PM Modules - Team & Task Management

11 Articles

PM Modules - Invite and manage team members

✨ Feature exclusive to the Ultimate Plan! When running a property management company, you usually need to work with many different people from different parties, and communication between your team...

PM Modules - Understand how jobs/tasks can be created

There are several different ways of how jobs/tasks can be created in PM Modules. The way you create a task depends mainly on the type of task. In the following article, we will give you a quick ove...

PM Modules - Define a task template

✨ Feature exclusive to the Ultimate Plan! Jobs for your team members can either be created manually, or you can set up scheduled jobs that are created automatically for each booking. To create sche...

PM Modules - Create scheduled tasks

✨ Feature exclusive to the Ultimate Plan! Scheduled Jobs create jobs according to your bookings and their settings. Those jobs will always be related to bookings. This means that whenever a booking...

PM Modules - Create recurring tasks

Recurring tasks create jobs that recur on a time basis (such as daily, weekly, or monthly). These tasks are independent of a reservation, and can be assigned to a rental or not. ✨ Feature exclusive...

PM Modules - Create a job manually

✨ Feature exclusive to the Ultimate Plan! You can either create scheduled jobs that are linked to your bookings and get created automatically with each new booking, or you can create jobs manually....

PM Modules - View and edit a job/task

✨ Feature exclusive to the Ultimate Plan! In your daily operational work as a Rental Manager, you need to make sure that all jobs get assigned. Once you have created your task templates and set up ...

PM Modules - Complete your tasks/jobs

✨ Feature exclusive to the Ultimate Plan! No matter if you are a check-in agent, part of the cleaning staff, or a rental manager, anybody in the PM Modules can have assigned tasks. To complete a jo...

PM Modules - Handle job inspections

✨ Feature exclusive to the Ultimate Plan! If a job needs to be inspected, it will automatically appear in the Inspection view in your Tasks section once the job has been marked as completed by the ...

PM Modules - Re-invite a team member

✨ Feature exclusive to the Ultimate Plan! If you want to invite a user to your team who previously already had an account that had been deleted, or you have sent an invitation to a team member but ...

PM Modules - Set up Slack notifications

✨ Feature exclusive to the Ultimate Plan! If you want to receive your push notifications about alerts etc. in a Slack channel, you can simply connect your Slack channel to the Lodgify PM Modules. 💡...