User guide

Every page of the application, section by section: where it lives in the sidebar and what you can do there.

The menu depends on your role. The board of directors and the manager see all the sections below; a co-owner mainly sees “My Property” and “My payments”; a tenant has a reduced menu. A feature missing from your menu is reserved for the syndicate’s administrators.

Tip: in the app, the AI Assistant (Overview → AI Assistant) answers these questions and links you straight to the right page for your syndicate.

Overview

Dashboard: The home page, with the syndicate overview.
Units & Members: Add and manage co-owners and tenants, assign units, send invitations. Sub-sections: Units (list of units), Per-unit obligations (require and track proof of insurance, smoke detectors, water heaters, etc.), Spaces (parking, lockers, storage and their fees), Firefighter book (emergency sheet for firefighters).
My Property: A co-owner sees their unit details, obligations and payment history here.
AI Assistant: The syndicate's AI assistant — questions about the account's documents, navigating CondoAide, and general co-ownership information.
Maintenance Log: Track equipment maintenance, completed work and contractors.
Work Orders: Create and track work orders (projects, status, expenses).

Operations

Contingency Fund: Track the balance, contributions and planned major works.
Self-Insurance Fund: Track the self-insurance fund reserves.
Accounting: The financial dashboard, financial statements and transaction history; here you can import a bank statement (CSV) to record transactions and do bank reconciliation.
Budget: Prepare, review and adopt the annual budget and special assessments.
Assessments: View current and past assessments per unit.
Other income: Set up and track space-rental fees and other revenue.
Restricted-area charges (PCUR): Allocate a charge to the sub-group of co-owners who use a restricted common area (balconies, parking, etc.) rather than to everyone.
Payments — Overview: The payments dashboard (pre-authorized debit status per unit, failures, fees to collect).
Payments — PAD mandates: Prepare and track pre-authorized debit mandates; send co-owners the link to connect their bank account.
Payments — Approvals: Approve or reject payment requests against the syndicate's thresholds.
Payments — Cycle check: Validate the expected amounts before launching a debit cycle.
Payments — Arrears: Track and collect overdue balances.
Payments — Setup: Enable payments by connecting the syndicate's bank account.
My payments: See your history, upcoming assessments and mandate status, and connect your own pre-authorized debit.

Assemblies

Communications: Send and read syndicate announcements.
Requests: Submit and track requests to the administration.
Assemblies: Create and manage meeting minutes and resolutions.

Legal

Document register: Upload, organize, view and sign syndicate documents (declaration, by-laws, minutes, budgets, policies).
Attestations: Generate the attestation required when a fraction is sold.
Insurance: View and manage insurance policies.
Claims: Report and track insurance claims.
Litigations: Document and track the syndicate's legal disputes.
Contraventions: Record and track by-law infractions.
Unauthorized Works: Document unauthorized works.
Approved Works: Track approved major works.
Templates: Create and manage templates for letters, notices and resolutions.

Settings

Profile & Signatures: Manage your account, sign-in methods and electronic signature.
Settings: Configure the syndicate profile (address, fiscal year).
Technical Support: Get help.
Billing: Manage the CondoAide subscription.