Dashboard

All Systems Normal
Open Tasks
10
▲ 2 vs yesterday
Front Desk Coverage
Gap Today
1 shift unassigned
Pending Approvals
4
Awaiting manager review
Inventory Alerts
2
▼ threshold crossed
Mail / Packages
2
Open today
Office Health Score
86%
▲ 3pts this week

Live Operations Feed

Streaming from every module below — updates automatically as records change

08:41 Front desk backup needed Afternoon shift, Aug 30 — no backup assigned High Open
08:22 Delivery received Insurance mail — Maple Ridge HOA Mail Routed
07:55 Inventory below reorder point Copy Paper — 2 on hand, threshold 5 Critical Open
Yesterday ARC request aging Alice Nguyen — 18 days, past 10-day threshold High Escalated
Yesterday Vendor response overdue TownSq request — mailbox lock repair Medium Escalated
2 days Meeting reminder Conference Room A booking confirmed, 2:00pm Info Confirmed

Leadership View

Additional detail visible only at the Manager / Admin role

Executive Morning Brief

10 tasks are open, 2 of which are new overnight. Front desk has one uncovered shift tomorrow. Two ARC applications are aging past policy — one already escalated. Inventory shows 2 low-stock items (paper, storage boxes). No board or vendor meetings scheduled this week. Overall office health is trending up 3 points from last week.

Office Health Score Composite

86%
Task velocity
90
Coverage
72
Escalations
88

Overdue Task Trend Last 6 weeks

Trending↑ slightly worse

Staffing / Coverage Issues

Uncovered shifts (30d)3
Missing backups (30d)2
Avg. resolution time4.2 hrs

Recurring Problem Trends

Most frequent alert typeInventory
Repeat vendor delays2 this month
ARC docs missing on submit40% of apps

Vendor / Property Issues

Overdue vendor responses1
Outstanding access assets1
Return mail open1

Completion / Performance

Tasks closed this week14
On-time completion rate81%
Knowledge Assistant resolution78%

Daily Office Operations

Mail, checks, and inventory — logged once, tracked automatically

Mail Tracking Log an item

Check Log Tracking only — never moves money

Mail log

ItemTypeStatusLogged

Inventory — office, kitchen & storage

One list, tracked by category, with automatic reorder alerts

ItemCategoryOn handThresholdStatus

Property & Administration

ARC applications, keys & fobs, violation and insurance routing, returned mail

Submit a demo ARC application

ARC applicationsAuto-escalates after 10 days
HomeownerTypeStatusAge

Keys, Fobs & Parking Passes

Outstanding1 fob — Mark Reyes
Overdue return1
Physical handoffAlways human

Violation & Insurance Routing

Violation responses routed1 this week
Insurance mail routed1 this week
DestinationSimulated mailbox
Returned mail: tracked with a "policy required before production" flag until the client's actual WDO policy is provided.

Scheduling

Front desk coverage, meeting rooms, company & board calendars

Front Desk Coverage Mon–Fri, 8:00–4:30

TomorrowUncovered
This week — missing backup1 shift

Meeting Room Booking

Conference Room A, 2:00pmConfirmed
Duplicate booking attemptConflict flagged

Calendars

Company Calendar

Items trackedInternal only

Board Meetings

UpcomingNone scheduled

Vendor Meet & Greets

UpcomingNone scheduled
No external calendar platform is connected in this demo — built to sync with Google Calendar or Microsoft 365 once confirmed.

Communications

Every draft below requires human approval before anything is ever sent

Draft a demo announcement

TownSq-style Requests

Open requests2
Overdue & escalated2
ConnectionGeneric intake — ready for real TownSq API

Drafts pending approval

TypePreviewStatus

New Homeowner Welcome Packets

Onboarding in progress1 — Priya Patel
Packet generatedReady for review
DeliveryPending human send

Management & Events

Reporting, executive projects, and branch events — all in one place

Monthly Staff Report

Generated on demand by pulling live totals across every module.

Executive Special Projects

Active1 — Q4 Vendor Contract Review
Requested byVP Operations
DueSep 15

Events

Vendor Fair, appreciation events, and the Associa Cares golf tournament

Vendor Fair

StatusPlanning

Appreciation Event

Front Desk Team LunchSep 5

Golf Tournament

Associa Cares 2026Planning

Employee Knowledge Assistant

Ask it the way a new hire would — answers come only from approved office procedures

Ask a question
Answering as: Employee — switch roles above to see restricted-access behavior.
Grounded in approved SOPs only
How this works: the assistant answers only from a fixed set of approved demo procedures and clearly says so when it doesn't know something — it never approves, sends, purchases, or takes any action.

Reports & Analytics

Cross-module visual analytics — same underlying demo data as the dashboard

Task Aging Days open

0–3 days
4
4–7 days
2
8–14 days
3
15+ days
1

Workload by Category

Inventory
2
Property / ARC
2
Front Desk
4
Communications
1

Request Status Breakdown

Open — 40%
In review — 25%
Escalated — 15%
Resolved — 20%

Inventory Risk

Copy Paper
Low
Storage Boxes
Low
Coffee Pods
OK

Monthly Activity

Unresolved Issues Trend

Trending↓ improving

About this demo

Value proposition

A centralized operations platform that helps office teams manage daily administrative work, track requests, reduce repetitive manual work, improve visibility, assist new employees, and surface issues before they're missed. The Office Manager keeps every judgment call, approval, and relationship — this system handles the rest.

Built to support workflows including

Front deskStaffing coverage, Mon–Fri 8:00–4:30
MailIncoming/outgoing processing & routing
FinanceCheck receipt logging (tracking only)
InventoryOffice, kitchen & storage supplies
PropertyARC application processing & tracking
AccessKey, fob & parking pass distribution
ComplianceViolation response & insurance mail routing
SchedulingMeeting rooms, company & board calendars
CommunicationsAnnouncements, Workvivo, TownSq
OnboardingNew homeowner welcome packets
ReportingMonthly staff meeting data
EventsVendor Fair, appreciation events, golf tournament

What's simulated vs. how it works live

Data on this pageSimulated / demo
Emails, texts, postsNever sent
Payments & depositsNever processed
Underlying automation19 real workflows

What stays human

Approvals & judgment callsAlways human
Physical tasksAlways human
Publishing & sendingAlways human
Relationship managementAlways human