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Knowledge Base

Find helpful guides and documentation for Perfect HOA®.

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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 Create Event window with the Repeat this event switch on, a repeat frequency menu and a series end date
OperationsDocument Management

Recurring Events and Virtual or Hybrid Meetings

Create a repeating event once, mark it in-person, virtual or hybrid, and understand what residents see.

Read article →
The Send Notification window with Email, SMS and Physical Mail options, a subject, and a message editor with a Templates menu
Operations

Issuing Fines and Sending Notices on Violations

Send a courtesy notice by email, text or letter, issue a fine that bills the owner, and understand the safeguards.

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A request page with the Committee menu open listing the community committees
Operations

Architectural Review with Committee Votes

Route a request to a committee, collect votes by email link, record the decision and track when an approval expires.

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The custom form builder showing a project title field and a describe the work field, both marked required, with the list of field types on the left
Operations

Building Custom Forms for Requests

Create a form once, let owners submit it from your website, or send it to an owner from a request.

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The community switcher menu listing three communities and a Create New Community option
Getting StartedAccount Settings

Creating and Switching Between Communities

Manage more than one association from one account, create a new community, and understand what is shared and what is separate.

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A unit Contacts tab listing two property owners with email, phone and view and unlink icons and an ownership history section
Unit Management

Owners, Tenants and Multiple Contacts on a Unit

Add co-owners and tenants to a unit, understand who receives invoices and notices, and remove contacts safely.

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The Payment Settings page showing an active Stripe connection, the enable online payment processing switch, and accepted card and ACH payment methods
Payment Settings

Stripe Balance and Payouts: Where the Money Goes

Understand how owner payments reach your bank, who pays the fee, and how to read the Balance & Payouts widget.

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

Setting Up Autopay for Your Community

Turn on autopay, understand what owners see and when they are charged, and know what happens if a payment fails.

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The Payment History card at the bottom of an invoice with an Add Manual Payment button and a Stripe card payment listed
Payment SettingsAccounting & Bookkeeping

Recording Payments, Credits and Adjustments

Record a check or cash payment, cancel an invoice, add a credit or fee waiver, and understand what each does to the unit balance.

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