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Changelog

All notable changes to this Standard Operating Procedures will be documented in this page.

August 11, 2026

  • New Claude Setup: Setting up the monday.com and ROZ connectors. Link →
  • New Petty Cash: New petty cash process. Link →
  • Updated AP Processing Workflow: Updated email ingestion pipeline. Link →
  • Updated Site structure: Tech pages moved to Digital Workplace, Server Directory moved to File Management.

August 5, 2026

  • New Recurring Work Orders: New recurring work orders workflow. Link →

July 24, 2026

  • New Vendor Setup Workflow: New vendor setup workflow. Link →
  • New Brand Assets: New branding assets page with guidelines. Link →

July 21, 2026

  • New Email Signature: New signature template, formatter and guide. Link →

July 16, 2026

  • New Paying Bills Workflow: Added an SOP for Appfolio Paying Bills. Link →

July 7, 2026

  • New Logo and Favicon: New Megtech logo
  • Updated AP Processing Workflow: Updated workflows for REA. Link →

July 6, 2026

  • New Work Orders: Added an SOP for AppFolio work orders. Link →
  • New Changelog: Added this page to track site updates. Link →
  • Updated Software & Tools: Added AIR CRE under Documents. Link →