1Register the community
Name it, add the address, and that's the account. One screen, no sales call, and nothing to pay for your first community.
You already have companies you like
When the pool company you’ve used for years is fine and the paperwork isn’t, none of that has to change. You create the community, you send the invitations, and each company enrolls under its own name.
| Your first community | costs nothing |
|---|---|
| Inviting a vendor you use | costs you nothing |
| Opening the account | requests no proposal |
Getting started
Registration is one screen and the invite table is the last step on it. Invited vendors enroll under their own names.
Name it, add the address, and that's the account. One screen, no sales call, and nothing to pay for your first community.
The invite table is the last step of registration. An email address is all that's required. Add the company name, a contact, and a phone number if you have them, or paste the lot straight out of a spreadsheet.
Each one gets its own invitation, applies, uploads its documents, and is checked before it can propose. They go on setting their own prices and sending their own invoices.
Your existing companies
Who you hire, what you pay them and who you call when the pump fails all stay exactly as they are. The certificate, the invoice and the visit photo move out of your inbox and sit under the community.
They upload it once, and the expiration date goes on file beside it. When a renewal is coming up you hear it from the record rather than from the company's own memory.
Three documents are needed before a company can propose on your community: general liability, workers’ compensation, and the credential its own trade requires. A person here reads each certificate and records its expiration date. Credentials vary by trade: a CPO card for pool, auto liability for landscaping, a background check for porter and amenity staffing, and a pest license for pest control. Business registration is collected and verified as well. A proposal turns on the insurance and the trade credential. The registration tells a community which company it would be signing with.
They each send their own invoice and you pay each one. Because those invoices land in the same place, whoever closes the books stops rebuilding the month out of a mailbox.
These contracts are paid out of assessments, which is what most owners call their dues. If your board wants the per-home figure before budget season, the cost-per-home calculator turns a proposal into a monthly number without an account.
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