Standalone intake lane

Start a property onboarding draft.

Choose who is completing intake, confirm the property address, then generate the kickoff checklist before anything moves to the live dashboard.

Local-only scaffold: no external searches, Drive writes, or dashboard promotion yet.

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.

No path selected yet.

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.

Google Places proxy loading. The API key stays server-side.

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.

No tasks generated yet.

Select a task to flesh out action items, notes, and future Drive/upload targets.

Promotion blocked: kickoff and tasks are incomplete.