Who It's For Β· Unit Owners

Your unit’s whole story, without calling the office.

Your unit’s history, your paperwork, your home’s details and your building’s amenities — in one place, on your phone, from wherever you are this season.

Sound familiar?

“Action required” β€” but you're 1,200 miles away

A letter says your unit needs something fixed. You're at your other home for the season, the office is closed by 5, and you're not sure exactly what was found.

You fixed it β€” can you prove it?

The plumber came, the valve was replaced, the invoice went… somewhere. Months later the unit still shows as outstanding because the paperwork never landed.

Every question is a phone call

When was my last inspection? How old is my water heater? Where's the current budget? Today, each of those means calling the office and hoping.

Your unit’s history

Everything about your unit, any time

When was it last inspected? What was found? How old is the water heater? Where’s this year’s budget? Each of those used to be a phone call. Now each one is a tap.

  • Your unit’s status and its full inspection history, with what was found in plain words — and the report to download and keep
  • Every repair that was asked of you, and what you sent back
  • The equipment your association tracks for your unit — water heater, shut-off valve, pressure-reducing valve — so “how old is it?” has an answer
  • Your unit’s permits, kept with the unit
  • The documents your association shares — bylaws, budgets, minutes — searchable without calling the office
The owner portal for a demo unit: open repair items with Upload proof buttons, inspection history, repair progress, and the plumbing guide Demo data

Fixed it? Send the proof from wherever you are.

A photo or an invoice, straight from your phone

Tap Send a photo or invoice and attach the plumber’s invoice, the contractor’s confirmation or a photo of the new valve. It lands on that exact item — not in somebody’s inbox — and your unit moves to Pending Review on its own.

If something’s missing, you see why

If management needs more, the item comes back to you with the reason attached. Resubmit and you’re done — no phone tag. Once every item is approved, your unit shows Compliant.

No account yet? Still covered.

Away for the season and never set up a login? Your manager can send you a secure upload link, so your proof still reaches the right item from a thousand miles away.

Also yours

The binder your unit never had

Every unit accumulates facts nobody writes down: the filter size, the water-heater model, the breaker that trips, the appliance guy who actually shows up. My Home Manual is where those live — private to your household, on your phone, and ready the moment you are scheduling with a vendor, saving time you’re paying for!

  • Appliances and equipment with make, model, serial number, install date and a photo of the rating plate — plus a link to the manufacturer’s manual, so you find it once and never again
  • Filters and batteries recorded by spec — “16x25x1 MERV 11”, where it goes, when you last changed it — with the next change worked out for you. It’s waiting when you open the page; nothing emails you about a filter
  • Your own checklists, notes and trusted trades: the housekeeping instructions, the homewatch walk-through, the number of the appliance tech you actually call
  • Hand a vendor a one-page PDF of just their trade. You see exactly what’s on it before it exists — and your private notes, and every other vendor’s number, are not on it
  • Your association’s own records for your unit — water heater, valves — sit alongside yours for reference, read-only. Nothing you write changes the association’s copy
  • Own a cabana, a garage or a parking space too? Each keeps its own records in its own section of the same page, so the plumber coming to the cabana gets the cabana’s sheet and nothing else
My Home Manual — illustrative
Water heater50 gal · installed 2019 · rating plate photo On file
Air filter16x25x1 MERV 11 · hall return · every 3 months Due soon
Smoke alarm batteryCR2032 · changed last October Current
From your association’s recordsShut-off valve · PRV Read-only
Share with managementEnds by itself · you hold the switch Off

Three things owners ask about it

Can management read it?

Only if you let them. No HelmHOA screen shows your home manual to anyone but you and your unit’s co-owners — unless you turn on sharing, which you control and can switch off at any time. Not your manager, not your board, not the front desk, not inspectors.

A share you do turn on lasts an hour, a day, or up to a week and ends by itself — and while it’s on, you can see every time it was opened and everything that was changed.

What happens when I sell?

Your appliance list stays with the unit. That’s deliberate — makes, models, serial numbers and filter sizes are genuinely useful to whoever lives there next, and leaving them costs you nothing.

Your checklists, notes and vendor contacts are personal, so they don’t. Tap Clear my notes before you go and they’re deleted, appliance list untouched — or leave them for the buyer if you’d rather.

What does it cost?

Nothing extra. My Home Manual isn’t a module and isn’t an upsell — every owner at every association on HelmHOA has it, in every subscription, from the day their association starts.

Like the rest of the portal, it runs in any browser and can be added to your phone’s home screen — which is where you want it when you’re photographing a rating plate.

Book it from your phone

Where your association offers them — each building chooses what it puts on the menu.

The guest suite

Family coming to visit? See which nights are open, request your dates and follow your stay from your phone. The calendar can’t be double-booked, the front desk knows who’s arriving, and the suite is cleaned after check-out.

Staff services, with the price up front

Seasonal close-up and open-up, cleaning, changing bulbs, moving furniture — pick from your building’s approved menu at a set price or an hourly rate, or ask for a quote and accept it yourself before any work starts.

A record of every booking

Your stays and services keep their history: what you asked for, the price you agreed, when it was done and whether payment is recorded. HelmHOA keeps the record — it never takes your card.

One place for everything else, too

You see what your association has turned on — nothing more to sort through.

Report a problem

A drip under the sink or a light out in the hall — send it to maintenance and follow it until it’s done.

Notices from the office

What the office sends you, kept in one place instead of scattered across your inbox.

Storm readiness

What you’re responsible for installing and by when, how the building’s storm prep is going, and the emergency numbers — still on your phone after the power goes out.

Electronic voting

Give or change your consent to vote electronically, where your association offers it.

Selling your unit

Start your resale package from your phone when you list.

Leak sensors and preferred vendors

Check that your unit’s leak sensors read dry, if your association uses them (they are not a life-safety alarm), and browse the vendors your association recommends.

The Condo Owner Plumbing Guide

Free, no login

What every condo owner should know about their unit's plumbing β€” shut-off valves, PRVs, water heaters, and the small parts that cause big water damage. Read the guide →

Inside your portal too

The same guide is linked from your unit dashboard, right next to the equipment it explains β€” so it's there when the inspector's finding mentions a part you've never heard of.

What powers the owner portal

Owners never pay to log in β€” your account comes with your association's subscription.

UnitCheck

Included

Mobile unit inspections, repair-proof workflow, equipment lifecycle.

RecordCheck

Included

The "Website Law" portal β€” statutory document library with completeness meter.

Fla. Stat. Β§ 718.111(12)(g)

ServiceCheck

Included

Owner-paid staff services β€” menu, quotes, seasonal close-ups, payment tracking.

My Home Manual

Included

Your unit’s private binder — appliances, model numbers, filter sizes, service dates, your own checklists and trusted trades. Private to your household unless you turn on sharing.

Rather not type it all in? Connect your account to Claude, Anthropic's AI assistant, and tell it what's in the unit β€” it writes the entries, and each one waits for your one-tap approval. ChatGPT and Gemini are on the way.

“Another portal to log into?”

Almost never. HelmHOA reaches you by email for the things that matter β€” a new repair item, an approval, a reminder β€” so you only sign in when there's something to do. When you do, there's no new password to invent: sign in with Google, or with a one-tap email link.

And there's nothing to install unless you want to. The portal runs in any browser, and on your phone it can be added to your home screen and used like an app.

It’s built to be easy on the eyes, too: large text, big buttons, everyday words, and one tap to make everything bigger still. And when you’d rather talk to a person, Call the office is one tap away whenever your building lists its number.

See HelmHOA with your own building in it

A free Guest Pass to the full platform: 14 days of onboarding with a HelmHOA specialist, then 30 days using it with your real buildings β€” no credit card, no self-serve maze.

Get Your Free Guest Pass