How to Understand These Workflows

How to read these workflows:

  • These workflows proceed in a linear manner. It begins with the 'trigger', which launches the workflow. Each subsequent bullet point is the next step in the process.
  • The 'Trigger' is what happens before this list is launched. When you see the 'trigger' in day-to-day operations, that is your "cue" to open this list.
  • The acronym at the beginning of each step is the person responsible for executing the task.
    • PM = Property Manager is responsible
    • LC = Leasing Coordinator is responsible
    • MC = Maintenance Coordinator is responsible
    • OSM = Owner Success Manager is responsible
    • FT = Field Tech is responsible
  • Some or your tasks may require that another person completes their task first. Please coordinate with those other parties as-needed.
  • Where relevant, there will be Helpscout documents or email templates attached to each task that describe how to complete the task in more detail.
  • We will be continually improving these workflows, and eventually we will add them into a project management system.
  • Please notify Alex if you notice something incorrect on the workflow, have a question about something, or have an idea for improving any of the workflows!
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