Automation & control
Let routine follow-up happen consistently.
Use explicit rules to turn operational signals into notifications and follow-up records.
Try the workflowHarbour workspace · Illustrative data
Your portfolio, in focus.
Properties12
Open work8
Due today4
Harbour HouseCleaning reviewReady to review
Seabrook ApartmentKitchen tap repairIn progress
Parkside StudioArrival inspectionScheduled
One job. A connected history.
- Photo added
- Cleaning completed
- Timeline updated
- Update ready for review
Illustrative product preview · no live customer data
Why this matters.
Routine follow-up depends on someone remembering the same check every day.
Keep the important details connected.
Review conditions before enabling a rule.
Prevent duplicate execution for the same source event.
A practical path through the work.
- Choose a supported rule or preset.
- Set the condition and review who receives the result.
- Enable it and run the worker on a schedule.
Before you start
How does automations fit the property record?+
Choose a supported rule or preset. Set the condition and review who receives the result. Enable it and run the worker on a schedule.
Who can use this workflow?+
Managers configure rules; staff act on notifications; owners receive only approved communication.
What should I know about this release?+
Background execution requires the supplied worker to be scheduled. No external messaging service is active by default.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Reporting
Filter operational records and prepare owner reports from the information your team has recorded.
Explore 03Templates
Build reusable checklists and owner-update text for your organization.
ExploreRun your portfolio
from one place.
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