PM Portal
The operator action surface. Everything here is a do, not a read. Reads belong on reports.gatedrentals.com.
Phase 0: this is the scaffold. Action Queue, employee tools, and per-site forms are stubs until Phase 1 ships. Access is gated to Christian only until the Operators policy is configured.
Action Queue
Stage-bucketed inbox: new leads, applications to decide, SODAs to finalize, refunds pending decision, leases to send, NTVs to confirm surrender on, move-ins to prep.
Phase 1 · #79
Employee Tools
One-button wrappers around CRM operations that PMs get wrong manually. Generate PPSK, send Documenso envelope, flip portal mode, override deposit application.
Phase 1 · #52
Walk-in Sign-in (per site)
Tablet form for the leasing office front desk. Captures the visitor and creates the gr_toursignin record in CRM with site attribution.
Phase 1 · #67
Log Inbound Call (per site)
Quick form for PMs answering the phone. Creates phonecall activity + lead if applicable. Replaces the manual CRM clicks that get skipped.
Phase 1 · #66
Tour Sign-in Cross-reference
Reconciles three streams: gr_toursignin from CRM, Microsoft Bookings appointments, and the per-site sign-in records. Surfaces no-shows and unmatched entries.
Phase 1 · (new)
SODA Finalize
Surfaces SODAs in draft past the 7-day deadline. Each row is a one-click flow: review deposit math, confirm damages, finalize, kick off refund disbursement.
Phase 2 · #110 / ADR-0021
Refund Disbursement
Refunds pending method-choice or check-mail confirmation. State machine from migration 0005.
Phase 2 · #113 / ADR-0021
Lease Send / Resend
Documenso envelope create + resend, with the right per-site lease template + cert package pre-attached.
Phase 2 · #81 / #104