Submit once, from the field, for every client you serve
Unit inspections captured on your phone, in the unit — photos attached where they belong, findings routed the moment you press Submit, and no kitchen-table re-typing at 9 PM.
Clipboard in the unit, keyboard at home
Everything gets written twice
Paper form in the truck, photos on your phone, and an evening spent matching one to the other before the report can go out.
Every client, a different system
One association wants email, another wants their own form, a third wants it faxed. Serving five buildings means five workflows.
Was this unit already done?
Without shared history, you find out a colleague inspected the same unit last month — after you've done it again.
The field is the office
- Forms built for a phone: tap through the checklist, shoot photos into the finding, press Submit — the office sees it instantly, and failed items become repair items on their own
- A form in progress saves as a draft on your device — close the app mid-unit, lose signal in a stairwell, pick it up where you stopped
- The unit list shows each unit's live status and when this form was last run on it — including a colleague's work — so nobody duplicates an inspection by accident
- Serve several associations on one login: a company switcher scopes your buildings, schedule, and history to the client you're working for
Your paperwork, working for you
Documents on file, not in limbo
Your license and insurance certificates live in the association's vendor registry with their dates — so “is your COI current?” stops being a fax loop.
Reminders before anything lapses
Expirations trigger reminders to the association ahead of time — at 90, 60, 30, and 7 days — so renewals happen before they block an assignment.
Owners can find you
Associations can list preferred vendors in a directory their owners see — company, specialty, and contact details, straight from the registry.
The modules you'd touch
Inspector and vendor accounts are free — every seat comes with the association's subscription.
“I use my own forms.”
Keep them — as the starting point. The association's template builder can recreate your checklist field for field, or take the PDF form you already use and extract its fields into a mobile template. What you gain isn't a new form; it's everything around it: the photos attached to the finding, the draft that survives a dead battery, and the repair items that create themselves when something fails.
One thing HelmHOA deliberately doesn't do: sit in the middle of your business. Inspections are arranged and paid between the association and its own licensed professionals — the platform is where the findings land, not a marketplace taking a cut.