Help centre
Learn StrataWorx
Step-by-step guides and short videos for strata managers and their teams, owners and tenants using the resident portal, and contractors. Choose who you are to see where to start.
Start here
Welcome to StrataWorxWhat StrataWorx does, who uses which part, and where to start.Signing in, two-step sign-in and your passwordAccept your invitation, sign in, set up an authenticator app and reset a forgotten password.Finding your way: the menu and search (⌘K)The side menu, the Pro tags, and searching for any record, page or action from the keyboard.The Control centre (your home page)What needs you today: emails to do, urgent items, overdue work orders, approvals and your buildings.Ask StrataWorx: the in-app assistantAsk how to do something, or ask about your own schemes, emails and work orders, in plain English.Your firm's first week (administrators)A day-by-day plan to get your firm running on StrataWorx.The calendarMaintenance, inspections, bookings, compliance deadlines, meetings and reminders in one view.
Inbox & work
Working the inboxHow emails are sorted by urgency and category, and how to check, edit and send the drafted reply.AI drafts and how StrataWorx learns from your editsEvery edit, correction and approval teaches the AI your firm's way; see and manage the lessons it uses.Raising a work order from an emailTurn a repair email into a work order, link repeats to existing ones, and update the reply with the details.Work orders: list, board, numbers and duplicatesCreate and track repairs from report to done, on a list or a drag-and-drop board.Sending work to trades: emails, quotes and the contractor linkEmail the work order, get and accept quotes within approval limits, and let the trade update the job from their link.Trade invoices: upload, check, approve and payInvoices are read by AI, checked for duplicates and moved through review, approval and payment.Quotations: request, compare, approve and award quotesRaise a quote request, invite compliant contractors, compare quotes side by side and get the right approval under the NSW rules.Trades, insurance and licencesYour contractor panel, with insurance and licence expiry that blocks new work when lapsed.AI agents (with your approval)Let agents chase trades, draft arrears reminders, prepare meeting notices, raise compliance work and run tenders.Digital receptionist (phone and WhatsApp)An AI answers calls and WhatsApp messages and logs each conversation as an inbox case.
Building
Running a building: an overviewWhat each page in the Building menu is for, and how they fit together on site.Sending announcements to residentsWrite a notice once and send it by email, SMS, push and the portal noticeboard, now or later.Amenity bookingsSet up bookable areas, take requests from residents, approve or decline, and avoid clashes.Parcels, with signature on collectionLog deliveries, tell residents they've arrived, and record who collected them with a signature.Visitors and visitor parkingSign visitors, contractors and deliveries in and out, and watch visitor parking times.Parking bays (visitor parking)Set up visitor bays by level and book them by the hour without double-booking.Keys & fobsKnow where every key, fob, remote and access card is, who has it and when it's due back.Shift log and handoverA time-stamped diary for the desk, with acknowledgement by the next shift.Lobby screensShow building notices on a TV or tablet in the foyer, with no sign-in on the screen.Incidents (safety register)Record hazards, injuries, damage and security events, and turn them into work orders.Inventory and the store roomTrack consumables and spare parts, record use against work orders, and get low-stock warnings.Assets, servicing and QR labelsKeep a register of plant and equipment, service dates, warranties and costs, with a QR label on each.Preventive maintenance and the calendarTurn recurring servicing into scheduled visits, remind contractors, and track them on a Gantt chart and calendar.Inspections, including on a phone offlineSchedule checklists, conduct them on site (even without signal), and raise work orders from issues.
Strata & committee
Strata & committee: the year at a glanceHow the roll, meetings, resolutions, governance registers, compliance and finance work together through a scheme's year.The strata roll: schemes, lots, owners and tenantsUpload and update the roll, add schemes and lots, and keep scheme details current.Residents and portal invitationsKeep a register of who lives where, invite owners and tenants to the portal, and handle move-outs and community posts.Turning on the resident portal (staff)Switch on the portal, share the public request page, and set the after-hours contacts.Library and templatesStore by-laws, minutes, insurance and contracts with versions and expiry dates, and keep standard wording.Meetings 1: creating a meeting and its agendaCreate an AGM, general or committee meeting, add motions, and make sure every required AGM motion is there.Meetings 2: sending the noticeDraft the notice from the template and send it to owners and mortgagees before the notice deadline.Meetings 3: proxies and electronic pre-meeting votingOffer e-voting through the owner portal, record postal votes, and lodge proxies with the limits checked for you.Meetings 4: attendance, quorum and votesMark who's present, check quorum, record votes and let StrataWorx work out each result.Meetings 5: minutesDraft the minutes from attendance and results, tidy them with AI, and send them to owners within 14 days.Resolutions registerCommittee decisions and owners' resolutions with votes and the meeting they came from.Legal / Governance: by-laws, breaches, insurance and disclosuresThe statutory registers in one place, with deadlines fed into Compliance.Strata information certificates (s184)Record a request, take the fee, and issue a printable certificate with the lot's figures captured.Records inspection requestsLog requests to inspect the owners corporation's records and release them by the deadline.NSW Strata Hub reportingPrepare each scheme's annual Strata Hub report after the AGM and record when it's lodged.Compliance deadlinesTrack fire safety statements, insurance renewals, capital works reviews and other deadlines, with work orders raised ahead of time.
Finance
Finance: how it fits togetherBudgets, levies, the lot ledger, payments and arrears in one place, per scheme and financial year.BudgetsCreate, import and approve each scheme's yearly budget, and track actual spending against it.Raising levies and printing levy noticesRaise each period's levies from the approved budget, check the per-lot preview, and print notices.Payments and receiptsRecord payments by BPAY, transfer, cheque, card or cash, issue receipts, and reverse dishonoured ones.The lot ledgerEvery levy, interest charge, payment and adjustment for a lot, with balances by fund.Arrears, payment plans and debt recoveryFollow up overdue levies in stages, handle payment-plan requests within 28 days, and start recovery only when the rules allow.Imported arrears list and reminder agentTrack arrears imported from another system and let the arrears agent draft reminders for approval.Capital works plan (10 years)Record the 10-year capital works fund plan, its items and review date, and feed it into budgets.Bank statement importUpload a bank statement and receipt deposits to lots automatically by CRN or lot number.Year end: statements, audit pack and closing the yearCheck each fund's trial balance, print the statements, export the audit pack and close the financial year.Finance settings: interest, notices, BPAY and hardship wordingFirm-wide finance rules and each scheme's bank details, levy periods and opening balances.
Reports
Portfolio and the AGM packEvery scheme side by side, sorted by risk, and a one-click printable report for each.Report builder and scheduled committee reportsBuild a monthly management report as PDF, Word or Excel, and email it to the committee every month.AnalyticsReply times against targets, workload by category and scheme, work orders and AI usage.Insights and building healthSpot recurring defects and unhappy owners early, and share a building's health score.
Admin
Team, personas and scheme allocationInvite people, give each a persona, create your own personas, allocate schemes and view as a manager.Firm settings and brandingFirm name, reply tone and signature, colours, logo and banner style.Connecting your firm's mailboxBring emails in with a forwarding rule, Microsoft 365 or Google Workspace.Business rulesOpening hours, reply targets, urgent words, escalations, due dates, approval limits and agent permissions.Forms, custom fields and pick listsAdd your own fields to work orders, schemes, lots, trades and more, and hide standard fields you don't use.API keys, webhooks and MCPGive other systems access with API keys and send them events by webhook.Working with PropertyWorks and AccountingWorksKeep tenant details in step with PropertyWorks, and post approved invoices and receipts to AccountingWorks.Property managers and PropertyWorks (brief)What the Property manager persona is for, and where property management lives.Plans and billingHow per-lot pricing works, the trial, and changing plan.Audit logEvery change, who made it and when, including sign-ins and settings changes.Auditors and read-only accessWhat auditors and read-only users can see, and how to export what you need.Taking over a new schemeTurn a previous manager's handover pack into a working scheme in minutes.
Connections
Company sign-in (SSO) and automatic provisioningConnect Microsoft Entra ID, Okta, Google Workspace, OneLogin, Ping or JumpCloud.Connecting SAP, Salesforce, ServiceNow, Dynamics, Snowflake, Teams and SlackSend work orders and data to the systems you already run.Connecting SAP BTP, AWS, Microsoft Azure and Google CloudSend StrataWorx events to your cloud and export your data to your data lake every night.Bringing data in from SAP, Oracle, NetSuite, Workday, Dynamics and other systemsKeep suppliers, owners, arrears, compliance dates and work orders in step with the systems you already run.Building your own extensionsAdd buttons, AI tools and automations of your own through a secure, signed channel.Using StrataWorx from Claude, Copilot and other AI agentsMCP and agent-to-agent (A2A) connections.
Residents' portal
Signing in to your resident portalOpen your invitation, then sign in any time with a one-time link emailed to you. No password needed.Your portal at a glanceWhat's on the Home page and the tabs, and the difference between what owners and tenants see.Levies: your ledger, notices and paying onlineSee what you owe for each lot, download levy notices and pay by card (or BPAY).Meetings: notices, voting before the meeting and proxiesRead the notice and agenda, vote electronically before the meeting, lodge a proxy and read the minutes.DocumentsBy-laws, minutes, insurance certificates and other documents your strata manager shares.Requests: reporting a problem and chatting with your managerReport a repair or ask a question, and follow the conversation until it's sorted.Booking a facilityBook the BBQ, gym, function room or moving lift, and cancel your bookings.ParcelsSee deliveries the front desk is holding for you.Community: noticeboard, marketplace and around meRead building notices, post on the noticeboard or marketplace, and find local services.Your account and how we contact youYour lots, mobile number and whether you get emails, SMS or phone notifications.