Alto + PropServ: every tenant report becomes an Alto work order — automatically
PropServ plugs into Alto by Houseful so your maintenance runs in PropServ while your Alto records stay complete. Tenancies and tenants flow in from Alto each day; work orders, quotes, status changes, works-order PDFs and paid invoices flow back into Alto without anyone rekeying a thing. And your Alto compliance calendar — gas safety, EICR, EPC, servicing, inspections — shows up in Planned Maintenance, with completions written back.
- Work orders created and updated in Alto
- Daily tenancy & tenant sync from Alto
- Works-order and invoice PDFs attached in Alto
- Alto documents viewable in PropServ
- Compliance dates in Planned Maintenance
- Tenancies & tenants
- Properties
- Work orders & status
- Quotes & priorities
- Works-order & invoice PDFs
- Property documents
- Maintenance & compliance dates
- Completions
into PropServ· into Alto· both ways
What it does
Run maintenance in PropServ. Keep Alto as your system of record.
The Alto integration is built for letting agents who live in Alto but want AI-triaged tenant reporting, a contractor marketplace and automated invoicing. PropServ does the work; Alto gets the paper trail.
Work orders raised for you
The moment a tenant report or works request is created in PropServ, a matching work order is created in Alto against the right property — no double entry.
Status kept in step
As the job moves through PropServ — quote requested, contractor instructed, complete awaiting invoice, invoice received or cancelled — the Alto work order status updates with it.
Priority set from AI severity
PropServ's severity score (or your manual override) maps straight to Alto's Urgent, High, Non-urgent and Low priorities, so urgent jobs look urgent in Alto too.
Quotes and invoices land in Alto
The accepted contractor price is written to the Alto work order, and the works-order PDF and the paid invoice PDF are attached to it automatically.
Tenancies imported daily
Active Alto tenancies and tenants are pulled into PropServ every night. New tenants get an invite to report issues; ended tenancies detach automatically.
Alto documents inside PropServ
Browse the documents already stored against a property in Alto from inside PropServ and share them via the Document Hub — always read live from Alto, never a stale copy.
Compliance dates from Alto
Gas safety, EICR, EPC, PAT, servicing and inspection dates appear per property in Planned Maintenance as read-only "From Alto" items, with the history of completed checks. Track one item — or every item of a type in one go — and PropServ reminds you or raises the job automatically.
Completions flow back to Alto
When a tracked item's job completes in PropServ, the Alto management event is marked complete. Alto schedules the next cycle as usual and PropServ follows the new due date — the two calendars never drift.
How it works
From tenant report to closed Alto work order
Here's the life of one repair once Alto and PropServ are connected — whether a tenant reports it or a compliance date raises it.
- 01
Your Alto tenancies arrive in PropServ
PropServ pulls active tenancies from Alto — on demand when you first connect, then every night. Each Alto property is matched to a PropServ property by Alto ID, then by address; strong matches link automatically and borderline ones go to a review queue so nothing is mis-linked.
- 02
Your compliance calendar appears too
Switch on Alto maintenance events and every Alto management event with a due date — gas safety, EICR, EPC, PAT, servicing, inspections — appears against its property in Planned Maintenance. Track an item, or every item of a type at once, and PropServ reminds you and can raise the work request automatically when it falls due.
- 03
Tenants report the issue any way they like
Tenants imported from Alto are invited to PropServ and can report by app, web, WhatsApp or a call answered by PropServ VoiceLine. AI asks follow-up questions, scores severity and checks photos for mould.
- 04
A work order appears in Alto
As soon as the report or works request exists in PropServ, an Alto work order is created for the linked property, carrying the description, the tenant's follow-up answers and a priority derived from the severity score.
- 05
Statuses follow the job
When you request quotes the Alto work order becomes Quote Requested; instructing a contractor sets Supplier Instructed and writes the agreed price; completion moves it to Complete Awaiting Invoice; a paid invoice moves it to Complete Invoicing Received. Cancel in PropServ and Alto is cancelled too.
- 06
The paperwork files itself
The works-order PDF is attached to the Alto work order when the contractor is instructed, and the paid Stripe invoice PDF is attached when payment lands. Your Alto record is complete without anyone uploading anything.
- 07
Tenancies that end are tidied up
When a tenancy is marked vacated or cancelled in Alto, the tenant is detached from the property in PropServ and any pending invite is withdrawn. If they've no other active tenancy, you get a quick keep-or-revoke access review.
What syncs
What moves between Alto and PropServ
A precise map of every entity, which way it flows, and what triggers it.
| Data | Direction | When | Notes |
|---|---|---|---|
| Tenancies & tenants | Into PropServ | On import, then nightly | Active tenancies with their tenants; new tenants are invited, existing ones linked. Ended tenancies detach tenants automatically. |
| Properties | Into PropServ | On import | Created or linked in PropServ from the Alto tenancy, matched by Alto ID then address. Borderline matches queue for review. |
| Work orders | Into Alto | Real time | Created when a tenant report or works request is raised; description includes tenant follow-up answers; priority derived from severity. |
| Work order status | Into Alto | Real time | Quote Requested → Supplier Instructed → Complete Awaiting Invoice → Complete Invoicing Received, plus Cancelled. |
| Quotes / agreed price | Into Alto | On instruction | The instructed contractor's price is written to the Alto work order. |
| Works-order & invoice PDFs | Into Alto | On instruction / on payment | Attached to the Alto work order as documents. |
| Property documents | Into PropServ | Live, on view | Documents held against the property in Alto are listed and opened live from PropServ; photos are excluded. |
| Maintenance & compliance dates | Into PropServ | Nightly, or on demand | Alto management events — gas safety, EICR, EPC, servicing, inspections — appear in Planned Maintenance per property with their history. Agents choose what PropServ tracks, per item or per type in bulk. |
| Completions | Into Alto | Real time | Completing a tracked item in PropServ marks the Alto management event complete; Alto then schedules the next cycle and PropServ follows its new due date. |
- Work orders flow one way — PropServ into Alto. Edits made to a work order inside Alto aren't read back into PropServ, so PropServ stays the place you manage the job.
- Landlord records and property photos aren't part of the Alto sync today.
- Everything is queued and retried automatically; a sync badge on each report shows you the Alto status at a glance.
- Alto maintenance events are optional — switch on "Show Alto maintenance events" in the Alto integration settings. Tenancy and finance dates (term ends, rent reviews, deposit refunds, insurance renewals) stay hidden unless you show them per type.
Getting started
Switched on through Alto — no keys to paste
The Alto integration is activated via Alto's marketplace and provisioned by the PropServ team, so there's nothing technical for your office to configure.
- 1
Enable PropServ in Alto
Activate PropServ from your Alto dashboard. Alto shares your agency reference with us — you never handle credentials.
- 2
We connect your agency
The PropServ team links your Alto agency to your PropServ account and runs the first tenancy import with you.
- 3
Review matches, invite tenants
Confirm any borderline property matches in the review queue, and PropServ invites your tenants to start reporting.
- Available to PropServ estate & letting agent accounts. Book a call and we'll get you live.
FAQ
Alto integration questions, answered
Straight answers on how PropServ and Alto work together day to day.
Does PropServ create work orders in Alto automatically?
Yes. When a tenant report or works request is created in PropServ for a property linked to Alto, a work order is created in Alto for that property with the description, tenant follow-up answers and a priority based on PropServ's severity score.
Do Alto work order statuses update as the job progresses?
Yes. PropServ updates the Alto work order as you request quotes (Quote Requested), instruct a contractor (Supplier Instructed, with the agreed price), complete the job (Complete Awaiting Invoice), receive payment (Complete Invoicing Received) or cancel it.
Are invoices sent to Alto?
The paid Stripe invoice PDF is attached to the Alto work order automatically once payment lands, alongside the works-order PDF that was attached when the contractor was instructed.
How do my Alto tenancies get into PropServ?
PropServ imports active tenancies from Alto when you connect and then re-syncs every night. Properties are matched by Alto ID and address, tenants are invited or linked, and ended tenancies are detached automatically.
Do compliance and maintenance dates sync automatically from Alto?
Yes. Enable Alto maintenance events and every Alto management event with a due date — gas safety, EICR, EPC, PAT, alarm servicing, inspections and custom types — appears against its property in Planned Maintenance, refreshed nightly or on demand, with the history of completed checks. Nothing is created in PropServ until you track an item — one at a time, or every property with a given event type in one go.
What happens when a tracked Alto item is completed in PropServ?
PropServ marks the Alto management event complete. Alto then schedules the next cycle as it normally would, and PropServ follows the new due date — so the two calendars stay in step. If Alto can't be updated for any reason, you're notified and can retry.
Is the Alto integration two-way?
Tenancies, tenants, property documents and maintenance & compliance dates come from Alto into PropServ; work orders, statuses, quotes, PDFs and event completions go from PropServ into Alto. Changes made to a work order inside Alto aren't read back — PropServ is where you manage the job.
Do I need API keys or a developer to set it up?
No. You enable PropServ from Alto and the PropServ team completes the connection. There are no credentials to paste and no plan add-on to buy for the integration itself.
Does it sync landlords or photos?
Not currently. Landlord records and property photos are outside the Alto sync; documents held against a property in Alto can be viewed live inside PropServ.
More integrations
Run a different CRM? PropServ connects to it too.
Every PropServ integration is built and maintained by our own team — pick yours to see exactly what flows where.
Street
Import Street tenancies in a click; tenant reports auto-create maintenance requests in Street, and works-order and invoice PDFs file against the property.
How it works
MRI Software
Tenants report against their MRI tenancy, every report is logged as a maintenance action in MRI, and agents pull tenant and address details straight from MRI.
How it works
Apex27
Search Apex27 listings, contacts and tenancies from inside PropServ to prefill works requests and invite tenants and staff — no rekeying.
How it works- Browse integrations
All integrations & API
See everything PropServ connects to, what's coming next, and the REST API and webhooks for building your own.