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Serviced Apartment & Extended-Stay Operations Toolkit: long-stay SOPs

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Full description

This toolkit is for serviced apartment managers, owners and operators of long-stay buildings. It covers the full resident cycle: enquiry, quote, agreement, move-in, mid-stay service, monthly billing, move-out and deposit. The workbook prices stays by length, tracks units, utilities, housekeeping, maintenance and resident accounts, and shows the results on one dashboard. The documents give your team written procedures, a resident handbook and an agreement template to take to your lawyer.

Save with a bundle: this template is also in the Alternative Lodging Bundle, 10 templates for $29 instead of $74. All 141 templates are in the All-Access Hospitality Template Library for $79.

What is inside

  • Serviced_Apartment_Workbook.xlsx: 11 tabs, 5,959 formulas, 4 charts, 15 drop-down or validation rules. Tabs: Start Here, Dashboard, Settings, Pricing, Units, Stays, Utilities, Housekeeping, Maintenance, Ledger, Lists. Example data: 30 units, 105 bookings, 36 maintenance tickets, 32 resident accounts.
  • Operations_SOP_Manual.docx: 25 SOPs across 6 sections, plus a procedure index, role list, standards table, routine calendar, records schedule and training sign-off sheet. 32 pages.
  • Resident_Handbook_Template.docx: 18 sections plus local information page and quick reference card. 8 pages.
  • Stay_Agreement_Template.docx: 20 clauses, 5 schedules and 5 notice templates. 8 pages.
  • Forms.docx and Forms.pdf: 6 forms: inspection and readiness checklist, move-in handover, move-out inspection, deposit statement, service request, complaint record. 8 pages.
  • README.txt and LICENSE-and-Terms.txt.

How it works

  1. Open Settings. Enter the reporting month, as-of date, currency, fees, discount tiers and utility rates.
  2. Enter nightly rates on Pricing. The quote calculator and stay-length grid show weekly, monthly and extended totals.
  3. Replace the example units, bookings, readings, tickets and accounts with your own.
  4. Read the Dashboard and the Housekeeping tab for occupancy, average length of stay, overdue tickets, arrears flags and the weekly cleaning plan.
  5. Give your team the SOP manual. Issue the handbook, agreement and forms to residents.

Details

  • Formats: XLSX, DOCX, PDF (forms only). English. A4 page size.
  • Software: Excel 2016 or later, LibreOffice, or Google Sheets for the workbook. Word or LibreOffice for the documents.
  • Delivery: digital download. Nothing is shipped.
  • The workbook uses formulas, named ranges, drop-down lists, conditional formatting and print layouts set to landscape.

Good to know

  • All names, rates, dates and amounts are illustrative examples. They are not benchmarks.
  • Tax, deposits, entry notice, late fees and termination rules depend on local law. Each is an editable input or a bracketed field marked "Verify local requirements".
  • The agreement and handbook are generic templates. Have a lawyer review them for your jurisdiction.
  • Single-user license. Do not redistribute.

FAQ

What software do I need? Excel 2016 or later or LibreOffice for the workbook, and Word or LibreOffice for the documents. Forms.pdf opens in any PDF reader.

Does it work in Google Sheets? You can upload the workbook to Google Sheets. The formulas and drop-downs work. Check the charts and print layout after import.

Can I edit everything? Yes. Inputs are blue cells. Documents are fully editable. Bracketed text marks fields to fill.

Is the agreement legal advice? No. It is a generic template. Local law on long stays differs and can limit what a contract may say. Have a lawyer review it.

Is this a physical product? Can I get a refund? It is a digital download. Because files cannot be returned, refunds follow the store policy for digital goods.

Who is it for? Managers, owners and operators of serviced apartments, aparthotels and other buildings where many guests stay 28 nights or more.

You will get a ZIP (407KB) file