# Operations Module Overview

The **Operations** module is the day-to-day work hub for your properties. It helps your team manage tasks, repeatable checklists, staff workload, automations, issue reports, expenses, and provider work from one place.

![Operations Command Center showing active, expired, completed, and team task counts](/screenshots/operations-owner-portal/operations-command-center.png)

Use Operations when you need to coordinate:

- checkout turnovers
- pre-arrival inspections
- cleaning and maintenance
- guest-request follow-up
- provider jobs
- task checklists and proof
- team progress
- recurring work
- task-related expenses
- owner approval for managed-property costs

## What Each Operations Area Does

| Area | Use It For |
| --- | --- |
| **Tasks** | Create, assign, and track work for team members or providers. |
| **Job Templates** | Build reusable checklists for cleaning, inspections, maintenance, and standard operating procedures. |
| **Workforce** | Review the team or people available for operational work where enabled on your account. |
| **Automations** | Automatically create operational tasks from booking events or schedules. |
| **Reports** | Review issues raised during task completion, such as damage, missing items, or failed checks. |
| **Expenses** | Record task or property costs, attach receipts, and manage approval status. |
| **Providers** | Track external contractors or vendors used for operational work. |

![Create New Task modal showing job template, title, description, assignee, priority, related entity, due date, start time, and tags](/screenshots/operations-owner-portal/create-new-task-modal.png)

Use the **Command Center** for the daily view, then open the right area depending on what you are managing:

- **Tasks** for work that needs an owner and due date
- **Job Templates** for repeatable checklists
- **Workforce** for cleaners and operational team members
- **Automations** for recurring or event-based task creation
- **Reports** for issues raised during completion
- **Expenses** for receipts, provider costs, and owner approval

![Task Templates screen showing reusable checkout cleaning templates and template filters](/screenshots/operations-owner-portal/job-templates.png)

## Recommended Setup Order

For a new property or team, set up Operations in this order:

1. Create your core **Job Templates**.
2. Start with checkout turnover and pre-arrival inspection templates.
3. Create a few manual tasks so the team understands the workflow.
4. Link tasks to bookings or listings.
5. Track work through **Active**, **Expired**, and **Completed**.
6. Review issues in **Reports**.
7. Add Expenses for task-related costs.
8. Use owner approval for managed-property costs where required.
9. Add Automations once the manual workflow is working.

This keeps the setup practical: define the standard first, assign real work second, then automate once the process is reliable.

## Daily Operating Rhythm

A simple daily rhythm is:

1. Open **Operations → Tasks**.
2. Check **Expired** tasks first.
3. Review today's active tasks.
4. Check the team panel for overloaded or unassigned work.
5. Open completed tasks that need review.
6. Review **Reports** for flagged issues.
7. Add or approve Expenses while receipts and context are fresh.

![Operations Expenses screen showing expense rows, source, approval status, and owner approval workflow](/screenshots/operations-owner-portal/operations-expenses.png)

## What Operations Is Not

Operations is for staff work and internal workflows. It is not the same as guest messaging automation.

| If You Need To... | Use |
| --- | --- |
| Assign a cleaner after checkout | **Operations → Tasks** or **Operations → Automations** |
| Send check-in instructions to a guest | **Messages → Automated Messages** |
| Let AI answer a guest question | **Concierge** |
| Record a repair receipt | **Operations → Expenses** |
| Ask an owner to approve a cost | **Operations → Expenses** and Owner Portal |

## Related Articles

- [Create and Assign Tasks in Operations](/platform-guides/create-and-assign-tasks/)
- [Create Task Templates and Operational Checklists](/platform-guides/create-task-templates-and-checklists/)
- [Set Up Operations Automations and Task Reminders](/platform-guides/set-up-recurring-task-reminders/)
- [Track Task Progress and Completions](/platform-guides/track-task-progress/)
- [Manage Operations Expenses and Owner Approvals](/platform-guides/manage-operations-expenses-and-owner-approvals/)
- [Add Workforce Members and Share the Cleaner Portal](/platform-guides/add-workforce-members-and-share-cleaner-portal/)