Product walkthrough

Operations

Coordinate cleaning, maintenance, checklists, expenses, owner approvals, and recurring operational work.

39 sec

A walkthrough of Operations: creating tasks, using templates and turnover checklists, tracking completion, managing expenses, and routing owner approvals.

Recording Flow

  1. Open Operations and show active work.
  2. Create or open a task with checklist, assignee, due date, and attachments.
  3. Show templates/turnover checklists for repeatable cleaning and maintenance.
  4. Mention expenses and owner approvals for managed properties.

Steps Shown

Open Operations, create a task, reuse templates, track expenses and approvals, then review operations reports.