Project managers: send move-in invites & log confirmations
Project managers: send move-in invites & log confirmations
Project managers lose move-in invites when board items hit 'Send', causing scheduling gaps and unhappy tenants. The workflow emails tenants and updates the board so confirmations are tracked.
Overview
Missed move-in invites create scheduling gaps and tenant frustration for project managers. This workflow ensures tenants get inspection invitations and the project board reflects sent invites and confirmations, reducing missed notifications and protecting move-in timelines.
Notable Features
- Email tenants when status changes
- Mark board item as invited
- Record tenant confirmations in board