Getting started · 5 minutes
The register, the levy, the forecast, the compliance file and the board-ready report — in the order you'd actually do them.
- 01
Start from the sample, or add your building
Open the sample plan to see the shape of a finished one, then add your own building — name, address, lots, levels, year built. Costs can start as honest estimates; the plan is living, so you refine them as quotes and reports come in.
an estimate today beats a perfect number never
- 02
Set the fund position and levy
On the Plan tab, enter today's maintenance-fund balance and the current annual levy. That's everything the forecast needs to tell you the year the fund runs short and the contribution that would hold it.
two numbers → the whole verdict
- 03
Build out the register
Add or remove the capital items your building actually has, with a cost and a cycle for each. Anything you don't have, delete — the forecast is only as honest as the register behind it.
roof · façade · lifts · fire · switchboard
- 04
Keep the compliance file in one place
The Compliance, Maintenance, Renewals and Documents tabs hold the statutory obligations, service cadences, insurance and certificate expiries, and the document vault — with due dates rolled forward as things are done, and files attached where they belong.
nothing lapses between meetings
- 05
Download the report, and invite the committee
Generate the board-ready report for the AGM, then invite the rest of the committee so they can read the same live plan instead of a forwarded PDF.
current on the day you table it