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HOA vendors

The quote, the agreement, the invoice, and the work, on one record.

Sample

Landscaping

  • Agreement On file
  • End date On file
  • Price Board only
Quote, agreement, invoice, and the work are one record. The resident does not see the price.

What this job covers

Ask for the landscaper and get the current agreement, the price, and the end date together.

A resident sees who does the work and how to ask. The treasurer sees the price and the contract. Same facts, different permissions.

The board still hires the vendor. We do not take a cut of the bid, and we do not manage the association.

On the sample desk

Board treasurer view on the practice association. Screens update when we refresh the capture — open the sample to click through.

Sample association · board view

Sample association · board view

100%
Vendors on the sample association desk — agreement, invoice, and work on one record.

What you can check in the sample

Sample data only. No invented customers.

One record
Quote, agreement, invoice, and work on the vendor.
Permissions
Treasurer sees price; resident sees who does the job.

Where the problem starts

Read the problem in plain words, then come back to the sample.

See vendors in the sample.

Open the sample association on this job. Look at it as the board, then as a resident.

We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.