Property service work order automatic distribution method and system
Through automated allocation and unified information management platform, the problems of cumbersome work order management processes and poor information management in traditional property are solved, efficient and accurate work order management is achieved, and service quality and owner satisfaction are improved.
Patent Information
- Application Number
- CN202411300410.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-09-18
- Publication Date
- 2024-12-31
AI Technical Summary
The traditional property work order management process is cumbersome and difficult to meet the rapid response needs of modern community management. The lack of effective statistical analysis tools leads to information loss, repeated entry, inefficiency and service delays.
Provide an automated allocation method for property service work orders, including collecting order dispatch information, formulating task allocation strategies, designing task allocation algorithms, task scheduling management and establishing a unified information management platform, simplifying work order processing processes through automated systems, ensuring consistent information , track and share information in real time, perform data analysis to optimize management strategies.
It significantly improves the efficiency and effectiveness of property service work order management, reduces information deviation and service delay, improves owner satisfaction and overall community service quality, ensures information consistency and accuracy, and reduces operating costs.
Smart Images

Figure CN119228038A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of property services, and in particular to a method and system for automatically allocating property service work orders. Background Art
[0002] The property work order management system can greatly improve the efficiency of property management through functions such as automatic dispatch of work orders and real-time tracking of processing progress. Managers can understand the processing status of work orders at any time, adjust resource allocation in a timely manner, and ensure that problems are solved quickly. The automated allocation method of property service work orders has a significant positive impact on property management by improving management efficiency, improving service quality, reducing operating costs, and improving owner satisfaction.
[0003] However, general property repair information is scattered across telephones, paper records, and the hands of different personnel, making it difficult to centrally manage, resulting in information loss, duplicate entry, and inefficiency. There is a lack of effective communication channels between owner repair reports, maintenance personnel dispatch orders, and progress tracking, which can easily lead to information bias, service delays, and other problems. The traditional work order management process is cumbersome and requires multiple steps such as manual recording, telephone contact, and on-site confirmation. It is time-consuming and labor-intensive, and it is difficult to meet the rapid response needs of modern community management. There is a lack of effective statistical analysis tools, and it is impossible to analyze work order data, making it difficult to grasp the quality of community services and improve management strategies. Summary of the invention
[0004] The purpose of the present invention is to provide a method and system for automatically allocating property service work orders in order to solve the above problems, thereby solving the problems mentioned in the background technology.
[0005] In order to solve the above problems, the present invention provides a technical solution:
[0006] A method for automatically allocating property service work orders, comprising the following steps:
[0007] S1: Collect dispatch information: First, you need to collect dispatch information, including work order type, urgency, location, etc. This information can be automatically obtained through the property management system or added manually;
[0008] S2: Develop task allocation strategy: Based on the collected dispatch information, develop appropriate task allocation strategy, which may include classification and prioritization based on maintenance personnel’s skills, geographical location, workload, etc.;
[0009] S3: Design task allocation algorithm: Design appropriate task allocation algorithms, such as greedy algorithms, optimal matching algorithms, etc., to automatically select appropriate technicians or teams to perform tasks according to the task allocation strategy;
[0010] S4: Task scheduling management: After completing task assignment, perform task scheduling management, including task status tracking, priority adjustment, etc. This can be achieved through the system interface or automated scripts to ensure that work orders can be completed efficiently and in a timely manner;
[0011] S5: Establish a unified information management platform: centralize repair information in one system and conduct data statistics and analysis on task execution results.
[0012] As a preferred solution of the present invention, the formulation of the task allocation strategy in S2 mainly includes the following steps:
[0013] S21: Set up maintenance personnel information: First, you need to enter the maintenance personnel's detailed information into the system, including name, phone number, position, skills, service area, etc.;
[0014] S22: Set up automatic dispatching rules: Next, you need to set up automatic dispatching rules. These rules can be customized based on factors such as the type of work order, urgency, and region, so that manual intervention or adjustments can be made when necessary.
[0015] S23: Enable the automatic dispatch function: After setting up the maintenance personnel information and dispatch rules, you need to enable the automatic dispatch function. When a new work order is generated, the system will automatically assign the work order to the most suitable maintenance personnel according to the preset rules.
[0016] As a preferred solution of the present invention, the design task allocation algorithm in S3 mainly includes the following steps:
[0017] S31: Technology Selection: Based on the results of the requirements analysis, select appropriate technology platforms and tools, which may include using an existing work order management system or developing a custom system;
[0018] S32: Resource allocation: Ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatching system, including servers, network equipment and technical support;
[0019] S33: System settings: set the maintenance personnel's information in the background, including name, phone number, position, skills, region and other information;
[0020] S34: Rule setting: Set the rules for automatic dispatching, including work order type, urgency, area, etc.
[0021] As a preferred solution of the present invention, the establishment of a unified information management platform in S5 mainly includes the following steps:
[0022] S51: Strengthen internal communication mechanisms: ensure that owners can update and share information in real time during repair reporting, maintenance personnel dispatching, and progress tracking, to reduce information bias and service delays;
[0023] S52: Simplify the process: simplify the work order processing process through the automation system, reduce manual intervention, speed up the response speed, and improve service efficiency;
[0024] S53: Introduce data analysis function: Conduct statistical analysis on work order data to help property managers understand community service needs and service quality, and provide data support for improving management strategies.
[0025] A system for automated allocation of property service work orders, comprising a work order management unit, a priority sorting unit, a central processing unit, a resource management unit, a customer feedback unit and an early warning notification unit, wherein the work order management unit is communicatively connected to the priority sorting unit, the priority sorting unit is communicatively connected to the central processing unit, the central processing unit is communicatively connected to the resource management unit, the resource management unit is communicatively connected to the customer feedback unit, and the customer feedback unit is communicatively connected to the early warning notification unit.
[0026] As a preferred solution of the present invention, the work order management unit includes a work order creation module, a work order allocation module and a work order processing module;
[0027] Work order creation module: When the owner raises a demand, the customer service will create a work order record in the system, including the owner's information, problem description, contact information, and expected resolution time;
[0028] Work order allocation module: The system automatically classifies work orders according to their type and urgency, and managers then reasonably allocate tasks based on employee responsibilities and work status;
[0029] Work order processing module: After receiving the task reminder, the staff will handle it in a timely manner and record the processing details, material usage, time consumption and other information in the system.
[0030] As a preferred solution of the present invention, the priority sorting unit includes a technology selection module, a resource preparation module, a configuration enterprise information module and a setting order mode module;
[0031] Technology selection module: select the appropriate technology platform and tools based on the results of demand analysis, and choose a mature property management intelligent dispatching system;
[0032] Resource preparation module: ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatching system, including servers, network equipment and technical support. Adequate resource preparation is the basis for ensuring the stable operation of the system;
[0033] Configure the enterprise information module: configure the basic information of the enterprise in the intelligent dispatching system, such as fault type, department, unit, region, etc. These configurations will directly affect the classification and allocation of work orders and are the basic settings of the work order management system;
[0034] Setting dispatch mode module: The dispatch system provides a variety of dispatch modes to choose from, and intelligently allocates maintenance personnel according to their professional skills, geographical location and workload to optimize resource allocation.
[0035] As a preferred solution of the present invention, the warning notification unit includes a data monitoring module, a problem confirmation module, a warning generation module and a problem processing module;
[0036] Data monitoring module: real-time monitoring of key indicators, such as equipment operating status, maintenance request frequency, etc., to identify possible problems or potential improvement points;
[0037] Problem confirmation module: conducts in-depth analysis of the monitored data to confirm whether there is a problem. This step may involve further inspection and verification of the data;
[0038] Warning generation module: If a problem is confirmed, the system will automatically generate a warning ticket and assign it to relevant personnel;
[0039] Problem handling module: Personnel who receive warning work orders need to handle problems in a timely manner, diagnose and repair the problems, or take appropriate measures to solve the problems.
[0040] The beneficial effects of the present invention are: by setting up a unified information management platform unit, all information within the enterprise is standardized, the consistency and accuracy of the information is ensured, and the ambiguity caused by the lack of uniformity of information within the enterprise is avoided. Building an information unified platform can reduce the channels for information flow between information systems, reduce the risk of information leakage, protect the economic interests and reputation of the enterprise, and can significantly improve the efficiency and effectiveness of property service work order management, improve owner satisfaction and the overall service quality of the community. BRIEF DESCRIPTION OF THE DRAWINGS
[0041] For ease of explanation, the present invention is described in detail with reference to the following specific implementations and the accompanying drawings.
[0042] Figure 1 is a flow chart of the allocation method of the present invention;
[0043] Figure 2 It is a system diagram of the automatic allocation of the present invention. DETAILED DESCRIPTION
[0044] The technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the accompanying drawings in the embodiments of the present invention.
[0045] Embodiment 1:
[0046] The present invention provides a technical solution: a method for automatically allocating property service work orders, comprising the following steps:
[0047] S1: Collect dispatch information: First, you need to collect dispatch information, including work order type, urgency, location, etc. This information can be automatically obtained through the property management system or added through manual input; S2: Develop task allocation strategy: Based on the collected dispatch information, develop appropriate task allocation strategy, which may include classification and priority sorting based on factors such as maintenance personnel's skills, geographical location, workload, etc.; S3: Design task allocation algorithm: Design appropriate task allocation algorithm, such as greedy algorithm, optimal matching algorithm, etc., to automatically select appropriate technicians or teams to perform tasks according to the task allocation strategy; S4: Task scheduling management: After completing task allocation, perform task scheduling management, including task status tracking, priority adjustment, etc. This can be achieved through the system interface or automated scripts to ensure that work orders can be completed efficiently and in a timely manner; S5: Establish a unified information management platform: Centralize repair information in one system, and perform data statistics and analysis on task execution results.
[0048] Embodiment 2:
[0049] The task allocation strategy formulated in S2 mainly includes the following steps:
[0050] S21: Set maintenance personnel information: First, you need to enter the maintenance personnel's detailed information into the system, including name, phone number, position, skills, service area, etc.; S22: Set automatic dispatch rules: Next, you need to set automatic dispatch rules. These rules can be customized according to factors such as the type of work order, urgency, and area; S23: Enable automatic dispatch function: After setting the maintenance personnel information and dispatch rules, you need to enable the automatic dispatch function. When a new work order is generated, the system will automatically assign the work order to the most suitable maintenance personnel according to the preset rules.
[0051] Property service companies can realize the automatic allocation of work orders, optimize the allocation of human resources, and improve the speed and quality of service response. At the same time, through real-time monitoring and data analysis functions, companies can further optimize service processes and improve customer satisfaction and loyalty.
[0052] Embodiment 3:
[0053] The task allocation algorithm designed in S3 mainly includes the following steps:
[0054] S31: Technology selection: Based on the results of the demand analysis, select the appropriate technology platform and tools, which may include using an existing work order management system or developing a customized system; S32: Resource allocation: Ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatching system, including servers, network equipment and technical support; S33: System settings: Set up the maintenance personnel's information in the background, including name, phone number, position, skills, region and other information; S34: Rule setting: Set the rules for automatic dispatching, including work order type, urgency, region, etc.
[0055] Involving multiple key steps to ensure that work orders can be efficiently and accurately assigned to appropriate maintenance personnel, an effective task allocation algorithm can be designed to realize the automated allocation of property service work orders, thereby improving service efficiency and customer satisfaction.
[0056] Embodiment 4:
[0057] The establishment of a unified information management platform in S5 mainly includes the following steps:
[0058] S51: Strengthen internal communication mechanisms: ensure that links such as owner reporting, maintenance personnel dispatching, and progress tracking can update and share information in real time to reduce information bias and service delays; S52: Simplify processes: simplify the work order processing process through an automated system, reduce manual intervention, speed up response, and improve service efficiency; S53: Introduce data analysis functions: conduct statistical analysis of work order data to help property managers understand community service needs and service quality, and provide data support for improving management strategies.
[0059] It can significantly improve the efficiency and effectiveness of property service work order management, enhance owner satisfaction and the overall service quality of the community. Through automated processes and automatic task allocation, the work order management system can significantly improve work efficiency. The system can automatically assign work orders to appropriate personnel based on preset rules and conditions, thereby avoiding delays and errors caused by manual allocation.
[0060] Embodiment 5:
[0061] A system for automated allocation of property service work orders, comprising a work order management unit, a priority sorting unit, a central processing unit, a resource management unit, a customer feedback unit and an early warning notification unit, wherein the work order management unit is communicatively connected to the priority sorting unit, the priority sorting unit is communicatively connected to the central processing unit, the central processing unit is communicatively connected to the resource management unit, the resource management unit is communicatively connected to the customer feedback unit, and the customer feedback unit is communicatively connected to the early warning notification unit.
[0062] The work order management unit includes a work order creation module, a work order allocation module and a work order processing module; work order creation module: when the owner makes a demand, the customer service will create a work order record in the system, including the owner's information, problem description, contact information and expected resolution time, etc.; work order allocation module: the system automatically classifies work orders according to type and urgency, and the management personnel then reasonably allocate tasks according to employee responsibilities and work status; work order processing module: after receiving the task reminder, the staff will handle it in a timely manner, and record the processing details, material usage and time consumption and other information in the system.
[0063] By setting the maintenance personnel's information and automatic dispatching rules, the system can automatically assign work orders to you, further improving work efficiency and service quality. This automation not only reduces the complexity of manual operations, but also ensures that work orders can be accurately assigned to the most suitable handlers based on conditions such as skills and regions.
[0064] Embodiment 6:
[0065] The priority sorting unit includes a technology selection module, a resource preparation module, a configuration enterprise information module and a setting dispatch mode module; Technology selection module: According to the results of the demand analysis, select the appropriate technology platform and tools, and select a mature property management intelligent dispatch system; Resource preparation module: Ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatch system, including servers, network equipment and technical support, etc. Adequate resource preparation is the basis for ensuring the stable operation of the system; Configuration enterprise information module: Configure the basic information of the enterprise in the intelligent dispatch system, such as fault type, department, unit, region, etc. These configurations will directly affect the classification and allocation of work orders, and are the basic settings of the work order management system; Setting dispatch mode module: The dispatch system can provide a variety of dispatch mode options, and intelligently allocate according to the professional skills, geographical location and workload of maintenance personnel to optimize resource allocation.
[0066] It is necessary to clarify the specific needs of property service management, which includes key factors such as reported fault type, allocation rules, response time and repair confirmation. The property service work order automatic allocation system can realize efficient management and intelligent allocation of work orders, thereby improving service response speed and service quality.
[0067] Embodiment 7:
[0068] The early warning notification unit includes a data monitoring module, a problem confirmation module, an early warning generation module and a problem processing module; the data monitoring module: through real-time monitoring of key indicators, such as equipment operating status, maintenance request frequency, etc., to identify possible problems or potential improvement points; the problem confirmation module: in-depth analysis of the monitored data to confirm whether there is a problem, this step may involve further inspection and verification of the data; the early warning generation module: if it is confirmed that there is a problem, the system will automatically generate an early warning work order and assign it to the relevant personnel; the problem processing module: the personnel who receive the early warning work order need to deal with the problem in a timely manner, diagnose and repair the problem or take corresponding measures to solve the problem.
[0069] The property service work order automatic distribution system can effectively monitor the property operation status, discover potential problems in a timely manner, and notify relevant personnel for processing in an automated manner, thereby improving the efficiency and quality of property services.
[0070] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.
Claims
1. A method for automatically allocating property service work orders, characterized in that: The following steps are involved: S1: Collect dispatch information: First, you need to collect dispatch information, including work order type, urgency, location, etc. This information can be automatically obtained through the property management system or added manually; S2: Develop task allocation strategy: Based on the collected dispatch information, develop appropriate task allocation strategy, which may include classification and prioritization based on maintenance personnel’s skills, geographical location, workload, etc.; S3: Design task allocation algorithm: Design appropriate task allocation algorithms, such as greedy algorithms, optimal matching algorithms, etc., to automatically select appropriate technicians or teams to perform tasks according to the task allocation strategy; S4: Task scheduling management: After completing task assignment, perform task scheduling management, including task status tracking, priority adjustment, etc. This can be achieved through the system interface or automated scripts to ensure that work orders can be completed efficiently and in a timely manner; S5: Establish a unified information management platform: centralize repair information in one system and conduct data statistics and analysis on task execution results.
2. A method for automatically allocating property service work orders according to claim 1, characterized in that: The task allocation strategy formulated in S2 mainly includes the following steps: S21: Set up maintenance personnel information: First, you need to enter the maintenance personnel's detailed information into the system, including name, phone number, position, skills, service area, etc.; S22: Set up automatic dispatching rules: Next, you need to set up automatic dispatching rules, which can be customized based on factors such as the type of work order, urgency, and region; S23: Enable the automatic dispatch function: After setting up the maintenance personnel information and dispatch rules, you need to enable the automatic dispatch function. When a new work order is generated, the system will automatically assign the work order to the most suitable maintenance personnel according to the preset rules.
3. A method for automatically allocating property service work orders according to claim 1, characterized in that: The task allocation algorithm designed in S3 mainly includes the following steps: S31: Technology Selection: Based on the results of the requirements analysis, select appropriate technology platforms and tools, which may include using an existing work order management system or developing a custom system; S32: Resource allocation: Ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatching system, including servers, network equipment and technical support; S33: System settings: set the maintenance personnel's information in the background, including name, phone number, position, skills, region and other information; S34: Rule setting: Set the rules for automatic dispatching, including work order type, urgency, area, etc.
4. A method for automatically allocating property service work orders according to claim 1, characterized in that: The establishment of a unified information management platform in S5 mainly includes the following steps: S51: Strengthen internal communication mechanisms: ensure that owners can update and share information in real time during repair reporting, maintenance personnel dispatching, and progress tracking, to reduce information bias and service delays; S52: Simplify the process: simplify the work order processing process through the automation system, reduce manual intervention, speed up the response speed, and improve service efficiency; S53: Introduce data analysis function: Conduct statistical analysis on work order data to help property managers understand community service needs and service quality, and provide data support for improving management strategies.
5. A system for automatic allocation of property service work orders, applied to claims 1-4 A method for automatic allocation of property service work orders, characterized in that: It includes a work order management unit, a priority sorting unit, a central processing unit, a resource management unit, a customer feedback unit and an early warning notification unit. The work order management unit is communicatively connected to the priority sorting unit, the priority sorting unit is communicatively connected to the central processing unit, the central processing unit is communicatively connected to the resource management unit, the resource management unit is communicatively connected to the customer feedback unit, and the customer feedback unit is communicatively connected to the early warning notification unit.
6. A system for automatic allocation of property service work orders according to claim 5, characterized in that: The work order management unit includes a work order creation module, a work order allocation module and a work order processing module; Work order creation module: When the owner raises a demand, the customer service will create a work order record in the system, including the owner's information, problem description, contact information, and expected resolution time; Work order allocation module: The system automatically classifies work orders according to their type and urgency, and managers then reasonably allocate tasks based on employee responsibilities and work status; Work order processing module: After receiving the task reminder, the staff will handle it in a timely manner and record the processing details, material usage, time consumption and other information in the system.
7. A system for automatic allocation of property service work orders according to claim 5, characterized in that: The priority sorting unit includes a technology selection module, a resource preparation module, a configuration enterprise information module and a setting order mode module; Technology selection module: select the appropriate technology platform and tools based on the results of demand analysis, and choose a mature property management intelligent dispatching system; Resource preparation module: ensure that there are sufficient hardware and software resources to support the operation of the intelligent dispatching system, including servers, network equipment and technical support. Adequate resource preparation is the basis for ensuring the stable operation of the system; Configure the enterprise information module: configure the basic information of the enterprise in the intelligent dispatching system, such as fault type, department, unit, region, etc. These configurations will directly affect the classification and allocation of work orders and are the basic settings of the work order management system; Setting dispatch mode module: The dispatch system provides a variety of dispatch modes to choose from, and intelligently allocates maintenance personnel according to their professional skills, geographical location and workload to optimize resource allocation.
8. A system for automatic allocation of property service work orders according to claim 5, characterized in that: The warning notification unit includes a data monitoring module, a problem confirmation module, a warning generation module and a problem processing module; Data monitoring module: real-time monitoring of key indicators, such as equipment operating status, maintenance request frequency, etc., to identify possible problems or potential improvement points; Problem confirmation module: conducts in-depth analysis of the monitored data to confirm whether there is a problem. This step may involve further inspection and verification of the data; Warning generation module: If a problem is confirmed, the system will automatically generate a warning ticket and assign it to relevant personnel; Problem handling module: Personnel who receive warning work orders need to handle problems in a timely manner, diagnose and repair the problems, or take appropriate measures to solve the problems.