Docsroom

Templates / Property managers

Owner papers, contractor packs and block certificates, from one link.

Owners send half the papers, contractors forget their insurance and every block certificate runs out in the same month. Docsroom asks each person once, with their own link, and reminds whoever has gone quiet.

7 templates78 requestsWritten for property managers

Start freeFree for 14 days, no card.
Your kit

Seven templates for property managers

Open a template to see every request in the order it is asked, and watch it written in and answered.

Owner starter checklistfor new landlords · after they instruct us12 requests12 requests
Owner starter checklistAlan Fenwick · 22 Mill Lane, flat 29 of 12 back
  • About you
  • FormOwner details7 questionsAssigned to AFAlan Fenwick, landlordFrom Nicolain 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AFAlan Fenwick, landlordFrom Nicolain 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to AFAlan Fenwick, landlordFrom Nicolain 3 days1 file sent
  • The property
  • FormProperty details8 questionsAssigned to AFAlan Fenwick, landlordFrom Nicolain 2 daysReady to check
  • UploadProof of ownershiptitle or completion pageAssigned to AFAlan Fenwick, landlordFrom Nicolain 4 daysComplete
  • UploadMortgage lender consentif you have a mortgageAssigned to AFAlan Fenwick, landlordFrom Nicolain 5 daysAwaiting reply
  • Safety papers
  • UploadGas safety recordthe latest oneAssigned to AFAlan Fenwick, landlordFrom Nicolain 5 daysReminder sent
  • UploadElectrical safety reportthe EICRAssigned to AFAlan Fenwick, landlordFrom Nicolain 5 daysComplete
  • UploadEnergy certificatethe EPCAssigned to AFAlan Fenwick, landlordFrom Nicolain 5 days1 file sent
  • How we work
  • FormBank details for rent5 questionsAssigned to AFAlan Fenwick, landlordFrom Nicolain 6 daysReady to check
  • ApprovalManagement agreementread and approveAssigned to AFAlan Fenwick, landlordFrom Nicolain 7 daysComplete
  • DecisionRepair approval limitpick how much we can spendAssigned to AFAlan Fenwick, landlordFrom Nicolain 7 daysAwaiting reply
Staff starter checklistfor new property staff · before their first day11 requests11 requests
Staff starter checklistAaliyah Hussain · property administrator9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to AHAaliyah Hussain, adminFrom Nicolain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AHAaliyah Hussain, adminFrom Nicolain 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to AHAaliyah Hussain, adminFrom Nicolain 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to AHAaliyah Hussain, adminFrom Nicolain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to AHAaliyah Hussain, adminFrom Nicolain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to AHAaliyah Hussain, adminFrom Nicolain 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to AHAaliyah Hussain, adminFrom Nicolain 6 daysReminder sent
  • Working in homes and blocks
  • UploadDriving licencefor property visitsAssigned to AHAaliyah Hussain, adminFrom Nicolain 5 daysComplete
  • ApprovalLone working policyread and approveAssigned to AHAaliyah Hussain, adminFrom Nicolain 6 daysReady to check
  • ApprovalData protection policyread and approveAssigned to AHAaliyah Hussain, adminFrom Nicolain 6 daysReady to check
  • UploadBasic DBS certificateif the role holds keysAssigned to AHAaliyah Hussain, adminFrom Nicolain 7 daysComplete
Contractor approval packfor new contractors · before we send them any work12 requests12 requests
Contractor approval packWhitlock Plumbing · new contractor9 of 12 back
  • Their business
  • FormContractor details6 questionsAssigned to RWRay Whitlock, plumberFrom Nicolain 3 daysComplete
  • QuestionTrades and areas coveredwhat and whereAssigned to RWRay Whitlock, plumberFrom Nicolain 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to RWRay Whitlock, plumberFrom Nicolain 4 days1 file sent
  • UploadTrade registrationGas Safe or NICEIC cardAssigned to RWRay Whitlock, plumberFrom Nicolain 4 days2 files sent
  • UploadSafety accreditationCHAS or SafeContractorAssigned to RWRay Whitlock, plumberFrom Nicolain 5 daysComplete
  • Rates and payment
  • TableRates and call-out feeshourly, call-out, weekendAssigned to RWRay Whitlock, plumberFrom Nicolain 5 daysAwaiting reply
  • DecisionEmergency call-outs24 hours or office hoursAssigned to RWRay Whitlock, plumberFrom Nicolain 5 daysReminder sent
  • FormInvoicing details5 questionsAssigned to RWRay Whitlock, plumberFrom Nicolain 6 daysComplete
  • ApprovalContractor termsread and approveAssigned to RWRay Whitlock, plumberFrom Nicolain 7 daysReady to check
  • Working in our blocks
  • UploadMethod statementfor work in shared areasAssigned to RWRay Whitlock, plumberFrom Nicolain 7 days2 files sent
  • ApprovalOur site rulesread and approveAssigned to RWRay Whitlock, plumberFrom Nicolain 7 daysComplete
  • UploadAsbestos awareness cardif you have oneAssigned to RWRay Whitlock, plumberFrom Nicolain 8 daysAwaiting reply
Tenant move-in packfor new tenants · before the keys are handed over12 requests12 requests
Tenant move-in packFlat 6, Kingfisher Court · new tenant9 of 12 back
  • About you
  • FormTenant details6 questionsAssigned to AWAmelia Warren, tenantFrom Nicolain 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AWAmelia Warren, tenantFrom Nicolain 2 daysComplete
  • QuestionRight to Rent share codenine charactersAssigned to AWAmelia Warren, tenantFrom Nicolain 2 daysReady to check
  • QuestionEmergency contactname and numberAssigned to AWAmelia Warren, tenantFrom Nicolain 3 daysReady to check
  • Living in the block
  • QuestionPetsyes or no, then detailsAssigned to AWAmelia Warren, tenantFrom Nicolain 3 daysComplete
  • FormVehicle detailsfor the parking permitAssigned to AWAmelia Warren, tenantFrom Nicolain 3 daysAwaiting reply
  • DecisionMove-in time slotmorning or afternoonAssigned to AWAmelia Warren, tenantFrom Nicolain 3 daysReminder sent
  • ApprovalHouse rules for the blockread and approveAssigned to AWAmelia Warren, tenantFrom Nicolain 4 daysComplete
  • Your tenancy
  • ApprovalTenancy agreementread and approveAssigned to AWAmelia Warren, tenantFrom Nicolain 4 daysReady to check
  • ApprovalSafety and energy certificatescopies for you to keepAssigned to AWAmelia Warren, tenantFrom Nicolain 5 daysReady to check
  • UploadMeter readingsa photo of each meterAssigned to AWAmelia Warren, tenantFrom Nicolain 5 daysComplete
  • ApprovalCheck-in inventoryread and approveAssigned to AWAmelia Warren, tenantFrom Nicolain 7 daysAwaiting reply
Block safety certificatesfor each block we manage · each year, before they run out11 requests11 requests
Block safety certificatesKingfisher Court · yearly pack9 of 11 back
  • Fire
  • UploadFire risk assessmentsigned and datedAssigned to NPNeil Prosser, site managerFrom Nicolain 7 daysComplete
  • UploadFire alarm service reportlatest visitAssigned to NPNeil Prosser, site managerFrom Nicolain 7 daysComplete
  • UploadEmergency lighting testyearly certificateAssigned to NPNeil Prosser, site managerFrom Nicolain 8 days1 file sent
  • TableFire door checksdoor, date, resultAssigned to NPNeil Prosser, site managerFrom Nicolain 10 daysReady to check
  • Building services
  • UploadLift inspection reportlatest thorough examAssigned to NPNeil Prosser, site managerFrom Nicolain 10 daysComplete
  • UploadCommunal electrical reportthe EICRAssigned to NPNeil Prosser, site managerFrom Nicolain 10 daysAwaiting reply
  • UploadLegionella risk assessmentand the water logsAssigned to NPNeil Prosser, site managerFrom Nicolain 12 daysReminder sent
  • UploadAsbestos surveyor the registerAssigned to NPNeil Prosser, site managerFrom Nicolain 12 daysComplete
  • Cover and follow-up
  • UploadBuildings insurance schedulethis year’s policyAssigned to NPNeil Prosser, site managerFrom Nicolain 14 days1 file sent
  • QuestionActions still openfrom any reportAssigned to NPNeil Prosser, site managerFrom Nicolain 14 daysReady to check
  • ApprovalHealth and safety policyread and approveAssigned to NPNeil Prosser, site managerFrom Nicolain 14 daysComplete
Tenant move-out packfor tenants moving out · once notice has been given10 requests10 requests
Tenant move-out packCallum Dyer · Flat 3, Orchard House8 of 10 back
  • Your notice
  • FormMoving out details5 questionsAssigned to CDCallum Dyer, tenantFrom Nicolain 2 daysComplete
  • QuestionForwarding addressfor post and your depositAssigned to CDCallum Dyer, tenantFrom Nicolain 3 daysComplete
  • DecisionCheck-out visitpick a day and timeAssigned to CDCallum Dyer, tenantFrom Nicolain 4 daysReady to check
  • Leaving the block
  • DecisionLift booking for moving outmorning or afternoonAssigned to CDCallum Dyer, tenantFrom Nicolain 6 daysReady to check
  • QuestionKeys, fobs and permitshow many you hand backAssigned to CDCallum Dyer, tenantFrom Nicolain 10 daysComplete
  • QuestionBulky items left behindor say noneAssigned to CDCallum Dyer, tenantFrom Nicolain 10 daysAwaiting reply
  • On the last day
  • UploadFinal meter readingsa photo of each meterAssigned to CDCallum Dyer, tenantFrom Nicolain 10 daysReminder sent
  • UploadPhotos of each rooma quick set is fineAssigned to CDCallum Dyer, tenantFrom Nicolain 10 daysComplete
  • The deposit
  • FormBank details for the deposit4 questionsAssigned to CDCallum Dyer, tenantFrom Nicolain 12 daysReady to check
  • DecisionReply to the check-out reportagree or raise a queryAssigned to CDCallum Dyer, tenantFrom Nicolain 14 daysReady to check
Block services supplier packfor service contractors · before their contract starts10 requests10 requests
Block services supplier packApex Lift Services · new supplier8 of 10 back
  • The company
  • FormCompany details7 questionsAssigned to SKStuart Kemp, account managerFrom Nicolain 3 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to SKStuart Kemp, account managerFrom Nicolain 4 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to SKStuart Kemp, account managerFrom Nicolain 4 days1 file sent
  • UploadHealth and safety policycurrent copyAssigned to SKStuart Kemp, account managerFrom Nicolain 5 days2 files sent
  • The contract
  • UploadContract and scope of workas agreedAssigned to SKStuart Kemp, account managerFrom Nicolain 5 daysComplete
  • TableService visit scheduletask, how often, dayAssigned to SKStuart Kemp, account managerFrom Nicolain 6 daysAwaiting reply
  • QuestionOut of hours contactname and numberAssigned to SKStuart Kemp, account managerFrom Nicolain 6 daysReminder sent
  • ApprovalSupplier termsread and approveAssigned to SKStuart Kemp, account managerFrom Nicolain 7 daysComplete
  • Invoicing
  • FormInvoicing details5 questionsAssigned to SKStuart Kemp, account managerFrom Nicolain 7 daysReady to check
  • QuestionVAT numberif you are registeredAssigned to SKStuart Kemp, account managerFrom Nicolain 7 daysReady to check

Written for property managers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for owners, tenants and trades

Owners, tenants and contractors each open their own link on a phone. Nobody makes an account or remembers a password.

Ask early, before cover lapses

Send the yearly pack for fire, gas, lift and insurance papers early, and Docsroom chases whoever has not replied until each one is in.

One record for every property

An owner’s ID, a tenant’s move-in papers and a contractor’s insurance sit in one list you can find again when someone asks.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits

Holiday lets8 templates · 76 requestsPrivate landlords8 templates · 78 requestsPubs and bars8 templates · 80 requests

Send your first owner starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough