Two-way maintenance for SME Professional agencies
SME Professional.
Meet PropServ.
Connect SME Professional with an API key. Import your properties and tenants, let AI triage every tenant report, and watch each one appear in SME as a maintenance report whose status moves with the job — from quotes and owner approval to completion and the final invoice.
PropServ
Two-way · Property CRM
- Properties Into PropServ
- Tenants Into PropServ
- Maintenance reports Both directions
- Status, costs & invoice reference Into SME Professional
- Works-order & invoice PDFs Into SME Professional
- Landlord ledger deductions Into SME Professional
The connection, in practice
Run the repair in PropServ, keep SME Professional up to date
For agencies on SME Professional who want AI-triaged tenant reporting, a contractor marketplace and automated invoicing without a second set of records to maintain.
Reviewed property & tenant import
Browse your SME book inside PropServ, choose the branches, management types and tenancy statuses you want, review exactly what will be created, then import. Tenants are linked or invited.
Maintenance reports raised in SME
Every tenant report on a linked property creates an SME maintenance report with the category, title, the tenant's description and a priority set from PropServ's AI severity score.
Status that follows the job
As quotes are requested and received, the owner approves, a contractor is instructed and the work is completed, the SME report moves through the matching statuses — with the estimated and final cost and the invoice reference.
Reports logged in SME come across
Maintenance reports your team logs in SME against a linked property are picked up hourly and become tenant reports in PropServ, so every repair is run from one queue.
Paperwork filed against the property
Optionally file the works-order, tenant report and paid invoice PDFs against the property in SME, and post a landlord ledger deduction when the invoice is paid.
Sync status you can see
Each report and work request shows its SME sync state. Pushes are queued and retried automatically, and a failed one can be retried from the SME Professional hub.
One job, from start to finish
From SME property to closed maintenance report
The life of one repair once SME Professional and PropServ are connected.
- 01
Connect with an API key
Ask SME Professional support for an API key for your company and paste it into PropServ under Settings → Integrations. The connection test shows which parts of the API your key can reach, with a list you can copy straight to SME support.
- 02
Import your properties and tenants
The import wizard lists your SME properties. Pick what to bring over, review the plan, and PropServ creates or links each property and links or invites its tenants. Anything that only looks like an existing property waits for your review.
- 03
Tenants report, AI triages
Tenants report by app, web, WhatsApp or a call answered by PropServ VoiceLine. AI gathers follow-up answers, scores severity and checks photos for mould.
- 04
A maintenance report appears in SME
Each new report on a linked property creates an SME maintenance report with the PropServ job reference, category, description and priority.
- 05
SME follows the job through to invoice
Quotes, owner approval, contractor instruction and completion each move the SME report to the matching status. When the invoice is paid the report is closed, with the final cost and invoice reference recorded.
- 06
Stay in sync
A scheduled sync picks up new and changed properties and tenants, and reports logged in SME are checked every hour. Turn on automatic import for new properties, or keep them in the review queue.
Every detail, accounted for
What moves between SME Professional and PropServ
A precise map of every entity, which way it flows, and what triggers it.
| Data | Direction | When | How it works |
|---|---|---|---|
| Properties | SME Professional → PropServ | On import, scheduled sync | Imported from the wizard and refreshed on your sync schedule. Branch, management type and tenancy status rules decide what comes across; uncertain matches wait for review. |
| Tenants | SME Professional → PropServ | On import, scheduled sync | Existing PropServ users are linked; new tenants receive an invite to start reporting. |
| Maintenance reports | PropServ → SME Professional | Real time | Created when a tenant report is raised on a linked property, with the PropServ job reference, category, description and priority from the severity score. |
| Status & costs | PropServ → SME Professional | As the job moves | Quotation requested and received, owner accepted, contractor agreed, complete and closed — with the estimated and final cost and the invoice reference. |
| Reports logged in SME | SME Professional → PropServ | Hourly | New maintenance reports on linked properties become tenant reports in PropServ. Reports your team is already running in SME are left alone. |
| Works-order, tenant report & invoice PDFs | PropServ → SME Professional | On instruction / on payment | Optional. Filed against the property in SME with the job reference. |
| Landlord ledger deductions | PropServ → SME Professional | On payment | Optional. Posts the works cost to the landlord's ledger in SME when the PropServ invoice is paid. |
Ready to connect
Connect with one API key
No developer needed. SME Professional support issues the key; PropServ tells you exactly what to ask them to enable.
Available to PropServ estate & letting agent accounts. Your key is stored encrypted and can be rotated or disconnected at any time.
- 01
Ask SME for an API key
Contact SME Professional support and ask for an API key for your company.
- 02
Paste it into PropServ
Under Settings → Integrations choose SME Professional, paste the key and run the connection test. Copy the list of anything still to enable and send it to SME support.
- 03
Import and go
Open the SME Professional hub, import your properties and tenants, choose your sync settings, and PropServ invites your tenants to start reporting.
The useful details
A few things you
might be wondering.
How do I connect SME Professional to PropServ?
Ask SME Professional support for an API key for your company, then paste it into PropServ under Settings → Integrations and run the connection test. If SME still needs to switch anything on for your key, the test lists it and you can copy the list straight to their support desk.
Does PropServ create maintenance reports in SME Professional?
Yes. Every tenant report raised on a linked property creates an SME maintenance report with the category, description, the PropServ job reference and a priority based on the severity score.
Are SME maintenance reports updated as the job progresses?
Yes. The SME report moves through the matching statuses as quotes are requested and received, the owner approves, a contractor is instructed and the work is completed, then it's closed when the invoice is paid — with the estimated and final cost and the invoice reference recorded.
What about repairs our team logs in SME?
New maintenance reports logged in SME against a linked property are picked up every hour and become tenant reports in PropServ, so you can run them from the same queue. Reports your team is already progressing in SME are left alone.
How are SME properties matched to PropServ properties?
Properties already linked to SME are recognised automatically. Anything that only matches by address goes to a review queue where you link it, create a new property or skip it.
Do my tenants need to do anything?
Tenants imported from SME who don't yet have a PropServ account are emailed an invite. Once they accept they can report issues by app, web, WhatsApp or PropServ VoiceLine.
Does it sync contractors, landlords or photos?
Not currently. Contractors aren't linked to SME contractor records, and landlord records and tenant photos/videos aren't synced. Properties, tenants, maintenance reports and their status, costs and PDFs are — plus optional landlord ledger deductions.
Explore the possibilities