Step-by-Step Playbooks for Every Property Task
Interactive workflows guide you through complex property management tasks. Onboard properties in minutes, handle repairs with confidence, and never miss a step.
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Why Use Playbooks?
Streamline your workflow and eliminate guesswork
Save Time
Complete complex workflows 3x faster with guided steps instead of figuring it out yourself.
Reduce Errors
Never miss a critical step or forget important details with structured workflows.
Improve Quality
Ensure consistency across all properties and processes with standardized playbooks.
Onboard Faster
New team members can execute complex tasks without extensive training.
Available Playbooks
Choose the workflow you need and get guided through every step
🏢 Onboard a New Property
⏱️ 20-30 min
Add a new building or house and set up its units with complete details in minutes.
What you'll do:
- 1.Add property details and address
- 2.Create units with bedrooms, bathrooms, rent
- 3.Add listing details with photos and descriptions
- 4.Configure amenities and features
- 5.Create application form for tenants
- 6.Review and publish
✨ Benefits:
- Never miss important property details
- Standardized unit setup
- Ready to list immediately
🔧 Handle a Repair
⏱️ 10-20 min
Process maintenance requests from triage to completion with vendor assignment.
What you'll do:
- 1.Review or create maintenance request
- 2.Set priority and categorize issue
- 3.Auto-suggest and assign best vendor
- 4.Review work order confirmation
- 5.Learn vendor portal workflow
✨ Benefits:
- Best vendor auto-selected by AI
- Complete transparency on status
- Streamlined vendor communication
🎯 Get a New Tenant Set Up
⏱️ 15-20 min
Complete tenant onboarding from property selection to lease creation and autopay setup.
What you'll do:
- 1.Choose or create property & unit
- 2.Add or select tenant profile
- 3.Create the lease agreement
- 4.Send lease and portal invite
- 5.Set up autopay (optional)
✨ Benefits:
- Comprehensive tenant onboarding
- Nothing gets forgotten
- Faster move-in process
🔄 Renew or End a Lease
⏱️ 10-15 min
Handle lease renewals, move-outs, and conversions to month-to-month tenancy.
What you'll do:
- 1.Select existing lease
- 2.Choose action (renew, end, or month-to-month)
- 3.Confirm details and terms
- 4.Update lease records
✨ Benefits:
- Proper notice generation
- Documented renewal process
- Reduced legal risk
Powerful Features Built In
Every playbook comes with intelligent features to save you time
Interactive Step-by-Step
Each playbook breaks complex tasks into simple, manageable steps with clear instructions.
Smart Auto-Fill
Pre-filled fields and smart suggestions based on your existing data save you time.
Progress Tracking
See exactly where you are in each workflow. Save progress and return anytime.
AI-Powered
Get intelligent vendor suggestions, auto-generated descriptions, and smart recommendations.
Time Estimates
Know exactly how long each task will take before you start.
Educational Tips
Learn best practices and platform features as you complete each step.
How Playbooks Work
Simple, guided workflows that anyone can follow
Choose Your Playbook
Select from available workflows like "Onboard a Property" or "Handle a Repair" based on what you need to accomplish.
Follow Step-by-Step
Complete each step with guided forms, smart suggestions, and helpful tips. Your progress is automatically saved.
Review & Complete
See a summary of what you've accomplished, get confirmation, and learn about next steps. Everything is saved and ready to use.
Ready to Streamline Your Workflow?
Start using guided playbooks today. First unit completely free.