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☰ Table
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UnitResidentLease DateTypeReservationTotalNotes
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⚠ If a work order has already been submitted, do not add it to the passdown — the maintenance team is notified automatically.
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UnitIssuePriorityStatusReported
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GuestUnitHostTypeStatus
🗝 Card Drawer
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Key Log0 entries
UnitResident / GuestTypeKey #Time OutStatus
Stock by Pool
PoolStartingIssued OutIn Stock (calc)Last CountUnaccounted
One-Time Card Drawer
Self-Guided Tour Keys
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Today
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Amenity Bookings0 bookings
ResidentUnitAmenityDateTimeTypeNotes
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Guided
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Tour Log0 tours
ProspectUnit(s)DateTypeNotes
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◎ This Shift
☰ All Tasks
↻ Follow-Ups
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✓ Completed
To-Do List0 pending
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Lost & Found Log0 items
DateLocationDescriptionConditionFound ByStatus
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Logbook 0 entries
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Unit Tracker 0 units
Build Passdown
Shift Summary
Preview✏ Editable — make any final changes before sending
Passdown History
No passdowns saved yet.
📷 Import from Screenshot (via Claude)
How it works: Paste your screenshot into a Claude chat (claude.ai), ask it to extract the data as JSON, then paste the result below. Takes about 30 seconds.
Privacy check: Crop screenshots to the minimum needed and remove phone numbers, email addresses, access codes, credentials, and unrelated resident details. Use only an account approved for work data.
Step 1 — Take a screenshot of your EliseAI calendar, move list, or Excel sheet.
Step 2 — Paste it into claude.ai and send this message:

Step 3 — Paste Claude's JSON response in the box below and click Import.
📄 Import from CSV / Excel

Export from EliseAI or save your Excel sheet as CSV (File → Save As → CSV). New records are added, existing ones are matched by unit+date and updated — no duplicates.

📄 CSV Format Guide
Tours CSV columns (any order):
name, date, time, unit, type (sgt/guided), contact, notes
Moves CSV columns:
unit, resident, date, type (in/out), time, total, elevator (yes/no), notes
Maintenance CSV columns:
unit, issue, description, priority (high/medium/low), status (open/in-progress/resolved), reporter
Amenity Bookings CSV columns:
resident, unit, space, date, start, end, type (reservation/event), fee, notes
WiFi / Zentro Service CSV columns:
Unit, Name, Service End — upload Zentro's export as-is. Matches units already in Unit Tracker and updates their WiFi expiry (drives the Dashboard's WiFi Renewals banner); "N/A" clears the expiry. Units not yet in Unit Tracker are added.
Tip: Column names are flexible — the importer matches common variations (e.g. "Prospect Name", "prospect_name", "Name" all map to name).
General
Team & Access
Moves
Passdown
Property
Display
Theme
Applies to this device only.
Font Size
Overall text size across the dashboard.
Session Timeout
Auto log out when idle
Keeps the dashboard secure on shared devices. Saves automatically.
Visible Sections — Your View

Choose which sections appear in your sidebar. Hidden sections keep their data — uncheck to bring them back.

Visible Sections — Staff

Control which sections staff accounts can see when they log in. Team, Import, and Settings are always hidden from staff.

These checklists pre-fill every new move. The category tag decides which phase column a task belongs to on the pipeline board. Changes apply to moves created after the change.

Default Move-In Tasks
Default Move-Out Tasks
Passdown Delivery

Default recipients used when opening Gmail from Review & Send. Separate multiple emails with commas. Saves automatically.

Passdown Tips

Shows the quick-start guide the next time you open the Passdown section.

Amenity Spaces
Lost & Found — Disposal Reminder
Flag unclaimed items after
Items past the threshold show an amber warning in the L&F log. Saves automatically.
days
Recurring Reminders

Tasks that reappear on a schedule instead of getting archived once — physical inventory counts, cleaning checks, anything periodic. Shows on the Dashboard when due.

Walkthrough Floors & Areas
Card & Key Pools
Starting Counts

How many of each physical card/key you actually have. Leave blank if you haven't counted yet — "Reconcile" logs a physical count against what the dashboard expects, so drift gets caught early instead of surprising you months later.

Security Patrols
Patrol Alert Threshold
Alert when no scan within
Shows a dashboard alert when a checkpoint hasn't been scanned in time. Saves automatically.
hours
QR Checkpoint PIN

Staff must enter this PIN before a QR checkpoint scan is logged. Keep it separate from the Team Tracker PIN.

Team Tracker
Staff List
Team Tracker PIN
Key Move In Move Out Lease Start Lease End Task To-Do Booking Tour Dashed border = lease date only