Replace spreadsheets
Replace fragmented spreadsheets with connected property records.
Choose a source of truth for each property. Migrate active records first, agree naming conventions and keep the old sheets read-only during validation.
Build your workflowThe operational challenge.
A property sheet, cleaning tab and maintenance file may all describe the same home differently. Updating one does not update the others.
Start with these priorities.
- Inventory the sheets and decide what is still active
- Create property and owner records before open jobs
- Check the migrated records with the people who use them
The tools behind the process.
Properties & units
Connect each property to its owners, units, work, documents and history. Your team starts with the same record, every time.
Explore 02Tasks
Bring assignments, deadlines, priorities and progress into one operational queue.
Explore 03Documents
Keep property documentation in private storage with explicit sharing controls.
ExploreWhere should replace spreadsheets start?+
Inventory the sheets and decide what is still active. Then test a complete workflow with your team.
Does this replace reservations or accounting?+
No. Booking-channel synchronization and accounting reconciliation are not included. Use the operational workspace alongside those systems.
How do we protect owner information?+
Owners are limited to linked properties and approved records. Review and test visibility before inviting owners.
Run your portfolio
from one place.
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