Client story
"You guys are making it too easy."
A family-run owner-operator that renovates and manages its own residential buildings, with an office team, a maintenance crew and AppFolio. They had grown faster than their processes.
The challenge
The team had grown faster than its processes. Training happened on the job, a lot of the work lived in people's heads, and work orders and follow-ups slipped through the cracks.
What we did
- Sat down with each person about their role, and walked the buildings.
- Wrote the SOPs with the team, and put them where people and AI can find them.
- A daily work order report from AppFolio: new, urgent, unassigned, and assigned but untouched.
- A renewals tracker, worked through with the leasing team.
- Past-due rent reminders by type. A person sends them.
- Set the team up on Claude and trained them to use it.
What they said
"I've never had resources like this before. I was impressed."
Property manager, first week
"This is like a cheat code."
Property manager, seeing a recorded unit walkthrough turn into work orders
The result
We found and fixed ~$45,000 in ledger errors with the help of AI. Within 1 month, the average work order went from 12 days to 7.9 days.
We restructured the team. We got more efficient at collecting rent and staying on top of it. The team has a better understanding of their jobs, and the right tools to be more efficient.