Block Management Software

Resident Block Management Software​ Specification

We think we have covered all you need to manage a block efficiently and we are constantly adding new features at no extra charge. Missed anything? Then let us know.

Block management accounting​

  • Prepare your budgets in one location
  • Automatically generate compliant service charge demands
  • Unlimited multi schedule accounts to cope with any size of block
  • Import CSV files of bank transactions for speedy financial data entry
  • Live bank feeds available for all Client accounts
  • Online bank reconciliation facility
  • Categorise accounts into types, so next year you can budget appropriately
  • Generate expenditure v. budget reports to assist with cash-flow
  • Manage supplier bills, view payments and outstanding amounts
  • Individual service charge accounts for each leaseholder
  • Record all leaseholder, shareholder, director and company secretary details for assistance with annual returns
  • Reminders of annual returns and accountancy filing dates
  • Export your accounts at any time
  • One click link to experienced accountants to prepare end of year accounts
  • Track expenditure on supplier invoices, supplier statements & bulk supplier payments
  • All financial information is available for review by staff
  • Rent (AST) & Ground Rents
  • Payment button against individual invoices or bulk payments
  • Global views of leaseholder and supplier invoices across all blocks
  • Multiple ledger items against single bank transactions
  • Automatically created recurrent invoices
  • Financial information via a comprehensive suite of reports including:
  • Budget v. expenditure
  • Service Charge balancing
  • Cashbook
  • Nominal Detail
  • Apportionment
  • Expenditure
  • Creditors & Debtors

Calendars and reminders

  • Automated email reminders into your inbox for key dates such as servicing, health and safety risk assessments & insurance renewals
  • Automated alerts of Section 20 thresholds for maintenance and repairs
  • Health and Safety compliance reminders
  • Reminders of annual returns and accountancy filing dates
  • List of tasks due on Block Dashboard & email alerts

Online, always there when you need it

  • Cloud based access whenever and wherever you need it
  • Compatible with all devices including desktop, tablets and smart phones
  • Backed up four times a day so information is secure and never lost
  • Unlimited logins
  • Administrator rights control access to sensitive information
  • Leaseholders have access to personal finances and shared block information including accounts, building insurance, leases & meeting minutes if required
  • Directors have access to all information if required 
  • Comprehensive financial reporting

Block management administration

  • CSV Import function for units, owners, service charge schedules & SC % contributions
  • User-friendly dashboard with all the information at your fingertips
  • Assign tasks by Users, delegate tasks and tag filtering
  • How To guides, industry letter and contract templates
  • Address book to manage your suppliers and contacts
  • One click quotes for insurance with estimated savings of 10 – 20% on current premiums
  • Utility bills
  • Telephone support line & support ticketing
  • Log of all repairs and maintenance
  • Automatically generated Works Orders to email to selected contractors
  • Accurate historical log of all activity recorded
  • Generates share certificates & membership certificates when a flat is sold
  • Mail merge facility for bulk correspondence (email and post)
  • Ability for users to delete budgets, service charges, invoices, payments, credits and bank transactions.
  • Global search facility to find any files saved in Resident in just one click. Files can include reports, emails, photos, anything!
  • Create your own maintenance & expense categories to receive calendar reminders and store documents against. 
  • Standard templates (invoices, letters, works orders) which are fully customisable by yourselves

Communication with leaseholders

  • Mail merge facility for bulk correspondence (email and post)
  • Leaseholder messaging tab to flag up new repairs and maintenance
  • Visible summary of tasks
  • Leaseholder Portal for leaseholders to view their service charge account and key information about the management of their building
  • Automatically email Administrator Notices to all leaseholders
  • Access to shared documentation and information
  • Communications stored online providing historical records
  • Time saving online voting tool for remote decision making
  • Bills, calendar reminders, alerts sent directly by email

Legal compliance

  • Foolproof checklists of every item you need to consider in block management
  • Statutory compliant demands and notices
  • Automated alert of Section 20 thresholds 
  • Reminders for health and safety, insurance and other compliance requirements
  • Alerts of new legislation or relevant news
  • Block management training available on request
  • One click links to experienced solicitors to help you with service charge arrears chasing and landlord and tenant advice