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TPG Management — Internal Team Portal
Need help? mike@tpgmanagement.net
Team Dashboard

Your one-stop shop for everything TPG.

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Today's North Star
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Year-End Goal
433/750 Units
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Next Team Meeting
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01 /

Monthly KPI Snapshot

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02 /

Accounting

Tools + Requests
Tools & Trackers
Accounting Drive Folder
Master folder for accounting docs, statements, reconciliations, and reports.
Open Drive →
Rental Property ACH / Bill Pay
Master tracker for rental property autopay — utilities, mortgages, and insurance.
Open Sheet →
HOA Property ACH / Bill Pay
Tracker for HOA properties — dues, insurance, utilities, and recurring HOA autopays.
Open Sheet →
Rental Property Mail
Intake for mailed invoices, bills, and notices received for rental properties.
Open Folder →
HOA Property Mail
Intake for mailed HOA-related invoices, bills, and notices.
Open Folder →
TPG Company Mail
Mail for TPG entities — corporate bills, insurance, tax, and compliance notices.
Open Folder →
Submit a Request
JotForm / Accounting
Accounting Requests & Questions
General accounting questions, vendor payment issues, owner statement corrections, invoice disputes, and any other accounting-related ask.
Open Form →
03 /

Operations & Knowledge

Drive / SOPs / Trackers
Operations & Leasing
Shared folder for operations and leasing — documents, templates, working files.
Open Drive →
SOPs
Standard operating procedures — the single source of truth. Read these before starting any process.
Open Drive →
Section 8 Tracker
Tracker for Section 8 HAP contracts, inspections, RFTAs, abatements, and re-certifications.
Open Sheet →
RBP & Filter Tracker
Resident Benefit Package tracker for AC filter delivery and replacement schedules.
Open Sheet →
DQ Tracker
Delinquency tracker — who owes what, when notices went out, and where each case stands.
Open Sheet →
Common Area & Compliance Tracker
Tracks common area needs — landscaping, fire alarms, snow removal, pest control, elevator contracts — plus Township CO and compliance items.
Open Sheet →
Utility Transfer Tracker
Log every utility activation — PSEG, JCP&L, water, gas. Always update this when turning on a property utility.
Open Sheet →
Unit Photos
Shared folder for unit photos — move-ins, move-outs, turn documentation, and listings.
Open Drive →
Property Compliance
Shared folder for township COs, inspections, rental licenses, and compliance documentation.
Open Drive →
04 /

Maintenance

Request / Trackers
Submit a Request
Asana Form / Maintenance
Request a Maintenance Estimate
Submit a request for a maintenance estimate — repairs, pest control, and any scope that needs a bid before work begins. Routes directly into Asana for quoting and owner approval.
Open Asana Form →
Trackers & Schedules
Material Ordering
Log and track material orders for turns, repairs, and inspections.
Open Sheet →
Rental Property Routine Maintenance
Schedule and track recurring maintenance — HVAC service, gutter cleans, detector checks, and preventive care.
Open Sheet →
05 /

Key Platforms

Daily Drivers
Process Management
Asana
Where all team processes live. Every recurring workflow runs through Asana — task status, deadlines, and clear ownership at every step.
Processes Managed in Asana
Move-InMove-OutProperty LeasingTenant ApplicationsUnit Turn Quotes & TrackingMaintenance EstimatesEvictionsProperty OnboardingProperty OffboardingTenant OnboardingRenewals
Open Asana Board→
Shared Inbox
HelpScout
All external email communication runs through HelpScout — not your personal inbox. Every message from owners, residents, and leasing prospects lives in a shared mailbox.
Mailboxes You'll Monitor
  • Ownersowners@tpgmanagement.net
  • Leasingleasing@tpgmanagement.net
  • Maint.maintenance@tpgmanagement.net
  • HOAhoa@tpgmanagement.net
Open HelpScout→
Property Management System
AppFolio
Our core property management system. Everything about owners, units, residents, and money runs through AppFolio.
What Lives in AppFolio
Owner & Unit DataLeases & TenantsRent CollectionAccounting & LedgersWork OrdersOwner Distributions
Open AppFolio→
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Links Directory

Forms / Portals
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Internal Team
Time Off RequestForm → Accounting Requests & QuestionsForm → New Vendor RegistrationPage → Incident Report SubmissionForm → Company Vehicle AgreementForm →
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Share With Owners
New Property Intake FormForm → Owner Process PagePage → Bank Account Change RequestForm → Owner Portal AccessPortal →
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Share With Residents
Notice to Vacate SubmissionForm → Move-In ChecklistPage → Resident Portal AccessPortal →