Onboarding guide

How you get live on IRES AI.

Two very different realities: a volunteer board on a Wednesday evening, and a property-management firm rolling out across dozens of communities. We shaped onboarding for both.

Community boards · voluntary

15 minutes, no training day required.

Every step is optional and self-serve. Skip whatever isn't relevant — the in-app checklist will remember and nudge you later.

1.Create your community
1 min

Name it, add your address and pick your language. Takes about a minute.

2.Import your units
3 min

Paste from an Excel sheet or add units one by one. Fees per unit can come later.

3.Invite chair, treasurer, secretary
2 min

Roles decide who can approve expenses, send messages or close requests. Everyone gets an email invite.

4.Publish your first announcement
3 min

Ask the assistant to draft it in your language — it stays GDPR-aware and translates automatically for other owners. On Free, owners see it when they log in; automated email & push start on Pro.

5.Open a test vote
3 min

Even a small one ("Move next meeting to Thursday?"). It teaches your owners the flow before anything binding.

6.Add monthly fees (optional)
5 min

Enter this month's fees per unit. Overdue and paid states show up in the ledger and dashboards.

Property managers · included in every plan

A structured rollout — because production is not the place to improvise.

Every Manager plan ships with the same backbone: kickoff, migration, training, white-label, 30-day review. Growth and Scale add a dedicated CSM.

1.Kickoff call · 2 hours
Week 1

We map your team, your customer communities and pick the first three to migrate. You leave with a written rollout plan.

2.Data migration
Week 1 – 2

Send us a CSV of units, owners and contracts — or the raw export from Casavi / Immoware. We import and reconcile with you.

3.Team training
Week 2

One live session per role: property manager, bookkeeping, support. Recorded so new hires can watch later.

4.White-label setup
Week 2 – 3

Logo, brand colours, custom domain. On Growth and Scale plans your owners see your brand, not ours.

5.30-day success review
Day 30

We check usage, backlog and adoption per community, fix what needs fixing and hand off to your dedicated CSM.

6.Handover playbook (optional)
Anytime

When a committee is ready to self-manage, mark the community as “Handover”. It transitions to Community Pro/Plus in 30 days — data stays, access transfers, and you earn a handover bonus if it sticks 12 months.

If you're a board
  • Voluntary, self-serve, ~15 minutes
  • In-app checklist tracks progress
  • Optional free 30-min call on Pro+
  • Nothing blocks you — pilot it tonight
If you're a management firm
  • Included in every Manager plan
  • Kickoff → migration → training → review
  • Data migration from Casavi / Immoware
  • Dedicated CSM from Growth upwards