One-click access to the most common tasks in your STR operating system. Bookmark this page.
๐ New Property Onboarding
When adding a new property to your portfolio, run these steps in order:
- [ ] Step 1: Add property โ ๐๏ธ Properties โ fill all fields including fixed costs
- [ ] Step 2: Add listing(s) โ ๐ Listings โ one entry per platform
- [ ] Step 3: Assign cleaner โ ๐ง Vendors โ link property in notes
- [ ] Step 4: Add first pricing benchmarks โ ๐ Pricing Tracker
- [ ] Step 5: Set up first recurring expenses โ ๐งพ Expenses โ mortgage, insurance, utilities, HOA
- [ ] Step 6: Update Executive Dashboard with new property row
- [ ] Step 7: Update Property Performance Hub with new property section
๐ Reservations & Bookings
Use when: A new booking is confirmed on any platform.
Then immediately create: Welcome message task + Cleaning task + Inspection task.
๐งน Operations
Use when: A reservation checkout is scheduled.