Update property onboarding record and create checklist entry
Update property onboarding record and create checklist entry
Your onboarding spreadsheet can miss assigned owners, causing vendor delays and stalled property tasks. Keep records updated and create checklist entries so operations and vendors can act quickly.
Overview
When a row in your onboarding sheet changes, this flow applies an owner and status to the property record and generates a checklist entry for vendors. That turns manual handoffs into same-day actions, reducing delays before site visits.