Automation & control
Turn records into a useful review.
Filter operational records and prepare owner reports from the information your team has recorded.
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.
A report is useful only when its scope, period and source are clear.
Keep the important details connected.
Generate monthly property report drafts.
Review a snapshot before publishing it to the owner.
A practical path through the work.
- Choose the reporting period and property.
- Review recorded amounts and completed work.
- Add a manager note and publish the approved report.
Before you start
How does reporting fit the property record?+
Choose the reporting period and property. Review recorded amounts and completed work. Add a manager note and publish the approved report.
Who can use this workflow?+
Managers prepare reports; finance checks recorded amounts; owners receive published snapshots.
What should I know about this release?+
Recorded financial entries are not a bank reconciliation or a substitute for accounting.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Automations
Use explicit rules to turn operational signals into notifications and follow-up records.
Explore 03Templates
Build reusable checklists and owner-update text for your organization.
ExploreRun your portfolio
from one place.
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