Tasks, the calendar, meetings and KPIs — the day’s work, tied to the properties it is about.
The task engine every other module creates into.
Filtered by team, status and where they came from, including the ones checklists and review schedules create.
Month and week, with events tied to the property or engagement they are about, and the statutory dates on it.
Notes by meeting type, tasks assigned from inside the meeting, and last meeting’s open items at the top of the next.
Targets per person or team for the week, month, quarter or year, with green from 80%, amber from 50%, red below.
What needs somebody today: overdue items, what is due soon, live engagements and the trust position.
An Owner or Admin sees the agency, a Team Lead their team, a Team Member their own work. The same numbers, filtered.
The same records, read as the day’s work.
Set targets and see live green, amber and red progress on Reports, without a spreadsheet.
Log the weekly meeting, assign its actions, and find last week’s open ones waiting at the top of this week’s.
See the inspections and renewals coming up on the calendar before they arrive.
Work from one list: what was assigned, what a checklist created, and what is overdue.
The dashboard and the reports the day’s work produces.
Read the sectionFrom people, and from the records: compliance checklists, policy review schedules and the compliance calendar all create tasks into the same list.
Targets are set per person or team for a week, month, quarter or year, and the actuals are entered against them.
It follows the access level: an Owner or Admin sees the agency, a Team Lead their team, a Team Member their own work.
Reports are on every plan. Reading them across several offices, with the board pack assembled, is the Insights add-on.
One file per property, with all four modules on it, on every plan.
