The Confidence to Focus on the Customer

5 Key Reasons Banking Facilities are Switching to PropertyTRAK

As a banking professional, you face innumerable challenges every day. Cybersecurity, regulatory compliance, and delivering unparalleled service to your customers are priorities that can and should be the focus of daily banking operations.

Over 65% of banking customers still prefer an in-person banking experience to a digital one. It’s more important than ever to ensure that buildings and branches are well-maintained and running smoothly. With programs that assure maintenance issues are monitored and managed, and that your branches have emergency preparedness procedures in place, maintaining and tracking your assets provides a level of confidence that allows everyone in your organization to focus on customer retention and happiness.

PropertyTRAK is engineered to support the banking industry’s maintenance management needs effectively and efficiently through real-time

work-order management, insights into assets, and equipment maintenance. Whether it is elevator operation, HVAC systems regulations, plumbing repairs, or security device maintenance, you need a system that helps you maintain mission critical systems so everyone else can focus on providing your customers with an exceptional banking experience.

Here are 5 key reasons banking facilities are switching to PropertyTRAK for enhanced operational efficiency.

1.

Automated Work Order Management

Initiate service requests in 60 seconds – from a desktop or mobile device – with a complete work order management solution. Our workflow ensures requests for services are acknowledged, logged, and tracked to completion. Custom dashboards, calendars, and lists offer a variety of ways to view and manage the process, and notifications keep everyone in the loop. Whether it’s a simple light bulb replacement or a critical emergency repair of an HVAC unit, on-the-spot automated work orders keep bank buildings and branches operating smoothly.

2.

Staff Productivity with Mobile App

Staff with smartphones and tablets can move directly from assignment to assignment while completing work documentation as they go. New assignment priorities are communicated, work order checklists guide procedure completion, and access to photos, documents, and a message board puts productivity in the palm of their hands.

3.

Asset Tracking Using QR Codes

Scanning the durable QR Code label affixed to a specific asset allows employees to quickly request service right from their smartphone. Service history on problem equipment will provide trends justifying replacement budgeting. At the work site, Staff will scan QR Codes to identify the equipment requiring service and help reduce both response times and rework costs.

4.

Emergency Preparedness

When emergencies strike, time is of the essence. Emergency Response Plans may be cloned and amended for your needs from our global templates. Critical group messaging and work orders can be initiated from within plan steps. Incident management logs can be utilized to document the event response. Practice, review outcomes, amend the steps and re-execute your response plans until you are confident.

5.

Enhanced Outcome Visibility

Our customizable reports enable you to analyze the data your system collects to create reports with the data that you need. You can select the specific data columns and filters, and even save and automate the report for recurring generation and delivery through email. Or use our catalog of Standard Reports to conveniently review your data. View Reports on-screen, print, and save as PDF, CSV, or XLS format for additional inquiry.

To gain more time to focus on your customer’s needs and experience, it’s time for a maintenance management system that can grow with you. Respond faster, communicate easier, and manage better with the industry’s leading Building Management Solution, PropertyTRAK.

View Plans & Pricing

READY TO SCHEDULE A DEMO?

There are many more great features and customizations than we can show here, so give us a few minutes of your time and we’ll tell you all about what PropertyTRAK can do for your business. Small, medium, or large, we are your operations and maintenance solution!

REQUEST. APPROVE. WORK. RESULTS.

Total control in the

START A SERVICE REQUEST

There’s no better place to initiate a service request than where the service is needed. Open a service request right from your phone or tablet.

SCAN QR CODE TO TRACK & SERVICE

PropertyTRAK provides unique QR codes to tracks assets and equipment. When it’s time for inventory or service, a quick scan ensures accuracy and compliance.

MANAGE PROPERTIES & EQUIPMENT

With the ability to attach photos and documents, details about properties, equipment acquisition, maintenance logs, and financial data are all at your fingertips.

COMMUNICATE WITH TEAM & VENDORS

Automated email and instant messaging capabilities keep the team and outside vendors in the loop and on-task, increasing productivity, saving money and time.

view all solutions

palm of your hands.

TRACK WORK ORDER PROGRESS

Easily sort Work Orders by priority, department, and even common requests. Extensive reporting tools provide a complete history of staff, properties, and more with just a few clicks.

RESERVE A MEETING ROOM

Our new floorplan interface lets you see room layouts, as-built drawings, available equipment, furniture and more. Check the calendar and reserve a room for your next meeting.

INITIATE EMERGENCY RESPONSE PLANS

When emergency strikes, time is of the essence so the PropertyTRAK app offers customizable rapid response plans and critical messaging at your fingertips.

MANAGE PROJECTS & CALENDARS

PropertyTRAK provides a flexible calendar for tracking tasks, projects, and staff. Work orders are automatically added so you never miss a request or status update.