For business owners: Keep property handovers on schedule
For business owners: Keep property handovers on schedule
Business owners in property ops miss inspection and checkout PDFs, delaying handovers and risking refunds. It attaches PDFs to CRM deals and advances deal stages so handovers have complete records.
Overview
Missing inspection and checkout reports stall property handovers and can lead to refunds or poor reviews. This workflow ensures every report is attached to the correct CRM deal and the deal stage advances so operations and account managers begin handovers with complete records and fewer gaps.
Notable Features
- Attach PDFs to CRM deals
- Advance deal stage on publish
- Alert account managers on updates