Property operations

Operations Hub

Department workspaces for properties, projects, purchasing, and financial oversight.

Field reporting

Report a Need

Tell us what the property needs.

Choose one item per row. Each item will be submitted and tracked as its own request.

Use URGENT only when the property needs immediate attention.

Operations dashboard

What needs attention right now.

Production board

Requests automatically move between stage sections as work progresses.

Showing outstanding needs in all outstanding stages for all properties.

Order history

Completed and declined supply requests, kept separate from active production and financial calculations.

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Receive inventory

Select a defined item; its category fills automatically.

Add item names in Master Records.
Enter case cost and margin to calculate pricing.

One photo or PDF, up to 20 MB. Stored privately. You can receive without it, but QuickBooks export will remain unavailable.

Receiving history

Receipt details and weighted average cost

Repeated receipts add to the existing on-hand quantity. Different landed costs are combined using weighted average cost.

Select an item to see its current inventory.

Inventory levels

Current quantities and pricing snapshot.

Inventory activity

Confirmed picks and adjustments. Entries cannot be edited.

Invoices

Review delivered items, then finalize and export.

Only items marked Dropped off can be invoiced. Finalizing freezes the invoice and marks those deliveries as invoiced.

Financials

Purchasing and billed-sales performance from saved activity.

Purchase reporting period

Controls the Cost of goods purchased figure.

Draft invoices are excluded. Sales, COGS, and profit are counted when an invoice is finalized or exported.

Non-stock dashboard

Purchases and property deliveries that need attention.

Production board

Move each request from needed to packed to dropped off. Packing does not affect stock counts.

Shared property directory

Non-stock purchasing uses the same property records maintained in Master Records.

Receive non-stock purchase

Record each purchase separately. No on-hand inventory count is created.

Item names and categories are managed in Master Records.
Enter case cost and margin to calculate pricing.

Receiving notes

Each intake remains separate, with the newest first.

Invoices

Review delivered items, then finalize and export.

Only items marked Dropped off can be invoiced.

Financials

Non-stock purchasing, billed sales, COGS, and profit.

Sales, COGS, and profit are counted after an invoice is finalized.
Department workspace

Property Onboarding

A structured 16-step process from signed hosting agreement through listing activation.

Active onboarding properties

Open a property to update each step.

Select an active property to open its onboarding steps.

Onboarding archive

Completed records are locked and their reports remain available.

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Design & Installation dashboard

Leads, active projects, deadlines, and financial activity.

Upcoming milestones

Open project tasks due next.

Design projects

Manage pre-onboarding projects and redesigns for existing properties.

Tasks & milestones

Assignments, due dates, and completion across active projects.

Project invoices

Create customer-facing invoices for completed design and installation projects.

Create multiple deposits, progress invoices, change orders, and final invoices. Every invoice remains attached to its project financial ledger.

Design & Installation financials

Project and department-level costs, revenue, margin, and profit.

Project financial breakdown

Budget, paid costs, customer value, margin, and profit.

HomeCare dashboard

Maintenance activity that needs attention.

Maintenance needs

Track billable owner work and company-covered operational maintenance.

Shared property directory

HomeCare uses the same property and Guesty records maintained in Master Records.

Maintenance invoices

Create customer-facing invoices for completed billable work.

Only completed, billable maintenance needs that have not already been invoiced are available.

Maintenance history

Completed and closed maintenance records. Financials remain unchanged.

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HomeCare financials

Review maintenance performance by property or across the company.

Property financial breakdown

Paid costs, billed revenue, profit, and company-covered expense.

Guest experience

Reviews

Live, read-only guest review reporting from Guesty.

Recent guest reviews

Newest Guesty updates appear first.

0 reviews
Open Reviews to load recent reviews.
Property averagesAverage ratings calculated from stored Guesty reviews.
Open Reviews to load property averages.
Company oversight

Central Financials

Consolidated performance across departments, properties, projects, and reporting periods.

Financial position and operating indicators

Current snapshots and amounts not yet reflected as finalized revenue.

Revenue means finalized or exported invoices—not collected cash. Draft invoices and unbilled project value are shown separately. Tax calculations remain excluded.

Department performance

Revenue, direct costs, operating expenses, and profit by department.

Property profitability

Financial results by property and department.

Consolidated ledger

Sortable source activity behind the reports.

QuickBooks receiving expenses

B&B Hosting receiving expenses only. Owner invoices continue through Guesty.

QuickBooks sandbox status has not been loaded.

Sandbox connection & accounts

Connect staging and choose the accounts used for receiving purchases.

Receiving queue

Validate first. Posting stays sandbox-only and amount-capped during testing.

Open this tab to load receiving records.
Company-wide data

Master Records

The authoritative property information shared across every department.

Data protection

Database snapshot

Download a read-only JSON snapshot of the records currently loaded from Supabase. Restores are handled through the database recovery process, never through browser storage.

Guesty connection

Review Guesty properties

Sync listings into a private review queue. Nothing becomes an Operations Hub property until you confirm it.

Loading Guesty connection…

Property owner contacts

Bring owner name, email, phone, and property assignments from Guesty into the Property Directory.

Owner contacts have not been checked in this environment.
Open Master Records to load the review queue.
Property master

Create property record

A Guesty Property ID is required before a permanent record can be created.

Must be unique. It becomes locked after it is established.

Property directory

Active properties appear first. Archived properties remain preserved at the bottom and can be reactivated.

Shared catalog

Items and categories

Create these records once for use throughout Stock Inventory and future departments.

Item names

Define each item once and assign one master billing category. Duplicate names are blocked.

Master Billing Categories

Only categories approved from Guesty are used for items, departments, invoices, and accounting routing.

Create new billing categories in Guesty first, then refresh and approve them here.

Review Guesty Accounting categories

Approved categories join the master list. Ignored categories stay hidden during future refreshes unless you restore them.

Open Master Records to check Guesty Accounting access.
Invoice routing

Department billing categories

Choose the default Guesty master category for each department. This setup does not send charges.

Items use the master category selected on their item record. Department defaults apply to project-based charges.
Approve at least one Guesty category above to configure invoice routing.
Company settings

Sales-tax settings

Active jurisdiction, invoice calculations, and remittance records.

Sales-tax settings

The active jurisdiction is applied to taxable inventory and non-stock invoice lines.

Active: Tax is calculated when a new invoice is created and its jurisdiction and rate are preserved with that invoice.

Sales-tax records

Finalized and exported invoices only. Sales tax is tracked separately from revenue and profit.

Default jurisdictionTexas · Taylor County · Abilene
Active

Pending property invoices

Read-only preview of invoices awaiting draft creation or finalization.

View only: opening this preview does not create, number, finalize, export, or send an invoice. Estimates awaiting creation use the latest receipt price and current sales-tax settings.

Invoice $0 item audit

Existing invoice lines and uninvoiced needs at risk.

Audit only: this check does not change prices or create invoices. Future prices use current-on-hand moving-average landed cost (or the cost at pick time for picked needs). Existing invoice lines are snapshots and are not repriced.
Correction steps
  1. Find the property and item below; check whether it is not picked, picked, delivered, or already on an invoice.
  2. Before picking, open Fix before delivery. Enter a real receiving record with documented item, freight, and landed costs, or have a Top Admin correct an inaccurate existing receipt with a reason. Do not invent or backdate a receipt.
  3. If already picked, confirm a costed receipt existed before the pick. A new receipt will not reprice that pick. If no historical cost exists, stop and escalate; do not deliver or invoice it at $0.
  4. Re-run this audit and inspect the property invoice preview. A $0 draft line must be resolved before finalization; finalized or Guesty-sent lines are locked and require accounting review.

Resolve $0 inventory price

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