Property operating record and owner approvals
Keep owner approvals, morning exceptions, vendor holds and property onboarding in one operating record with the building, the owner and the days to a decision.
- Industry
- Real Estate and Property Services
- Team
- Operations, Client services
- Use case
- Requests and exceptions
- Tags
- Approval workflow
Template preview
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Overview
What this template supports
An operating record for residential and mixed-use property managers. It records owner approval requests with the quote, the number of bids, the approver and the days to a decision, morning exceptions by type with the person who owns them, vendor holds, and the items needed to take a new building under management. It includes a complete table view, a status board and saved views for owner approvals, the morning exception board and property onboarding, plus example records and quote documents you replace with your own.
- Morning exception board by building
- Owner approvals with bids and days to a decision
- Vendor holds kept beside the work they affect
- Property onboarding checklist
- Quote documents attached to approval requests
How to use this template
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Review the workflow
Confirm the item types, the exception types and the stages from Logged to Resolved match how your team runs the portfolio.
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Replace the sample records
Delete the example records and add your own buildings, owners, vendors and approval limits.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Property operating record and owner approvals track?
Keep owner approvals, morning exceptions, vendor holds and property onboarding in one operating record with the building, the owner and the days to a decision.
Which views are included?
An All records table, a Workflow Kanban board grouped by status and 3 saved views: Owner approvals; Morning exception board; Property onboarding.
Which statuses does a record move through?
Logged, Assigned, Waiting for owner, Waiting for bid, Blocked, Approved, Declined and Resolved. Terminal states stay at the end of the board.
Which document templates embed this database?
Owner approval request (DC98, view: Owner approvals), Morning exception board briefing (DC99, view: Morning exception board) and New property onboarding checklist (DD02, view: Property onboarding). Each page embeds one saved view and cites its records.
How many records does it start with?
40 example records in the Operating record table, spread across the saved views. Replace them with your own records before you share any view.
Who can open the database?
People you invite to the workspace, with the view and edit rights you give them. There is no public database link; the gallery shows screenshots of the table and the Kanban board.