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When…

The management contract is up for renewal and the board wants to see the year

A community manager whose renewal is on next month's board agenda, with a board that remembers the one complaint and not the fifty walks.

What goes wrong

  • The year's work lives in emails, photos on a phone and the manager's memory.
  • The board judges the firm by the loudest problem, not by what was found and fixed.
  • A competing firm's proposal promises reporting the board has never seen from you.

What to do now

  1. 1

    Open the association's client link: every completed report for the year, newest first, without an account.

  2. 2

    Filter the work orders by the property and export the CSV: what was found, sent, fixed and verified, with dates.

  3. 3

    If you ran the annual community walk, bring it to show this year's condition against last year's.

  4. 4

    Put the link in the renewal packet so the board reads the year before the meeting.

What they end up holding

The board gets a year of walks, findings and repairs it can open itself; you argue the renewal with records, not recollection.

Which plan

Business

Business is $99/month: one link per association with only your firm's name on it, for unlimited associations.