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Knowledge Base

Find helpful guides and documentation for Perfect HOA®.

Browse by category

Operations

Violations, work orders, requests, votes and amenities.

23 articles →
Community Website

Build and manage your community website and resident portal.

7 articles →
Account Settings

Managing your account, profile, and preferences

16 articles →
Accounting & Bookkeeping

Using Perfect HOA accounting & bookkeeping software features

24 articles →
Communication

Messaging, notifications, and announcements

15 articles →
Document Management

Uploading, organizing, and managing documents

4 articles →
For Residents

Guides for homeowners using the resident portal: paying, requesting, reserving and more.

7 articles →
Getting Started

Learn how to create your account and find your way around the platform

16 articles →
Payment Settings

Payment methods, billing, and financial settings

14 articles →
Reports

Generating and viewing reports

14 articles →
Security

Learn how to keep your account & community information more secure

4 articles →
Unit Management

Managing properties and units

14 articles →

Recent articles

The board's Votes and Elections list showing a closed owners vote on the operating budget and an active board vote
For Residents

Casting Your Vote in a Community Election

Use the voting link in your email to cast your vote, and what to do if the link says the vote has not started or has closed.

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The Community Amenities page with cards for the clubhouse, fitness center, pool, pool pavilion and tennis courts with their rules and fees
For Residents

Reserving an Amenity

Book the clubhouse, pool pavilion or courts, see the fees and rules, and check your reservations.

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The My Requests tab listing requests with their numbers, categories, titles, properties and statuses
For Residents

Submitting and Tracking a Request

Send an architectural application or other request online, follow its progress, reply to your HOA and withdraw it if needed.

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The resident portal Autopay tab explaining how autopay works with a Set up autopay button for a monthly assessment
For Residents

Setting Up Autopay (for Residents)

Pay your monthly dues automatically from a bank account or card, and change or cancel it any time.

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The My Account tab with an account balance, the owner's property and a list of outstanding invoices with Pay Now buttons
For Residents

What’s in Your Resident Portal

A tour of your account balance, documents, violations, messages, amenities and reservations.

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The invoice payment page with invoice details on the left and bank transfer and credit or debit card options on the right with a Pay button
For Residents

Paying Your HOA Invoice Online

Pay dues by card or bank transfer, see exactly what you will be charged, and download your receipt.

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The Message the residents of 3 requests window with email and text options, a template menu, a subject and a message editor
OperationsCommunication

Messaging Residents About Their Requests

Reply to one resident or message the residents of many requests at once, by email or text, using templates.

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The Resident Portal sign-in page with an email address field and a Send Secure Access Link button
For Residents

Signing In to the Resident Portal

How owners get into the resident portal with a secure emailed link, and what to do if it does not arrive.

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The community website Contact Us page with the management office details and a Send a Message form
Community Website

Website Pages, Blocks and the Contact Form

What each page-builder block does, how the contact form works, and what is and is not in the website editor.

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