Dispute of Service Charges Case Management

To Learn More About Dispute of Service Charges Case Management

What is Dispute of Service Charges Case Management?

A Dispute of Service Charges case is raised when a leaseholder, shared owner or other resident queries or formally disputes the amount, reasonableness or recoverability of a service charge. Under the Landlord and Tenant Act 1985, charges must relate to costs actually and reasonably incurred, and leaseholders have rights to inspect supporting documents (section 22), request a summary of costs (section 21) and apply to the First-tier Tribunal (Property Chamber) for a determination (section 27A). Handling disputes well protects leasehold satisfaction and reduces FTT case volume.

Dispute of Service Charges — End-to-End Workflow

  1. Logged — dispute raised through letter, email, portal or adviser into one Dispute of Service Charges case on Propsys360.
  2. Acknowledged — leaseholder acknowledged with expected response time and the named service-charge officer.
  3. Investigated — the disputed elements identified; cost evidence, Section 20 consultation records, supplier invoices and contract records collated against the case.
  4. Actioned — substantive response issued with evidence pack; inspection of supporting documents facilitated where requested; corrections or goodwill credits processed where the dispute is upheld.
  5. Resolved — dispute resolved by agreement, or FTT application prepared where not; service-charge statement reissued where warranted.
  6. Closed and learned — case closed with outcome captured; recurring themes feed the next year’s service-charge estimate and Section 20 planning.

Dispute of Service Charges Case Management in Propsys360

  1. One record, one version of the truth — every Dispute of Service Charges case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
  2. Linked to the Case Management ecosystem — Leasehold Management for the lease, Finance for the service-charge statement, Section 20 consultation where linked, Complaints where escalated, and Customer Portal for resident-led requests — so the dispute of service charges context is visible without hunting across systems
  3. Stage-driven workflow — dispute received, evidence assembled, response issued and resolution reached — with due dates, reminders and automated escalation when timescales slip
  4. Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
  5. Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
  6. Resident-facing self-service — residents can raise, update and track their dispute of service charges case through the Customer Portal, cutting inbound calls and speeding resolution
  7. Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app

Teams Helped by Dispute of Service Charges Case Management

Contact Centre / Customer Service Advisor — identifies a service-charge dispute from the first call and routes it to the service-charge team with the leaseholder’s account and block records already attached.

Housing Officer / Tenancy Managementsees open disputes on blocks in their patch and factors them into estate walkabouts and resident meetings.

Leasehold / Service Charge Officer — investigates every dispute with the block’s full service-charge history, Section 20 records and contractor invoices on one record — responses are faster, evidenced and consistent.

Team Leader / Service Manager — dashboards show open dispute of service charges cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.

Head of Housing / Director — one trusted data source across dispute of service charges and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.

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