Findings
6
across 8 properties
| Property | Finding | Severity | Action |
|---|---|---|---|
| Swimming In Amenities | Only 22 photos — top comps average 40+ | Deep dive | |
| Little Arches | Title missing "Lake Michigan" — high-search term | Quick edit | |
| Bell Cottage | Hot tub not listed in amenities (it has one) | Auto-apply | |
| Fire & Water | Instant Book off — comps mostly on | Quick edit | |
| Swimming In The Woods | Description missing pool + game-room callout | Auto-apply | |
| Swimming In The Sunset | Cancellation policy stricter than comps | FYI | Noted |
| Property | Field | System A | System B | Action |
|---|---|---|---|---|
| Swimming In Luxury | Cleaning fee | Lodgify $350 | Airbnb $275 | |
| Little Arches | Max guests | Lodgify 12 | Airbnb 10 | |
| Bell Cottage | Pet fee | Lodgify $150 | VRBO not set |
| Date | Source | Description | Amount | Best guess | Action |
|---|---|---|---|---|---|
| Aug 19 | AMEX | MENARDS #3312 HOLLAND MI | $284.19 | Swimming In Amenities · Maintenance | |
| Aug 19 | AMEX | ADELAIDE POINTE MARINA SLIP | $450.00 | Adelaide Pointe · Owner expense | |
| Aug 18 | Stripe | PAYOUT — 8 charges, 4 properties | $12,480.00 | Split required · allocate by charge | |
| Aug 18 | PNC | XFER TO AMEX OPERATING | $5,000.00 | Internal transfer · not an expense | |
| Aug 17 | AMEX | BREEZEWAY SUBSCRIPTION | $349.00 | Overhead · not property-billable | |
| Aug 16 | Stripe | REFUND — guest, no reservation ref | −$620.00 | Unmatched · needs a human |
| Payout | Amount | Landed in | QBO entry | Match |
|---|---|---|---|---|
| Aug 18 · Stripe | $12,480.00 | PNC holding · Aug 20 | Split · 4 properties | Matched |
| Aug 11 · Stripe | $9,840.00 | PNC holding · Aug 13 | Split · 5 properties | Matched |
| Aug 4 · Stripe | $15,220.00 | PNC holding · Aug 6 | Split · 6 properties | Matched |
| Aug 20 · Owner draws | $28,400.00 | AMEX operating | 8 owner payments | 1 unmatched |
| Layer | What it holds | Why it helps |
|---|---|---|
| Platform account | Fisher 3 · processing + fees | One relationship with Stripe, one set of credentials |
| Per-property sub-accounts | One per property · 8 total | Charges land already attributed — no tagging after the fact |
| Payout routing | Sub-account → owner bank | Owner payouts stop being a manual calculation |
| QuickBooks class | Mapped 1:1 to sub-account | Per-property P&L falls out automatically |
| Property | Guest / Stay | Channel | Owed | Why flagged | Action |
|---|---|---|---|---|---|
| Little Arches | Chris Vale · Jun 13–17 unpaid | Direct | $3,240.00 | Charge settled, no payout in 6 days | |
| Fire & Water | Fran Okafor · Jun 9–14 unpaid | VRBO | $2,700.00 | Collected, never allocated to owner | |
| Bell Cottage | Amanda Wren · Jun 14–17 unpaid | Airbnb | $2,600.00 | Payout skipped by the daily run |
| Property | Guest / Stay | Amount | Status |
|---|---|---|---|
| Swimming In The Woods | Owen Cole · Jun 16–18 | $1,400.00 | Settling · clears Thu |
| Adelaide Pointe Marina | Chase Bell · Jun 15–19 | $2,620.00 | Settling · clears Fri |
| Property | Guest / Stay | Amount | Reason dismissed | Action |
|---|---|---|---|---|
| Swimming In Luxury | Rebecca Lane · May 28–31 | $1,980.00 | Owner collected by check directly |
| Property | Guest / Stay | Amount | State |
|---|---|---|---|
| Little Arches | Chris Vale · Jun 13–17 | $3,240.00 | Active |
| Fire & Water | Fran Okafor · Jun 9–14 | $2,700.00 | Active |
| Bell Cottage | Amanda Wren · Jun 14–17 | $2,600.00 | Active |
| Adelaide Pointe Marina | Chase Bell · Jun 15–19 | $2,620.00 | Settling |
| Swimming In The Woods | Owen Cole · Jun 16–18 | $1,400.00 | Settling |
| Swimming In Luxury | Rebecca Lane · May 28–31 | $1,980.00 | Dismissed |
| Swimming In The Sunset | Dana Mercer · Jun 1–5 | $4,850.00 | Paid Jun 6 |
| Property | Collected (Aug) | Paid out | Owed | Attribution |
|---|---|---|---|---|
| Swimming In The Sunset | $38,400 | $27,200 | $11,200 | Auto |
| Swimming In Amenities | $29,400 | $19,750 | $9,650 | 3 need review |
| Adelaide Pointe Marina | $24,600 | $16,200 | $8,400 | 4 need review |
| Swimming In Luxury | $21,500 | $14,200 | $7,300 | Auto |
| Swimming In The Woods | $18,900 | $12,750 | $6,150 | Auto |
| Little Arches | $15,200 | $9,800 | $5,400 | 4 need review |
| Bell Cottage | $9,400 | $6,000 | $3,400 | Auto |
| Fire & Water | $6,800 | $4,200 | $2,600 | Auto |
| Portfolio | $164,200 | $110,100 | $54,100 | 11 to review |
| Property | Gross | Fees | Mgmt fee (20%) | Owner net |
|---|---|---|---|---|
| Swimming In The Sunset | $38,400 | $1,510 | $7,680 | $29,210 |
| Swimming In Amenities | $29,400 | $1,156 | $5,880 | $22,364 |
| Adelaide Pointe Marina | $24,600 | $968 | $4,920 | $18,712 |
| Swimming In Luxury | $21,500 | $846 | $4,300 | $16,354 |
| Swimming In The Woods | $18,900 | $743 | $3,780 | $14,377 |
| Little Arches | $15,200 | $598 | $3,040 | $11,562 |
| Bell Cottage | $9,400 | $370 | $1,880 | $7,150 |
| Fire & Water | $6,800 | $269 | $1,360 | $5,171 |
| Portfolio | $164,200 | $6,460 | $32,840 | $124,900 |
| Property | Cleans | Avg time | Labor / clean | Linen / clean | Fee | GM |
|---|---|---|---|---|---|---|
| Swimming In The Sunset | 7 | 5h 27m | $449.82 | $29.98 | $640 | 25.0% |
| Swimming In Amenities | 8 | 5h 06m | $397.49 | $33.84 | $560 | 23.0% |
| Swimming In Luxury | 7 | 3h 52m | $217.07 | $28.78 | $480 | 48.8% |
| Swimming In The Woods | 9 | 3h 31m | $206.57 | $37.71 | $420 | 41.8% |
| Little Arches | 6 | 4h 00m | $200.27 | $28.92 | $460 | 50.2% |
| Adelaide Pointe Marina | 9 | 4h 18m | $124.70 | — | $260 | 52.0% |
| Bell Cottage | 8 | 3h 55m | $133.13 | — | $240 | 44.5% |
| Fire & Water | 10 | 3h 12m | $74.25 | — | $190 | 60.9% |
| Portfolio | 64 | $216.23 | $18.67 | $25,020 | 39.9% |
| Property | Crew target | Overstaffed | Actual GM | At-target GM | Swing |
|---|---|---|---|---|---|
| Swimming In The Sunset | 3 | 4 of 7 | 25.0% | 35.6% | +10.6 |
| Swimming In Amenities | 3 | 3 of 8 | 23.0% | 30.7% | +7.8 |
| Swimming In Luxury | 2 | 3 of 7 | 48.8% | 56.4% | +7.6 |
| Swimming In The Woods | 2 | 5 of 9 | 41.8% | 52.2% | +10.3 |
| Little Arches | 2 | 1 of 6 | 50.2% | 53.1% | +2.9 |
| Adelaide Pointe Marina | 1 | 2 of 9 | 52.0% | 59.8% | +7.7 |
| Bell Cottage | 1 | 3 of 8 | 44.5% | 59.5% | +15.0 |
| Fire & Water | 1 | 0 of 10 | 60.9% | 60.9% | +0.0 |
| Blended | 21 of 64 | 39.9% | 48.0% | +8.1 |
| # | Property | Date | Total labor | Crew | Team |
|---|---|---|---|---|---|
| 1 | Swimming In The Sunset | 09/05 | 22h 18m | 4 over | Cleaner 08, Cleaner 09, Cleaner 05, Cleaner 10 |
| 2 | Swimming In The Sunset | 09/08 | 22h 13m | 4 over | Cleaner 10, Cleaner 04, Cleaner 05, Cleaner 01 |
| 3 | Swimming In Amenities | 09/25 | 21h 01m | 4 over | Cleaner 03, Cleaner 02, Cleaner 01, Cleaner 08 |
| 4 | Swimming In Amenities | 09/11 | 20h 56m | 4 over | Cleaner 02, Cleaner 05, Cleaner 10, Team Lead A |
| 5 | Swimming In The Sunset | 09/13 | 20h 15m | 4 over | Cleaner 08, Cleaner 10, Cleaner 09, Cleaner 06 |
| 6 | Swimming In Amenities | 09/30 | 19h 23m | 4 over | Cleaner 02, Cleaner 05, Cleaner 01, Cleaner 03 |
| 7 | Swimming In The Sunset | 09/25 | 18h 56m | 3 | Team Lead A, Cleaner 06, Cleaner 02 |
| 8 | Swimming In The Sunset | 09/30 | 18h 14m | 4 over | Team Lead A, Cleaner 04, Cleaner 08, Cleaner 01 |
| Off-site property | Cleans | Linen charged | Per clean |
|---|---|---|---|
| Swimming In The Sunset | 7 | $209.83 | $29.98 |
| Swimming In Amenities | 8 | $270.72 | $33.84 |
| Swimming In Luxury | 7 | $201.43 | $28.78 |
| Swimming In The Woods | 9 | $339.38 | $37.71 |
| Little Arches | 6 | $173.53 | $28.92 |
| Cleaner | Rated cleans | Sept hours | vs expected | Rating |
|---|---|---|---|---|
| Cleaner 01 | 18 | 67h 07m | −5.8% | Faster |
| Cleaner 09 | 8 | 31h 53m | −4.8% | Faster |
| Team Lead A | 8 | 34h 20m | −4.1% | Faster |
| Cleaner 07 | 12 | 50h 54m | −1.9% | On pace |
| Cleaner 04 | 11 | 44h 32m | −1.8% | On pace |
| Cleaner 10 | 13 | 58h 21m | +0.3% | On pace |
| Cleaner 02 | 11 | 52h 27m | +0.4% | On pace |
| Cleaner 03 | 9 | 37h 47m | +1.7% | On pace |
| Cleaner 05 | 17 | 75h 46m | +3.1% | On pace |
| Cleaner 08 | 12 | 60h 03m | +5.2% | Slower |
| Cleaner 06 | 9 | 41h 03m | +7.0% | Slower |
| # | Curator | Audits | Avg | Tier | Sept hrs | Bonus |
|---|---|---|---|---|---|---|
| 1 | Cleaner 01 | 11 | 4.97 | +$2.00/hr | 67.11 | $134.23 |
| 2 | Team Lead A | 6 | 4.96 | +$2.00/hr | 34.33 | $68.66 |
| 3 | Cleaner 04 | 7 | 4.95 | +$2.00/hr | 44.53 | $89.07 |
| 4 | Cleaner 09 | 5 | 4.94 | +$2.00/hr | 31.88 | $63.77 |
| 5 | Cleaner 02 | 9 | 4.93 | +$2.00/hr | 52.45 | $104.90 |
| 6 | Cleaner 07 | 8 | 4.92 | Forfeited · attendance | 50.91 | $0.00 |
| 7 | Trainee 2 | 4 | 4.91 | +$2.00/hr | 26.50 | $53.00 |
| 8 | Cleaner 03 | 6 | 4.88 | +$1.00/hr | 37.78 | $37.78 |
| 9 | Cleaner 10 | 10 | 4.86 | +$1.00/hr | 58.34 | $58.34 |
| 10 | Cleaner 05 | 13 | 4.84 | +$1.00/hr | 75.76 | $75.76 |
| 11 | Trainee 1 | 2 | 4.83 | +$1.00/hr | 8.17 | $8.17 |
| 12 | Cleaner 08 | 10 | 4.81 | +$1.00/hr | 60.05 | $60.05 |
| 13 | Cleaner 06 | 7 | 4.76 | — | 41.05 | $0.00 |
| Total | 98 | 4.89 | $753.74 |
| Report | Scope | Status |
|---|---|---|
| Owner statements | All · May 2026 | Sent · Jun 1 |
| Payout & fee report | All · May 2026 | Sent · Jun 1 |
| Owner statement | Swimming In The Sunset · Apr | Sent · May 3 |
| Owner statement | Little Arches · Q1 range | Sent · Apr 12 |
| Property | Item | Routed to | Status |
|---|---|---|---|
| Swimming In Amenities | Paper products restock | Owner-billable · $86 | Ordered · cleaner notified |
| Little Arches | Replace grill propane | Owner-billable · $28 | Ordered |
| Bell Cottage | Leaky faucet | Maintenance task | Vendor scheduled |
| Property | Suggestion | Severity | Status |
|---|---|---|---|
| Little Arches | Add a deck umbrella / shade (mentioned 3×) | Medium | New |
| Swimming In Amenities | WiFi drops in the lower level (mentioned 4×) | High | Planned |
| Fire & Water | Kitchen needs sharper knives | Low | Done |
| Bell Cottage | More parking guidance in the guidebook | Low | New |
| From | Message | AI category | Action |
|---|---|---|---|
| Tanya Swimming In The Woods |
"Pool towels are getting thin and we're almost out of dish soap here." | Supply order | |
| Beth Adelaide Pointe Marina |
"Coffee maker won't turn on, tried a different outlet. Might need a new one." | Maintenance | |
| Rosa Swimming In Luxury |
"Left the patio umbrella down, one arm is bent — flagging so a guest doesn't force it." | To-do / note |
| Task | Issue | Suggestion | Action |
|---|---|---|---|
| "Fix the gate latch" | No property | Little Arches (from context) | |
| "Order more towels" | No category | Supply | |
| "Call about the hot tub" | No property | Swimming In The Woods | |
| "Replace deck umbrella" ×2 | Duplicate | Merge into one row | |
| "WiFi extender lower level" ×2 | Duplicate | Merge into one row | |
| "Ask owner about new grill" | Stale 41d | Snooze or close | |
| "Check dock permit" | Stale 36d | Snooze or close |