SmartProperty Admin Guide

Everything you need to manage your community's reserves with SmartProperty.

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Understand your LRS report Invite a user Create a funding plan Use Atlas

New to SmartProperty?

Start with the Onboarding guides -- pick the path that matches your role and get up and running in your first week.

Browse by function

• Reserve Studies

  Plan, build, and update reserve studies.

• Financial Management

  Budgets, contributions, reserve account balances.

• Reports

  Understand the LRS report your analyst prepares, and run the recurring project and portfolio reports available to you.

• Projects

  Track multi-year capital projects.

• Components

  Physical assets tracked in your reserve study.

• Maintenance

  Plan, schedule, and document maintenance work.

• Portfolio Analytics

  Roll up data across multiple associations.

• Role Management

  Configure who can see and do what.

• Platform Settings

  Workspace-level configuration.

• Files & Photos

  Upload, organize, and reference files and photos.

• Integrations

  Connect SmartProperty to accounting and other tools.

• Atlas

  Ask questions and surface insights from your reserve data.

Cross-cutting

• Onboarding

  Get started -- pick the path that matches your role.

• Workflow Guides

  End-to-end journeys that span multiple modules.

• Release Notes

  What changed in each release, newest first.

• FAQs

  Common questions across every function.

• Glossary

  Canonical SmartProperty terminology.