Estate management software to simplify how you manage people, process, and strategy.

Apr 08, 2022  -  EstateSpace  -  News & Updates

Despite the increasingly blurred lines between personal and professional lives, people still like to think of their home – even if they happen to work from it – as a space where they can relax and recharge away from their business and the busyness of the world. If you’re managing a large estate, however, you know that providing comfort for your clients is no small feat. In fact, it is like running a small business, requiring not only the right team but a carefully designed and well-executed plan. No enterprise, whether a huge corporation or a one-person outfit, would even think about running things without the help of technology. Moreover, businesses of all sizes are turning to all-in-one solutions to simplify and uplevel their operations. Here are some ways having an estate management software like EstateSpace can provide a better way to communicate, track data, and organize activities.

People – As an estate manager, one of the most complex aspects of your job is coordinating the boots on the ground – the staff without whom things would grind to a halt. The estate management software becomes the go-to place for everyone to check work schedules and keep you apprised of scheduling conflicts or incomplete tasks. By the same token, you can keep track of vendors and construction workers responsible for renovations happening on the property. Most importantly, everyone, including the client, can use the secure messaging feature to weigh in on the progress so there are no missed updates or misunderstandings.    

Process – You can have the best staff in the world, but without a clear process in place they will not be able to work to their full potential. Whether we’re talking about day-to-day operations or special events such as a wedding or holiday party, there are countless small details that are easily forgotten but can make all the difference in the lives of your clients. Having one digital platform allows you to map out what needs to be done so that all tasks, from the significant to the mundane, are completed faster and with less likelihood of errors. When your team always knows what is expected of them, they can consistently bring their A-game and have a much more satisfying work experience.  

Strategy – As with any operation, one of your ongoing concerns is to make sure the estate is running in the black. This means having a clear overview of short- and long-term goals, and what they are going to cost. Again, it doesn’t matter if these are normal expenses or the price tag for a large renovation. Having a centralized system provides you a more accurate accounting of the estate, helping you keep on top of all aspects, make decisions more efficiently, and respond more quickly to issues. The mark of an excellent estate manager is the ability to stay on top of what is happening on the property, the external things (i.e.,  the housing market or inflation) that affect it, and possible challenges around the corner. The good news is, you no longer have to spend valuable time and energy jumping from one app, cloud, or filing system to another; having just one platform gives you 24/7 access to the data you need so you can run things seamlessly from behind the scenes.

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