Task apps remember the work. This one does it.
Operations is the execution layer of the LeadSimple platform. Your SOPs become Processes that start from real events — a lease expiring, a resident calling, a deal won — assign every step to the right person, and escalate before a deadline slips.
Your best operator, systemized
Every step documented with an owner, a due date, and the email or text template to send — your playbook, executable.
Steps wait on each other, branch on outcomes, and skip what doesn’t apply — occupied and vacant units don’t run the same turn.
Start from proven property management processes — renewals, onboarding, turns — and adapt them to how you operate.
Assign steps to roles like “Ops Coordinator” — coverage changes and new hires never break a process.
Work starts itself
Renewals, delinquencies, make-readies, and custom field changes launch the right workflow — no manual clicks, no “who starts this?”
Lease dates, balances, and statuses sync in continuously — triggers run on the records you already keep.
Every expiring lease on a countdown — processes auto-start 90 days out, and notices land on legal deadlines.
Jotform and web-form submissions drop straight into the right Process — move-in checklists, owner requests, applications.
Triage without the scramble
Maintenance is our newest product — available as an add-on, or included with Platform.
Email, text, and phone requests land in a single hub — with photos, unit, and resident history already attached.
AI reads each request, flags severity, and suggests the next step — emergencies surface first, every time.
Send work orders, chase quotes, and schedule access — with reminders that follow up so you don’t have to.
Residents and owners get status updates automatically at every step — the “any update?” calls stop.
An AI teammate on the night shift
Severity, category, and unit classified before a human opens it — so your team starts at the decision, not the sorting.
The 2 AM burst-pipe call gets answered, triaged, and routed to your on-call vendor — while your team sleeps.
Resident replies and owner updates drafted from the work order’s real status — review, send, done.
Transcripts and summaries log to the Process automatically — a maintenance call becomes a tracked work order, not a sticky note.
One system, every process you run
From resident text to closed work order
A resident texts a photo at 11pm. AI reads severity, the right Process kicks off, vendors get dispatched, and residents and owners stay informed — automatically.
Catch the stall before the fallout
Task aging, escalations, and on-time trends by process and by person — spot the bottleneck before a resident or an owner feels it.
When a step ages past its SLA, it escalates — to a lead, a manager, or you. Nothing quietly rots in a queue.
Open tasks, overdue counts, and on-time rates by person — coaching conversations built on data, not guesswork.
Cycle times by process — how long a turn, a renewal, or a work order really takes, and whether it’s improving.
Better together
Operations is one pillar of LeadSimple, alongside Phone + Inbox, CRM, and the AI Engine. Work doesn’t sit in a checklist — it’s triggered, tracked, and finished.
Maintenance starts with a call or a text. Every conversation logs to the Process — triage begins with full context.
Learn about Phone + Inbox →Winning a door is a trigger: the moment a deal moves to Won, owner onboarding kicks off here — no dropped handoff.
Learn about CRM →The same AI that answers your phones triages requests, drafts updates, and keeps every Process moving overnight.
Explore the platform →