1. Map the current workflow
Document where reservations, property information, cleaners, tasks, pricing, expenses and reporting live today.
2. Identify the expensive handoffs
Look for duplicated entry, missed updates, manual reconciliation and work that depends on one person remembering what to do.
3. Define must-haves
Required booking channels
Portfolio size and growth plan
Housekeeping and team workflows
Reporting and owner requirements
Integrations and accounting stack
4. Test real scenarios
In demos, test a new booking, date change, cancellation, same-day turnover, unassigned cleaner and performance report.
5. Evaluate migration and total cost
Subscription price is only one component. Include implementation, migration, training, payment or transaction fees and the cost of tools that remain in the stack.