New property setup checklist

Make this your working checklist

Adapt these steps to the property, service agreement and the person doing the work. Assign responsibility and decide what evidence is required before using the checklist operationally.

1. □Create a stable property reference
2. □Confirm address and unit structure
3. □Link owner records
4. □Assign the manager
5. □Add essential property information
6. □Add reviewed documents
7. □Create the first operational jobs
8. □Review portal visibility

How to use it

Create an organization template, copy the relevant checks and test it on a single job. Each new job should begin with unchecked items. Review and improve the instructions after repeated issues.