Explore capabilities for daily management, financial oversight, board governance and resident service. Available tools depend on your company settings, access and connected services.
Dashboard & daily priorities
See the work that needs attention across your assigned properties.
Email assistance
Prioritise resident messages and review prepared summaries, replies and follow-up suggestions.
Property assistant
Find relevant information in property records and documents to support decisions.
Property search
Find contacts, units, documents, work orders and financial records in one search.
Calendar & planning
Keep deadlines, inspections and meetings organised alongside connected Microsoft 365 calendars.
Notifications
Keep responsible team members informed about handovers, approvals and service deadlines.
Tasks & checklists
Assign responsibilities and use shared checklists for consistent daily practices.
Work orders
Track repair progress, assigned vendors, photos, costs and spending approvals.
Resident requests
Review portal maintenance requests and create work orders when property work is needed.
Preventive maintenance
Schedule recurring work to support property condition and planned upkeep.
InspectionsNew
Document property condition with checklists, photos and signed reports.
Vendor quotes & invoices
Give assigned vendors a dedicated place to submit quotes and invoices for review.
Incidents
Document incidents, identify concerns and keep follow-up responsibilities visible.
Capital projects
Follow approved projects and reserve fund spending through to completion.
Front desk logNew
Keep visitor, key and delivery records organised for concierge teams.
Amenity bookingNew
Manage community bookings, fees, deposits and scheduling conflicts.
Rule complianceNew
Document reported violations, notices and follow-up with a clear history.
Alteration requestsNew
Review owner renovation proposals, supporting documents and approvals.
Board packages
Prepare meeting information, complete internal review and share approved packages with directors.
AGMs & electronic votingNew
Organise meeting notices, proxies, quorum tracking and voting.
Board resolutionsNew
Circulate resolutions, collect signatures and preserve the decision history.
Status certificates
Track requests, approvals and supporting documents through to issue.
Compliance calendar
Keep Ontario condominium filings, studies and other responsibilities visible by property.
Insurance & claimsNew
Keep policies, renewal dates, claims and broker information together.
Minute bookNew
Organise and search the corporation's permanent records.
Owner accounts & arrears
Review unit balances, common expenses and overdue accounts to guide follow-up.
Invoices & approvals
Route invoices through the spending approvals set by your organisation.
Budgets & performance
Compare actual spending with budgets and prepare explanations for board review.
Portfolio insights
Review property performance, team workloads and resident response times.
Management reports
Prepare monthly reports for management and board review.
QuickBooks OnlineNew
Send approved invoices to your connected accounting records.
Announcements & notices
Prepare community updates for the portal, email and printed distribution.
Assisted drafting
Prepare notices and correspondence for your team to review and approve.
Service standards
Review response times and identify conversations that need attention.
Resident portal
Give residents convenient access to requests, notices, documents and amenity bookings.
Board portal
Give directors access to shared packages, resolutions, votes and building summaries.
Vendor portal
Keep assigned work, quotes and invoice submissions accessible to vendors.
Mobile accessNew
Keep daily priorities and inspections close at hand, with previously viewed lists available to read offline.
Choice of AI services
Choose supported AI services that align with your organisation's needs and information policies.
Private AI options
Support information policies that call for privately managed AI services.
AI spending controls
Set usage budgets and choose how AI assistance is made available to your team.
Searchable property records
Find useful information in documents and scanned records while keeping the original files available.
AI usage oversight
Review usage, estimated costs and recorded time savings to assess value.
Guided setupNew
Introduce company records, properties, contacts and connected services with a guided checklist.
Roles & property access
Give each person access appropriate to their responsibilities and assigned properties.
Account protection
Support stronger sign-in, protected credentials and clear session controls.
Decision & activity history
Review and export records of important approvals, changes and access decisions.
Business connectionsNew
Support approved connections between property operations and other business systems.
Microsoft 365
Connect staff mailboxes and calendars to daily property operations.
Company records & exportNew
Export company records and support managed archive and restoration processes.
In-app guidanceNew
Access practical guidance relevant to each person's responsibilities.
Book a walkthrough tailored to your portfolio or explore the interactive demo.