Board members or their property managers can add information into managemate. Some boards who are more hands on will do it themselves - for example, when they receive a file attachment by email from a vendor or their manager, they can easily create a document record in managemate, linking it to that vendor, project or other record. Other condo boards will ask their property manager to add information into managemate - for example, instead of sending or forwarding information like engineering reports by email, the property manager will save the information once in managemate and can share a link to it with the board, reducing unnecessary emails.
Not at all. managemate has been designed to make it easy to upload documents and save information for quick retrieval later. You will save time by avoiding digging for information in your email or waiting for your manager to find and send you records you weren’t able to find. Best of all, your property manager will save time too by receiving fewer emails from boards requesting information about the status of projects or for documents. Since everything is accessible in managemate, your manager can focus on getting work done.
That's not our intent. Boards with property managers need them to oversee contractors, obtain quotes, monitor staff and conduct bookkeeping. But managemate will assist both boards and managers by keeping them organized and reducing time spent in emails, giving everyone more time to focus on what matters and to get work done.
Step 1. Sign up for our 45-day free trial here, then log in to your account through a web browser.
Step 2. Invite your other board members and property manager(s).
Step 3. Build up your records in managemate over time by creating project, vendor and document records as you work with files and conduct your board activity.
That's it! Going forward you will be able to find your condo's information when you need it.
Yes, we offer a data migration package to help condo boards and their managers organize their condo's existing files that are sitting in online or physical file folders so that they can be accessed in managemate. Our process involves reviewing your files, arranging to get any physical files scanned digitally, and then organizing the information into project, vendor and document records in managemate. At the end of the data migration process, all your file history will be available in managemate, so you can hit the ground running.
We will provide you with your project lists, vendor lists and copies of all files you saved in the application in an industry standard data format. Just ask us within 30 days after your subscription has ended, and we will be happy to make a copy of this data for you.
We offer a 45-day free trial to give you time to explore managemate and share it with others on your board. Our sales team can also provide virtual demonstrations of our software, so you can learn more and ask questions. During your trial, we schedule touch base calls to see how things are going and to answer any questions that come up.
Change is never easy. But is the status quo sustainable? Time is precious, but spending a little time upfront to get the information into managemate will save time for everyone in the long run. Fewer emails, less waiting for others, quicker decisions - everyone wins. managemate will reduce the number of other software tools you need. By using managemate, you won’t need spreadsheets to track the status of projects, online file folder systems to store documents, or using email as a to do list.
