Project Tracker
9 projects total · 1 completed
| Project | Owner | Department | Status | Priority | Dates | Progress | Actions |
|---|---|---|---|---|---|---|---|
Nextiva Contract Cancellation Cancel existing contract with Nextiva to recognize tax savings for Fiscal Year 2027
Making sure we don't have any risk or concerns before cancelling | Nick Bursaw | Customer Service | In Progress | High | Oct 5, 2026 → Oct 31, 2026 | 75% | |
Owner Insurance Updates A list of MN homes are being used at a test. Once we get the first few batches out for testing, we will then evaluate the rest. Trent is assisting. | Compliance | — | In Progress | Medium | Oct 5, 2026 → Oct 31, 2026 | 20% | |
Refund Tracker - Final Design process flow for management fee credits and refunds in Lead SImple.
Nick B is meeting with Lead Simple to ensure we have all tracking fields in LS. (10/5)
Luke will have a 1st draft completed by 10/12 (10/5) | Josh / Nick | Customer Service | In Progress | Medium | Oct 5, 2026 → Oct 30, 2026 | 50% | |
Security Deposit Compliance Updates Had initial conversation with Security Deposit and Compliance on 9/30. | Cassie | Transaction Ops | In Progress | Medium | Sep 30, 2026 → Oct 30, 2026 | 15% | |
Lead Simple Phone Reporting Team level, daily summary and combined communication reporting summary (email, phone,text)
Hoping this done this week (10/5)
Basic teams reporting came out 10/6 | Nick Bursaw | Customer Service | In Progress | High | Sep 30, 2026 → Oct 9, 2026 | 30% | |
Phone / IVR Rollout Completed on 9/28 and now evaluating roll out | Nick Bursaw | Customer Service | Done | High | Sep 1, 2026 → Sep 28, 2026 | 100% | |
TOC SLA's Draft of SLA's is done and needs to be sent to Sales for review
Asked for updates from Sales Team on if they are in agreement (10/5) | Cassie | Transaction Ops | In Progress | High | Sep 14, 2026 → Oct 9, 2026 | 75% | |
Des Moines Maintenance Tech Rollout - Evaluation Evaluate the need and efficiency of maintenance tech in Des Moines
- Kickoff call w/ Bryce scheduled for 10/8
- Reviewing recent DM work orders | Josh & Rob | Maintenance | In Progress | Low | Oct 8, 2026 → Dec 11, 2026 | 15% | |
Lead Safety Enhancements Had initial kickoff call with Luke / Jen / Compliance on what is needed within Lead Simple to track. | Luke Scholz | — | In Progress | Medium | Sep 29, 2026 → Oct 16, 2026 | 15% |