Coastal Property Performance replaced a spreadsheet + email operation with a custom PWA managing 30+ Jersey Shore properties — with the same 1–3 person team, one operations hire avoided, and owner dashboards that eliminated "how's my property doing?" calls entirely.
Property details lived in scattered Excel files. Owner onboarding meant phone calls and back-and-forth emails to collect gate codes, utility info, and insurance details. Contracts were Word templates that had to be printed, scanned, and mailed for wet signatures. Invoices were built in Excel and QuickBooks and emailed as PDFs. Payment tracking was manual. Vendor coordination happened over text chains with no documentation. Monthly owner statements took 3–4 hours per property. Every interaction was a manual touchpoint.
Owners log in and see revenue, occupancy, financials, upcoming services, contracts, and invoices — plus the ability to sign, pay, submit requests, and block dates. The "how's my property doing?" call is over.
Build a contract from the service catalog, generate a branded Word doc, send for signature, owner signs in-browser on a canvas signature pad. Print/scan/mail eliminated.
Invoices auto-populate from contract terms, generate branded PDFs, deliver by email, track owner views, and collect through embedded Stripe checkout. No QuickBooks. No chasing checks.
Tasks, recurring service schedules, vendor assignment, photo documentation, and completion tracking — all in one place. Push notifications for time-sensitive work.
Real-time 10-day forecasts, marine conditions, and NWS severe weather alerts for Jersey Shore zones. Proactive storm prep instead of reactive damage control.
Admin dashboard with 6 KPI cards, property overview, quick actions, and activity feed. Replaces the morning spreadsheet-check ritual entirely.
Before, when an owner asked how their property was doing, it was a phone call, then I'd pull up three spreadsheets, manually add up the numbers, type up an email, and hope I didn't miss anything. Now they just open the app on their phone and see everything — revenue, upcoming services, their contract, invoices, payment status — all of it. I had an owner tell me he checked his dashboard at 6am with his coffee before I was even awake. That's the difference between running a business and chasing paper.
Time: Owner statements dropped from 3–4 hours per property to under a minute — 30–40 hours a month saved on statements alone. Full-operation time savings clock in at 15–20 hours per week between onboarding, contracts, invoicing, and vendor dispatch.
Money: $5,000–$8,000 a year in eliminated SaaS fees (e-signature, PM portal, task management, email automation). At current scale, that's one operations hire the business didn't have to make — roughly $45–$55K/year avoided.
Growth: Architecture supports 30+ properties without adding headcount. The platform itself is now a sales tool — "here's the owner dashboard you'll have access to" closes owners that spreadsheet operators can't.
Cash flow: Stripe checkout embedded in every invoice means owners pay on receipt instead of mailing checks. AR float shrinks.
With the platform behind them, Coastal Property Performance productized their offering into monthly management plans and Airbnb full-service revenue share — with everything owners need to say yes right in their portal.
Plus 34 a la carte services across landscaping, winterization, year-round management, cleaning, inspection, and specialty work.
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