Organization Settings Social Media Public Page (About Sender) Member Directory Companion App

Managing Contact Lists Viewing and Editing Contacts Adding Contacts Manually Importing Contacts from CSV Creating Sign-Up Forms

Writing a Message Proactive Coach Using Templates Adding Images Understanding the Message Summary Before You Send: Test or Review Pasting from Other Apps Previewing Your Message Adding Tables

Creating an RSVP event Understanding the Event Summary Understanding the Open Event Summary Guest Check-in Seating Arrangements

Sending Your Message Sending From Your Own Domain Setting Your Reply Address

OrgPlanner

Getting Started with Form Builder Building and Editing Forms Working with Smart Presets Managing Form Responses

Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Team Members

Activity Dashboard Usage & Limits Usage History

Workflow Automation Overview Bahá'í Feast Announcement Workflow

Getting Started with ARC Requests Reviewing and Deciding on a Request

Understanding Your HOA Overview What Is a Unit? Adding Your Units Assigning Contacts to Units The Primary Contact Star Deleting a Unit Importing Contacts with Units and Addresses

How an Election Works Election Basics Who Receives the Ballot Email Quorum Settings Positions and Candidates Who Receives a Ballot Launching and Sending Ballots Reusing an Election

Reading the Results When Quorum Is Not Met Announcing Results to Members Exporting and Record Keeping

Getting Started with Violations Logging a Violation Managing a Violation Case Violation Categories Governing Documents & Rules Fine Schedules Notice Templates

Dues & Payments Overview Charge Batches Unit Ledger Creating a Special Assessment Per-Unit Dues Overrides Recording an Offline Payment Dues Schedule & Late Fees When a Homeowner Says They Already Paid Autopay for Regular Dues Exporting Dues Data Payment Disputes and Restricted Units

Getting Started with Reserve Study

Meetings & Minutes: from notice to approved minutes Meetings settings: your association and board

Compliance calendar: never miss an HOA deadline

Document vault: keep your HOA records in one place

Board roster: offices, terms, committees and alerts

HOA Vendors

Work orders for repairs

A job tracks one repair or request from the first report to the final bill. Open the Jobs tab on the Vendors page.

1. Add a job

Choose Add job, or use Add a job in a vendor's menu to start with that vendor selected. Give it a title, where it is, a priority and optionally a due date and estimate.

2. Move it along

Jobs sit in four groups: New, Assigned, In progress and Done. Open a job and press a status button to move it. When you mark it Done you are asked for the final cost, which helps with budgeting later. Done jobs older than 90 days fold into a toggle at the bottom.

3. Notes and the vendor

Add notes to keep a trail of who said what. Email vendor opens a message in your own email program with the job details filled in.

Good to know

  • Jobs and the vendor list are free on every plan.
  • Photos and an in-app vendor email are planned, not available yet.
Last updated: October 27, 2026