Skip to main content

What is the Operations Portal and how do I navigate it?

The Operations Portal is Besty AI's task and property management hub, directly integrated with your guest communications and AI automation.

Written by Sam Dundas

What is the Operations Portal and how do I navigate it?

The Operations Portal is Besty AI's task and property management hub. It is directly integrated with your guest communications and AI automation. You access it by clicking Operations in the left sidebar.

Inside the Operations section, a row of tabs runs across the top. Here is what each one does.

All Tasks

This is your primary dashboard and main hub. It shows all tasks across your portfolio, including:

  • Summary circles at the top showing counts for Total tasks, Cleaning, Inspection, Maintenance, and Guest Services.

  • A filterable task list below, with columns for Task, Listing, Department, Status, Assigned To, Due Date, Priority, Owner, and Created Date.

  • Filters for Status, Created Date range, Department, Priority, Assignment, Created By, Completed By, Listing, Listing Set, Owner, and Task Tags.

  • An Export button and a + Add Task button in the top right.

Each task includes a description, photo/video attachments, department, priority, due date and time, link to a property, link to a reservation, estimated duration, and a checklist of requirements (e.g., "clean the patio," "don't forget the welcome basket").

My Tasks

A personal view filtered to show only tasks assigned to the logged-in user. Staff members see a simplified view of "what's today, tomorrow, this week." When they click a task, they see the property info, notes, attachments, description, status, and assignment. This is the view cleaners and maintenance staff interact with daily — including on the mobile app.

Listings

This shows all your properties. The Listings view also lets you see other guests checking in or out on any given day for a property. Clicking into a listing opens its detail page — see the article "What information is on a listing's detail page?" for a full breakdown.

User Schedule

A calendar view organized by staff member, with Day and Week views. Each person's assigned tasks appear as color-coded blocks. You can drag and drop tasks between staff members directly on this view to reassign them. As you drag, the system updates each user's workload in real time — if you assign someone too much based on estimated task durations, it flags the conflict. This is useful for managers checking and adjusting daily schedules for cleaners and maintenance staff.

Listing Schedule

The same calendar concept as User Schedule, but flipped so that rows are properties instead of people. It shows what tasks are scheduled at each property for the week, with guest check-in and check-out windows highlighted as green/teal banners so you can see cleaning and maintenance tasks in context.

Availability

Set each team member's working days and any individual day overrides. This feeds directly into the User Schedule, which shows each user's availability alongside their assigned tasks so you never schedule someone on a day they're off.

Reports / Exports

Export task data as CSV for reporting on task completion, team performance, and more.

Payments

An admin-only view showing all payout records across the team. Managers and owners use this to track what's been paid.

My Payments

A staff-facing view where individual team members can see their own payment history and pending payouts from completed tasks. This ties into the Line Items feature in templates.

Inventory

Track your supply inventory directly on the platform. Upload items, set stock levels, and when a task template pulls from inventory, it automatically deducts quantities as supplies are used. Optional — if your team doesn't manage supplies formally, you don't need to use it.

Task Templates

Your reusable checklists. Templates are compatible with Breezeway — Besty can import your existing templates and automations from Breezeway so you don't have to start from scratch. See the article "How do Task Templates work?" for details.

Task Automations

Rules that automatically generate tasks based on triggers like check-in, check-out, or a recurring schedule. For example: two hours after checkout, automatically create a cleaning task using a specific template — but only for owner stays. See the article "How do Task Automations work?" for details.

Did this answer your question?