main image

Custom Reports


CondoSync Condominium Management Software

Do your employees waste a majority of their day looking through binders, file drawers and spreadsheets for work orders, contracts, co-owner information and insurance expiration dates?

 

Are you tired of running your business using cumbersome spreadsheets that are unable to generate useful, actionable information?

 

Does your staff spend hours sorting and filtering lists of work orders to stay current with open and closed requests, invoicing and bill backs?

 

Are support personnel manually looking up contractor email addresses and/or fax numbers in order to forward work orders?

 

CondoSync will give you the opportunity to become a more effective management company without the expense of adding staff - converting all of those time consuming manual tasks to automated processes, streamlining your business and making your managers and administrative support personnel more productive.

 

CondoSync:

 

¨ Tracks all of your association, unit, co-owner, contractor and work order information in one place

 

¨ Provides a way to easily search, update and change information

 

¨ Eliminates the use of non-productive spreadsheets

 

¨  emails work orders to contractors and owners with one mouse click

 

¨ Includes many association, unit, contractor and work order reports

 

¨ Requires no costly investment in hardware or software

 

 

 

Also Included:

 

 

Association Detail Including:

 

¨ Assigned Manager and assistant, year end date, legal description, taxpayer ID, number of units, and late fee

 

¨ Board members

 

¨ CPA contact information

 

¨ Attorney contact information

 

¨ Bank, account numbers and other investment information

 

¨ Insurance agent, expiration dates and coverages

 

¨ Preferred contractors

 

Unit Detail including:

 

¨ Unit address

 

¨ Unit owner contact information with secondary address and corresponding dates

 

¨ Tenant information

 

¨ Emergency contact(s)

 

¨ Violations

 

¨ Registered vehicles

 

Work Order Detail including:

 

¨ Date received and assigned

 

¨ Assigned contractor with contact information and insurance expirations

 

¨ Closed date

 

¨ Description of work requested along with description of work completed

 

¨ Automatic email and/or fax to contractor and homeowner

 

Contractor Detail including:

 

¨ Contact information

 

¨ Insurance expiration dates

 

¨ Types of work performed

 

¨ Accounts payable contact information

 

Reports

 

Dozens of association, unit, homeowner, work order and contractor reports included to help you track your business and make your staff more productive.

 

 

 

Additional Features Available:

 

¨ Customized reports

       Add/delete fields on existing reports

       Create new reports based on client individual needs

       Develop reports merging SQL database information

 

¨ Electronic work order follow-up  letters

     Auto generate follow-up work order letters to homeowners requesting feedback on     contractor and company performance

 

¨ Important dates/tasks module

Track important dates and tasks by staff member

Email assigned tasks and projects to assigned employee

Auto generate recurring dates for repeat assignments

  

¨ Calendar view of important dates and tasks

View all dates in calendar view for tracking assignments by month and day

 

¨ Attach important documents to association, unit, and work order areas

Attach any electronic document to modules for easy access and viewing

 

¨ Security module

Requires login and password

Prevent unauthorized access to data

“View only” mode eliminates unauthorized edits

 

¨ Mass email module

Allows email to all homeowners by association at one time

Email all board members or by association with one mouse click

 

¨ Track year end audit status

Track audit status by task and date

Ensure timely completion of compilations, reviews, audits and tax returns

 

¨ Project matrix by community

Easy access to association vs. homeowner responsibility

Work order tracking for easy bill back information

 

¨ Integrated on-line work order management

Contractor on-line access to new/existing work orders

Contractors can update/close work orders on-line

Imports contractor changes directly into the system

Ability for on-site managers and/or board members access to view community work orders

 

“...With the exception of my accounting functions, I use CondoSync to run and maintain all of the day to day operations of my business.  With all of my association’s information at our fingertips, my staff comes in, opens CondoSync and Outlook, and they are ready for their day.”

                                                                               

   Kathleen LaBrosse, President & CEO

   The Highlander Group, Inc.