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Management feature

Maintenance and renovation: multi-year plan, quotes and budget together

If roof, façade, lift or heating renewals are not planned years ahead, owners suddenly face large bills. The system tracks components over their life cycle, spreads the plan across years and compares quotes.

  • German, French, Italian, English
  • QR-bill and CHF
  • Roles and audit log

Building the plan

Components such as roof, façade, lift and heating are entered with age and expected life. The system places the planned years and approximate costs in a table; estimates are set by you or your expert.

It does not replace a technical building assessment.

Quotes and execution

For each project incoming quotes are shown side by side; the chosen quote becomes a work order. Progress, invoices and photos are collected in the project file.

A summary report is produced for the owners’ meeting.

Your benefits

Plan

Multi-year table.

How we work

  1. 1

    Clarify the need

    By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.

  2. 2

    Build and connect

    We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.

  3. 3

    Test and launch

    We test every flow with realistic cases, train your team and go live only when it is right.

Swiss-specific points

Planning a renewal fund (Erneuerungsfonds) is common in Swiss condominium ownership. The system shows the fund balance and planned spending side by side; amounts and rules are entered according to your regulations. Amounts are in CHF.

Frequently asked questions

Is a renewal fund tracked?

Yes; the balance and planned spending appear together.

Can quotes be uploaded?

Yes; they are attached to the project file as PDF and entered in the comparison table.