For Canadian property managers and small property-management teams
Vendor compliance, without the chase.
A private record desk for Canadian property managers. Keep vendor names, manually entered record references, and optional expiry dates beside four fixed requirements.
Private owner records, entered by hand. Vendors have no accounts or access.
Illustrative checklist · sample only
Insurance
Sample status
Licences
Sample status
Tax forms
Sample status
Workers’ compensation
Sample status
Illustrative only. Status is based on owner-entered record details and optional expiry dates.
A clearer paper trail
A loose paper trail becomes a real operational risk.
Keep a vendor's four recurring record types together in one owner-managed workspace, with a clear view of which items have a saved record and which need attention.
The same four requirements
Insurance, licences, tax forms, and workers’ compensation appear on every vendor checklist.
Records are entered manually
Save a text note or reference and an optional expiry date. The workspace does not upload or extract files.
Status at a glance
An item is missing until a record is saved, then current or expiring based on its optional expiry date. No reminders are sent.
A short owner workflow
From vendor name to reviewable checklist.
A small, owner-only checklist for manually maintained vendor records.
- 01
Set up
The owner creates one private workspace for a Canadian property-management business.
- 02
Add vendors
The owner enters vendor names. Vendors do not receive accounts or workspace access.
- 03
Save records
Enter a text reference and optional expiry date for each fixed checklist requirement.
- 04
Review status
Missing, current, and expiring statuses are derived from saved records and dates. No reminders are sent.
Start with one vendor
Make the first record easy to find.
Create the owner account, set your Canadian workspace, and add your first vendor when you are ready.