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Home > Property Management > New Service Professional Partner Onboarding

New Service Professional Partner Onboarding

Contract and Legal Requirements

Review and sign service agreement

Provide proof of insurance and necessary licenses

Complete background check and screening process

Training and Onboarding

Attend orientation session and training

Review property management policies and procedures

Familiarize with property management software and tools

Communication and Coordination

Provide contact information for point of contact

Discuss communication expectations and protocols

Set up regular check-in meetings or calls

Service Delivery and Quality Assurance

Review service expectations and standards

Discuss scheduling and availability

Set up quality assurance measures and feedback mechanisms

Billing and Payment

Provide billing information and preferred payment methods

Discuss invoicing and billing schedule

Review payment terms and processes

Performance Evaluation and Improvement

Establish performance metrics and goals

Schedule regular performance reviews and evaluations

Develop plan for continuous improvement and professional development

Emergency Response and Crisis Management

Familiarize with emergency response protocols and procedures

Provide emergency contact information

Coordinate emergency drills and simulations

Compliance and Regulatory Requirements

Review compliance requirements and regulations

Ensure adherence to health and safety guidelines

Address any specific industry regulations or standards

Feedback and Relationship Building

Encourage open communication and feedback

Seek opportunities for collaboration and partnership

Build positive and professional relationships with property management team.

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