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DoLessWork · Sample book · Property managers
Cedar Lane Property Management
A two-person firm managing 46 doors, two weeks after setup. Your own workspace looks like this once your enquiries are pointed at it and your standing rules are written.
Overview
you find out how the month went from your gut and your bank balance.
every module reports time saved and results in one place, live.
Hours saved
31.2
Est. value (at $50/hr)
$1,560
Leads captured
14
Lead conversion
29%
Lead Capture & Nurture
leads sit across a contact form, a personal inbox, and voicemail, and the vague ones never get a reply.
every lead is captured, AI-scored, and answered; the uncertain ones go to your Partner, not the void.
| Name | Message | Score | AI summary | Status | Handled by |
|---|---|---|---|---|---|
| Victor H. victorh@gmail.com | Own an 8-unit building across town, current manager keeps missing owner statements. What would switching look like? | 90 | High intent: multi-unit owner actively switching managers. | contacted | AI |
| Lena M. lena.m@outlook.com | Inherited my mother’s duplex, never been a landlord. Do you handle everything? | 84 | Full-service management fit, first-time owner: high close probability. | closed | AI |
| Sam K. samk@yahoo.com | what do you charge | 44 | Fee question with no property details: needs a qualifying conversation. | contacted | Ramon V. |
| Aisha B. aisha.b@gmail.com | Might rent out my condo next spring when we relocate. | 52 | Real but distant timeline: nurture until spring. | new | Ramon V. |
Your human Partner
hiring help means weeks of job posts, interviews, and hoping.
describe the role, see a ranked shortlist, accept with one click, and hybrid AI routing is on from minute one.
EA to two US founders simultaneously; owns tenant follow-up and owner updates end to end.
- Covers 4/4 required skills
- Strong English (5/5)
- Property-operations experience
- Available 40 hrs/week
Voice AI Receptionist
after-hours calls hit voicemail, and half of voicemail never calls back.
calls are answered, summarised into the same queue, and handed to a human when it matters.
| When | Caller | Summary | Outcome | Handled by |
|---|---|---|---|---|
| Yesterday, 7:22 AM | +1 (415) 555-0142 | Unit 4B: no hot water. Maintenance visit booked for today 1:00 PM. | Booked ✓ | AI |
| Yesterday, 11:48 PM | +1 (628) 555-0176 | Laundry-room flooding at Cedar Lane: emergency, human dispatched immediately. | Escalated → VA | Ramon V. |
| Tuesday, 5:15 PM | +1 (510) 555-0129 | Prospective tenant asked about the 2BR listing: showing booked Saturday. | Booked ✓ | AI |
Appointments booked by phone
| When | Customer | Phone | Reason |
|---|---|---|---|
| Today, 1:00 PM | Unit 4B (M. Torres) | +1 (415) 555-0142 | No hot water: maintenance visit |
| Saturday, 11:00 AM | Jess Nakamura | +1 (510) 555-0129 | 2BR showing, Cedar Lane #7 |
Order Processing
orders arrive by email and sticky note; the unusual ones slip through.
routine orders process themselves; bulk and judgment calls are flagged straight to your Partner.
| Customer | Items | Notes | Status | Handled by |
|---|---|---|---|---|
| Cedar Lane building ops@cedarlane.example | 24× Furnace filter 16x25 | ⚑ Bulk quantity (24 units): confirm stock and shipping before processing quarterly swap | processing | Ramon V. |
| Unit 12 ops@cedarlane.example | 1× Dishwasher (mid-range) | replacement approved by owner | fulfilled | AI |
| Unit 3 ops@cedarlane.example | 2× Deadbolt set | tenant turnover | new | AI |
Inventory Autopilot
you notice you're out of something when the job (or the order) needs it.
fulfilled orders decrement stock automatically and restock triggers fire before you run dry.
| SKU | Item | Stock | Restock at |
|---|---|---|---|
FILT-1625 | Furnace filter 16x25 | 5Low: reorder 24 | 8 |
SD-BATT | Smoke detector 9V battery | 31 | 12 |
LOCK-KW1 | Deadbolt set (KW1) | 9 | 4 |
Marketing ROI
you can't tell which effort actually pays.
hours saved and outcomes attributed per module, computed from the audit trail, not typed in.
Lead funnel
Billing & Docs
invoices live in another tool, and chasing late payers is a guilt-powered manual chore.
create, print, and track invoices here. Overdue ones flag themselves for chasing.
| Number | Customer | Total | Due | Status |
|---|---|---|---|---|
INV-0011 | R. Whitfield (owner, 12 doors) | $1,140.00 | Jul 8 | paid |
INV-0012 | H. Osei (owner, 6 doors) | $570.00 | Jul 12Overdue: chase payment | sent |
Compliance
if a client or regulator asks what happened, you reconstruct it from memory.
every AI and human action is logged with its time saved, exportable in one click.
| When | Action | Hours saved |
|---|---|---|
| Yesterday, 11:49 PM | Call handled | 0.25 |
| Yesterday, 11:50 PM | Lead assigned to VA | 0.10 |
| Yesterday, 7:23 AM | Appointment booked | 0.15 |
| Tuesday, 3:40 PM | Restock trigger fired | 0.10 |
| Tuesday, 10:05 AM | Invoice created | 0.20 |
This is the empty dashboard's final form.
Your workspace starts blank. Then your contact form, phone number, and order flow fill it exactly like this. Setup takes minutes. The first month is $100 while we build your standing rules with you, then $299/month, and you can cancel any time.
Send us your last three enquiries →Questions first, or just not ready yet?
Tell us about your business. We'll reply with the first three things we'd automate for you. No account needed.