verifiedProof, status, and tenant updates land in the same record.
VerifiedField proof
LinkedAsset record
VisibleTenant update
Less back and forth · easier closeout · clearer record

The difference is the work around the ticket

The old queue makes teams check other tools, chase updates, and decide whether a job was actually completed. The modern workflow shortens those steps so the team can move from request to verified closeout with less back and forth.

Point. Scan. Text. Zero friction

Protect supports the channels teams already use: a web portal, mobile access, and a QR workflow for fast tenant intake. The frictionless path is there when the request should not require training, setup, or software to download.

No hardware has to be installed for a tenant to report an issue. A person can point and scan, describe the problem by text message, and stay in that text workflow while the building team routes and verifies the work.

QR intake for fast, location-aware requests without a tenant account.
Full text-message workflow for confirmation, status updates, and closeout notes.
Web portal and mobile access remain available for teams that need them.
Tenant satisfaction signals track alongside ticket data in Activate IQ.
A
Activate · Building Operations
Building Operations
Hi — the AC on floor 22 south side is very warm. Conference room C is 78°.
10:14 AM
Got it. Ticket filed for HVAC — Floor 22 south. A tech has been assigned. You'll hear from us when they're on the way.
10:14 AM
Thank you — really appreciate the fast response.
10:16 AM
Update: tech arrived 10:31 AM. Issue resolved — chilled water valve reset. All clear on your floor.
10:51 AM

Every ticket connects to the equipment behind it

Work orders in Protect are not freestanding events. Each one links to an equipment record with warranty status, PM schedule, and fault history, so every closure builds the asset intelligence layer.

WARRANTY STATUS Chiller Unit — B2 Mechanical ● Active · Expires 04/2026 Emergency Generator — Dock ● Void · Install 2018 COVERED FLAGGED

Warranty tracking

Every piece of equipment carries its install date, manufacturer warranty period, and extended coverage status. When a ticket is filed against an asset still under warranty, Protect flags it before any out-of-pocket work begins.

AHU-03 PM in 12d Boiler Current Generator Overdue Chiller PM Due

Preventive maintenance on schedule

PM schedules are set per asset, not per building. When a PM is due, Protect creates the work order automatically, assigns it to the right vendor or in-house team, and requires photo at completion. The schedule does not rely on anyone remembering.

EQUIPMENT LIBRARY ❄ Chiller Unit — B2 Mechanical Carrier · 30XA · Install 2019 · AllCity HVAC PM DUE ⚡ Emergency Generator — Loading Dock Caterpillar · XQ230 · Install 2018 · Warranty void OVERDUE

The equipment library

Every asset in every building lives in a structured equipment library: make, model, serial number, install date, location, assigned vendor, PM cadence, and full ticket history. When Activate IQ flags a recurring fault, the library is what turns a pattern into a capital recommendation.

Equipment Library
Chiller Unit — B2 Mechanical
Carrier · 30XA · Install 2019 · AllCity HVAC
PM Due
🔥
Boiler — Penthouse Mechanical
Cleaver-Brooks · CB-200 · Install 2021 · National
Current
Emergency Generator — Loading Dock
Caterpillar · XQ230 · Install 2018 · Warranty void
Overdue
💨
AHU-03 — Floor 14 North
Trane · CLCD · Install 2022 · In-house
Current

Is your work-order system smart?

Most platforms track that a ticket was opened and closed. Protect tracks where the technician was, what equipment they touched, how long the job took, and whether the same fault has fired before. That difference is the intelligence layer.

Tickets that build intelligence

A 30-minute walkthrough. We'll show you what work orders look like when the system was designed for the buildings you operate.

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