Resident Lifecycle SOP
Management-only shared in-house protocol for onboarding, in-house operations, and offboarding after occupancy is confirmed.
IA placement and ownership
- Channel wrappers:
- Application - Direct Lease SOP: direct-lease intake, leasing, and direct-lease account administration.
- Application - Airbnb SOP: Airbnb booking, messaging, reviews, and platform case management.
- Shared in-house protocol (this page): physical pre-arrival readiness, arrival/orientation, during-stay operations, and physical offboarding.
- Response clocks: Response SLAs
Tooling
- Applications list + stages: Applications
- Leasing tools guide: Leasing tools
- Calendar: Calendar
Entry criteria (handoff into shared lifecycle)
- Confirmed arrival/check-in date and assigned room.
- Calendar blocks in place for occupancy and cleaning turnover windows.
- Access method (keybox/smart-lock) provisioned and tested.
- Channel-specific preconditions complete in wrapper SOP (signed direct lease or confirmed Airbnb booking).
Pre-arrival (T-48h to T-0)
- Confirm room assignment and dates.
- Cleaning complete; linens/towels stocked; basic supplies topped up.
- Wi-Fi credentials ready; router and internet working.
- Send arrival pack:
- Confirm ETA and contact phone.
Arrival day (check-in/move-in)
- Provide gate/door/keybox instructions and room code.
- Spot-check readiness before arrival (cleaning, linens, access, network).
- Remain reachable for access issues; treat lockouts as SLA-URG.
- Schedule orientation within 24h.
Orientation (within 24h)
- Walkthrough: gates, keybox, locks, first-aid kit, and fire extinguishers.
- Quiet hours and shared-space expectations (kitchen, fridge labeling, laundry cadence).
- Safety and security basics: lock hygiene, code sharing prohibition, incident reporting path.
- Workspace norms: office quiet policy and call etiquette.
- Maintenance request path and expected response windows.
- Tour common inventory locations (see Inventory).
During stay (shared in-house operations)
- Handle access, maintenance, and safety issues per Response SLAs.
- Keep incident notes and maintenance logs current (time, action, owner, vendor).
- Dispatch vendors for safety/habitability events within authority limits.
- Enforce house norms consistently across channels.
Offboarding (checkout/move-out)
- Confirm departure time and access return/reset sequence.
- Trigger cleaning and room turnover.
- Inspect room/common spaces; record damages with photo evidence.
- Capture unresolved issues and escalation notes.
- Handoff channel-specific closeout back to wrapper SOP:
- Direct lease: deposit reconciliation, final invoice, and any notices.
- Airbnb: reviews, response posting, and dispute/removal cases.
Artifacts to keep current
- Orientation log (date/time, medium, attendee, topics covered, issues raised).
- Access issuance/reset confirmations.
- Incident and maintenance logs opened during occupancy.
- Move-out inspection checklist and photo evidence.
- Wrapper handoff records (into shared lifecycle and back to channel closeout).