Association Operations Tracker
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What's Included
Overview
The operations log for the property manager or board secretary who's tired of losing track of which architectural review is still pending, which vendor bid came in lowest, and what was actually decided at the March meeting. Owner database with email, phone, and move-in date. Work-order tracker. Vendor bid comparison side-by-side with bid amount, contact, and status. Violation log with cure-period dates so nothing falls off the calendar. Board meeting log that captures decisions and the follow-ups they generated.
Still running the numbers in three different notebooks and a Notes app? Stop. This workbook has 10 tabs that handle log maintenance requests and track them from submitted to resolved and vendor database with bids, contact info, and performance notes with the formulas already doing the math. Clear the sample data, drop yours in, move on with your day.
Tabs include Settings, Dashboard, Owner Database, Maintenance Tracker and 6 more.
Worksheets Included (10)
Key Features
- Log maintenance requests and track them from submitted to resolved
- Vendor database with bids, contact info, and performance notes
- Violation tracker from notice to resolution
- Owner database with unit info, contact details, and history
- Board meeting log with agendas, minutes, and action items
- Architectural review applications with approval workflow
- Common area maintenance schedules and cost tracking
- Election tracker for board seats and committee positions
Ideal For
- HOA managers
- Community coordinators
- Maintenance supervisors
- Association presidents
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Common Questions
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