What goes wrong
- Every existing problem becomes your problem within a month.
- Nobody knows which vendor has keys, codes or open jobs.
- The board's first impression is set before your first report exists.
What to do now
- 1
Add the association as a property, or import it by CSV, with its vendors and the access notes staff may share with them.
- 2
Run the annual community walk in the first week: every component, rated and photographed. That is the baseline.
- 3
Send the board the report by link the same day, with the open findings already sent as work orders.
- 4
Set the property's walk cadence so the next walk is on the calendar before you leave.
What they end up holding
The board gets a dated baseline in week one; you get a record of what you inherited, separate from what happens on your watch.
Which plan
Business
Business is $99/month per management company, however many associations you add.