A tour of the dashboard
Where everything lives — the sidebar groups, the overview page, the top bar, and how the same dashboard changes depending on who is looking at it.
There is one dashboard, and it adapts to you. A council member and an owner both go to the same place; the difference is what appears in the sidebar and what the pages will show them.
The layout
Left sidebar — everything you can do, grouped. Overview and Assistant sit at the top on their own, then the groups.
Top bar — Support, the light/dark theme toggle, and Sign out.
The main area — whatever you clicked.
Tabs, inside the big areas
Three areas are large enough to have sub-pages of their own — Finances, Documents and Settings — and each carries a row of tabs under its heading. The lit tab is where you are; the others take you straight there.
It replaces the card grid at the foot of the Finances page and the back links above it: going from a lot's ledger to the budget is now one click rather than a return trip through the index. On a narrow screen the row scrolls sideways on its own without dragging the page with it. Open a lot's ledger and Owner accounts stays lit — it's the tab you'd go back to.
Fund transactions, not General ledger
The tab that used to say General ledger is now Fund transactions, because that's what it holds: the fund cash journal, money in and money out per fund. Postings here are single-sided by design, so there's no trial balance behind it — and a tab promising one is the sort of thing an auditor asks about. What a lot owes lives on that lot's ledger, under Owner accounts.
Tabs never print — a statement sent to owners comes out as just the statement.
The sidebar, for council and managers
Overview · Assistant
Compliance & governance
AI agents · Compliance calendar · Meetings · Strata forms
Finances & property
Finances · Maintenance · Vendors · Assets & reserve study
Documents & people
Documents · Units & lots · Council & roster · Announcements
Compliance & governance
| Page | What it is for |
|---|---|
| AI agents | Assistants that review your records and propose actions you approve |
| Compliance calendar | Statutory deadlines with red / amber / green status |
| Meetings | AGMs, SGMs and council meetings — notice through minutes |
| Strata forms | Generate a Form B or Form F for a lot |
Finances & property
| Page | What it is for |
|---|---|
| Finances | Fund balances, owner ledgers, billing, budgets, reconciliation |
| Maintenance | Work orders from request to close |
| Vendors | Contractor directory with insurance expiry tracking |
| Assets & reserve study | Component registry, depreciation report, reserve projection |
Documents & people
| Page | What it is for |
|---|---|
| Documents | The library, plus page-cited AI answers and red flags |
| Units & lots | The strata lots in your corporation |
| Council & roster | Council members, managers, owners and their invitations |
| Announcements | Notices to owners and council |
Settings sits below the groups, itself divided into five tabs: Corporation, Financial controls, Compliance, Records and Billing. See corporation settings.
The sidebar, for owners
Owners get a shorter list under two headings.
My account — Account & payments (balance, invoices, payment history) and Maintenance (report an issue, track it).
My building — Announcements, Meetings & votes, Documents, and Compliance.
Hidden is not the same as blocked
Council tools aren't merely absent from an owner's sidebar — they're refused by the database itself. An owner who guesses a URL gets nothing back. See roles and permissions.
The Overview page
Your landing page, and worth actually reading rather than clicking past.
For council and managers it reads top to bottom as three questions: what needs me, where do we stand, what's coming.
Needs you
The action queue: one row per thing a council member can actually do something about, drawn from every area of the product, most urgent first. Every row is a link to the record it's about.
Needs you · 4 items, most urgent first
What lands here: an overdue compliance duty (one row each — each has its own page), a meeting whose notice hasn't gone out, a vendor whose insurance or WorkSafeBC cover has lapsed or is about to, maintenance requests nobody has triaged, lots in arrears, and agent suggestions waiting to be reviewed.
The grain is deliberate. One row per overdue duty and per lapsed vendor, because each is its own piece of work. But one row for "3 lots owe $4,120" and one for "Review 5 agent suggestions", because those are worked through on their own screen. That keeps the list bounded without an "and 14 more" link to nowhere.
A count is never shown without the items behind it
The page used to lead with "1 item needs attention" — a number that looked like a button, went nowhere, and restated a list two sections lower. If you see a count here, the things it counts are directly underneath it. When there is nothing, it says so in a sentence and tells you what would appear.
Where you stand
Four measures with their meaning attached — the fund balances, arrears, compliance status — each a link to the page that owns it, and each with a line underneath saying whether that figure is fine. They're the same sentences the Finances and Compliance pages show, so the two can never disagree about the corporation's position.
Coming up
The next 30 days, meetings and statutory due dates together, in date order, with Full calendar beside the heading. The one section that reads differently every visit.
Below all of that, a card for every area — which is why Overview works as a second navigation.
For owners it reads in a different order: their balance, then the notices the council has posted — the same posters as on the notice board, because what has been said is the news — and then a card for each area they have. The tools are always there; the notices are what changed since they last looked.
The Assistant
Pinned near the top of the sidebar, above the groups, because it answers across every area rather than belonging to one — money questions, document questions, and "how do I do this?" questions about the software itself. See the Assistant.
Small screens
The sidebar collapses behind a menu button. Everything else is the same — the dashboard is a progressive web app, so you can add it to your phone's home screen and it opens like an app.
Finding things quickly
- Overview carries a card for every area, so it works as a second navigation — and Needs you at the top of it is the shortest path to whatever is actually outstanding.
- The Assistant will tell you where something lives: "where do I charge interest on arrears?" gets you an answer with the click path.
- Support in the top bar reaches a person.
Still stuck? Open Support in the top bar of the app, ask the Assistant, or contact us.