Community operating map
Units, roles, access status, module scope, and import templates so the pilot starts with a clean baseline instead of another messy spreadsheet.
30-day paid pilot offer
One accountable operating record for the PH.
PropTechPA helps a Panama PH move daily operations out of scattered WhatsApp threads, PDFs, screenshots, and spreadsheets into one board-visible record, without pretending to replace the accountant or every existing channel on day one.
Pilot price
A serious pilot with a clear first invoice.
Lead with the standard anchor. Founder flexibility is reserved for fast-moving strategic references, not for every conversation.
Pilot anchor
$1,500 setup + $300/mo
Initial 30 days
$1,800 total
Founder slots
Limited, only for strategic reference pilots
What it includes
A pilot narrow enough to sell, broad enough to prove value.
Requests and work orders
Resident/admin intake, PQRS categories, next actions, ownership, due dates, and linked maintenance work in one traceable flow.
Vendors, assets, and evidence
Suppliers, shared equipment, inventory, service history, quotes, and document references connected to the work they support.
Board visibility packet
Open items, completed work, escalations, pending approvals, and evidence refs summarized for weekly or monthly board review.
30-day path
The buyer sees progress every week.
Week 1
Setup
Confirm scope, import starter data, configure roles, and define the board reporting format.
Week 2
First operating record
Load initial requests/work orders, map vendors/assets, and review the privacy boundary.
Week 3
Board visibility
Generate the first board summary, refine statuses, and train the administrator workflow.
Week 4
Pilot decision
Review metrics, confirm monthly scope, and decide whether to expand, pause, or refine.
Privacy boundary
Operational visibility, not uncontrolled data spread.
Cloud systems can track workflow metadata, statuses, refs, audit scaffolding, and sanitized summaries. Sensitive resident, owner, payment, message, and private-document data stays protected by default.
Not an accounting ledger replacement
No autonomous resident, legal, financial, or board-decision messages
Sensitive names, contacts, raw messages, IDs, private docs, payment evidence, and person-tied balances stay protected by default
Buyer FAQ
Clear boundaries make the offer easier to approve.
Does this replace accounting?
No. PropTechPA creates the operating visibility layer. The accountant, Peachtree/Sage, QuickBooks, Excel, or another ledger can remain the formal financial system.
Do residents need to leave WhatsApp?
No. The pilot starts by turning scattered messages and evidence into traceable cases. Channel replacement is not required on day one.
Can AI send legal, financial, or board messages?
No. Drafts and summaries can be prepared, but resident-facing, financial, legal, and board-decision actions need human approval.
What data stays protected?
Names, contact details, IDs, raw messages, private documents, payment evidence, and person-tied balances stay private or local by default.
Success metrics
- 25+ operational records created
- 10+ request/work-order examples tracked
- 5+ vendors, assets, or evidence refs linked
- First board summary delivered
- Administrator can answer status questions without searching chat history
Ready to test fit?
Sell a scoped pilot, not a fantasy ERP.
The right next conversation is: “Give us one PH, 30 days, and the highest-friction workflows. We will produce one trusted operating record and a board-ready summary. If it does not reduce chaos, we do not expand.”
Recommended pilot: $1,500 setup plus $300/mo. Total first 30 days: $1,800.