Process workflow for an MTR: An example

[Tanya Maslach]

I'm prepping for my first MTR and gathering all the (read: As few tools as possible!) to make this workflow smooth.

But as usual, software companies don't make this easy on the end user. (And that's coming from someone who was in product software management for 15 years. Lol)

My questions are:
a. If you use Hospitable for comm mgmt, Turbotenant for all tenant mgmt related items, and FFinder/your own website/Turbotenant for lead acquisition -- how do you describe your work flow across these?

Ex: In a given day, say you have vetted a tenant (using TT tools), and accept that tenant:  
Now you want to get place cleaned (cleaner task mgmt / comms / payment), communicate with new Tenant about move in etc, through to Rent Payment Day 1,  -- what is the workflow you use for each of your tools?

Whew.  Exhausting. :-) 

[Allen Duan]

I love this stuff! Operations and systems are my thing. Here's what we do for direct bookings, our booking flow is different for Airbnb bookings.

1. Initial inquiry (FF, email, social media)

2. Simple google form application

3. Send Keycheck screening request

4. Send lease with esignatures.io and first payment invoice through Hostfully

5. After lease is signed and payment paid, booking is confirmed

6. Booking added to Hospitable for booking confirmation auto message to trigger

7. 5 days before check in, auto message for check in instructions are sent

8. Guest checks in, enjoys their stay

9. 5 days before check out, auto message for check out instructions are sent

10. Guest checks out, cleaners arrive to clean, conduct post stay inspection, and reset the home for next guest. Cleaning and inspection tasks are auto created in Breezeway based on check out dates and assigned to my cleaners so they can see it in their Breezeway account.

I could make this simpler by removing either Hostfully or Hospitable since they offer a lot of overlap features. Otherwise this is as simple as I've been able to make it =)