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Welcome back, Brandon
Here's what's happening across your portfolio today.
🏢
Properties
47
↑ 3 this quarter
🏠
Total Lots
1,284
↑ 42 new
📑
Invoices Pending
23
8 overdue
⚠️
Overdue Tasks
7
↑ 2 since yesterday
Task Completion (This Week)
Portfolio by State
NSW - 33
VIC - 14
Alerts
ExpiredAgency agreement - SP 12345 (The Summit)2 days ago
ExpiredInsurance policy - SP 54321 (Ocean Views)5 days ago
ExpiringAFSS due - SP 67890 (Park Residences)In 14 days
ExpiringCapital works plan - SP 11223 (Elm Tower)In 30 days
Callback Tasks
JD
John Davidson
Lot 4 - The Summit
ML
Maria Lopez
Lot 12 - Ocean Views
PT
Peter Thomson
Lot 1 - Park Residences
Financial Year-End Calendar
JAN
3
FEB
1
MAR
5
APR
2
MAY
4
JUN
18
JUL
2
AUG
3
SEP
4
OCT
1
NOV
2
DEC
2
Properties
Manage your property portfolio
All (47)
Active (42)
Setting Up (3)
Inactive (2)
|NSW (33)
VIC (14)
| Plan # | Building Name | Address | State | Lots | Manager | Status | FY End |
|---|---|---|---|---|---|---|---|
| SP 12345 | The Summit | 42 George St, Sydney | NSW | 64 | BK Brandon K. | Active | Jun |
| SP 54321 | Ocean Views | 15 Beach Rd, Bondi | NSW | 32 | SL Sarah L. | Active | Jun |
| SP 67890 | Park Residences | 88 Botanic Ave, Melbourne | VIC | 48 | JM James M. | Active | Dec |
| SP 11223 | Elm Tower | 5 Elm St, Parramatta | NSW | 24 | KP Karen P. | Setting Up | Mar |
| SP 44556 | Harbour Gate | 200 Kent St, Sydney | NSW | 120 | BK Brandon K. | Active | Jun |
SP 12345 - The Summit
42 George St, Sydney NSW 2000 | 64 lots | Active
General
Financial
Lots (64)
Compliance
Contacts
Insurance
Agency
Documents
Property Information
Plan NumberSP 12345
OC NameThe Owners - Strata Plan 12345
Building NameThe Summit
Property TypeStrata Title
StateNSW
StatusActive
Mgmt Start15 Jan 2020
Contract Expiry30 Jun 2025
Last AGM12 Nov 2024
Assigned ManagerBrandon Koprivnjak
AssistantSarah Lee
Digital SealUploaded
Financial Snapshot
Cash at Bank$124,582.40
Unpresented Payments$8,200.00
Net Cash$116,382.40
Receivable Levies (Standard)$12,450.00
Receivable Levies (Special)$3,200.00
Interest Receivable$890.00
Key Dates
FY End MonthJune
Locked FY2023-2024
Last Levy PostedQ3 2024-25
GST RegisteredYes
ABN12 345 678 901
Contacts
Manage owners, tenants, agents and suppliers
All (842)
Owners (512)
Tenants (186)
Agents (34)
Committee (48)
Suppliers (62)
| Name | Type | Phone | Properties | Levy Status | Pref | |
|---|---|---|---|---|---|---|
JD John Davidson Legal: John M. Davidson | Owner | john.d@email.com | 0412 345 678 | SP 12345 (Lot 4) | Up to Date | |
ML Maria Lopez Legal: Maria G. Lopez | Owner | maria.l@email.com | 0423 456 789 | SP 54321 (Lot 12), SP 12345 (Lot 8) | Overdue | Post |
PT Peter Thomson | Tenant | peter.t@email.com | 0434 567 890 | SP 67890 (Lot 1) | N/A | |
AE ABC Electrical Services ABN: 12 345 678 901 | Supplier | info@abcelectrical.com.au | 02 9876 5432 | Global Vendor | N/A |
John Davidson
Owner | Lot 4 - The Summit (SP 12345)
Profile
Properties & Lots
Ledger
Communications
Tasks
Documents
Contact Information
Legal NameJohn Michael Davidson
Emailjohn.d@email.com
Mobile0412 345 678
Postal Address42 George St, Unit 4, Sydney NSW 2000
Preferred CommEmail
Settlement Date15 Mar 2019
Roles at This Lot
OwnerYes (Primary)
Notice ContactYes
Levy ContactYes
OccupantYes
Committee MemberYes (Secretary)
Levy Summary - Lot 4 (SP 12345)
Levy Balance$0.00
Last Payment$1,250.00 (12 Apr 2025)
Interest Charged$0.00
StatusUp to Date
Recent Communication
Apr 12EmailQ4 Levy Notice - SP 12345
Apr 5PostAGM Notice Pack
Mar 22EmailMaintenance update - Lot 4 plumbing
Tasks
Track and manage all operational tasks
All Types
Insurance
Maintenance
Compliance
Meeting
Internal
Portal
Created 4
Insurance
Insurance Renewal - SP 54321
TSK-00142 | Due: Apr 28 |
SL
Compliance
AFSS Certification - SP 67890
TSK-00145 | Due: May 1
Meeting
AGM Preparation - SP 12345
TSK-00148 | Due: May 15
Internal
Phone callback - John Davidson
TSK-00150 | Due: Today
In Progress 3
Maintenance
Lift repair - SP 44556
TSK-00138 | Due: Apr 22
Maintenance
Water leak investigation - SP 12345
TSK-00136 | Due: Apr 20
Insurance
Fire insurance claim - SP 67890
TSK-00133 | Due: Apr 25
Awaiting Action 2
Maintenance
Waiting for plumber quote - SP 54321
TSK-00130 | Due: Apr 18
Compliance
Council response pending - SP 11223
TSK-00128 | Due: Apr 30
Completed 3
Maintenance
Gutter cleaning - SP 12345
TSK-00125 | Completed Apr 10
Insurance
Policy renewal - SP 44556
TSK-00120 | Completed Apr 8
Levy
Q3 Levy Run - SP 67890
TSK-00118 | Completed Apr 5
Maintenance
Manage requests, quotes and work orders
Requests (12)
Quotes (5)
Work Orders (8)
Schedule (15)
All
New (3)
Under Review (4)
Approved (2)
Completed (3)
| ID | Property | Lot | Category | Description | Requester | Source | Status | Date |
|---|---|---|---|---|---|---|---|---|
| MR-0042 | The Summit | 4 | Plumbing | Bathroom ceiling leak | John Davidson | Portal | Under Review | Apr 11 |
| MR-0041 | Ocean Views | - | Electrical | Common area lighting fault | Building Manager | Internal | New | Apr 10 |
| MR-0040 | Park Residences | 12 | Structural | Cracked tile in lobby | Maria Lopez | Portal | Approved | Apr 9 |
WO-00034 - Bathroom Ceiling Leak Repair
The Summit (SP 12345) | Lot 4 | Linked Task: TSK-00136
Work Order Details
StatusIn Progress
ContractorPremium Plumbing Pty Ltd
Access ContactJohn Davidson (0412 345 678)
Cost Estimate$2,800.00
Cost Limit$5,000.00 (approval required above)
Issued10 Apr 2025
Disruption NoticeSent (Water shutdown Lvl 4, Apr 15)
Scope of Work
Investigate and repair water leak originating from Level 5 bathroom, causing ceiling damage in Lot 4. Replace damaged plasterboard section. Waterproof membrane inspection and repair as required. All works to be completed during business hours with 24hr notice to affected lots.
Job Progress
Work order issued
Apr 10 at 9:15 AM by Brandon K.
Disruption notice sent to Lots 4, 5, 6
Apr 10 at 10:00 AM (auto)
Contractor confirmed attendance
Apr 11 at 2:30 PM by Premium Plumbing
Work in progress - leak source identified
Apr 14 at 8:45 AM by Premium Plumbing
Photos
Before (uploaded Apr 11)
During (uploaded Apr 14)
Invoices
Process, approve and pay supplier invoices
Pending Review (8)
Approved (15)
On Hold (3)
Payment Queue (6)
Paid (142)
| Invoice # | Supplier | Property | Amount | GST | Date | ABN | Approval | Status |
|---|---|---|---|---|---|---|---|---|
| INV-2024-0089 | ABC Electrical | The Summit | $3,450.00 | $345.00 | Apr 10 | Valid | Internal | Pending |
| INV-2024-0088 | CleanCo Services | Ocean Views | $1,200.00 | $120.00 | Apr 9 | Valid | Internal + External | Pending |
| INV-2024-0087 | Metro Fire Safety | Park Residences | $8,750.00 | $875.00 | Apr 8 | Valid | Internal + External | Pending |
| INV-2024-0086 | Premium Plumbing | The Summit | $680.00 | $68.00 | Apr 7 | Invalid | Internal | On Hold |
Accounting
Financial overview across all properties
Cash at Bank
$2.4M
Receivable Levies
$186K
Unpresented
$42K
Arrears > 90 Days
$28K
Recent Transactions
| Date | Property | Description | Account | Debit | Credit | Status |
|---|---|---|---|---|---|---|
| Apr 12 | The Summit | Levy payment - Lot 4 (J. Davidson) | Admin Fund | - | $1,250.00 | Reconciled |
| Apr 11 | Ocean Views | ABC Electrical - INV-2024-0089 | Repairs | $3,450.00 | - | Pending |
| Apr 10 | Park Residences | Insurance premium - FY2025 | Insurance | $12,400.00 | - | Reconciled |
Levies
Manage levy schedules, notices and collections
Total Levied (FY)
$1.8M
Collected
$1.62M
Outstanding
$186K
Collection Rate
89.7%
Levy Arrears by Property
| Property | Lots | In Arrears | Overdue | 30 Days | 60 Days | 90+ Days | |
|---|---|---|---|---|---|---|---|
| The Summit | 64 | 8 | $24,500 | $12,000 | $8,000 | $4,500 | |
| Ocean Views | 32 | 3 | $8,200 | $5,200 | $3,000 | - |
Documents
Central document and email archive
All
Levy Notices
Meeting Notices
Insurance
Compliance
Legal
| Document | Type | Property | Task | Tags | Portal | Date | By |
|---|---|---|---|---|---|---|---|
| AGM Notice Pack 2025 | Meeting | The Summit | TSK-00148 | AGM, FY2025 | Visible | Apr 10 | Brandon K. |
| Q3 Levy Notices | Levy | Ocean Views | TSK-00118 | Q3 | Visible | Apr 5 | System |
| Insurance Certificate | Insurance | Park Residences | - | Policy | Visible | Mar 28 | James M. |
| 🔒 Legal correspondence | Legal | The Summit | TSK-00102 | Privileged | Hidden | Mar 15 | Brandon K. |
Communications
Create and send documents, emails and SMS
Templates
Sent History
Email Archive
| Template Name | Type | State | Last Used | Actions |
|---|---|---|---|---|
| Levy Notice - Standard | Levy | NSW | Apr 5, 2025 | |
| AGM Notice - Strata Title | Meeting | NSW | Apr 10, 2025 | |
| Breach Notice - By-Law | Letter | All | Mar 22, 2025 | |
| AFSS Lodgement - Secretary | Compliance | NSW | Mar 15, 2025 | |
| Levy Notice - Standard | Levy | VIC | Apr 1, 2025 |
Supplier Compliance
Manage contractor licences, insurance and documentation
✓
Compliant
48
✗
Non-Compliant
6
⏳
Pending Review
8
| Supplier | ABN | Work Type | Public Liability | Workers Comp | Licence | SWMS | Status |
|---|---|---|---|---|---|---|---|
| ABC Electrical | 12 345 678 901 | Electrician | Valid (Dec 25) | Valid (Nov 25) | Valid | On File | Compliant |
| Premium Plumbing | 34 567 890 123 | Plumber | Expired | Valid | Pending | Missing | Non-Compliant |
| CleanCo Services | 45 678 901 234 | Cleaner | Expiring (May) | Valid | N/A | On File | Pending |
Meetings
Manage AGMs, EGMs, Committee and Electronic meetings
Upcoming (4)
In Progress (1)
Finalised (28)
Motion Library
| Property | Type | Date | Status | Motions | Votes In | Quorum |
|---|---|---|---|---|---|---|
| The Summit (SP 12345) | AGM | May 20, 2025 6:00 PM | Draft | 12 | - | - |
| Ocean Views (SP 54321) | EGM | Apr 28, 2025 7:00 PM | In Progress | 5 | 18/32 | Met |
| Harbour Gate (SP 44556) | Electronic | Apr 22 - May 6, 2025 | eVoting Open | 3 | 45/120 | Not yet |
AGM - The Summit (SP 12345)
May 20, 2025 at 6:00 PM | Status: Draft | 12 motions
Motions (12)
Voting Results
Attendance
Documents
| # | Motion | Resolution Type | Source | Attachments | Votes For | Votes Against | Result |
|---|---|---|---|---|---|---|---|
| 1 | Confirmation of Minutes of Previous AGM | Ordinary | Statutory | 1 | - | - | Pending |
| 2 | Adoption of Audited Financial Statements FY2024-25 | Ordinary | Statutory | 3 | - | - | Pending |
| 3 | Approval of Admin Fund Budget FY2025-26 | Ordinary | Statutory | 2 | - | - | Pending |
| 4 | Approval of Capital Works Fund Budget FY2025-26 | Ordinary | Statutory | 2 | - | - | Pending |
| 5 | Appointment of Auditor for FY2025-26 | Ordinary | Statutory | 0 | - | - | Pending |
| 6 | Approval of common area security upgrade ($45,000) | Special | Committee | 4 | - | - | Pending |
Insurance
Policies, claims and commission tracking
Policies (47)
Claims (8)
Commissions
Renewals (4)
| Property | Coverage | Insurer | Policy # | Premium | Excess | Start | End | Status |
|---|---|---|---|---|---|---|---|---|
| The Summit | Building | Allianz | POL-234567 | $18,500 | $1,000 | Jul 1, 2024 | Jun 30, 2025 | Active |
| Ocean Views | Building + PL | QBE | POL-345678 | $12,200 | $500 | Mar 1, 2024 | Feb 28, 2025 | Expired |
Client Billing
Time entries, agency fees and monthly invoicing
Billed This Month
$24.8K
Hours Logged
186
Avg Rate
$133/hr
Unbilled
12
| Date | Staff | Property | Task | Description | Time | Rate | Amount | Status |
|---|---|---|---|---|---|---|---|---|
| Apr 12 | Brandon K. | The Summit | TSK-00148 | AGM prep and budget review | 2h 15m | $150/hr | $337.50 | Unbilled |
| Apr 11 | Sarah L. | Ocean Views | TSK-00136 | Contractor coordination | 1h 00m | $120/hr | $120.00 | Unbilled |
| Apr 10 | Brandon K. | Harbour Gate | - | Owner query - parking | 0h 30m | $150/hr | $75.00 | Billed |
Registers
Key register, complaints and off-site storage
Keys
Complaints
Off-Site Storage
| Key ID | Property | Type | Code | Issued To | Issued | Returned | Status |
|---|---|---|---|---|---|---|---|
| KEY-001 | The Summit | Building Entry | A-4521 | John Davidson (Lot 4) | Jan 15, 2025 | - | Issued |
| KEY-002 | The Summit | Mailbox | M-12 | Maria Lopez (Lot 8) | Feb 1, 2025 | - | Issued |
| KEY-003 | Ocean Views | Fire Panel | FP-001 | Metro Fire Safety | Mar 10, 2025 | Mar 12, 2025 | Returned |
Reports
Generate and export reports across all modules
💰
Financial Reports
Ledger, cash, BAS/GST, income tax
🔧
Maintenance Reports
Requests, quotes, work orders
📊
Management Fees
Per manager, per office, total
📋
Section 55
Delegated functions
🏗️
Inspections
On-site reports with photos
📢
Disclosure
Fees, commissions, parties
Client Portal Settings
Configure and preview the owner/tenant portal
Portal Users
| Name | Role | Property | Last Login | Status |
|---|---|---|---|---|
| John Davidson | Owner | The Summit | Apr 11 | Active |
| Maria Lopez | Committee | Ocean Views | Apr 10 | Active |
| Peter Thomson | Tenant | Park Residences | Apr 8 | Active |
Notice Board
🔴 Water Shutdown Notice - Level 3
Apr 12 | The Summit | All
📋 AGM Reminder - May 20, 2025
Apr 10 | The Summit | Owners, Committee
🏗️ Lift Maintenance Update
Apr 8 | Harbour Gate | All
BMC / Multi-OC Management
Manage shared facilities and cost apportionment
Entities (3)
Shared Facilities
Apportionment
BMC Meetings
| BMC Entity | State | Member Plans | Shared Facilities | Status |
|---|---|---|---|---|
| Harbour Precinct BMC | NSW | SP 44556 (Residential), SP 44557 (Commercial), SP 44558 (Retail) | Lifts (3), Fire System, Security, Parking | Active |
| Riverside Multi-OC | VIC | OC 12001 (Tower A), OC 12002 (Tower B) | Common Driveway, Visitor Parking, Gardens | Active |
Cost Apportionment - Harbour Precinct BMC
| Shared Facility | SP 44556 (Residential) | SP 44557 (Commercial) | SP 44558 (Retail) | Method |
|---|---|---|---|---|
| Lifts | 60% | 25% | 15% | Lot Entitlement |
| Fire System | 45% | 35% | 20% | Floor Area |
| Security | 50% | 30% | 20% | Preset % |
TSK-00142 - Insurance Renewal
InsuranceDescription
Insurance policy for SP 54321 (Ocean Views) expires May 28, 2025. Renewal process needs to start with the broker. Committee approval required for the new premium.
Sub-Tasks
✓
Contact insurance broker✓
Request renewal quotesObtain SC approval for premium
Issue insurance certificate
Update policy records
2 of 5 completed
Activity
Broker contacted
Apr 8 at 2:30 PM by Sarah L.
Renewal quotes requested from 3 insurers
Apr 10 at 9:15 AM by Sarah L.
Waiting for SC approval
Pending | Due Apr 20
StatusCreated
PriorityUrgent
AssignedSarah L.
PropertySP 54321
CreatedApr 7, 2025
DueApr 28
SourceSystem
INV-2024-0089 - ABC Electrical
SupplierABC Electrical Services
ABN12 345 678 901 Valid
Invoice DateApr 10, 2025
Due DateApr 24, 2025
PropertyThe Summit (SP 12345)
Amount (ex GST)$3,136.36
GST$313.64
Total$3,450.00
Expense Allocation
| Account | Description | Amount |
|---|---|---|
| 5100 - Repairs | Emergency lighting replacement | $2,200.00 |
| 5200 - Electrical | Switchboard testing | $1,250.00 |
Approval Workflow
✓
Uploaded & Validated
Apr 10 | OCR extracted, duplicate check passed, ABN verified
2
Manager Approval
Awaiting review by Brandon K.
3
Payment Queue
Pending approval
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