I am the founder/broker of a small service business - striving to provide the best residential property management in my market. I have a small staff and we all wear a lot of hats and sometimes help out with each other's duties when needed.
We use checklists to keep track of necessary tasks related to things like brining on new accounts, putting a lease together on a property and moving the tenant in, performing a move-out inspection, preparing a property to be put back on the market, etc.
I really like using the ipad when in the field doing some of these tasks and I want to have the ability to monitor where things are at with various checklists in process.
We use Dropbox to share files amongst the team. Ideally I would like to set up a dashboard that tracks our most critical open or pending processes (moving a tenant out and turning the property, for instance) together with perhaps easy to follow online checklists for these processes I can review at anytime to see where we are at with our work as a team.
Does anyone have any experience or ideas about sharing multiple onilne checklists wihthin a team to manage work flow? Or any ideas on another way to approach this? I was thinking about creating fillable pdf forms then finding an app on the ipad that will allow me to check boxes from my ipad when I complete things. Would need staff to be able to access same checklists and check boxes from their desktop computer. Also would be great if something could let me know which checklists are not completed and who is checking boxes and when...
I appreciate your thoughts!!