SyncHOA Documentation
Everything you need to know about using SyncHOA, whether you are managing a community as a board member or accessing your resident portal.
Board Portal17 articles
Manage dues, violations, maintenance, financials, meetings, and community operations.
Start reading ->Resident Portal9 articles
View dues, violations, submit maintenance requests, and stay connected with your community.
Start reading ->Board Portal
Getting Started
Set up the board portal, invite residents, configure dues, publish documents, and understand core workflows.
Dashboard
Use the board dashboard for setup health, attention items, metrics, activity, financial summaries, and governance readiness.
Homeowners
Manage residents, board roles, portal invites, homeowner status, imports, exports, and homeowner history.
Dues
Configure dues, generate collection periods, record payments, manage late balances, close periods, issue receipts, and enable online payment.
Violations
File violations, track notices, add evidence, manage statuses, record fine payments, and understand resident visibility.
Maintenance
Manage resident requests, vendor assignment, statuses, notes, photos, SLA alerts, exports, and resident updates.
Financials
Track the transaction ledger, funds, budgets, reserve balance, exports, and budget-vs-actual reporting.
Vendors
Maintain service providers, preferred vendors, imports, exports, deletion, restoration, and vendor-linked financial history.
Announcements
Create, schedule, publish, email, pin, expire, edit, and delete board announcements.
Documents
Upload board files, control resident visibility, manage review dates, restore deleted files, and generate signed downloads.
Reports
Generate board-ready PDFs for financials, dues, delinquency, violations, maintenance, directories, statements, and board packets.
Meetings
Schedule meetings, manage attendees, track motions, record votes, write minutes, and generate meeting PDFs.
Community
Manage community calendar events, resident forum moderation, polls, board messaging, and support requests.
Templates
Create reusable violation and maintenance templates, import template CSVs, and speed up board workflows.
Audit Log
Review community activity, filter events, export audit history, and follow links back to source records.
Notifications
Use the notification center, understand notification types, preferences, unread state, and resident notification routing.
Settings
Manage profile, community details, dues configuration, notifications, billing, Stripe Connect, automation, and tutorials.
Resident Portal
Getting Started
How residents sign in, understand their portal, and find the right place for each common task.
Dashboard
Understand the resident home page, account snapshot, action prompts, updates, events, and shared documents.
Payments
Review dues balances, payment history, receipts, online payments, and board payment instructions.
Violations
Review violation notices, fines, evidence, status history, and resident responses.
Requests
Submit maintenance or community issue requests, upload photos, track status, and add updates.
Documents
Find, view, and download public documents shared by the board.
Updates
Read board announcements, pinned notices, recent updates, and archived portal posts.
Community
Use the resident community tools: calendar, meetings, polls, forum, board messaging, and support.
Settings
Review resident details, update contact preference, manage notifications, and control tutorials.