I had already been thinking a lot about the need to document my procedures and policies. Right now, I own sole access to everything for our rentals which is scary in the event of an emergency.
I had been loosely using Asana, a project management tool but finally converted to the business level (free 30-day trial) so I could REALLY use it. This was a great recommendation from friend and colleague, Alece Ronzino who manages Rest Easy, a property management company in Nashville. This is going to be a work in progress but here is what I plan to build out:
- Separate my “business activities” versus “operational activities” lists
- Create replicable tasks for weekly, monthly and ad hoc activities behind the screen and operationally
- Document “how tos” that I can share with others to help when needed
- Move everything living in my head or in an excel sheet out!
In addition, I am going to do a 30-day FREE trial of Breezeway which offers task automation specific to short term and vacation rentals to see if this is something that may be a fit for inventory and property care tasks specifically.