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The Sanierung & Renovation (Renovation & refurbishment) workflow supports larger construction projects on a property or unit: from permits through the quote round per trade to the final construction account. You create it manually via Neue Aufgabe (New task). The wizard asks for the project data: site management, dates, budget and the trades involved.

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Process at a glance

  1. Open project
  2. Clarify permits / conditions
  3. Involve architect (optional)
  4. Organise site inspection
  5. Draw / complete plans
  6. Request quotes (per trade)
  7. Review quotes with owner
  8. Run bidding round
  9. Award works contracts & send declines
  10. Create construction schedule & controlling
  11. Inform trades
  12. Organise client meetings
  13. Acceptance & final inspection
  14. Create photo documentation
  15. Record asset & construction account
  16. Report value increases to insurer (optional)
  17. Set warranty period check
  18. File plans & project documents
  19. Close project

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The steps in detail

1

Preparation (steps 1 to 5)

With the project opened, site management, dates, budget and trades are stored in the task. Clarify permits and conditions with the municipality and attach the decisions. Involve an architect if needed (optional). Organise the site inspection; the agent drafts appointment emails to the participants. File plans in Datenbank (Documents) and link them to the property.
2

Quotes per trade (steps 6 to 9)

For each trade, select several contractors in the Mory AI suggestion card; the list is filtered by the category of the Unternehmen (companies). mory sends the tender, recognises incoming quote PDFs and extracts the prices. Review the quotes with the owner; the agent drafts the approval email. In the bidding round you request improvements. Then award the works contracts and let the agent draft declines to unsuccessful bidders.
3

Execution (steps 10 to 12)

Create the construction schedule and controlling (dates, budget against quotes). Inform the trades about start and access; the agent drafts the emails. Plan client meetings via the calendar and record decisions as comments.
4

Acceptance (steps 13 to 16)

Carry out acceptance and final inspection, record defects and file the photo documentation in the Dokumente (Documents) tab. Record new or replaced Ausstattung (equipment) and create the construction account; the AI checks incoming invoices against the works contracts. Optionally report value increases to the building insurer.
5

Closure (steps 17 to 19)

Set the warranty period check: mory reminds you before the period expires, and the reminder appears under Meine Fristen (My deadlines). File plans and project documents (ELO and Datenbank) and close the project. The task moves to the Archiv (archive).

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Tips & pitfalls

Create one subtask per trade when many contractors are involved. This keeps quotes and invoices separate per trade.
Check approval emails to the owner with particular care: amounts, trade and quote version must be correct.
  • If the budget exceeds the Kompetenzsumme (approval limit), owner approval is mandatory.
  • Smaller repairs are handled faster as Damage with multiple quotes.