Do you use monday for real estate asset or work order management?

If you’re using your account to manage real estate workflows (or thinking about it), we’ve been working on something you might find helpful.

We’ve been building out solution for real estate teams to manage physical assets, CapEx planning, work orders, and preventative maintenance—all inside monday CRM and monday service.

In our upcoming short but to the point webinar, we’re walking through how we:
:small_blue_diamond: Track HVACs, roofs, flooring, etc. across multiple properties
:small_blue_diamond: Manage warranties and schedule recurring maintenance
:small_blue_diamond: Log repair history and budget for capital improvements
:small_blue_diamond: Link asset management with transaction tracking for better ROI visibility

We’ll also show how the setup connects across boards using automations, dashboards, forms, and views you might already be using—so you can adapt it to your own workflows, even if you’re not in real estate.

That’s a smart setup! Bringing asset tracking, maintenance, and CapEx planning into monday keeps everything in one place, which is a huge time-saver.

I’ve found that keeping asset data, work orders, and maintenance timelines in one place works way better once the workflow is mapped out cleanly, especially with lots of moving pieces like HVAC or roofing cycles. I’ve also looked at tools such as FIELDBOSS for ideas on structuring work order lifecycles, since it shows how clear job costing and quotes-to-invoice flows can make everything on the ops side smoother.