Customer module audit

For each company: what each module is set to in prod today, what the calls decided, and what to change.

2026-10-05, prod read at 15:51 UTC · read-only (prod read with Get and Query only, plus Slack and docs) · nothing changed · every change below needs Gera's yes

"Situs" and "Western Slope" are two separate companies. Situs: Maintenance and Leasing is right, both in onboarding, but which goes first is unconfirmed. Western Slope: Leasing is Live. Renewals comes next, Supervised, planned for today but still Off at 09:51 MT. On Maintenance the sources point two ways, and the turn-on is Fede's call.

CompanyModuleTodayRecommended
Western SlopeRenewalsOffSupervised on Fede's go
Western SlopeMaintenanceOffSetting up
SitusLeasing, MaintenanceOffSetting up
SitusOwner reports, Team noticesLive, SupervisedOff
SitusBuildings on52 of 52~13 managed only (pending on/off screen)
ConAmLeasingLive (no buildings)Setting up
JPCO · Yale 25Leasing, RenewalsLive (inherited)Fede decides

"Setting up" does not exist yet; until it ships it means Off. Everything else matches what was decided, or no decision was found.

Western Slope Property Management: live since 9/20, 80 of 90 buildings on

org_c42d9150-b9ad-46f8-8f5f-b0fe56bacf38 · claraLive true · 10 buildings carry a redundant building-level Leasing on; 1 carries building-level Maintenance off (inert until Maintenance is on).

ModuleTodayWhat was saidRecommendedConfidence
LeasingLive
"No, no, it's only leasing." (WS owner, onboarding, 2026-09-16, #transcripts)
LiveHigh · match
RenewalsOff
"the team decided renewals is the next module to go live … supervised for week one" (recap, 2026-09-30, #transcripts)
"turn on Monday 10/5 … add the Renewals module to Western Slope's account in Supervised … Turning anything on there is Fede's call." (western-slope-go-live, updated 10/3)
Supervised on Fede's go; Setting up until thenHigh · pending, dated
MaintenanceOff
"if we're going to focus leasing and then renewals and then maintenance, I think that's fine" (WS owner, 2026-09-09, #transcripts)
"Decision: launch the maintenance line for intake and work-order creation only, which replaces MCC … [WS owner] may be locked into an extended AppFolio contract" (recap, 2026-09-30)
Rollout plan "Proposed — pending review"; Stage 1, voice intake at Western Slope "(this week)", "Turn on at Western Slope. Fede's call." (maintenance-rollout, 9/30)
Setting up, then Supervised or Live on Fede's Stage 1 pickMedium · decided in principle, no turn-on order
CollectionsOffNo decision foundOffMedium · match
Owner reportsLive (default)No decision found. 0 of 90 buildings opted in, so nothing sends.Off or leave (same effect)Low
Team noticesSupervised (default)No decision foundSupervisedLow
Situs Group: not live, 52 of 52 buildings on, AppFolio sync paused

org_a3376147-bb8e-4ee7-b8e2-8b3e9af36591 · claraLive false · plan list is empty, so all plan modules are Off · sync paused 9/29: "Situs locked off until founders deliberately turn it on" (#engineering-bridge). Overlap with Western Slope: "Situs entities own 127 of the 240 units" (Fede, 9/8, #transcripts).

ModuleTodayWhat was saidRecommendedConfidence
LeasingOffSources disagree on the order.
"Modules turn on incrementally: leasing first, then maintenance, then renewals" (customer call recap, 2026-09-18, #transcripts)
"for situs, we are starting with maintenance … since leasing is off" (Gera, 2026-09-21, #transcripts)
"Maintenance first … then night and weekend leasing … The earlier 'after-hours leasing first' on the atlas is superseded." (onboarding handoff, 9/30)
Setting upHigh it is onboarding · order unconfirmed
MaintenanceOff
"Citus Group for maintenance" (standup, 2026-09-14, #transcripts), plus the two lines above
Setting upHigh · matches Gera
RenewalsOff
"Renewals third, rent-floor gate first." (handoff, 9/30) · "phase 2, scoped and priced after the first 90 days" (proposal, 9/2)
Off (later)High · match
CollectionsOffNo decision foundOffMedium · match
Owner reportsLive (default)
"Let's make sure everything is off and locked for situs group and we don't accidentally respond to anything" (Fede, 2026-09-29, #transcripts). 0 of 52 buildings opted in.
OffMedium · mismatch, inert today
Team noticesSupervised (default)Same 9/29 lineOffMedium · mismatch

Buildings. The 9/29 call decided "Gera manually disconnects everything except the managed schedule" (13 named properties) and drops the junk entities (recap). In prod all 52 are on, with no building overrides. This is pending, not drift: Gera's 9/30 list has "the on/off property settings so situs can update" in review.

ConAm: not live, no buildings (Yale 25 Station lives in JPCO)

org_ce7f49d1-7f1d-4bb6-881c-0adff6324150 · claraLive false. Yale stays in JPCO on purpose: "move? id say no, but make a new org for conam, yes. So both share yale" (Gera, 2026-09-23, #transcripts).

ModuleTodayWhat was saidRecommendedConfidence
LeasingLive (inert)
"ConAm IT will not allow any workaround until PropFlow is a certified Yardi integration partner." (2026-09-29, #transcripts) · 10/1: "direct Yardi access"; Fede to gather Yale knowledge "to enable sandbox testing and eventual go-live" (#transcripts)
Setting upMedium-high · mismatch, cosmetic
RenewalsOffNo decision found ("leasing and maybe renewals only", earlier research)OffLow
MaintenanceOff
"ConAm's not even using Yardi for maintenance anyways, right?" (Sean, 9/29) · "Yale doesn't use maintenance for Yardi" (Fede, 9/2)
OffHigh · match
CollectionsOffNo decision foundOffMedium · match
Owner reportsLive (default)No decision foundOffLow
Team noticesSupervised (default)No decision foundOffLow
JPCO (Camellia + Yale 25 Station): live, everything matches except the Yale question

org_jpco · claraLive true · 2 of 2 buildings on · Camellia is the only building in prod opted into owner reports · Yale has building-level Maintenance off (9/26), and inherits Live Leasing and Renewals.

ModuleTodayWhat was saidRecommendedConfidence
LeasingLiveCamellia live since June. Fede's 9/11 ruling: "Camellia and The Willows on, Yale 25 Station and every other company off"Live (Yale: see below)High
RenewalsLiveCamellia renewals run autonomously (Fede, 9/30)LiveMedium
MaintenanceLiveIn use at Camellia; Yale building is off, which matches "Yale doesn't use maintenance"LiveMedium
CollectionsSupervised
"collections on doesn't need approval, and we should make sure nobody is on, just supervised." (Gera, 2026-10-01, ADR-0125 amendment)
SupervisedHigh · match
Owner reportsLiveCamellia opted in (per-building opt-in since 9/14). No decision to stop.LiveMedium
Team noticesSupervised (default)No decision foundSupervisedLow

Yale 25 Station. It inherits Live Leasing and Renewals in a live company. Meanwhile ConAm IT has blocked any workaround until Yardi certification, and Fede's 9/11 ruling named Yale as off. Fede should decide whether Yale's Leasing and Renewals go Off at the building. I did not check what Clara actually sends at Yale today.

Test and internal companies (no recommendations)
CompanyclaraLiveLeasingRenewalsMaint.CollectionsBuildings on
Fairhaven Residential (TEST)falseLiveOffOffOff11/11
Module Gate Probe (TEST)falseOffOffOffSupervised1/1
Test Client CofalseLiveOffOffOff3/3
Second Mirror (TEST)falseLiveLiveLiveSupervised2/2
Western Slope Mirror (TEST)falseLiveLiveLiveSupervised70/70
Sandbox (Willows bench)trueLiveLiveLiveSupervised3/3
PropFlow Staffn/aLiveLiveLiveSupervised0

All of them: Owner reports Live and Team notices Supervised (defaults).

How this was read
PropFlow Docs