What changed on April 18, 2026

The sidebar has been reorganized around what you are trying to do, so some things have moved. Maintenance tasks can also be updated in bulk now, and club portfolios get club language throughout.

Navigation is now grouped by task rather than by feature name.

Operate: Projects, Maintenance
Insights: Reserves, Plans, Accounts, Dashboards, Reports
Property: Components, Owners and Membership, Library for photos and files

Two things moved. Activity is now a tab inside Settings. Settings, Community Portal, and the collapse toggle are pinned to the bottom of the sidebar so they are always reachable.

This applies to every portfolio.

Update many maintenance tasks at once¶

Select rows in the Maintenance Tasks grid and a bulk toolbar appears.

Assign in bulk. Apply one or more assignees across everything selected.
Update status in bulk. Change status, including marking complete, across everything selected.

Select at least one row to bring up the toolbar.

Add a task without leaving the stage¶

There is now an Add Task button under each stage on a project's Stages and Tasks tab, so setting up a project is faster.

Tags on the Component Inventory grid¶

A Tags column is available on Component Inventory. It is hidden by default: add it from the Column Chooser. Once on, tags can be filtered, grouped by tag group, and edited in bulk, which gives you another way to organize components.

Club portfolios now speak club language¶

When a portfolio is set to the Club subscription, SmartProperty substitutes club-appropriate terms across the interface, reports, and PDF exports.

Association term	Club term
HOA	Club
Unit	Member
Assessment	Dues
Special Assessment	Capital Assessment
Component	Asset
Reserve Study	Capital Reserve Planning

Association portfolios are completely unaffected.

Membership levels for clubs¶

Club portfolios have a Membership Levels page for managing member tiers such as Full Golf, Social, Corporate, Legacy, Pending, and Waiting List.

Set dues and frequency per level, annually, quarterly, or monthly
See active member counts per level
Track each level as Active, Retired, or Planning
Import existing level data by CSV
New club portfolios start with a default set of levels

Three project fixes¶

Change order column accuracy. Change orders, including contract reductions, now post to the Change Orders column instead of only showing in Remaining Costs, so the project's financial trail stays accurate.
Manage Stages and Tasks stability. The modal could break after creating or reordering a stage, forcing a page refresh. Fixed.
Project payment dates. Resolved a malformed date on project payment records.