Streamline property intake to create tasks and checklists

Operations coordinators miss setup steps from intake forms, causing onboarding delays and owner frustration. Ensuring checklists and assignments occur immediately so managers begin onboarding.

Overview

Intake forms left idle create repeated onboarding work and frustrated owners. This workflow converts each submission into a standardized worksheet and a tracked project task with assigned subtasks, eliminating missed setup steps and giving operations a clear, actionable starting point.

Notable Features

Create account setup worksheet
Generate project task with subtasks
Assign subtasks to property managers