Marina Vista Holdings
Owns multiple homes and prefers grouped maintenance approvals once each week.
Account summary
Manage the customer relationship from one account screen.
Client management in HQWatchfolio includes contact details, emergency contacts, billing, documents, agreements, and linked properties.
Properties on account
1
Linked homes under this client
Pending approvals
1
Owner decisions currently in play
Active service requests
1
Dispatch or add-on work on the account
Billing plan
Professional
Pending card refresh
Linked homes
Property portfolio for this client.
Use property routes for checklist and visit operations while keeping the account layer clean.
Contacts and approvals
Emergency contacts, billing, and decision flow.
This route keeps the customer communication layer clear before the team moves into property or work order detail.
Primary communication
Email summary
Email: ops@marinavista.co
Phone: (555) 018-7330
Billing email: ap@marinavista.co
Stripe: Needs update
QuickBooks: Month-end export
Emergency contacts
People HQWatchfolio should contact during urgent issues.
Adrian Cole
Asset manager
(555) 018-7332
Expanded leak repair scope
Approval is required before converting the dispatch into a full guest house repair project.
$680 · requested Jul 6
Documents and agreements
Keep account paperwork visible.
Home Watch teams need fast access to agreements, compliance docs, and billing references before dispatching work.
Documents
Reference files linked to the account.
Agreements
Service and operational approvals already on file.