Managers: all the necessary tools in one condominium management software

In addition to the tools available to all users, board members have access to all the tools they need to effectively and efficiently manage all aspects of a syndicate of co-ownership, a condominium or homeowners association.


See all, know all, all the time

Free yourself from the boundaries of traditional management software that confines you to accessing your client’s information on a per client basis. UpperBee’s management tools allow you to manage all of your clients’ accounts at once, so you are always informed of what is going on with each of them. This centralized approach saves you time and energy and allow you to invest your efforts where it matters most.

Automatic quality reviews

When an employee completes certain service request, UpperBee automatically sends out a survey to the person who had open the request. By reviewing the results of these surveys, you will be informed on how well your building managers and other employees are doing in the eyes of your clients. Don’t stay in the dark - know ahead of time if things are going sideways so your management team can promptly apply the proper corrective measures.

Integration with various online professional accounting software and inventory and order management software

Save time billing your products and services by integrating UpperBee with XEROTM or QuickbooksTM two of the most popular professional accounting SaaS available today. Let UpperBee generate your invoices and “push” them to your favourite software as a service (SaaS) to integrate your corporate accounting. Also, UpperBee’s integration with tradegeckoTM inventory and order management software allows you to sell key fobs and garage door openers, among other things to residents and your clients


Scan, review and approve your clients’ invoices, and have their Board members approve their payments online

UpperBee lets you leverage your organisation size and various skillset of your employees by letting different people in your organisation perform different tasks like: i) data entry by your accounting staff; ii) invoice review and approval by your building manager; iii) payment approval by your client bank signatories; and iv) issuance of a cheques bearing the electronic signature of the latter to their suppliers.

Timestamps

Track your employees, your clients’ employees, and participating suppliers’ employees (i.e.: cleaning company staff) time onsite. You can even set alarms so that you are informed of absence and late arrival when someone fails to scan “in” at the building at the required time. UpperBee leverages NFC technology and let’s you place NFC tags in your clients’ buildings. By using web enabled mobile phones (AndroidTM or iPhoneTM) with NFC capabilities, all onsite personal can scan “in” and “out” of buildings.

Time tracking and billing tools

As building management professionals, you need to keep track of your time and invoice all services rendered that are not included in your base contract. So, maximize your revenues with UpperBee integrated time tracking and invoicing tools. Creates billable projects and service requests, set standard billing rates, etc. Now you can seamlessly integrate your billing with your daily activities, so you never have to choose between providing extra services to your clients and being paid for these services.


Model documents and replies

UpperBee let’s you create many model documents and replies so that you can quickly answer those frequently asked questions. Also, UpperBee’s powerful mail merge function lets you quickly send out notices of assessments and other notices to a large group of recipients. Now you can convoke large general meetings in just a few clicks.

Bids and calls for tenders

Prepare simple or complex technical specifications ahead of time and have UpperBee send them out to a group of selected suppliers. No supplier answered? No problem! UpperBee will automatically send out reminders. If a supplier asks you a question, UpperBee will inform all the selected suppliers of his question and your answer. If the selected supplier respects your technical specification, UpperBee will automatically compare the bids received and prepare a professional looking comparative analysis for you. Once a winner is selected, UpperBee will notify all the other suppliers that they did not win the bid - once again saving you time.

Inspections

Anytime you need to coordinate an inspection of your owners’ units (i.e.: the building fire alarm system inspection and certification), you may find yourself spending a large amount of time obtaining the required authorization from each individual owner. UpperBee’s automated inspection tools lets you obtain authorization from your owners with just a few clicks, saving your valuable time. Also, UpperBee will remind you yearly when the inspection is due, a useful tool when there is a change to the management team.


Customer Relationship Management (CRM) system

UpperBee includes a built-in CRM that lets you track leads, send bids, estimate your sales funnel and communicate with potential clients. Why pay for an assortment of software as a service (SaaS) when UpperBee does it at no extra cost!

Emergency management

UpperBee includes an emergency management module that collects and arranges many of the useful information required to rapidly and efficiently manage disasters and other emergencies (i.e., access codes, emergency contacts and suppliers, contract information, etc.). If you manage multiple buildings, this module allows you to decentralize this function.

Automated collection system

Don't get bogged down by the sheer number of owners’ accounts to review to apply late fees and penalties. Let UpperBee automated alarms and features do most of the work for you. Now you can stay on top of this time-consuming task by automatically applying penalties and late fees on multiple owners’ accounts across multiple clients.


Residents manual

UpperBee allows you to create a universal resident’s manual accessible online by any resident, tenant, owner or co-owner.

Automated contract tracking

Let UpperBee track and list all your clients upcoming contract renewals. Be informed when a contract automatic renewal notice period approaches so you don’t run the risk of letting an unwanted contract automatically renew without your knowledge.