Scheduling servicing efficiently across a rental portfolio

What we check first with portfolio servicing scheduling

A more structured approach spreads due dates across the year deliberately where possible, so no single month becomes overloaded, and groups properties by geographic area so an engineer's visits can be planned efficiently rather than criss-crossing a wide area on separate trips. Sharing the full portfolio list and its due dates with whoever carries out the servicing, rather than booking property by property in isolation, also makes it easier to flag anything approaching its date well in advance.

Things worth knowing about portfolio servicing scheduling

• Spreading due dates across the year avoids any single month being overloaded
• Grouping properties by area improves the efficiency of engineer visits
• Sharing the full portfolio schedule helps flag upcoming dates in advance
• A structured schedule reduces the risk of a property being missed entirely
• Booking property by property in isolation makes forward planning harder

Questions we get asked

Is it worth booking a whole portfolio's servicing in advance for the year?

Setting the schedule up front generally works better than booking reactively as each date approaches.

Can service dates be adjusted slightly to group properties efficiently?

There is usually some flexibility around the annual due date, which can help fit visits together sensibly by area.

Where we deal with this

• Beckington (BA11) · 5 mi
• Lullington (BA11) · 7 mi
• Timsbury (BA2) · 3 mi
• Clutton (BS39) · 5 mi