Operations is the workspace for managing day-to-day field work, inspections, team availability, and inventory across your properties. It brings operational planning and execution into one place so your team can see what needs to happen, who is assigned, where supplies are stored, and what needs attention next.
Use Operations to:
Plan and schedule work across properties
Track tasks and recurring operational work
Standardize work with checklists
Review inspections and follow-up items
Manage inventory, stock movement, and storage locations
Coordinate team schedules and availability
What’s Included in Operations
Dashboard
The Operations Dashboard is your high-level view of what needs attention. It surfaces key metrics across operational work and inventory so you can spot issues quickly and move into the right area.
Use the dashboard to:
Review operational workload at a glance
Spot low stock or inventory issues
Jump into the areas that need action
Tasks
Tasks is where you create, assign, and manage operational work. Depending on your account setup, your team may see Tasks or a legacy Work Orders flow, but the purpose is the same: track work that needs to be completed at a property.
Use Tasks to:
Create one-time operational tasks
Assign managers and assignees
Add priorities, categories, tags, and attachments
Attach checklists to guide completion
Set up recurring tasks for repeat work
Tasks are best for:
Cleanings
Maintenance follow-up
Inspections
General operational work
Task Calendar
Task Calendar gives you a property-by-property schedule view of work across time. It combines scheduled tasks with reservation activity so your team can plan work around arrivals, departures, and owner stays.
Use Task Calendar to:
See work across properties by day
Create tasks directly from the calendar
Reschedule tasks with drag and drop
Filter by property, type, and priority
Review work visually instead of in list form
Task Calendar is best when dispatching work, balancing workload, or adjusting schedules quickly.
Checklists
Checklists help standardize how work gets done. You can create reusable checklist templates and attach them to tasks so your team follows the same process each time.
Use Checklists to:
Build repeatable cleaning, inspection, or maintenance workflows
Require notes or photos where needed
Reuse the same standards across many tasks
Clone and adapt existing templates
Work Schedules
Work Schedules help define when team members are expected to work. This supports better assignment planning and helps operations managers understand when staff should be available.
Use Work Schedules to:
Set or review scheduled working times
Support team planning and staffing decisions
Improve assignment accuracy
Availability Calendar
Availability Calendar gives you a view of when team members are available to take on work. This helps when assigning or rescheduling operational tasks.
Use Availability Calendar to:
Review team availability
Avoid assigning work to unavailable staff
Coordinate schedules across the team
Inventory
Inventory helps you manage supplies, stock levels, and storage across your organization. This is the right place to track what you have, where it is stored, what is running low, and how inventory is moving between locations.
Inventory includes:
Overview: See total inventory items, inventory value, low stock items, lost items, damaged items, and transfer activity
Stock: Review current quantities and inventory value
Movements: Track stock transfers and adjustments
Items: Manage your inventory catalog
Locations: Manage the places where inventory is stored
Value Report
Loss Report
Low Stock Report
Use Inventory when you need to:
Replenish supplies
Track shrinkage or damage
Monitor stock across multiple locations
Understand the financial value of your inventory
Inspection Board
Inspection Board gives your team a planning view for inspections tied to booking activity. It helps teams review inspections by day or week and focus on the reservations or properties that need attention.
Use Inspection Board to:
Review inspections in a daily or weekly view
Filter by inspection status
Filter by tags
Focus on guest bookings only when needed
How the Operations Areas Work Together
A common workflow looks like this:
Review the Dashboard for anything urgent.
Use Task Calendar or Tasks to plan and assign operational work.
Attach Checklists to standardize completion.
Use Inspection Board to monitor inspection activity and follow-up.
Check Inventory to make sure supplies are available and stocked where they are needed.
Use Work Schedules and Availability Calendar to assign work to the right people at the right time.
Where to Start
If you’re new to Operations, start here:
Open Dashboard to get a high-level view.
Go to Tasks to create and assign work.
Use Task Calendar to plan work across properties.
Set up Checklists for repeatable processes.
Review Inventory so your team has the supplies they need.