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10 May 2022 | 4 replies
@Caleb Reits, I hear you loud and clear..I'm a systems and process guy so I like building a workflow before I ever start pulling the trigger.
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29 November 2022 | 26 replies
I come from a project management & process improvement background (Lean Six Sigma Master Blackbelt, PMP, Stanford Certified Project Manager) and have applied the lessons I've learned implementing SmartSheet solutions in a fortune 100 company to my own real estate investments and have found it very helpful.Example SmartSheet Capabilities:- Dashboards with charts and reports- Workflow notifications and approvals- Formulas- PDF automation- Gantt chartsUse Case Examples:Deliveries - Given that I'm not physically present to receive deliveries I need to ensure a smooth handoff to the individual receiving the delivery, ensuring the furniture/appliance/amenity/etc. is in good condition, and staging it.
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13 September 2022 | 41 replies
Its 2022, we've all seen carrot automated workflows.
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19 December 2022 | 6 replies
Tried Stessa and don't really feel it's granular enough for how I like to do my bookkeeping.Can anyone share their process/workflow?
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14 July 2019 | 14 replies
Storing message templates, etc.Drive - Keeping Records, Property Information, Insurance Certificates, Advertising Photos, etc.Keep - Long term to-do list for property maintenance, repairs, and one-time tasks.Zapier ($20/month) - Automation/Workflow product.
10 October 2016 | 23 replies
I want a near-automated work flow from acquiring tenant, signing leases, ongoing maintenance, cleanup, etc so that i can own as many properties as humanly possible without hiring on managers and the like.
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24 August 2014 | 12 replies
Heh, even my software has to do with building - I design software for inspectional departments to track their workflow...
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9 March 2015 | 7 replies
You can set up workflow and everything else where the gear icon is.
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25 January 2018 | 9 replies
All these systems are useless unless you build a workflow that you understand and that fits into your business model.
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6 April 2015 | 12 replies
What softwares do investors use for administrative tasks or other algorithms used to help your work flow?