Business setup for Multi-property & facility
Business setup is where the portfolio decides what “good” looks like at a building — not a restaurant open/mid/close.
What it is in property ops: Business setup is your portfolio playbook. You define common-area rounds, life-safety checks, amenity close-outs, boiler-room or roof walk items, and site-type variants (garden, high-rise, industrial, mixed-use). New buildings inherit that playbook instead of starting from a blank checklist a site tech invents on day one.
How you’d use it: Start from a property/facility industry module, keep what matches your standards, add customs for portfolio-specific items (e.g. pool chemical log, fire-extinguisher visual, vacant-unit walk). Attach assets that matter for vendor work — elevators, packs, generators — and preferred vendors so when something fails, the work order already knows who shows up. Sync the package to each property; scoped managers only see buildings they own.
What “good” looks like: A regional manager can open any site and see the same core walks with local exceptions documented — not five different Word docs in five different Google Drives.
Who benefits — and how you’d run it
For portfolio owners / ops directors
One source of truth for standards across the book. New acquisitions get a known baseline in days, not months of tribal training.
For property / facility managers
Clear duties and assets for their buildings without inventing process. They execute and escalate — they don’t rewrite the portfolio SOP every quarter.
Setup path that works
Pick property industry → tune walks & life-safety items → tag critical assets & preferred vendors → sync to sites → prove compliance on daily/periodic duties.
Ready when you are — let’s seal tonight’s shift.
More options for Multi-property & facility
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