Every lot is a place on the register carrying its owner, and the clubhouse, the pool and the streets are places too, so a work order can name one. Adopt an assessment plan — what it charges, how often, how it splits between operating and reserve — then raise it against every lot in one dated run the database will not let you run twice. Record the payment, its method and its reference, read the lot's ledger, and print the owner's statement. The board enters its own grace days and late-fee figures; with nothing entered, no late fee is ever calculated. Budget sets the adopted figures beside what happened, with the surplus or deficit and the fund position, and the asset list carries the reserve outlook. Write an RFP with a real scope, issue it, record the proposals, award the work — then the work order, and the vendor whose licence, coverage and expiring documents you track. Meetings, ballots with votes and a tally, ARC requests with the committee's reviews, and violations with their escalation trail finish it.

Inside: Lots & owners · Owner directory · Board & committees · Assessment plans (operating / reserve split) · Billing run · Charges & payments · Assessment ledger · Owner statements · Who owes what · The board's own late-fee rule · Budget beside actual · Fund position · Assets & reserve outlook · RFPs & proposals · Work orders & notes · Vendors (documents, history, expiring) · ARC requests & reviews · Violations & escalations · Meetings & agendas · Ballots, votes & tally · Board attention list · Governing documents · Records requests · Pay bills · Envelopes & labels · Scheduling. Your state and your CC&Rs set every date, notice period and figure — the board enters its own.

UNDER DEVELOPMENT … COMING SOON — ask to be told when it is ready