Coop Elements


  • Organizations are groupings of locations that share a common attribute such as a community association or management grouping need.  
  • Organization run the branding for the homepage of the homeowner view
  • Organizations can fall under two categories of user package: community or enterprise
  • Community: HOA management
  • Enterprise: Vacation and managed homes. 
  • Typically each organization is tied to a unique QuickBooks account.  
  • Locations are every serviced home within a company (see Location for further information).
  • Locations can belong to many organizations and many organizations can belong to a company.  
  • Locations also can contain documents, contacts and notes.

Locations and Attributes

  • Location represents physical property (e.g. home).  
    • Location can have many organizations, teams, and users assigned to it. 
    •  Locations also contain many tasks, checklists, documents, attributes/info.
  • Attributes define a physical quality of the home such as the number of bedrooms.
    • Public attributes are available to all users and should not contain any sensitive information.  
    • Private attributes contain sensitive information such as door codes, wifi codes, etc.  This information is only available to Users/Homeowners assigned to the location and Management and Maintenance.
  • Notes store general information on a home such as special homeowner requests or information which might be useful to maintenance.  Notes are different than attributes in that they don’t specify any physical qualities of a location.
  • Documents can be assigned to individual locations which are visible only to users assigned to the location, management, and maintenance.

Documents & Contacts

  • Documents can include any pertinent documentation associated with a location or an organization. Documents can be location-based or organization based.  
    • Documents are visible to any users of a location assigned to the organization.  
    • These are useful for community-wide public documents such as CCnRs, HOAs, etc.
  • Contacts are used to store vendors (electricians, plumbers, etc…), board members or other people that are associated with an organization.


  • Checklists are used to inspect homes and identify issues on a regular basis. 
    • Each item on the list represents a check/ task needed to do. 
    • Users can assign tasks through checklists.

User Breakdowns


  • Coop employees


  • People within a company who will create and delegate (assign) tasks, users, locations, and organizations.  


  • Someone within a company who can create and complete tasks. 


  • Someone who owns a location or multiple locations