Commitments

Portfolio defaults and per-property overrides.

Portfolio defaults
Monthly statement by the 5th
monthly
Recurrence
monthly
Task chain
  1. 1. Xero: generate
  2. 2. Ops: review
  3. 3. Email: send to owner + accountant
Owner confirms
Quarterly performance review
quarterly
Recurrence
quarterly
Task chain
  1. 1. Guesty: pull performance data
  2. 2. Saddle: draft review
  3. 3. Email: send + book review call
Owner confirms
Annual maintenance plan
annual
Recurrence
annual
Task chain
  1. 1. Breezeway: propose plan
  2. 2. Owner: approve
  3. 3. Breezeway: schedule works
Owner confirms
Pricing changes flagged 7 days ahead
Ad hoc
Recurrence
Ad hoc
Task chain
  1. 1. Guesty: detect rate change
  2. 2. Saddle: draft summary
  3. 3. Email: send heads-up
Owner confirms
Per-property overrides
PropertyContractOverrides
17 Bangalow Road, Byron Bay NSWCC-2023-0041None
6 Ocean Drive, Byron Bay NSWCC-2023-0042None
112 Hastings Street, Noosa Heads QLDCC-2024-0088None
23 Sunset Boulevard, Sunshine Beach QLDCC-2024-0089None
4 Ocean Drive, Byron Bay NSWCC-2023-0100None
55 Sunset Boulevard, Burleigh Heads NSWCC-2023-0101None
72 Hastings Street, Palm Beach NSWCC-2024-0102None
106 First Avenue, Margaret River NSWCC-2023-0103None
123 Bangalow Road, Yallingup NSWCC-2024-0104None
140 Palm Grove, Dunsborough NSWCC-2025-0105None