Workflow checklists power your property management work on Kolmeo

Supercharged tasks

Automatically embed customised checklists into every task, ensuring a thorough process for your entire team.

Enhanced accountability

Mark tasks as done or not applicable within checklists with each action time-stamped for accountability. This ensures efficiency, standardisation, and transparency across your business.

Adaptable to business needs

Effortlessly document and share processes. Workflow checklists prevent errors, offer clarity on request statuses, and foster collaborative teamwork.

Simplified onboarding

Make training new property managers easy using workflow checklists. Simplify onboarding, boost productivity, and ensure flawless processes.

Discover how you can wield the power to create and customise checklist templates based on your role and permission within Kolmeo. Imagine streamlining standardised processes like ingoing tenancies or lease renewals across your entire agency. 

Learn how property managers can effortlessly allocate checklists, making them front and centre as they tackle requests. With tasks marked as done or not applicable and each action time-stamped, accountability is taken to a whole new level, such as:

Automated tenant & owner communications
Attach a Send Email or Send SMS action to any task in a checklist template. Choose who it goes to, who it's sent on behalf of, and which message template to use, then review and confirm before anything goes out.

Due dates that actually make sense
Set due dates that count from when a request goes active, or from when a linked task is completed. Every task shows its real-time status: Overdue, Due today, Due in X days, so nothing is a surprise.

One-click handovers
Reassign an entire task queue to another team member in a single action. Ideal for leave, role changes, or redistributing workload - deadlines carry over and the new assignee gets one consolidated notification, not a flood.

Full visibility, always
See exactly which tasks need attention with the new Checklist Task Escalation view, and track every change: status, assignee, due date, in a standalone audit report.

Checklists isn't just about saving time; it's a tool to document and share processes within Kolmeo, adapting dynamically to your business needs. 

Whether you're a seasoned pro or a new property manager joining the team, workflow checklists are your secret sauce for streamlined processes and enhanced collaboration. Let's explore the future of property management together!

Xceed Real Estate

Kim Fernie

“There are so many favourite features to choose from with Kolmeo, but if I had to pick just one, it would definitely be the instant funds transfer. As soon as money is received, it’s automatically sent to whoever needs it, whether that’s an owner, a contractor or the agency. That kind of speed is a total game changer. Owners get their rent straight away, no waiting until the end of the month, so they can put it straight towards their mortgage or other expenses. Tradies get paid immediately, meaning they can move on to their next job without chasing payments, and the business looks professional and efficient. It improves cash flow, builds trust, and makes the whole process feel smooth, fair and modern - exactly what people expect today. I love it.”

Little Real Estate

Phoebe Haig

“Kolmeo makes it so easy to stay on top of absolutely everything!As a property manager, there are always so many things happening at once, but Kolmeo's Requests feature means I never forget a task. It’s like a built-in reminder system that keeps me organised, clears out my inbox, and helps owners and tenants feel confident that I’m on top of their needs. As a team, it's good to be able to have all the information in one space (and out of emails) that anyone can access.Honestly, I don’t know what I’d do without it!”