Organize properties and unit owners
Begin with clear identities and a record of the work.
Property owner association · Industry foundation
Keep your community records together.
Coordinate unit ownership, resident billing records, maintenance and documents.
Start with existing capabilities. Extend with the workflows your business needs.
Your connected workspaceFoundation preview
1Organize properties and unit ownersKeep the next action linked to its business records.
2Record dues and assessmentsKeep the next action linked to its business records.
3Review payments and shared costsKeep the next action linked to its business records.
4Coordinate maintenance and community activitiesKeep the next action linked to its business records.
Business core
Shared contacts
Properties & spaces
Property finance
Association workspace
Documents
The work, connected
A foundation around your daily operations.
Record dues and assessments
Bring the relevant people, documents and operational details into view.
Review payments and shared costs
Bring the relevant people, documents and operational details into view.
Coordinate maintenance and community activities
Keep progress visible and retain the records behind each decision.
Recommended building blocks
Shared tools. A business-specific starting point.
Business core
Tenant isolation, roles and audit records.
Shared contacts
People and organizations with several roles.
Properties & spaces
Property, unit and accommodation records.
Property finance
Property invoices, payments, expenses and journals; general service/retail invoicing is not implemented.
Association workspace
Named owners, occupants and assessments; owner must enable Association mode separately.
Documents
Business files and contract references.
Property maintenance
Property issues, vendors and work orders.
Staff & access
Staff accounts, employee records and department permissions.
Business activities
Categories, assignments, due dates and progress notes.
What still needs extending
Association mode must be enabled by the owner. Percentage cost allocation, voting and reserve-fund workflows are not implemented.
Real estate customer portal
Rental, guest and resident customers can use their property business account to review available bills, documents and service requests.
Build your foundationChoose the building blocks.
Choose the building blocks.
See how they fit together.
Select a business type, start with its recommended foundation and adjust the existing blocks. Prerequisites stay connected.
No specialization assigned. Existing foundation access remains unchanged.
Changing industry or business type starts a new recommended selection.
Planned capabilities — not selectable
Electronic signatures
Signing-provider workflow and evidence.
Projects & milestones
Linked tasks, dependencies and budgets.
Service sales & invoicing
Quotes, sales orders and non-renter billing.
Purchasing
Requests, purchase orders and receiving.
One foundation, built to grow with you.
Shared contacts, tenant isolation and staff permissions stay underneath your industry workflows. Your foundation proposal starts the setup conversation; it does not automatically deploy integrations, activate billing or change account access.
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