A volunteer property manager or a small managing agent tracks service charge calls and prepares general meetings on a spreadsheet, struggling to find the right documents if a dispute or an audit comes up. This application, for condominium management in France, keeps the budget, the calls for funds and the general meetings in one place, without ever replacing the condominium's own rules.
Who the application is for
For volunteer property managers and small managing agents running one or more condominiums in France, who want a tracked budget, calls for funds invoiced by unit and general meetings prepared in a single place.
What the application does
- Splits each expense between units according to the chosen apportionment key, with the sum of shares always strictly equal to the original amount.
- Keeps calls for funds within a budget voted for the year: a call can never, added to earlier ones, exceed the voted amount.
- Invoices each call for funds unit by unit, in the name of the relevant owner.
- Prepares the general meeting notice, the agenda, attendance and proxies by unit.
- Works out an indicative result for each resolution voted, according to the chosen majority rule.
- Follows up, without duplicating, a service-charge arrears case past its set deadline, or a condominium with no recent meeting.
- Gives any owner with portal access a read-only space to check their own calls for funds and the meetings that have been convened.
Day to day
- Vote the year's budget before issuing the first call for funds.
- Issue the call for funds against the chosen apportionment key: an invoice is generated for every unit.
- Convene the general meeting with at least one resolution on the agenda.
- On the day of the meeting, record attendance and proxies by unit, then count each resolution according to its majority rule.
- Let the scheduled follow-ups flag arrears that are building up, and condominiums with no recent meeting.
What the application does not do
- It does not draft a meeting minute: it holds the agenda, attendance and vote results, not the final document.
- It does not manage the building's maintenance log or its overall technical survey.
- It certifies no professional guarantee of the property manager: it is not a certification of their activity.
- It states no deadline or legal threshold as a fixed truth: the rules on notice, majority and the works fund vary with the decision and the condominium's own rules, and they do change; check them with a condominium law professional before relying on them.
Free and full editions
The free edition already carries the condominiums, their units and shares, several apportionment keys and expense splitting worked out to the exact cent; its calls-for-funds, meetings and dashboard menus show a preview of what they become. The full edition installs on top without losing anything, and turns those three menus into real functions: a voted budget, calls for funds invoiced by unit, meetings with notices and resolutions, a dashboard, automatic follow-ups, printed documents and an owners' space.
Getting started
First create the condominium, its units and at least one general apportionment key in the free edition, then vote a budget before issuing a first call for funds, setting the parameters marked as needing to be checked according to the condominium's own rules.
Going further
To find out whether this application suits your business and how to activate it, compare the plans or write to us.