Service Requests and Work Orders

• Track all incoming service requests from owners
• Track requests that are approved or rejected by the associations
• Print or email work orders directly to maintenance staff or vendors
• Follow-up on each work order to ensure it is completed in a timely fashion
• Charge back costs (if necessary) to the owner or association
• Service request and work order histories can be included automatically with the Monthly Report

Collection Follow-up

• Easy tracking and follow-up with delinquent owners
• Owners can be selected by number of days late, balance, or percent of regular assessments due.
• Define how the collection process should work
• Custom letter templates that are sent with each step
• Use the templates provided with Condo Manager or design your own with the integrated word processor
• Define the fees that are charged to the owner with each step in the process
• Determine at which step you should stop accepting payment for the owner and turn them over to an attorney or collection agency.
• All letters that are sent to each owner are automatically saved in their Communication History

CC&R Violation Tracking

• Track architectural change requests from owners and follow-up for approval
• Include CC&R article numbers and text for easy reproduction in violation letters
• Define what should be done by the owner to correct violations
• Determine what steps should be taken by the association to correct the situation
• Define the fees, if any, that are billed to the owner with each step
• Use the letter templates included with Condo Manager or build your own with our word processor and automatic mail merge
• Add reminders to Condo Manager’s “To Do” list for follow-up.
• Each letter is saved in the recipient’s Communication History
• Print tracking reports that include Drive-Thru inspection lists and detailed or summary reports
• Include violations and architectural requests in the monthly management report

Utility Billing

• Set up as many utility types as needed for the associations
• Set up flat charges, fees per day or period, variable fees based on consumption, and other variable fees
• Use your PDA to record the meter readings and export a file that contains your owners information and a place to record the readings
• Import files from other utility providers so that you don’t have to capture the information yourself
• Produce and print or email automatically preformatted invoices for utilities
• Keep a full history of all utility billings with all details

Outlook Integration

• Track email communication with ease
• Email messages sent from Outlook will appear (body of email) within the Communication History of the owner.
• You can also import previous email messages to update the Communication History in Condo Manager
• Sync your “To Do” list with Outlook
• Your “To Do” items in Condo Manager will appear in the Outlook Task panel
• As activities are completed in Condo Manager, they are updated in Outlook accordingly

Payment Processing

• Generate direct payment (ACH) files to be uploaded to the bank
• Verify ACH payments and reports easily
• Import lockbox files from any bank
• Lockbox files can be global for multi-association processing
• We work directly with your bank of choice to ensure their files import correctly
• Each owner’s account is automatically updated in Condo Manager to save you time on data entry

Profitability Analyzer

• Know how much time you spend with each association
• Keep a record of the time you spent on the phone with homeowners, vendors, and board members
• Show how many accounting transactions were passed (checks written, payments received, invoices entered, etc)
• Show time spent writing letters and sending emails from Condo Manager
• Print pie charts to show how your time was distributed
• Print a task list to show the number of activities you completed in a given time period
• Print a Profitability Report that shows how much time you spent with the association and know your effective hourly rate.