Automation & control
A good process should be repeatable.
Build reusable checklists and owner-update text for your organization.
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.
Copying old jobs can carry over completed checks or outdated instructions.
Keep the important details connected.
Duplicate and edit templates as processes improve.
Archive outdated versions and choose defaults by workflow.
A practical path through the work.
- Write the checks a new job should start with.
- Save and apply the template to new work.
- Review and improve it after operational feedback.
Before you start
How does templates fit the property record?+
Write the checks a new job should start with. Save and apply the template to new work. Review and improve it after operational feedback.
Who can use this workflow?+
Managers define the process; staff get consistent instructions.
What should I know about this release?+
Access follows the configured role and workspace. This free pilot remains under active review and does not claim certification.
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 03Automations
Use explicit rules to turn operational signals into notifications and follow-up records.
ExploreRun your portfolio
from one place.
Start your workspace14-day Starter trial · No card required