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The Ultimate Guide to Workflow Software Integration in Property Management

property-management

There is a need for digital transformation in property management

There is no easy way to summarize the role of a property manager in a way that really captures the wide range of responsibilities they have.

In essence, it’s all about communication. Interactions with property owners, tenants, and employees all need to be coordinated with efficiency and professionalism in order to keep all parties satisfied, establish a loyal customer base and enable future growth in a tough market.

Basically, managing properties isn’t just about real estate — it’s just as much about relationships.

You have to track conversations and deal statuses across multiple landlords, tenants, and applicants in addition to managing the properties themselves. It’s high-touch, high-urgency, and high-stress work.

“Communication can easily become chaos if not handled correctly. Between phone calls, text messages, emails, and walk-in traffic, it can be hard to keep tenants, owners, and staff on the same page. Documentation is very important to avoid miscommunication.” Nick D’Agnillo, CEO & Founder of Nexus Property Management

The extent of human interaction that is integral to property management creates a large margin for human error. Poor lead management, documentation of calls/emails, inspection coordination, tenant screening, and maintenance work orders are just a few examples of tasks/processes that are difficult to execute consistently without the assistance of workflow software running in the background.

As a result, property management firms are beginning to place a greater focus on improving business efficiency by formally documenting their processes and integrating workflow software, because it enables them to deliver their clients a superior service, while also providing employees with the tools they need to perform at their best.

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20 Free SOP Templates to Make Recording Processes Quick and Painless

Every SOP Template You'll Ever Need headerWriting standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

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5 AppFolio Checklists for Core Property Management Workflows

Firstly, I should clarify that these are not checklists created by Appfolio, as the title may suggest. They are, rather, checklists created by the team here at Process Street (with some help from customers) that are designed to be used by property management firms who use Appfolio.

Appfolio is one of the most popular property management software tools currently on offer, enabling more efficient management of all kinds of properties including apartments, residences, and commercial real estate.

It is an all-in-one solution that includes features such as online owner and renter portals, online applications and leases, online payments, built-in screening, maintenance requests, mobile inspections, bulk text messaging, accounting, reporting, and a mobile app.

The software’s rich feature set, intuitive UI, and automation capabilities have received excellent feedback from its users, making it a popular choice amongst property management firms of all sizes, particularly those that are growing at a fast rate and are looking for a tool that will enable them to scale while minimizing growing pains.

To help you get the most out of Process Street while using Appfolio to manage your property management workflows, we’ve created a set of 5 templates to bring the two applications closer together.

We chose to create the following checklists because they are core workflows in the field of property management, and are common uses cases amongst a number of our customers that use Appfolio on a daily basis.

If you want to dive in and go straight to the checklists, there are quick links right below. Otherwise, scroll down for a brief intro to each one.

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What is Form Automation Software? How to Pick the Best Form Software

form automation software

I have a riddle for you:

What has four sides, often goes missing, comes from trees, and can be expensive to reproduce?

I’ll give you a hint.

It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone.

Need another?

Around 7.5% of them will be lost or misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

Did you get it yet?

Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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What is Digital Process Automation? The Essential BPM Evolution

digital process automation
Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team.

It’s all about getting rid of the work you shouldn’t have to do.

Specifically, it’s about automating those tasks in order to improve your customers’ experience and the information available to your customer-facing employees.

If someone doesn’t know how to respond to a question, request, or problem, chances are that whatever they need to know should have been automatically conveyed to them before the fact.

Better yet, if you have any prior experience with business process management or even business process automation (which is something different) then you’ll have no trouble implementing a digital process automation system.

So join me to learn what digital process automation is, how to apply it, and to see a list of useful tools you can use right now to start off your efforts.

Let’s get started.

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What is FMEA? A Practical Guide to Failure Analysis (Free Checklist)

fmea failure mode and effects analysis british airways catastropheBritish Airways chief executive described the incident as “catastrophic” as 800 flights were canceled and 75,000 travelers were affected.

Flight compensation website flightright.com estimated that British Airways would have to pay around €61m to passengers for refunds alone under EU legislation. Add to this the cost of reimbursing angry passengers for unexpected hotel stays and other inconveniences, and the total financial damage to British Airways has been estimated at £100m.

Why? Someone turned their data center off and on again.

The entire airline was down for almost 2 days. This wasn’t a natural disaster, it was a process failure.

In this article, we’ll explore how to spot process failures before they occur using a system called Failure Mode and Effects Analysis (FMEA). We’ll assess an overview and then delve in deeper to ground our understanding and include a premade Process Street FMEA template to help you run your own assessments in future.

In this article we’ll cover:

  • Your free FMEA: Failure Modes and Effects Analysis template
  • FMEA? What is Failure Mode and Effects Analysis?
  • When do we use FMEA?
  • Conducting and documenting Failure Mode and Effect Analysis: A user’s guide
  • What happened to British Airways?
  • How can FMEA help us prevent this happening again?

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DIY Websites: Everything You Need to Know to Build Your Own Website Today

diy websitesWritten by Andy Barnes, MotoCMS marketing manager. He is a professional content creator and an enthusiastic marketer reporting on tech news and all aspects of the web design industry. Anyone looking for more inspirational posts, tips, and advice or simply the latest industry news, email him at [email protected]

Are you dreaming of creating a powerful website by yourself? The right choice of DIY website builder can make your dream come true without much effort.

No one will deny that online presence is vital for any business nowadays. Whether you produce goods or provide services, it’s almost impossible to be on top without a highly-functional website.

However, is it possible to create one if you are not a pro in web design? Can you succeed without knowing a line of code?

Don’t worry.

It’s not a problem anymore with modern website builders. Zero need to code required.

In this Process Street article, we’ll focus on the DIY website builders you can use to create a competitive website in 2019.

We’ll look at:

  • What a DIY website builder is
  • What your options are
  • How to know whether you need one
  • What key features you’ll need to make sure your DIY website is done well.

Go from website templates to website revenue!

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What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018)

ISO self-audit

Before we dive into the world of ISO audits, if you’re savvy on ISO audits and are just here for a complete, actionable, and totally free ISO 9004:2018 self-audit checklist, you can grab that here:

Otherwise, read on.

What is an ISO audit?

An audit in the context of ISO standards is the process of making sure a certain business system or feature, whether a process itself, a quality management or business process management system, or a product, is compliant to certain requirements.

The requirements by which the compliance of an organization are assessed could be defined by certain ISO family standards, or they could reflect the need to analyze certain performance indicators or business needs.

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Improve Organization with 5S: The Theory Behind Marie Kondo

5sMarie Kondo has been a bit of a Netflix phenomenon.

For those not familiar, she ventures into untidy cluttered homes and encourages people to get rid of the things they don’t need.

It’s a pretty simple base concept, in all honesty.

But the show has caught on thanks to a cutesy approach of seeing deeper meaning behind the art of decluttering.

Does this bring me joy?

… is the question Kondo forces her subjects to ask.

Sparking joy is a central theme of the Kondo approach, and this cleverly takes the workplace concept of 5s and resituates it within the home.

In this Process Street article, we’ll explore:

  • What is 5S?
  • What can we learn from Marie Kondo’s interpretation of 5S?
  • How does 5S fit into other workplace concepts?
  • How can you implement 5S into your business?

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How Alarca Realty Replaced Spreadsheets with Process Street to Streamline Property Management

alarca-realty-case-study

Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.

We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.

The Alarca Story

Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.

Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.

alarca-property-management

For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.

As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.

Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.

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