Blueprint preview

Resident Maintenance & Emergency Concierge

A current resident reports a maintenance issue ranging from routine to a true emergency. This is a demo; payments, bookings, and messages are simulated.

About this demo

A current resident reports a maintenance issue ranging from routine to a true emergency. This is a demo; payments, bookings, and messages are simulated.

Experience

Guided layout

Theme

Cobalt Studio

Submissions stay private

Payments and automations are off

Bookings and messages are simulated

One connected customer journey

From first answer to next action.

AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.

Guides

Captures the answers and customer context

Adapts

Changes the path based on saved rules

Continues

Runs the configured follow-up after submit

Automatic actions

Active in this starting system

Delivery channels

Email · Text message · Workspace priority

Messages and internal actions

10 customer messages · 4 team alerts · 1 workspace action

Nothing hidden behind “automation”

See your business automation, step by step.

This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.

Follow the customer journey

01Customer email

Email the customer: We received your maintenance request, Resident First Name

Trigger: Resident confirmation with summary: When Email Address is provided
Timing: Immediately after submission
Destination: Email Address

Customer emailEmail

We received your maintenance request, Resident First Name

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, We received your Issue Category request for Resident Property Unit Unit Number. Describe the issue in detail #if Is this affecting water, power, heat, security, or safe use of the unit? = "Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)"...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

02Customer text

Text the customer with the next step

Trigger: When Email Address is provided
Timing: Immediately after submission
Destination: Mobile Number

Customer text messageSMS

AuraForms

Automated customer follow-up

Hi Resident First Name, Business Name received your Issue Category request for Unit Unit Number. We'll follow up shortly.

Delivered to Mobile Number

Why this matters

The next step reaches the customer on their phone while the request is still fresh.

03Team email

Alert the team: EMERGENCY: Resident Property Unit Unit Number — Resident First Name Resident Last Name

Trigger: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
Timing: Immediately after submission
Destination: The configured team email

Team notification emailEmail

EMERGENCY: Resident Property Unit Unit Number — Resident First Name Resident Last Name

AuraForms automation

Delivered automatically

to The configured team email

Immediate-danger issue reported. Resident First Name Resident Last Name · Mobile Number · Unit Unit Number, Resident Property Category: Issue Category...

Why this matters

The right person receives the submission context and can respond without checking the dashboard all day.

04Team text

Text the team about the submission

Trigger: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
Timing: Immediately after submission
Destination: The configured team phone

Team text alertSMS

AuraForms

Automated team alert

EMERGENCY: Issue Category reported at Resident Property Unit Unit Number by Resident First Name Resident Last Name (Mobile Number). Respond imm...

Delivered to The configured team phone

Why this matters

Urgent or high-value requests can reach the team quickly, even when nobody is watching an inbox.

05Priority routing

Mark the submission as high priority

Trigger: Emergency escalation: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
Timing: As soon as the submission arrives
Destination: The submissions workspace

Why this matters

Important submissions are separated from routine responses so the team knows where to focus first.

06Team email

Alert the team: Issue Category request: Resident Property Unit Unit Number

Trigger: When Issue Category is provided
Timing: Immediately after submission
Destination: The configured team email

Team notification emailEmail

Issue Category request: Resident Property Unit Unit Number

AuraForms automation

Delivered automatically

to The configured team email

New Issue Category request from Resident First Name Resident Last Name at Resident Property Unit Unit Number. Description: Describe the issue in detail...

Why this matters

The right person receives the submission context and can respond without checking the dashboard all day.

07Team email

Alert the team: Maintenance brief: Resident Property Unit Unit Number

Trigger: When Is this affecting water, power, heat, security, or safe use of the unit? is provided
Timing: Immediately after submission
Destination: The configured team email

Team notification emailEmail

Maintenance brief: Resident Property Unit Unit Number

AuraForms automation

Delivered automatically

to The configured team email

Full request context for dispatch: Category: Issue Category Description: Describe the issue in detail Best contact method: Best way to reach you Access not...

Why this matters

The right person receives the submission context and can respond without checking the dashboard all day.

08Customer email

Email the customer: Your maintenance access window

Trigger: Access-window confirmation: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
Timing: Immediately after submission
Destination: Email Address

Customer emailEmail

Your maintenance access window

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, your requested access window is being confirmed by the team.

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

09Customer email

Email the customer: Reminder: maintenance access today

Trigger: Reminder on the day of the scheduled access window: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
Timing: On Choose an access or maintenance window
Destination: Email Address

Customer emailEmail

Reminder: maintenance access today

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, this is a reminder that Business Name has access scheduled today for the Issue Category issue at Resident Property Unit Unit Number...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

10Customer email

Email the customer: How did the Issue Category repair go?

Trigger: Completion notice with review invitation: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
Timing: 1 day after Choose an access or maintenance window
Destination: Email Address

Customer emailEmail

How did the Issue Category repair go?

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, our records show the team visited Resident Property Unit Unit Number yesterday for the Issue Category issue. If anything still...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

11Customer email

Email the customer: Reminder: today's maintenance visit

Trigger: Reminder on the day of the urgent access window: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — serious but stable (no heat/power/water, broken lock)
Timing: On Choose the earliest access window that works
Destination: Email Address

Customer emailEmail

Reminder: today's maintenance visit

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, this is a reminder that Business Name has access scheduled today for the Issue Category issue at Resident Property Unit Unit Number...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

12Customer email

Email the customer: How did the Issue Category repair go?

Trigger: Completion notice with review invitation: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — serious but stable (no heat/power/water, broken lock)
Timing: 1 day after Choose the earliest access window that works
Destination: Email Address

Customer emailEmail

How did the Issue Category repair go?

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, our records show the team visited Resident Property Unit Unit Number yesterday for the Issue Category issue. If anything still...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

13Customer email

Email the customer: One more detail on your request

Trigger: Request for missing information: When Describe the issue in detail is provided
Timing: 30 minutes after submission
Destination: Email Address

Customer emailEmail

One more detail on your request

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, if you have additional photos or details about the Issue Category issue, reply to this email so the team can prepare before arriving.

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

14Customer email

Email the customer: Status update on your maintenance request

Trigger: Delayed status check: When Is this affecting water, power, heat, security, or safe use of the unit? is provided
Timing: 1 day after submission
Destination: Email Address

Customer emailEmail

Status update on your maintenance request

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, checking in on the Issue Category request at Resident Property Unit Unit Number.

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

15Customer email

Email the customer: Was the issue resolved?

Trigger: Resolution check-in: When Is this affecting water, power, heat, security, or safe use of the unit? is provided
Timing: 3 days after submission
Destination: Email Address

Customer emailEmail

Was the issue resolved?

AuraForms automation

Delivered automatically

to Email Address

Hi Resident First Name, has the Issue Category issue at Resident Property Unit Unit Number been fully resolved? Reply and let us know if it still needs...

Why this matters

The customer gets a consistent answer without someone writing and sending it manually.

Watching for submissions

Reading every answer

Choosing the response

Writing the message

Remembering the follow-up

Watching for submissions

Reading every answer

Choosing the response

Writing the message

Remembering the follow-up

The result

The follow-up runs. Your team stays human.

AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.

The system behind first contact

Every first contact keeps moving.

Aura doesn't stop when the conversation ends. It organizes what the customer shared, routes the request, completes the next step, and keeps follow-up moving, so your team can act with context.

Resident Maintenance & Emergency Concierge

Intake15Routing7BookingEmail Follow-upKnowledge Assistant

Customer-facing

First contact experience

Aura answers questions, gathers the right context, and guides the customer through the next step.

First contact complete

Backend workflow

Aura turns first contact into action

Submission captured

Answers and contact details become one organized record.

Best path selected

Intent and answers determine the right next step.

Booking step completed

The appointment request and customer context stay connected.

Customer questions answered

Business knowledge helps customers understand the offer and next step.

Follow-up email queued

The customer receives the right message at the right time.

Make this blueprint your own: keep what works, change any step, or add more in your workspace. Live messages, bookings, payments, and integrations remain disabled in this public demo.