Property Management Automation Guide

This guide helps property operators prioritize the highest-ROI workflows for automation while protecting reporting quality and management control.

Best first workflows

  • Rent and supplier reconciliation
  • Maintenance request triage and follow-up
  • Arrears reminder workflows with escalation rules
  • Owner report compilation and exception summaries

Success metrics to track

  • Monthly close cycle time
  • Exception backlog and resolution speed
  • Admin hours recovered per week
  • Reporting error rate trend