Onboarding Checklist

Welcome to the Easy HOA family! We’re excited to help you get up and running with your new software. Please review the checklist below to make sure you don’t miss anything when getting everything set up and in place.

Please Watch This Welcome and Getting Started Video:

This Welcome and Getting Started video will cover the following steps:

Step 1: 00:00 Setting up your merchant account.

Step 2: 01:38 Deciding how your HOA will handle accounting.

Step 3: 02:56 Introduction to the support site and finding answers to questions on your own.

Step 4: 04:13 Data Entry: Download the CSV File Template and get started.

Step 5: 05:33 Domain Name: What domain will you use?

Step 6: 06:44 General Settings: Time Zone, Setting Up Your Email, Email Inbox, and Billing Period Setting.

Step 7: 07:57 Billing Period Setting: Determine when you want the software to invoice.

Step 8: 09:27 Notification Settings: Automatic notifications, editing notifications, and turning on or off.

Step 9: 11:41 Editing your HOA Billing Information.

Step 10: 12:20 My Team Logins: Create logins for the management software.

Step 11: 14:17 Logins: Logins for homeowners.

Step 12: 16:10 pay: How to set homeowners up on auto-pay.

Step 13: 17:18 Program: Think about who you might be able to refer to Easy HOA :)

If you have questions or need help. Please visit our support site: https://support.easyhoa.com/ or reach out to us at. 1-801-528-7690

Onboarding Video Two: 

This Onboarding Video Two will cover the following Information:

00:00 Navigating the Software: Main Menu

03:18 Setting Up or Editing Billing Amount and Due Date for Homeowners

04:16 The Units Page

05:16 Invoice Email and Text Reminders, Editing Template.

06:12 Setting up a unit on Autopay

07:27 Communication Tools: Your Email Address

08:00 Compose and send emails: Individuals or Groups

08:52 Phone Feature: Setting up your HOA phone number, call recordings

10:30 Text Messaging

10:48 Automatic Notifications

11:21 Late and Lien Rules

12:00 Communications on the owner pages

12:51 Violations Tool: Creating and Managing Violations

14:00 Requests: Architectural, General, and Maintenance

14:25 Documents

15:12 Website

16:05 Owner Login Page
 

If you need further explanation on any step of the process, you can reach our support team at 801-528-7690 or email support@easyhoa.com