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Get started with ProjexaOne
What is ProjexaOne?
An introduction to the platform: what it solves, how it is structured (Platform → Organization → HOA → Resident) and the roles involved.
Registration and first access
How to create your account, accept terms, pick a plan and log in to ProjexaOne for the first time.
Admin application
HOA Dashboard
Read the main backoffice panel: financial KPIs, delinquency, pending approvals and alerts.
Units and unit models
Create units, assign models, compute dues by area/coefficient/quota and manage assignments.
Residents and invitations
Onboard owners and tenants, send portal/app invites, track statuses and manage the directory.
Receivables
Generate ordinary and extraordinary dues, compute by area/coefficient/quota, email them and avoid duplicates.
Payments: report, approval and receipts
Flow from a resident report to a QR receipt, including apply-to-receivables and credit-on-account.
Bank reconciliation
Upload statements, auto or manually match payments and detect duplicates or unmatched movements.
Notices
Publish targeted announcements with read confirmations and attachments.
Tickets and maintenance
Manage cases with status, priority, owner, attachments and internal notes.
Assemblies: full lifecycle
Convocation, quorum, proxies, real-time voting from the resident mobile/portal, minute with electronic signature and verifiable QR.
HOA documents
Document library with folders, versions, permissions, expiry and electronic signature.
Team, roles and permissions
Invite team members, assign roles and restrict actions per module.
Audit log
Immutable log of actions: user, timestamp, module, before and after values.
HOA settings
Legal data, currency, timezone, payment methods, bank accounts, signer and emails.
Reports
Delinquency, receivables, payments, income and expenses, cash flow, budget and more.
Backup and data cleanup
Export information, schedule backups and run period cleanups with confirmation.
Maintenance and work orders
Plan preventive/corrective maintenance with vendors, assets, evidence and costs.
Clearance certificate: request, validation and issuance
Full flow: request from resident mobile/portal, automatic balance validation, issuance electronically signed with QR and public verification.
AI assistant
How to use AI for reconciliation, notices and Q&A — always with human validation.
Plan usage
Storage, emails, units, users and AI credits with alerts as you approach limits.
Automations
Recurring dues, reminders, scheduled backups and configurable alerts.
Resident web portal
First portal access
How a resident accepts the invitation and enters the web portal for the first time.
Statement and payment report
Check pending dues, attach proof and download QR receipts.
Assemblies and voting from the portal
See convocation, grant proxy, join the virtual room and vote in real time from the browser.
Request clearance from the portal
Issue clearance from the browser with automatic balance validation, download PDF with QR.
Mobile app
Install and first mobile access
Download the app, enable notifications and sign in with your invitation.
Report a payment from mobile
Pick a due, attach a proof and follow the status through to the receipt.
Vote in an assembly from mobile
Confirm attendance, grant proxy, vote early and participate in real-time voting during the assembly.
Request clearance certificate from mobile
How a resident requests their clearance from the app: automatic balance check, admin approval, PDF download with QR.