Your operations, at a glance
Good day
Today’s activity, your priorities, and team performance.
Today
Team Results
Team total
Your priorities
Performance
Widgets
Performance
Scorecard goals and recorded performance.
BUSINESS DEVELOPMENT
Loading Casagrow data
Today
Attention queue
Forecast
Homes and revenue
Sources
Lead source quality
Representatives
Workload and touch health
Sort leadsChoose the mobile lead order
Stages
Stage aging and conversion
Stalled
Opportunities needing review
Team
Activity quality
Coaching
Management focus
Executive Summary
Monthly Business Development review
Portfolio Movement
Churn Management
Meetings
Meetings
Bring the team together. Keep decisions and follow-through in view.
Schedule
Schedule a meeting
My Meetings
Scheduled Meetings
Tasks Breakdown
0 open
Archived Meetings
Archived and recent meetings
No meeting in progress
Start a scheduled meeting or use Quick Meeting to bring your team together.
Live session
Meeting in progress
Review agenda
Meeting Review
Discard this meeting?
This removes it from Current Meetings without creating a completed report. Existing tasks and notes are retained.
Meeting Setup
Design your meeting
Build an agenda your team can use again.
Team workspace
Task Management
A clear view of what needs doing, who owns it, and what’s next.
Work Queue
Assigned to me
Projects
Recent activity
Task updatesVehicles
Fleet activity and mileage.
Fleet
Fleet Vehicles
Private Mileage
Personal Vehicles
Personal vehicles are visible only to their owner and users with full system access.
Admin
Personal Mileage Report
Cleanup
Duplicate Vehicle Entries
Maintenance
Maintenance
Keep homes ready. See the workload, the costs, and where your team spends time.
Operations overview
Backlog today · Activity in the selected period
Work Order Manager
Processing work orders
Last sync: Loading…
Workboard
Shared queue
Maintenance operations
Workboard
Active work orders, organized by property.
Filter and sort workboard
Work Optimizer
Day planning
Work Optimizer
Operator day planning
Plan settings
Operator Tracking
Select a day
Evidence-based reconstruction
Operator Tracking
Tracking filters
Full route
Chronological evidence
Daily timeline
Gemini operational analyst
Build a tracked day, then ask Gemini to identify route and scheduling opportunities.
Housekeeping
Housekeeping
Cleaning readiness and accountability.
Housekeepers
Cleanings
| Housekeeper Name | Total Cleans | Completed | |
|---|---|---|---|
| No housekeeping data loaded. | |||
Inspections
Inspections Report
| Inspector Name | Inspections | Avg Score | Avg Rating | |
|---|---|---|---|---|
| No inspection data loaded. | ||||
Sentinel inspections
Property inspection workspace
Inspection
Property
Final rating
Rate the completed inspection
Checklist score
0.0%
0 of 0 answered
All changes saved
Completed
Inspection history
| Completed | Property | Type | Inspector | Score | Rating | |
|---|---|---|---|---|---|---|
| No completed Sentinel inspections. | ||||||
Operation standards
Inspection standards
Organize your checklist by category. Save a draft, then publish when it’s ready.
Date-only assignments
My agenda
In-progress inspections
Your unfinished inspections, ready to resume.
Inspection operations
Build your inspection plan
Choose your dates, set the team’s availability, and review each day before scheduling.
Draft
Priority model
Explainable 0-100 ranking
Booking value 30% · Reservation type 20% · Same-day turn 20% · Inspection recency 15% · Prior issue 10% · Urgency 5%
Preview
Candidate assignments
Reservations
Reservations
Streamline reservation data
Today
Reservation activity today
Pace
Booking Pace
Window
Booking Window
Source
Reservation Split
Excludes configured owner and operational blocks.
Occupancy
Occupancy Trend
Revenue
Revenue Trend
Cancellation Insurance
Nightly claim reconciliation
Track whether every canceled stay date rebooked and calculate the insured nightly-rate difference.
Claim Summary
Coverage position
Nightly Evidence
Rebooking results
Import a cancellation report to begin.
Sentinel will match each reported reservation number and evaluate every canceled stay date.
This year vs last year
Gross Revenue Pacing
This year vs last year
Room Revenue Pacing
Reservation reports
Arrivals & departures
See who is arriving and leaving, and keep your team informed.
0 check-insToday
| Property | Owner manager | Type | Confirmation | Check-In Date | Check-Out Date | Nights |
|---|---|---|---|---|---|---|
| Loading reservations… | ||||||
Portfolio inventory
Properties.
Property Map
Locations
Homeowner relationships
Homeowner Success Hub
Stay connected, track relationships, and keep every homeowner engaged.
Personal visit planner
My Week
Plan the right property visits around arrivals, departures, owner stays, and relationship signals.
Personal schedule
Your visit calendar
Drag a planned visit to another day to reschedule it.
Weekly context
What’s going on this week
Use reservation and relationship signals to decide where a visit will matter most.
Bring conversations into the relationship hub
Connect Gmail
Match approved homeowner messages to the right profile. Sentinel only reads relationship signals and never sends email.
Checking connection
Your relationship portfolio
Homeowners
Homeowner Success
Plan a visit
Relationship activity
Log interaction
Tools
Operational tools.
Inspection planning
Housekeeping Scheduling
Plan arrivals, departures, and general inspections, then publish date-only Sentinel assignments.
Financial operations
Accountant Reconciliation
Import card statements, resolve exceptions, match vehicle activity, export QuickBooks files, and close accounting periods.
Automated reporting
Scheduled Reports
Send recurring work order, check-in, and check-out reports by email with CSV attachments from cached Sentinel data.
Reservation checklist
Folio Posting Checklist
Build a named manual checklist from a CSV amount, split add-ons, and track each reservation as completed.
Coming soon
More tools
Future operational tools will appear here as standalone workspaces.
Tools · Manual checklist
Reservation Folio Checklist
CSV Checklist
Manual posting list
Not configured for this instance
Checklist
Checklist preview
| Upload a CSV to preview the import. |
Tools · Automated reporting
Scheduled Reports
Automatic delivery
Scheduled reports
Email check-in and check-out reports to the right people, on your schedule.
Your schedules
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Schedule editor
Create scheduled report
Email status
Preview a report to see the first 10 rows before saving or sending.
Finance workspace
Accounting
Loading your connected company…
Books status
Checking QuickBooks…
Loading the latest cached financial snapshot.
Checking
Connection settings
Balance sheet
Cash & open balances
Profit & loss
What drives the result
Next steps
Review queue
Operating reports
Performance by business area
Custom account groups may overlap. These reports do not add up to company totals.Custom financial views
Sub P&Ls
Build focused reporting for a department, market, operating unit, or any account grouping your team needs.
Custom Sub P&L
Sub P&L
Flow
Revenue to net income
Comparison
Budget and period performance
Reporting structure
Sections and accounts
Guided setup
Create a Sub P&L
Step 1 of 4
- 1Basics
- 2Accounts
- 3Sections
- 4Review
QuickBooks budget source
Budget vs Actual
Compare cached QBO budgets with official Profit & Loss actuals.
Variance
Account performance
Accounting administration
Setup
Review the QuickBooks account hierarchy and control which leaf accounts are valid for expense coding.
QuickBooks Chart of Accounts
Parent accounts explain structure; leaf accounts are selectable reporting and coding targets.
Expense Coding Rules
Posting controls remain separate and fail closed. These rules only narrow valid QuickBooks leaf accounts.
QuickBooks
Accounting
Connected company
Loading QuickBooks…
Checking cached financial data.
Cache only
QuickBooks settings
Trend
Income vs expenses
Profit & Loss
Simple P&L
Details
Recent QuickBooks transactions
Mini P&Ls
Income, COGS, expenses, and net
Partner views
Operational mini P&L profiles
Trace
QuickBooks accounts included
QBO budget source
Budget vs Actual
Rows
Budget accounts
Setup
Expense Coding Rules
Exportable expenses must use QuickBooks leaf/sub-accounts. Parent accounts stay hidden from posting choices unless an admin explicitly allows them.
Allowed choices
Expense sub-accounts
Rules
User/card limits
QuickBooks chart of accounts
Account Map
Parent accounts create the visual sections. Child/sub-accounts are the coding targets for expenses and mini P&L reporting.
Map
Chart of Accounts hierarchy
Health
Needs accountant review
Users
People and teams.
Manage your people, organize teams, and keep access clear.
Your people
Find people and manage their roles, teams, and account status.
Teams
Organize people into working groups and choose team leads.
Roles & access
Define what people can access. Role changes apply to every assigned member.
Departments
Group people by department to organize their work and access.
Authorization history
Review who changed roles, assignments, teams, and department access.
Settings
Operation configuration.
Operation
Casago LKA
Users
1
Vehicles
0
Accounting & Expenses
Expense controls
Card routing
Card accounts
QuickBooks mapping
Expense categories
Operational matching
Vehicle expense matches
Workflow
Reconciliation settings
AI / Gemini
Gemini support
Owner controls
Gemini usage and budget
Historical token telemetry is incomplete before this gateway release.
Controlled retrieval
Assistant data architecture
Admin / auditor
Assistant diagnostics
Diagnostics are available to authorized administrators.
Loading Gemini prompts...
Notifications
Push and email delivery
Google connection
Meeting notes
Connect the Google account that owns or can access Meet notes so Sentinel can import notes into Meetings and Gemini.
- Account
- Not connected
- Token
- Not connected
- Last tested
- Never
- Redirect URI
- Loading
QuickBooks Online
QuickBooks
Connect QuickBooks, import the accounting lists Sentinel needs, map them once, and choose whether approved expenses can be manually posted.
Connection
Company authorization
Connect one QuickBooks company to this Sentinel operation.
- Company
- Not connected
- Environment
- Loading...
- Token health
- Disconnected
- Connected by
- —
- Last tested
- —
Registered redirect URI
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QuickBooks Data
Import accounting lists
Connect QuickBooks, then import accounts, vendors, customers, classes, locations, and tax codes for mapping.
AI
AI use with QuickBooks data
QuickBooks-derived data is not available to AI features.
Accounting Mappings
Match Sentinel to QuickBooks
No mappings saved.
Preview
Test an expense before posting
Choose an expense to inspect eligibility, omitted fields, and the proposed local payload.
Authenticated support
Request help
Describe the issue without pasting passwords, tokens, receipts, or accounting payloads. QuickBooks diagnostic IDs may be attached by ID and are tenant-checked on the server.
Administrator queue
Operation requests
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General KPI Settings
Period ranges
Daily range
00:00 to 00:00
Weekly range
Monday to Sunday
Monthly range
Calendar month
Maintenance Recommendations
Work order ranking
StreamlineVRS
Work order webhooks
Selected operationInstance—
Created—
Last rotated—
Preferred format
Status change JSON
{ "maintenance_id": "123", "status_name": "Processing" }Accepted representations
- Raw JSON, including nested objects
- HTML-escaped JSON
- URL-encoded
payload,body,json, ordatafields containing JSON
Requires a recognized work-order ID. Accepted requests return HTTP 202.
Accepted field aliases
Safe validator
Test a payload
Last 30 days
Recent deliveries
No deliveries loaded.
Integrations
StreamlineVRS
Integrations
Casagrow
Connect this instance
Authorize Sentinel in Casagrow. Credentials refresh automatically and remain in AWS Secrets Manager.
Advanced transition connection
Properties
Resort Categorization
Properties
Property Zones
Rename synced housekeeping zone IDs per operation. These labels feed Properties, Tools, scheduler views, and reports.
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Auto Sync
Keep PMS data fresh
Routing & Travel
Office route cache
Expenses
My Expenses
Track, review, and reconcile your expenses.
Expense Reconciliation
New Reconciliation
Start from a CSV or choose a billing cycle and processor for manual reconciliation.Saved Reconciliations
Billing cycle groups
0 expenses
$0 total