Property Turnover Services
Coordinate turnover inquiries around readiness
A requested move-in date does not tell your team whether keys, cleaning, repairs, and access are ready.
The short version
- Capture the unit, requested work, key contact, and dependencies that could block access.
- Separate a customer's request from a confirmed appointment, approved scope, or completed action.
A requested move-in date does not tell your team whether keys, cleaning, repairs, and access are ready. Treat it as a planning constraint rather than a completed schedule.
Clarify the request first
Capture the unit, requested work, key contact, and dependencies that could block access. Separate each trade's task from the overall turnover request. A changed handover date should reach every assigned task owner, not remain in one conversation.
Build a useful intake
Use these as prompts, not a questionnaire to read out in full. Confirm what you already know, ask what changes the next step, and leave unrelated fields blank.
- Property and unit
- Requested scope
- Access contact
- Target date
- Condition photos
Keep the next step clear
Keep unit details, move-out photos, and owner requests together for your turnover coordinator. Assign the follow-up and share progress with the customer while your team arranges access and confirms the work.
Follow the inquiry in Zweelie
Use this request with test details to check the customer activity, related records and next action in your Zweelie workspace:
Test a delayed key handover. Check that the affected tasks can be identified without reopening every note.
Have a colleague who did not take the original call review the record. They should be able to explain what is requested, what remains unconfirmed, and which action they own. If they have to reconstruct the conversation, change the intake or the handoff.
Put Zweelie to work on the request
In Zweelie, start with the customer activity and open the relevant contact and opportunity. Keep supporting files and notes associated with the right request, assign the person responsible and set a follow-up reminder for outstanding work. When the customer gets back in touch, your team can use that context to continue the conversation. Share only the information needed for the work, with the appropriate access. Book a Zweelie demo to see this inquiry move through the workspace, or use your trial to organize your first customer request.
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About the author
Alex Hanna is the founder and CEO of Zweelie. He writes about bringing customer conversations and everyday business work into one connected workspace.
