Feature Guide
Organisation & Access
- Invite team members and assign roles from Settings > Access.
- Switch organisations from the header; all data is scoped to the active org.
- Use the Admin console for cross‑org oversight if you are a super admin.
Properties & Registers
- Create body corporates, then add buildings and units.
- Maintain owner, committee, and mortgagee registers in one place.
- Export registers for reporting or audit purposes.
Documents & Evidence
- Upload governance, financial, insurance, and meeting documents.
- Approve AI‑extracted fields before they are used in workflows.
- Track evidence pack readiness by disclosure type.
Finance & Levies
- Create levy runs with budgets and due dates.
- Record payments per unit and monitor arrears.
- Export finance summaries for reporting.
Meetings & Resolutions
- Schedule meetings, track attendance, and add resolutions.
- Store minutes as documents linked to the meeting record.
- Use AI to draft minutes and extract action items.
Maintenance & Insurance
- Create and prioritize maintenance jobs with statuses and costs.
- Track insurance policies, expiries, and certificates.
- Use AI triage and policy comparison for planning.
Disclosures & Compliance
- Create disclosure packs and attach required evidence.
- Run pre‑issuance checks and QA before issuing.
- Review compliance obligations and due items regularly.
Integrations & Data
- Import/export CSV templates with idempotent upserts.
- Use validation mode before committing bulk imports.
- Configure outbound webhooks with signing and retries.
- Use inbound email ingestion with secure signatures.
Automation & Bulk Ops
- Create automation rules for repeatable workflows.
- Queue bulk operations with progress tracking.
- Review results and error counts before retrying.
Contracts & Billing
- Maintain a contract register with renewal terms.
- Track billing profile updates and invoices.
- Use notes to capture commercial terms.
External Access & Observability
- Create portal links for owner, contractor, or council packs.
- Monitor observability metrics and incidents.
- Export audit logs when required.
AI Assistance
- AI drafts, summaries, and risk signals are suggestions only.
- All AI outputs require human review before action.
- AI usage is logged for audit and compliance.
Frequently Asked Questions
Getting Started
Properties & Registers
Documents & Evidence
Finance & Levies
Meetings & Resolutions
Operations & Productivity
Maintenance & Insurance
Disclosures & Compliance
Integrations & Data
AI Assistance
Security & Audit
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