agentOS Block ManagerGet started
[ WHO IT'S FOR ]
The right tool for the job — whoever you are
Four personas. Four distinct workflows. One platform built to serve all of them without compromise — from a single agent running a portfolio from their phone to a firm managing compliance across dozens of blocks.
A one-person operation carries the same legal obligations as a 20-person firm. Compliance certificates still expire. Section 20 notices still need serving. AGMs still need running. agentOS gives the solo agent the infrastructure to stay on top of all of it — without hiring.
Mobile-first inspection app Conduct site inspections from your phone — checklists, photo capture with GPS stamp, and voice-to-text notes. Syncs when you're back on signal.
Certificate expiry alerts Automated reminders at 90, 30, and 7 days before any certificate expires — fire risk, EICR, gas safety, lift inspections, and more.
Demand dispatch in minutes Generate branded, itemised service charge demands from your approved budget and dispatch them as PDFs without leaving the platform.
Works orders from your phone Raise, track, and close reactive maintenance jobs on site. Contractors get a secure link — no account needed — to submit quotes directly.
[ THE WORKFLOW ]
Create your managing agent profile, add owners, then blocks, then units. The platform enforces the correct structure — no orphan blocks, no cross-owner data mixing.
Link bank accounts via TrueLayer, open Calmony client accounts, or import CSV. Build the service charge budget line by line, approve it, and let the platform generate demands automatically.
Upload compliance certificates with expiry dates. Build the asset register across plant, fabric, and compliance works. The system calculates replacement years and flags gaps in the reserve fund automatically.
Raise works orders, track contractor quotes, schedule PPM tasks, manage AGMs, and communicate with leaseholders — all from one dashboard. Every action is logged in the audit trail.
Join the waitlist and tell us about your portfolio. We'll show you the workflows that matter most to your practice.
Questions? Email us at sf-core-org-support-agentos-block-manager@saas-factory.ai
As your portfolio grows, the gap between what's happening and what you know about it widens. The portfolio financial summary closes that gap — total service charges invoiced, total collected, collection rate, arrears by block, and reserve fund position across every property you manage.
Regulatory obligations don't pause for growth. For practices where ARMA or RICS membership is a selling point, the compliance infrastructure needs to be bulletproof — auditable, timestamped, and exportable.
Three-stage workflow — Notice of Intention, Notice of Proposal, Award Notice — with auto-generated compliant PDFs and deadline reminders 5 days before each observation period closes.
Every certificate upload, inspection completion, and Building Safety Act document submission is logged with the acting user and a timestamp. Cannot be modified or deleted.
RMC and RTM directors carry legal responsibility but are often the last to know about reserve fund gaps, certificate lapses, or budget overruns. The Freeholder/Owner role gives you a read-only view across your blocks — financials, compliance status, meeting records, and reserve fund health — without touching operational settings.
[ SPECIFIC JOBS ]
Enter your current reserve balance, monthly contributions, and inflation uplift. The platform calculates year-by-year closing balances across the full forecast horizon, deducting planned replacement events in the years they fall due. Gap years surface as alerts — not surprises at year-end.
Real-time link between asset register capex and reserve account balance
Condition-triggered early replacement flags when an asset rates 1 or 2
[ 105 SHIPPED FEATURES ]
105 shipped features across financial management, compliance, asset lifecycle, maintenance, communications, and document control. Not a roadmap. Shipped.
FCA-aligned ring-fencing, two-account structure per block, management fee isolation, and RICS-compliant reserve fund separation — enforced at the data model level.
Principal, Property Manager, Read-Only, Leaseholder, and Freeholder/Owner roles. Permissions cascade through the entity hierarchy and are enforced at every data access point.
[ COMMON QUESTIONS ]
Top 10 blocks by arrears Instantly see where money is outstanding. Drill through to the unit-level ledger in two clicks.
Team role management Assign property managers to specific blocks with scoped access — they see what they need, nothing more.
Cross-block compliance RAG A single grid showing certificate status across every block and certificate type. Red means action today.
Excel workbook export Export the full portfolio financial summary as a multi-sheet Excel workbook — one sheet per block — for owner reporting.
Section 42 notices logged from service date. Counter-notice deadline auto-calculated. Reminders fire at 14 and 7 days before the deadline — no manual diary required.
Every block's funds are individually ring-fenced. Management fee income is tracked as a separate category and never commingles with block client funds — in any ledger, report, or account. FCA client money rules and the RICS service charge management code are operational constraints, not aspirations.
Two-account structure per block — main and reserve — enforced by the data model
Reserve fund P&L shown separately from operating P&L — RICS compliant by default
Communication audit trail: every message timestamped, every recipient logged, immutable
UK data residency, AES-256 at rest, TLS 1.2+ in transit
AGM planning and minutes Agenda builder, attendance recording, resolution votes with quorum check, signed minutes as PDF — the full AGM workflow in one place.
Reserve fund year-by-year projection See exactly how the reserve fund is forecast to grow or deplete over the next 20 years, with gap alerts in years where capital expenditure exceeds available funds.
Document access via portal Published meeting minutes, insurance schedules, fire risk assessments, and service charge accounts — accessible without chasing the agent.
Portfolio-level view scoped to your blocks only Your financial data never crosses owner boundaries. Legally separate funds stay legally separate in every report.
Section-by-section sub-entries for building fabric partial replacements
Connect TrueLayer for a read-only bank feed, open Calmony accounts directly within the platform, or plug in Xero, QuickBooks, or Sage via OAuth. The P&L view is consistent regardless of source — and the reserve fund always shows separately from operating P&L.
Unified ledger consolidating TrueLayer, Calmony, and manual CSV sources
Fuzzy-matching reconciliation queue for unmatched bank transactions
Budget variance report: budgeted vs actual per category with over/under alerts
Portfolio summary: total invoiced, collected, collection rate %, total arrears
Raise a works order, generate a secure contractor link with a QR code for site, receive quotes, approve the best one, and initiate payment from the block's Calmony account — all tracked in the audit trail. Recurring jobs auto-generate on schedule so nothing slips between staff handovers.
Kanban board: Raised → Quoted → Approved → In Progress → Complete
Contractor directory with insurance expiry tracking and automated reminders
Recurring task scheduler: window cleaning, fire alarm tests, entry system service, and more
PPM schedule with 10-year Gantt view and reserve fund mapping
All data stored exclusively in UK-based data centres. UK GDPR compliant with subject access request support, right to erasure, and a published data processing agreement.
