Task Board
Tasks on a timeline. Colour = priority (Urgent / ASAP / Normal). Timed tasks sit in their slot; due-date-only tasks show as all-day pills. Filter by assignee, category, or property.
A live read on the operation, built entirely from task data — no external connections needed. Five reports: completion rate, days-to-complete, overdue & late, hours & cost summary, and the approval queue.
One number, one inbox. Your agent is the first line of defense — it answers what it can, drafts the rest for a human, triages what's urgent, and only calls you for the real emergencies. WhatsApp and email in the same thread list.
Your Property database, migrated from Notion — the hub every task, agent answer, and report reads from. ~65 fields per property; access details stay masked to anyone without permission.
| Property | Code | Type | Beds/Bath | Cleaning Fee | Cleaner Vendor Price | Cleaner Door Code | Owner |
|---|---|---|---|---|---|---|---|
| Lakeside Retreat | RUI-04 | STR | 3 / 2 | $150 | $95 | •••• 2 | M. Garcia |
| Cove View | GAL-11 | STR | 2 / 2 | $135 | $85 | •••• 7 | S. Bower |
| Elk Run | RUI-02 | STR | 4 / 3 | $180 | $135 | •••• 9 | D. Meyer |
| Dolce House | WAC-02 | STR | 3 / 2 | $140 | $100 | •••• 1 | SANDRA B. |
| Morgan's Point | TMP-05 | LTR | 3 / 2 | — | — | n/a | J. Hall |
Owner Relations and your vendor/contractor bench — both internal-only in Phase 1 (no owner-facing login). Vendors can get a scoped, task-only view of just their jobs.
| Owner | Properties | Agreement | Status |
|---|---|---|---|
| S. Bower | 1 | on file | Active |
| D. Meyer | 3 | on file | Active |
| J. Hall | 2 | W-9 missing | Active |
| Vendor | Service | Area |
|---|---|---|
| Genesis Cleaning | Carpet Cleaning | Waco |
| Chase's Handyman | Handyman | Temple/Belton |
| Ruidoso Pool Co. | Pool Service | Ruidoso |
| Galveston HVAC | HVAC | Galveston |
Two things Kyal's v3 lists that don't exist in Notion as databases — they're loose pages today. We build them fresh in Phase 1. NEW BUILD
| Service | Standard charge |
|---|---|
| Carpet cleaning | $120 |
| Odor treatment | $95 |
| General repair (hr) | $65 |
| Pest control visit | $140 |
| Person | Role | Rate |
|---|---|---|
| Rache | Operations | n/a |
| Fel | Operations | n/a |
| Jeff | Field · Maint. | $?? /hr |
| Genesis Cleaning | Vendor | $/clean |
Who sees what. Locked down before the build, because it shapes the database. Use the Kyal / Ops / Field switch up top to preview each person's app.
| Role | Who | Can do | Main device |
|---|---|---|---|
| Owner / Admin | Kyal | Everything — approvals, KPIs, full ops view, settings | Desktop + mobile (approvals, alerts, inbox, calendar) |
| Operations | Rache, Fel | Tasks, the agent, their assignments — no approvals/billing | Desktop |
| Field · Maintenance | Jeff | His tasks + work orders + time; limited view | Phone |
| Vendor scoped | Cleaners, contractors | Only their assigned tasks — no payroll | Phone |
| Field · Cleaners Phase 2 | Cleaning staff as app users | Task view + hour tracking | Phone |