Use cases
Each use case is written around a real operating tension: too many people need coordination, but not everyone should see the same details or make the same decisions.
Who it serves
Problem: Work is happening across vendors, field visits, weather events, and seasonal tasks, but the owner should not have to chase every thread.
Outcome: Owner-safe updates, reports, decisions, launch briefs, and portfolio health in one place.
Problem: Snow, storm checks, heating issues, access, and vendor assignments move quickly and need evidence without chaos.
Outcome: Response plans, route views, work packages, communications controls, and closeout evidence.
Problem: Vendors need scope, schedule, access instructions, messages, and evidence — but not owner-private data or unrelated property history.
Outcome: Assignment-scoped packets with expiry, redaction, package-local messaging, and upload boundaries.
Problem: Private dinners, catering, deliveries, readiness signoff, changes, dietary concerns, and vendor launch details can splinter across channels.
Outcome: Feasibility, options, owner decisions, run sheets, vendor packets, compliance notes, and closeout learning.
Workflow map
Centralized intake, triage, owner questions, and next best action
Open use case VendorsVendor packages, field closeout, scoped evidence, and correction loops
Open use case ReportingOwner finance, proof packets, portfolio rollups, and report-ready evidence
Open use case Property memoryAssets, handover, warranties, access, and value-preparation records
Open use case EventsPrivate events, readiness, run sheets, vendor coordination, and closeout learning
Open use caseWorkflow pages
property manager · field lead
Turn recurring grounds work into a scheduled, priced, evidence-backed service.
Seasonal grounds care preset with leaf blowing, debris haul-off, gutter-adjacent notes, access instructions, travel-cost posture, and photo evidence.Open use caseproperty manager · tenant compliance team
Coordinate overdue-payment follow-up without turning the product into a legal-advice engine.
Compliance-sensitive nonpayment follow-up preset with reviewer gate, jurisdiction checklist, communication timeline, direct-mail export, and QR return path.Open use caseproperty manager · field tech
Make turnovers inspectable, photo-rich, and accountable from keys to condition reports.
Move-in/out checklist preset with room-by-room condition, keys/access, utilities, cleaning, damage notes, QR handoff, and reviewer boundary.Open use casevendor admin · contractor
Close the loop from scoped work to reviewed evidence, correction, and payment readiness.
Vendor closeout preset with scope, schedule, required media, issue/correction loop, owner-safe summary, and payment packet readiness.Open use caseowner team · property manager
Convert operating records into owner-safe decisions, KPIs, and narrative proof.
Owner report preset with KPI pack, reviewed evidence, open approvals, readiness score, service cost posture, and blocked advisory claims.Open use caseproperty manager · concierge coordinator
See whether a property is ready for owners, guests, events, storms, and seasonal risk.
Property readiness preset with inspection areas, open tasks, asset/sensor checks, security review, stocking notes, and approval dependencies.Open use caserental manager · field lead
Coordinate reservations, cleaning, restock, issue follow-up, and guest-safe closeout.
STR turnover preset with reservation window, cleaning checklist, amenity restock, guest issue follow-up, channel boundary, and owner-safe summary.Open use caseproperty manager · field tech
Connect equipment, geolocation, photos, service history, and responsibility.
Asset tracking preset with QR identity, EXIF location review, service history, warranty notes, sensor link, and replacement decision packet.Open use caseproperty manager · IT support
Standardize physical-security and smart-property posture without overclaiming monitoring.
Security readiness preset with device inventory, access review, MFA posture, sensor status, vendor access boundary, and owner responsibility decision.Open use caseproperty manager · executive assistant
Bring owner texts, emails, voicemails, forms, and vendor updates into one triage board.
Unified intake preset with source channel, property, party, urgency, privacy level, suggested workflow, duplicate detection, and kanban lane.Open use caseowner team · property manager
Turn receipts, monthly cash flow, and prior-year comparison into owner-ready finance context.
Owner finance preset with chart-of-accounts mapping, receipts, budget lines, prior-year comparison, cash-basis P&L preview, and reviewer boundary.Open use caseproperty manager · estate manager
Spot leaks, high usage, and seasonal drift before the owner meeting.
Utility analytics preset with meter source, baseline, seasonal comparison, anomaly threshold, field check, vendor task, and owner-safe note.Open use caseproperty manager · security reviewer
Issue, expire, audit, and revoke property access without loose text threads.
Access lifecycle preset with role, scope, time window, expiration, emergency revoke, audit trail, and redacted owner summary.Open use caseowner team · family office
Turn property history into a clean handover packet for sale, staffing, or manager transition.
Handover packet preset with assets, manuals, warranties, permits, vendors, maintenance history, photo galleries, utility notes, and open exceptions.Open use caseproperty manager · vendor admin
Coordinate pest prevention, treatment logs, safety notices, and recurrence monitoring.
Pest lifecycle preset with inspection zones, treatment log, product/safety note, re-entry posture, recurrence check, vendor evidence, and owner summary.Open use caseUse-case pages describe controlled product workflows, presets, and reviewed proof paths. They do not dispatch vendors, send legal notices, approve payments, change reservations, monitor alarms, or create accounting records without the governed product surface and account entitlements.
Sequences
Maintenance to closeout
Intake, triage, owner authority, vendor/field execution, reviewed evidence, and owner-safe closeout stay connected.
Open related tour
Private events
Owners, operators, vendors, and field teams can move through options, launch gates, run sheets, changes, and post-event learning.
Open related tour
Vendor package
Package-local scope, schedule, messages, evidence upload, and expiry keep external execution bounded.
Open related tourNext best step
Can I follow a workflow, then choose demo, module, or pilot?
Start with start pilot or compare with view module. Each path is designed to answer a buyer question before asking for a meeting.Route-to-journey map
Owner clarity path
/owner → /owner/events → /account/security
Owner-safe decisions, reviewed evidence, and delegated account posture.Open tourOperator control path
/ops → /maintenance → /ops/provisioning
Command center, request intelligence, event gates, and activation evidence.Open tourVendor and field boundary path
/ops/vendor-work-packages → /vendor → /field
Package-local work, bounded evidence upload, and owner-safe closeout.Open tourPrivate event path
/owner/events → /ops/events → /ops/event-launch
Feasibility, owner options, vendor packets, launch gates, and closeout learning.Open tourPilot access
The best demo is not a feature checklist. It follows a request from owner intake to manager triage, vendor packet, field evidence, reviewed closeout, and owner-safe reporting.
We respond with the recommended demo route, who should attend, and what production access would require.