Owner onboarding 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. □Confirm owner contact information
2. □Confirm the service agreement outside the platform
3. □Collect property details
4. □Confirm key and access handover
5. □Arrange property photography
6. □Define cleaning and maintenance responsibilities
7. □Review readiness
8. □Invite the owner to the portal

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.