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When…

The board meeting is Thursday and wants the common-area report

An association manager with four communities, a board that reads everything, and a walk from two weeks ago that lives in a binder.

What goes wrong

  • The binder has the walk; the photos are on a phone.
  • The pool gate finding from last quarter is still open and nobody remembers which vendor had it.
  • The meeting spends forty minutes on where things stand instead of deciding anything.

What to do now

  1. 1

    Walk the community with the HOA common-areas template on the cadence guide's schedule; the report is ready when you tap Complete.

  2. 2

    Send the board one client-wide link: every property, every report, no login, no binder.

  3. 3

    Open findings are work orders with the vendor's last reply on them; that is the status slide.

  4. 4

    Violation notices go out with a QR the homeowner answers from, so the follow-up lands on the record.

What they end up holding

The board gets a link on Thursday morning and a status they can read in five minutes; the meeting decides things.

Which plan

Business

A management company with many associations runs them in one workspace on Business at $99/month, with its brand on every board link; a single association fits Pro at $29/month.