If you manage rentals, the work that keeps you up at night lives in your head: who is moving in this week, which unit has an open maintenance call, who is late on rent. This Property Manager SOP turns all of it into checklists anyone in your office can run. Move-ins, repair tickets, and rent follow-ups each have a clear path, so the business keeps running even when you're out showing a unit. Build it in Taskade Genesis and tailor it to your portfolio.
What's Included
- Move-in and move-out checklists: Every step from lease signing to key handoff is laid out, so nothing gets skipped between tenants.
- Maintenance tracker: Repair tickets flow from request to vendor to resolved, with each one connected to its unit and tenant.
- Connected projects backbone: Properties link to tenants, leases, and maintenance, so the whole portfolio is one tidy picture.
- AI Agent: Ask "who owes me rent this month?" or "what maintenance calls are still open?" and get the answer from your live records.
- Automation: When rent is overdue, a follow-up reminder goes out on its own — no chasing required.
How To Use
- Clone this template into your workspace.
- Add your units and connect each tenant and lease using connected projects.
- Set up your custom AI agent so anyone in the office can ask about rent and open repairs.
- Add a rent-reminder trigger so overdue follow-ups send themselves.
- Step away from the desk knowing the office can run every task without you.
See more ready-to-run setups in the Community Gallery or start fresh with Taskade Genesis.