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.

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.

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

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.

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
• Create Task Templates and Operational Checklists
• Set Up Operations Automations and Task Reminders
• Track Task Progress and Completions
• Manage Operations Expenses and Owner Approvals
• Add Workforce Members and Share the Cleaner Portal