- 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.
- 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