PORTFOLIO INTELLIGENCE

Run the whole portfolio from one screen.

The admin surface is a live command center: what is urgent right now, who is working, what is at risk, and what your clients are about to ask you.

THE MORNING BRIEF WRITES ITSELF

Ready to read, not waiting to be built.

The Chief of Staff Brief assembles from the previous day's real records: what completed, what slipped, what is due, and where the exposure sits: priority queues, admin items, and the live operations feed on one screen. The brief and the underlying records are the same data; nothing on it is a retyped summary.

COS BRIEF · THU JUL 24 GENERATED 6:00 AM
DONE 62 of 67 service items completed yesterday. All proof filed.
SLIPPED Roof-drain check at 12 W 18th missed its window. Rescheduled to today, 9:00 AM.
DUE ECB hearing for 131 Perry in 6 days. Cure task is on Edwin's route Thursday.
REPORT Weekly client report for J&M Realty is drafted and waiting on your review.
Every line links to the record it came from.
The Reassign Tasks screen: every task with its current owner, one tap to hand it to someone else
PROPOSED ASSIGNMENT · WHY EDWIN
Radiator valve leak · Unit 4C · 135-139 W 17th St
SKILL
41
AVAILABILITY
25
PROXIMITY
16
LOAD
9
SCORE 91 · AUTO-ROUTED Plumbing · on shift · 2 blocks away Override in one tap
DISPATCH THAT SHOWS ITS WORK

You see why a worker was picked, and override in one tap.

Every proposed assignment is scored against the roster on skill, availability, proximity, and load, and the ranking is stored with the work order. Disagree with it? The Reassign list shows every task and its current owner, and handing one to someone else is a single tap. Intake arrives from client and vendor email, text, Rent Manager, and direct entry, and each item keeps its lineage back to the original request.

LIVE TEAM STATUS

Coverage questions get answered on the screen where you fix them.

The real-time operations feed tracks team status, tasks left, and urgent exceptions, with a worker carousel showing who is on shift and where. The roster filters to On shift, Scheduled, or All, with Message, Timesheet, Assign, and Nudge on each worker.

Team status with this morning's crews: who is out, at which buildings, with how many tasks
A client report excerpt: the daily service ledger generated from the same tagged records
CLIENT-READY REPORTING

The report is a readable layer on the record, not a writing exercise.

Weekly client reports and the daily ops brief generate from the same tagged photos, service dates, and completed routines shown in the app, and an admin reviews everything before it reaches a client. Generation is separate from delivery, so you stay in control of what goes out.

See your portfolio as one live record.

Request a demo