Overview

Checklists in Valzotra help you standardize and document recurring property operations. You can create checklists for turnovers, maintenance tasks, inspections, inventory restocking, and any custom workflow. Each checklist belongs to your organization and can be applied to one or more properties.

Host checklists (covered in this section) are internal operational tools for your team. They are separate from guest-facing checklists, which are acknowledgment forms that guests complete through the guest portal. For guest checklists, see Guest Checklists.

How it works

  1. You create a checklist with a name, type, and a list of steps (tasks to complete).
  2. You configure the checklist on one or more properties, choosing when it should trigger (check-in, check-out, turnover, or manually).
  3. When the trigger fires, Valzotra creates a checklist run -- a live instance of the checklist tied to that property and, optionally, a reservation.
  4. Team members assigned to the run complete each step. Valzotra tracks who completed what and when.
  5. Once all required steps are done, the run is marked as completed automatically.

Checklists support several step types: simple checkboxes, text notes, numeric values, photo requirements, file uploads, and informational steps. You can mark any step as required or optional.

You can also group related checklists together and apply them to properties in bulk. For example, a "Turnover" group might include a cleaning checklist, a restocking checklist, and an inspection checklist that always run together.

Limits & requirements

  • Only owners and admins can create, edit, or delete checklists. Team members with a manager or cleaner property role can complete assigned runs.
  • Guest-audience checklists require the Host or Portfolio plan. Host-only checklists are available on all paid plans.
  • Checklist types include: initial contact, pre-check-in, turnover, post-checkout, inventory restock, maintenance, and custom.
  • Step types include: checkbox, note, photo required, numeric, text input, file upload, info, agreement, and photo upload.
  • An active paid subscription (Comply, Host, or Portfolio) is required to create checklist runs.

FAQ

What is the difference between a checklist and a checklist run? A checklist is a reusable definition -- a list of steps and settings. A checklist run is a specific instance created for a particular property, date, and optionally a reservation. Think of the checklist as a template and the run as the actual work being tracked.

Can I use checklists without linking them to reservations? Yes. You can trigger checklists manually or on a recurring schedule without any reservation association. This is useful for maintenance tasks, periodic inspections, or any work that is not tied to a guest stay.

What happens if a step is required but not completed? The checklist run cannot be marked as completed until all required steps are done. Optional steps can be skipped without affecting completion.

Can multiple team members work on the same checklist run? Yes. Any team member with access to the property can complete steps on an assigned run. Each step records who completed it and when.