New Features

Finding Condominium Asset and Maintenance History in a Timeline

The new tagging feature is designed to simplify how work history is organized and accessed. This update not only simplifies record-keeping but also empowers users to make quicker, more informed decisions based on comprehensive historical data.

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Written By Salim Dharssi

October 14, 2024

At managemate, we understand the challenges most condominium boards and managers face: from staying on top of routine maintenance to advancing capital projects and resolving urgent incidents. It’s time consuming to sift through emails, files and folders looking for information needed for decision making. For instance, deciding whether to repair a broken boiler for $5,000 or replace it for $25,000 requires the ability to access the history of past repairs, service records, and warranty details about that boiler. This history is frequently buried or lost altogether.

To overcome these challenges, we're giving board directors and their managers a way to see the history of the repairs, maintenance, and other work that they've tackled over the years, in a simple timeline style view. This will not only simplify record-keeping and save boards and managers time from digging through their records, but we're also empowering boards and managers to make quicker, more informed decisions based on a comprehensive view of their historical data.

Why is a condominium's maintenance and work history so difficult to find?

Condominium management isn't simple. Work is performed by a variety of vendors and there are many stakeholders involved, from unit owners, tenants, trades, property staff, and board members. Every request, incident, repair and capital project involves working with several stakeholders, each of whom create or share documents and records pertaining to the work they've performed or the item their responsible for. Over time, this data forms the historical record of a property. It's essential for future decision making because without it, decisions about how to deal with disputes, repairs or replacement work is made in a vacuum, leading to inconsistent and patchy results.

Despite the importance of a property's historical data, it is usually scattered or locked away in the minds of current management and board members. Not only does this make it difficult for current board members and managers to make good decisions, this makes continuity difficult when there’s board or management turnover. Information that is saved in email accounts or file folder systems lack context, such as completion status or satisfaction with outcomes. Was a quote that was saved in a file folder ever approved? Why did the board choose the vendor with the highest quote? The gaps that form in a property's historical data leave a lot to be desired. Effective decision making requires a better approach for saving and retrieving a property's historical data.

Introducing Timelines for a Condominium's Work History

With our new tagging feature, condominium boards and their management staff will be able to create and apply custom tags to their records. All record types including documents, invoices, projects, and activities, can be labeled with one or more tags.

Clicking on a tag will display a timeline of the documents, invoices, projects and activity records relating to that tag.

Each tag will belong to one of four groups:

  1. Asset tags - Using asset tags, a condominium will be able to quickly find their maintenance and repair history for all their assets, including mechanical equipment, security systems, fire safety systems, and any other type of asset.
  2. Unit tags - Using unit tags, a condominium will be able to track incidents, disputes, or maintenance work done in a unit, such as waterproofing work, balcony repairs, window repairs or service requests.
  3. Common element tags - Using common element tags, a condominium will be able to track information and maintenance work performed in relation to any common element, like their lobby, swimming pool, pavement structures, or parking garages.
  4. General tags - These can be used for any purpose, including to categorize documents by type (e.g., quote) or for other topics that are unique to each corporation. Our document "type" field entries will be converted into general tags, giving our users an ability to more easily categorize their records.

How Tagging and Timelines Address Common Issues

  • Quick and Comprehensive Access to Work History: Tags like “Sprinkler System” or “Boiler #1” provide immediate access to all of your property's historical data, showing a full timeline of past maintenance repairs related topic, with just one click.
  • Streamlined Incident and Project Tracking: Monitor ongoing issues or projects such as “Dispute with Unit 501” or “Building Envelope Repairs” by tagging related records and activities for easy access.
  • Supporting Decision-Making: Immediate and complete access to a timeline of events and records for all tagged records gives condominium boards and their managers faster access to their historical data. No more digging through emails or file folders to find information needed for decision making.

Benefits of Timelines and the Tagging Feature

  • Efficient Record Management: Our users will be able to customize their tags to meet their condominium's unique needs. They can apply multiple tags as needed to each record, task, or event.
  • Improved Accountability and Transparency: By saving work records with tags, condominium boards and manages can demonstrate their progress and ensure their efforts don't go to waste or get lost, which is essential to support transitions between board members or managers.
  • Proactive Maintenance and Planning: By being able to access and review historical data on the topic of a tag, boards and managers can schedule anticipate maintenance needs and plan effectively, potentially reducing costs and keeping properties in optimal condition.

Condominiums Deserve Quick and Easy Access to their Historical Data

managemate’s tagging feature is more than a technical upgrade—it’s a strategic enhancement designed to empower condominium boards and property managers to achieve better organizational outcomes. By providing a clearer, more accessible, and visually intuitive view of a condominium's work history, we help our clients improve their operational efficiency and make more informed and quicker decisions. This helps condominiums get better results from their efforts and maintenance fees.

We’re looking forward to your feedback on this new feature and are excited to see how it will transform your condominium board and management practices.

Request a Demo

May 15, 2024

At managemate, we understand the challenges most condominium boards and managers face: from staying on top of routine maintenance to advancing capital projects and resolving urgent incidents. It’s time consuming to sift through emails, files and folders looking for information needed for decision making. For instance, deciding whether to repair a broken boiler for $5,000 or replace it for $25,000 requires the ability to access the history of past repairs, service records, and warranty details about that boiler. This history is frequently buried or lost altogether.

To overcome these challenges, we're giving board directors and their managers a way to see the history of the repairs, maintenance, and other work that they've tackled over the years, in a simple timeline style view. This will not only simplify record-keeping and save boards and managers time from digging through their records, but we're also empowering boards and managers to make quicker, more informed decisions based on a comprehensive view of their historical data.

Why is a condominium's maintenance and work history so difficult to find?

Condominium management isn't simple. Work is performed by a variety of vendors and there are many stakeholders involved, from unit owners, tenants, trades, property staff, and board members. Every request, incident, repair and capital project involves working with several stakeholders, each of whom create or share documents and records pertaining to the work they've performed or the item their responsible for. Over time, this data forms the historical record of a property. It's essential for future decision making because without it, decisions about how to deal with disputes, repairs or replacement work is made in a vacuum, leading to inconsistent and patchy results.

Despite the importance of a property's historical data, it is usually scattered or locked away in the minds of current management and board members. Not only does this make it difficult for current board members and managers to make good decisions, this makes continuity difficult when there’s board or management turnover. Information that is saved in email accounts or file folder systems lack context, such as completion status or satisfaction with outcomes. Was a quote that was saved in a file folder ever approved? Why did the board choose the vendor with the highest quote? The gaps that form in a property's historical data leave a lot to be desired. Effective decision making requires a better approach for saving and retrieving a property's historical data.

Introducing Timelines for a Condominium's Work History

With our new tagging feature, condominium boards and their management staff will be able to create and apply custom tags to their records. All record types including documents, invoices, projects, and activities, can be labeled with one or more tags.

Clicking on a tag will display a timeline of the documents, invoices, projects and activity records relating to that tag.

Each tag will belong to one of four groups:

  1. Asset tags - Using asset tags, a condominium will be able to quickly find their maintenance and repair history for all their assets, including mechanical equipment, security systems, fire safety systems, and any other type of asset.
  2. Unit tags - Using unit tags, a condominium will be able to track incidents, disputes, or maintenance work done in a unit, such as waterproofing work, balcony repairs, window repairs or service requests.
  3. Common element tags - Using common element tags, a condominium will be able to track information and maintenance work performed in relation to any common element, like their lobby, swimming pool, pavement structures, or parking garages.
  4. General tags - These can be used for any purpose, including to categorize documents by type (e.g., quote) or for other topics that are unique to each corporation. Our document "type" field entries will be converted into general tags, giving our users an ability to more easily categorize their records.

How Tagging and Timelines Address Common Issues

  • Quick and Comprehensive Access to Work History: Tags like “Sprinkler System” or “Boiler #1” provide immediate access to all of your property's historical data, showing a full timeline of past maintenance repairs related topic, with just one click.
  • Streamlined Incident and Project Tracking: Monitor ongoing issues or projects such as “Dispute with Unit 501” or “Building Envelope Repairs” by tagging related records and activities for easy access.
  • Supporting Decision-Making: Immediate and complete access to a timeline of events and records for all tagged records gives condominium boards and their managers faster access to their historical data. No more digging through emails or file folders to find information needed for decision making.

Benefits of Timelines and the Tagging Feature

  • Efficient Record Management: Our users will be able to customize their tags to meet their condominium's unique needs. They can apply multiple tags as needed to each record, task, or event.
  • Improved Accountability and Transparency: By saving work records with tags, condominium boards and manages can demonstrate their progress and ensure their efforts don't go to waste or get lost, which is essential to support transitions between board members or managers.
  • Proactive Maintenance and Planning: By being able to access and review historical data on the topic of a tag, boards and managers can schedule anticipate maintenance needs and plan effectively, potentially reducing costs and keeping properties in optimal condition.

Condominiums Deserve Quick and Easy Access to their Historical Data

managemate’s tagging feature is more than a technical upgrade—it’s a strategic enhancement designed to empower condominium boards and property managers to achieve better organizational outcomes. By providing a clearer, more accessible, and visually intuitive view of a condominium's work history, we help our clients improve their operational efficiency and make more informed and quicker decisions. This helps condominiums get better results from their efforts and maintenance fees.

We’re looking forward to your feedback on this new feature and are excited to see how it will transform your condominium board and management practices.

Request a Demo

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