# Property-service opportunity and acceptance worksheet

AI-assisted editorial draft • Bill Allred review pending • Draft and sources checked 19 October 2026

All completed example entries below are hypothetical, not client evidence.
Companion: [AI in real estate](https://altiport.ai/resources/ai-property-operations/)

## Instructions

Choose one commercial-property service request class. Complete with an operations manager, coordinator, technician, and system owner. Replace example entries with verified local facts. Run historical replay and shadow mode before allowing live changes. Do not use this worksheet for tenant screening or eligibility decisions.

## 1. Bound the opportunity

| Field | Hypothetical example | Your decision |
|---|---|---|
| Request class | Office comfort complaints | |
| Desired new capability | Consistent, source-backed status across six buildings | |
| Business hypothesis | Coordinator can support more requests without worse service | |
| Current constraint | Reconstructing asset and work history manually | |
| Included actions | Summarize, propose assignment, draft update | |
| Excluded actions | Diagnose, change controls, authorize spend, automatically close | |
| Accountable owner and backup | Property operations lead; duty manager | |

## 2. Map the handoff

| Stage | Required evidence | Human decision | Failure path |
|---|---|---|---|
| Intake | Original report, time, location | Coordinator confirms ambiguity | Preserve request; request clarification |
| Context | Authorized asset and work history | Coordinator confirms possible duplicates | Keep separate until confirmed |
| Assignment | Priority policy, availability, access rules | Manager assigns and approves as needed | Existing urgent/on-call procedure |
| Execution | Technician observation and work record | Qualified technician performs work | Existing safety procedure |
| Closure | Completion evidence and required verification | Designated owner closes | Reopen with reason and owner |

Local emergency contact/procedure: ______  
System of record and status meanings: ______  
Data owner, property access boundaries, retention: ______  
Maximum acceptable data age by field: ______

## 3. Test before live use

| Test case | Expected safe behavior | Actual result / evidence | Owner / disposition |
|---|---|---|---|
| Ambiguous floor | Ask for confirmation; no invented asset | | |
| Two similar reports | Propose relationship; no silent suppression | | |
| Possible urgent hazard | Follow approved urgent route; no autonomous dismissal | | |
| Wrong-property document | Deny access and flag issue | | |
| Technician says “done,” status open | Preserve actual status; request required closure evidence | | |
| Integration unavailable | Keep visible queue; fall back to existing process | | |

## 4. Set local acceptance gates

- [ ] Every factual summary links to accessible source evidence.
- [ ] Access boundaries pass the defined test set.
- [ ] Coordinator, technician, and closure responsibilities are explicit.
- [ ] No fabricated completion or cross-property disclosure in testing; any occurrence pauses release and triggers investigation.
- [ ] Escalation coverage and fallback are tested in operating hours and after hours.
- [ ] Quantitative targets are agreed before scoring, with severity-specific review.

Baseline period / case mix: ______  
Target and denominator for useful-response time: ______  
Target and denominator for assignment corrections / reopen rate: ______  
Coordinator effort per resolved case, including review and rework: ______  
Evidence of service capacity created, separate from cash savings: ______

Decision: stop / revise / bounded pilot. Scope: ______  
Decision owner, date, evidence, unresolved risks: ______

## Verification and later operating scope

- Routine fields or outputs checked automatically, and authoritative reference: ______
- Wrong-input / wrong-output injection tests and missed-error measure: ______
- Correct automatic completion and unnecessary-block measures: ______
- Residual human decisions and exception capacity: ______
- Any later action authority, policy approval, and evidence required before expansion: ______

This is a proposed planning aid, not a safety assessment, regulatory approval, or proof of AI reliability. Source context and limitations are in the companion guide.