PMP Automations
A work order takes a day. A turnover takes six weeks and touches a dozen people. Workflows run those long jobs step by step, so nothing lapses because everyone assumed someone else had it.
The “Start a workflow” picker, open over the workflows list
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The six workflows
Not a maintenance tool with extras bolted on. These are the jobs that decide whether a portfolio runs cleanly or leaks money quietly.
Move-out to show-ready. Inspect, settle the deposit, make-ready, and list.
Approved applicant to keys-in-hand. Screen, sign, prep, and move in.
Run the care plan for a property: dispatch what is due, verify with proof, report to the owner.
Run the 90/60/30-day renewal runway so a lease never lapses by accident.
A staged, compliant recovery ladder — every step timestamped for the record.
Keep each vendor’s insurance and license current, and block dispatch when they lapse.
Anatomy of one workflow
Every workflow works this way: dated triggers, a guided step at each one, and a record at the end.
The 90/60/30 renewal runway as a horizontal timeline
Day 90 market review, day 60 owner decision, day 45 offer to tenant, day 30 follow-up, day 0 signed or notice served. Mark the two owner-decision points in aqua — those are the moments a human decides. Inline SVG.
Renewal season is lost to calendars, not to strategy. The workflow watches every lease and surfaces the decision on the day it needs making.
What rent to ask, whether to renew at all, what to concede — those stay with you.
A workflow in progress, with its completion bar and current step
Ideally a renewal at roughly 60% complete, so the finished steps, the active step and the remaining ones are all visible at once.
Human in the loop
Every workflow has gates. A step that commits money, sends a binding notice, or changes an owner’s position stops and waits for a property manager.
No workflow spends your money on its own. Scope and cost approvals route to you, and work beyond the thresholds you set does not proceed until a property manager has signed off. The rest — the reminders, the scheduling, the documentation, the chasing — runs without you.
The approval screen — scope and cost waiting on a property manager
The most important shot on the site. It is the proof behind every human-in-the-loop claim we make, here and on the maintenance page, and it is what a reviewer would want to see.
The record
A completed workflow’s audit trail
Who approved what and when, which vendor was dispatched, what was completed, with photos attached. Crop tight on the trail itself rather than the whole page.
A delinquency ladder or a deposit settlement can be questioned months later. Every workflow closes with a record of what happened and who decided it.
That is the difference between saying you followed the process and being able to show it.
PLACEHOLDER — client quote about a turnover or renewal that used to slip and now does not.
Book a call and we will walk one of your turnovers or renewals through it, step by step, with your dates and your thresholds.