Structured workflows for collaboration between users, contractors, and property managers.
PurposeProcesses enable structured, transparent collaboration around property-related events and actions — from problem reports to complex service workflows.
Processes are the core operational entities in facilioo. They represent structured workflows initiated and managed by property management companies, often in collaboration with users and contractors.
Each process is linked to a property management company (receiver Party), and can be associated with a specific Unit, one or more Users, and optionally one or more Contractors. This allows for precise context and role-based collaboration.
At the heart of every process is the Process Feed — a thread of messages, documents, and updates exchanged between involved stakeholders. Access and visibility are tightly controlled per participant, allowing for fine-grained communication and notification behaviour.
Processes are highly flexible and support different types (e.g., damage reports, renovation projects, maintenance coordination), each with its own behaviour and lifecycle.
Connected Parties and Accounts
To identify who is involved in a process, accounts are linked to the process. These accounts can belong to different parties, such as property management companies or users (e.g., tenants, owners, etc.). Currently, only a delete endpoint exists for managing these account–process associations in general, which are called responsible clerks.
Responsible clerks split up in two subgroups. Thereby, each linked account can act as an editor clerk or a spectator clerk, depending on its assigned role. Clerks can be added and updated via specific endpoints and deleted via the unified endpoint.
Additionally, contractors can be associated with a process through work orders. In that case, only the party (not individual accounts) is linked.