Check-Ins & Site Visits

How staff log check-ins and site visits at a property, and how that record supports accountability across a management team.

For management companies with staff visiting multiple properties, a documented check-in is proof of work done — not just a task marked complete from a desk.

What a check-in captures

  • Which property was visited, by whom, and when.
  • Notes or photos from the visit.
  • Which task or task list the visit relates to.
Operations → Check-ins: site visits by building — who visited, the kind of visit, when, and the notes — with the New check-in button ringed.
Operations → Check-ins → New check-in records who visited, when, and what they found.

Why this matters to owners

A logged check-in history is exactly what an owner wants to see when asking “is someone actually checking on my property?” — it turns a verbal assurance into a record.

Combining with tasks

Pair check-ins with the task system so a visit automatically closes out the task it was meant to complete, keeping both records in sync without double entry.

Frequently asked questions

Can a check-in be logged without a task attached?

Yes — a general site visit can be logged on its own, though attaching it to a task is useful whenever the visit was meant to accomplish something specific.

Are check-in photos stored with the record?

Yes — photos attached to a check-in stay with that record, giving you a visual history alongside the notes and timestamp.

Can I require a check-in before a staff member is paid for a visit?

That’s a policy decision for your business — Seayora provides the check-in record, and how you tie it to payroll or performance is up to your internal process.

Related guides

Related features and guides

  • Workforce & Task Management — Documentation. How management companies assign staff, manage tasks and check-ins, and keep an accountable record of work.
  • Managing Properties & Units — Documentation. How to organize a portfolio of properties and units, assign them, and keep records clean across a management company.
  • Portfolio Analytics & Owner Reporting — Documentation. How management companies and landlords see portfolio-wide performance — occupancy, rent roll, and maintenance — across every property.
  • Check-Ins & Site Visits — Feature. Record staff check-ins at properties so inspections and site visits leave an auditable trail instead of a verbal report.
  • Employee Tasks & Check-Ins — Feature. Assign tasks to staff, track completion, and require check-ins at site visits so field work is accountable rather than assumed.
  • Calendar & Scheduling — Feature. Schedule showings, inspections, site visits, and maintenance jobs on a shared calendar so field work and leasing activity stop colliding.

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