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Case study

A rental operations system that ties bookings, turnovers and owner statements together

Bookings, cleanings and owner reports were coordinated by phone and spreadsheet. We built a back-office system where each booking drives the work that follows it.

Quick facts

Industry
Vacation rentals
Product type
Back-office web application
Platform
Web, works on phones
Timeline
Built in stages

At a glance

What changed

One calendar per property

Every booking and block for a property appears on a single calendar.

Turnovers from bookings

When a booking ends, a cleaning task is created for that property and date.

Statements from records

Owner statements are built from the bookings and expenses already in the system.

Owners and properties linked

Each owner, property and booking is connected, so questions have one answer.

The client

The client and the situation

The client is a vacation rental operator that manages homes on behalf of their owners. It takes bookings, prepares each home between stays, handles maintenance and pays owners their share each month. The team includes office staff, cleaners and maintenance people.

Parts of its operation ran on older software, and much of the rest ran on phones and spreadsheets. As the number of homes grew, the gap between the two became the main source of mistakes and extra work.

The challenge

The challenge

Every booking starts a chain of work: the home must be cleaned after checkout, checked before the next arrival and sometimes repaired. That chain was coordinated by phone. When a booking changed, the cleaning schedule had to change too, and sometimes it did not.

At month end, owners expected statements showing their bookings, income and expenses. Building each statement meant pulling numbers from the booking records and the expense sheets and combining them by hand. The more homes the operator managed, the longer this took, and the more likely a mistake became.

Before

How the work was done before

Bookings were recorded in the booking system. Office staff then looked at upcoming checkouts and called or messaged cleaners to arrange each turnover. Changes to bookings meant more calls. Maintenance issues found during cleaning were reported by message and tracked on a separate list.

For owner statements, staff exported bookings, collected expense receipts and built each statement in a spreadsheet. Owners with questions were answered by going back through the same files.

Objectives

What the project had to achieve

  • Show every booking and block for each property on one calendar.

  • Create cleaning tasks automatically when a booking ends, and update them when bookings change.

  • Record expenses against properties as they happen.

  • Build owner statements from bookings and expenses without retyping.

  • Replace the most painful parts of the older system in stages, without stopping operations.

The solution

What we built

We built a back-office web application around four records: owners, properties, bookings and tasks. Each property has a calendar. When a booking ends, the system creates a cleaning task for that property on the checkout date and puts it on the task board. If the booking moves, the task moves with it.

Expenses are recorded against properties as they happen, so owner statements can be generated from the records at month end. Staff review each statement before it goes to the owner. The system replaces parts of the older software in stages, following our legacy modernization approach.

  • Owners

    Owner records linked to their properties and statements.

  • Properties

    Each home with its details, calendar, tasks and expenses.

  • Property calendars

    Bookings and owner blocks shown on one calendar per property.

  • Turnover tasks

    Cleaning tasks created from checkouts and updated when bookings change.

  • Maintenance tasks

    Issues found during cleaning recorded as tasks for the right property.

  • Task board

    All tasks for the day and week, by status and person.

  • Expenses

    Costs recorded against properties as they happen.

  • Owner statements

    Monthly statements built from bookings and expenses, reviewed before sending.

UX and UI

The UX and UI approach

The office team lives in two views: the calendar and the task board. The calendar shows several properties side by side, so staff can see a busy weekend at a glance. The task board shows what must happen today and who is doing it, with the tightest turnovers at the top.

Cleaners and maintenance staff use phones. Their view is a simple list of today's tasks with the address and notes, and a way to mark each one done or report a problem.

Architecture

How the pieces fit together

BookingsOperationssystemTurnover andmaintenance tasksExpensesOwnerstatementsCleaners onphones

Bookings flow into the operations system, which stores owners, properties, bookings, tasks and expenses in one database. Changes to a booking trigger updates to the tasks that depend on it, much like a webhook triggers work in another system. Owner statements are generated from the stored records, so they always match what happened.

Where the older software still holds data, the new system reads from it rather than asking staff to enter things twice. Each part of the old system is replaced only when its replacement has been tested with real bookings.

AI-accelerated

Where AI sped up the build

Honest about what AI did, and what people did.

  • Process mapping: AI helped turn the team's description of a booking, a turnover and a month end into clear rules and edge cases.

  • Reading old code: AI helped explain parts of the older software quickly, so we could see which rules had to be kept.

  • Screens: AI generated first versions of the calendar, task board and statement screens, reviewed and finished by our engineers.

  • Tests: AI drafted tests for booking changes and their effect on tasks, one of the easiest places for mistakes.

Integrations

Integrations

  • Booking data

    Bookings read from the booking system so tasks follow them.

  • Older system data

    Data still held in the older software read without double entry.

  • Owner statements

    Statements prepared for owners after staff review.

Screens

Concept screens

Simple mockups of the described interface. Real screenshots will replace them.

ops.example.com/calendar
CalendarTasksPropertiesOwnersExpensesStatementsSearchAdd blockCalendarNext 7 days, 5 propertiesMonTueWedThuFriSatSunBeach house 1BookingCleanBookingBeach house 2BookingCleanCondo 3Owner stayCleanBookingCondo 4BookingCottage 5BookingClean
Property calendars side by side
ops.example.com/calendar
CalendarTasksPropertiesOwnersExpensesStatementsSearchNew taskTasksToday and tomorrowTo do 3Clean: Beach house 1Clean: Condo 3Check pool: Cottage 5In progress 2Clean: Beach house 2Fix shower: Condo 4Done 2Clean: Cottage 5Linen delivery
Task board with turnovers and maintenance
Owner statementBeach house 1SeptemberBooking income$0,000Management fee-$000Cleaning-$000Repairs-$000Owner payout$0,000Sample figures. Reviewed by staff before sending.

Concept screen

Owner statement built from bookings and expenses

Results

The results

Each booking now drives the work that follows it. Cleaning tasks appear on the board when a booking ends and move when a booking moves, so fewer changes slip through between phone calls. The office team sees every property on one calendar and every task for the day on one board.

Owner statements are built from the bookings and expenses already in the system, and staff review them instead of assembling them. We do not have measured figures to publish for this project. When the client shares them, they will appear here.

What the team can do now

  • See all properties and bookings on one calendar.

  • Create and update turnover tasks from bookings automatically.

  • Give cleaners a clear list of today's tasks on their phones.

  • Record expenses against properties as they happen.

  • Produce owner statements from records, with a review step.

Before and after

Before and after

Before

Phones and spreadsheets

  1. Turnovers are arranged by phone after each booking.

  2. Booking changes do not always reach the cleaners.

  3. Expenses are collected on separate sheets.

  4. Owner statements are built by hand each month.

After

Bookings drive the work

  1. One calendar per property shows every booking and block.

  2. Cleaning tasks are created from checkouts and follow changes.

  3. Expenses are recorded against properties as they happen.

  4. Owner statements come from the records and are reviewed.

What comes next

What we would do next

We would next add AI guest support for routine questions such as check-in times and parking, answered from each property's notes, with anything unusual passed to the office. We would also give owners a simple portal for statements and bookings, which removes most owner emails.

On the operations side, automated reporting on occupancy, turnover times and maintenance costs per property would help the operator decide which homes need attention. Each step would connect to the same records, so nothing is entered twice.

Solutions in this project

Problems this project solved

Scheduling automation

Let customers book, change and confirm appointments themselves, by web, chat or phone, with reminders that cut no-shows.

Automated reporting

Reports that build themselves from your systems on schedule, with a plain-language summary of what changed.

Approval workflows

Requests, approvals and reminders in one place, with clear owners and deadlines instead of long email threads.

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