Step 1
Who is doing onboarding?
Both paths use the same property kickoff script, but the checklist changes based on who is supplying the details.
Step 2
Pick the property address.
Start typing and choose a Google-backed address suggestion. Manual entry still works if a property is hard to find.
Step 3
Kickoff script plan.
The live version will research the property and prepare the Drive folder. This v1 only queues the plan locally.
No kickoff draft yet. Choose a path and address first.
Step 4
Custom task list gate.
Tasks are customized from path, region, and property details. Completion is the promotion gate for the live dashboard.
Select a task to flesh out action items, notes, and future Drive/upload targets.