CAM Firm Operations Suite
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What's Included
Overview
Built for the CAM firm or self-managing principal who manages 3-20 properties and needs the portfolio view: which properties are billing on time, which have compliance deadlines coming up, which staff are over-allocated. Tracks client billing with per-unit-per-month math (the industry standard), staff property assignments with CMCA credential tracking, vendor performance across properties, and a compliance log with deadline-driven alerts for the regulatory filings (annual financials, election notices, reserve study updates) that vary state-to-state.
A 10-tab hoa & community association workbook. Handles multi-property management dashboard, client account and billing system, compliance tracking and deadlines. Worksheets: Settings, Dashboard, Properties, Clients and 6 more. All formulas, conditional formatting, and data validation pre-built. Sample data loaded; blank version included. Excel (.xlsx) and Google Sheets.
Worksheets Included (10)
Key Features
- Multi-property management dashboard
- Client account and billing system
- Compliance tracking and deadlines
- Staff time and task tracking
- Service request and ticket system
- Financial reporting by property
- Vendor performance metrics
- Year-end compliance checklists
Ideal For
- CAM firm managers
- Multi-property operators
- Association management companies
- Community coordinators
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