Features

Every area, on every build.

Every agency runs the same build, and its plan switches on the areas it uses. These are the staff app's own sections — not a brochure written beside it — so if it is listed here, it is a screen that exists.

Compliance

The statutory clocks, the evidence behind them, and what is overdue.

Duties generated from the records, never typed in — each with a date, an owner and what breaching it costs
Fire safety by height band — the 11m, 18m and higher-risk duties, applied per building
Buildings insurance: cover, excess, renewals and claims, with broker commission recorded
A configurable register of statutory checks, with the frequency and legal citation on each
Site inspections booked, carried out and filed, with findings that become tickets in one step
An asset register for the plant each building holds, and its servicing
Documents and certificates filed against the record they are evidence for

Finances

Client money handled as client money, from the demand to the year end.

Service charge demands with the statutory summaries attached, and arrears tracked against them
Budgets apportioned per schedule, so the right cohort of units pays for the right thing
Supplier invoice approval queues and payments
Bank reconciliation, with a receipts inbox for matching money in
Funds and inter-fund transfers, with the agency fee run kept separate from client money
A nominal chart of accounts that budgets and invoices post against
Year end — accruals, prepayments and the pack your accountant asks for
Credit control by escalation stage, with letters that come out as a letterhead pack or as Word documents you can finish yourself

Work

What has been reported, what was ordered, and what it cost.

Tickets with service-level clocks that pause when you are genuinely waiting on somebody else
Work orders and quotes, with a contractor blocked from allocation while their insurance has lapsed
Planned maintenance schedules
Section 20 consultation in order, with the observation periods enforced rather than remembered
A bridge to the contractor app, so a firm sees only the work orders you approved them for
Templates deciding what a contractor must fill in when they file a report

Properties and people

The portfolio, and everybody attached to it.

Blocks, units and leases, with apportionments that total exactly 100%
Leaseholders, and separately the residents actually living there — who most systems miss
Client companies and the appointment that authorises you to act
Contractors, their trades, and the documents that keep them compliant
Bulk import from CSV — a dry run first, and nothing written until you commit

Communication

Every word out, on the record, by the route each person asked for.

Resident conversations, and a separate office channel no resident ever sees
Group email merged per leaseholder, with nothing sending until you say so
An outbox showing every document out by each recipient preference — email, print or post
A building noticeboard that keeps the record you posted it
A concierge desk for parcels held at the door, and the resident thread about them
Search across every record at once

Running the agency

The controls an owner needs, and the trail a regulator asks for.

Four roles that are disciplines rather than ranks, so nobody holds a screen their job does not need
Two-factor authentication, with Microsoft and Google sign-in where your agency allows it
Exports in Excel, PDF and Word — typed cells, your letterhead, your branding, not ours
A reports centre with the portfolio figures behind each one
A setup checklist saying what is done, what is next, and what is still missing
Edit and delete on what you create, and an undo on the actions that leave the building

Six Ways In, One Record

A leaseholder, a resident, a director, a contractor and a concierge each get a door built for them — reading and writing the same records the office does, with only what they are entitled to see.

Managing agentyour office: The staff app — blocks, tickets, compliance, money, documents and the duties board.
Leaseholder Portalleaseholders: What they are charged and why, their building’s safety record, and anything they have reported.
Resident Portaltenants and occupiers: The person actually living in the building, who an agent’s records usually miss entirely.
Director Portalthe RMC or RTM board: What their managing agent owes the building and whether it has been done — in aggregate, never unit by unit.
SynkroTech Tradeyour contractors: Their jobs, site details and where their paperwork stands.
Concierge Deskthe front desk: Parcels in and out, the flat directory and the resident thread — scoped to the one building they work in.

Every line above is a screen. If you would rather see one than read about it, ask — we would rather show you the screen.

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