HOA meetings
The agenda, the minutes, and the packet you take into the room.
Sample
Thursday packet
- Agenda In the packet
- Last minutes In the packet
- Who has paid In the packet
What this job covers
The packet is the file for that meeting. It is not a search through three email threads the night of the meeting.
What was decided stays with the meeting. The board still decides. The software keeps the record.
A resident can find the next meeting without asking the treasurer to forward it.
On the sample desk
Board treasurer view on the practice association. Screens update when we refresh the capture — open the sample to click through.
What you can check in the sample
Sample data only. No invented customers.
- Packet
- Agenda, minutes, and who has paid on the meeting record.
- Elections
- Nominations, choices, and a count in the same Core plan.
- Join link
- Put the remote room on the meeting so owners are not hunting a separate email.
Where the problem starts
Read the problem in plain words, then come back to the sample.
The other jobs
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Dues
Post an assessment and see which doors have paid.
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Notices
One notice, by text, email, or a letter. A person approves it first.
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Documents
Bylaws and the file a resident is allowed to open.
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Cases
A complaint or a violation, tied to a door.
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Vendors
The quote, the agreement, the invoice, and the work, on one record.
See meetings in the sample.
Open the sample association on this job. Look at it as the board, then as a resident.
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.