9 guides
Residents
Submit and follow a service request
Report a maintenance, security, noise, or shared-area issue and follow updates from the estate team.
Show step-by-step guide
- Open Your requests and choose New request.
- Add a short subject, select the closest category and priority, then describe what happened and where.
- Submit the request. Its current status and estate-team updates will appear under Your requests.
Open resident portal →Residents
Upload or download a resident document
Keep important records attached to your resident profile and retrieve them when needed.
Show step-by-step guide
- Go to Documents in the resident portal.
- Choose a document type, select a PDF or image, and choose Upload document.
- When the upload is complete, use Download beside the document to retrieve it later.
Open resident portal →Residents
Find current estate announcements
Check notices published for your estate, including community updates and service information.
Show step-by-step guide
- Open Estate notices in your resident portal.
- Read the announcement and its published date. New notices appear in this section when they are available.
- If you need clarification about an announcement, contact the estate management office.
View estate notices →Estate teamAdministrators
Manage residents and move-in onboarding
Find resident records, review occupancy details, and keep move-in tasks and documents organized.
Show step-by-step guide
- Open Resident Portfolios and search for the resident or household.
- Open the resident record or occupancy view to review property and occupancy information.
- Use the onboarding checklist and document controls on the resident record to track outstanding move-in items.
Open resident portfolios →Estate teamAdministrators
Log and manage a complaint
Record an issue, assign responsibility, and keep its status and follow-up visible.
Show step-by-step guide
- Open Complaints & SLA and choose the action to log a complaint.
- Select the resident or unit, describe the issue, and set an appropriate category and priority.
- Assign an owner, add updates as work progresses, and move the complaint through its status workflow.
Open complaints →DirectorsAdministrators
Review and record a board decision
Review pending approval requests and preserve the outcome with a decision note.
Show step-by-step guide
- Open Board Resolutions and review requests marked Pending.
- Read the request summary, owner, category, and any decision deadline.
- Review the current vote tally and other submitted votes, then cast an approve, reject, or abstain vote with a reason. A request is approved only after four members vote yes; changes remain open until four approvals are reached or that threshold is no longer possible.
Open board resolutions →DirectorsAdministrators
Track actions on the director action board
Review action items, find work by portfolio, and keep progress up to date.
Show step-by-step guide
- Open Director Action Board and search by task, assignee, or portfolio, or choose a portfolio filter.
- Review the owner, priority, and due date on each task.
- Use Move to when the task changes stage. Open History to review recorded updates.
Open action board →Administrators
Set up an estate and register properties
Create the estate first, then add properties and units to establish the portfolio.
Show step-by-step guide
- Open Estate Portfolio and choose Create estate. Enter the estate name and unique code.
- After the estate is created, choose Add property and enter its name and available address details.
- Open the property record to add units where applicable.
Open estate portfolio →Administrators
Create a staff account
Give a team member an appropriate role and estate scope.
Show step-by-step guide
- Open Staff Accounts and choose Add staff account.
- Enter the staff member’s name, email, and temporary password, then select their role and estate scope.
- Share temporary sign-in details securely. Give only the access needed for their responsibilities.
Open staff accounts →