Homeowner requests help the board keep resident questions and follow-up work out of scattered email threads.
When to use requests
Use requests for homeowner items that need tracking, such as:
- Maintenance questions
- Common area concerns
- Amenity or access questions
- General board follow-up
- Non-urgent community issues
Requests are different from architectural review applications, violations, and ballots. Use the dedicated workflow when the item belongs in one of those areas.
What homeowners submit
A clear request should include:
- A short subject
- A description of the issue or question
- The related property or area, when relevant
- Photos, PDFs, or other supporting files if they help explain the request
The request thread keeps the conversation and uploaded files connected to the original item.
How the board manages requests
Board admins can review incoming requests, reply to the homeowner, add internal notes, upload files, and update the request status.
Good request handling means a future board member can quickly understand:
- What the homeowner asked
- What the board said
- Which files or photos were provided
- Whether the request is open, waiting, resolved, or closed
Internal notes
Use internal notes for board-only context that should not be visible to the homeowner.
Keep internal notes factual and useful. They should help the board coordinate without turning the request into a private side conversation that loses the official record.
Closing a request
Close a request when the board has answered the homeowner or completed the follow-up work.
Before closing, make sure the thread contains the decision, next step, or explanation the homeowner needs.