For HOA Boards & Property Managers

Every One searchable record.

Email, texts, board votes, warranties — tied to the work. Not lost in someone's inbox.

15-second search
across years of records
Survives board turnover
history doesn't leave with people
Zero binders
warranties don't go missing
Expert-crafted
26 years in construction + property mgmt
1.0 / The familiar

"I think it was in an email." Sound familiar?

Most of what your board does is half-lost by the time someone needs it.

Then something breaks, and the next board pays the price.

1.5 / Real situation

How one HOA paid $11,000 twice for the same pump.

HOA Board

What happened. A pump failed — $11,000 to replace. The board later found out the same pump had been replaced two years earlier. Another $11,000.

What went wrong. Nobody could find the first record. The one they pieced together had no install date, no warranty terms, no vendor.

$11,000
avoidable. With a clear record, that's a warranty claim — not a check.

What the record would have shown

A single linked record across the channel, the decision, and the file
ProjectPool pump replacement
RecordPool Pump Warranty.pdf
VendorPremier Pumps
Installed2023-04-12
Warranty5 years
Expires2028-04-12
Linked decisionDEC-0214
Linked channel#with-premier-pumps
Uploaded byJordan Liu
StatusActive · covered
Warranty claim eligible
2.0 / The fix

One place for conversation, records, and follow-through.

Vendor communication, files, approvals, and updates — tied together, so anyone can look back and understand what happened.

FIG. 2.1 · Channel

Everyone in one thread. Including the vendor.

Vendors can reply by email — it just lands here.

# with-premier-pumps in Pool pump replacement
DR
Diane ReyesApr 14 · 9:42 AM
Premier sent the quote — same model as last time, $11,000. Are we ok to approve?
JL
Jordan Liu9:51 AM
Hold on — pulling the warranty record. We replaced this pump in 2023.
Pool Pump Warranty.pdf
Premier Pumps · 5 yr · expires 2028
PP
PP
Premier Pumps10:08 AMVendor
Confirmed — that's our 2023 unit. Covered under warranty.
FIG. 2.2 · Decision

Every approval — signed, timestamped, locked.

Who said yes, when, looking at what. On the record. Can't be rewritten.

Decision · DEC-0427
Approve warranty claim — pool pump
Approved
Project
Pool pump replacement
Vendor
Premier Pumps
Outcome
$11,000 saved — covered under warranty
3 of 3 approvals
DR Diane Reyes Treasurer
10:21 AM Approved
MK Marcus Kim President
10:23 AM Approved
RN Renee Nguyen Secretary
10:24 AM Approved
FIG. 2.3 · Record

Warranties that don't disappear with the binder.

Every file knows where it came from, what it's linked to, and when it expires.

PDF

Pool Pump Warranty.pdf

Uploaded by Jordan Liu · Apr 12, 2023
VendorPremier Pumps
Installed2023-04-12
Warranty5 years
Expires2028-04-12
Active · 3y 11mo remaining
FIG. 2.4 · Change order

The mid-job change. On the record before it costs you.

Scope changes show up as a line-by-line diff. Approve, push back, or attach a photo — all on the record.

Change order · CO-018
Pool pump install — scope change
Pending
Replace existing pump
Premier Pumps · same model (1.5 HP)
$0
Upgrade to variable-speed motor
Vendor recommends after inspection
$0
$1,840
Replace corroded inlet fittings
Photo attached · 4 fittings, parts + labor
$0
$420
Original "miscellaneous fees"
Removed — itemized above
$280
$0
Net change to scope + $1,980
corroded-inlet-IMG_2204.jpg
Premier Pumps · Apr 16, 8:12 AM
Approvals DR MK RN Awaiting board
FIG. 2.5 · Find it later

Find anything in 15 seconds.

Messages, decisions, files, vendors — searchable across every project, even after the board turns over.

pool pump ⌘K
4 results · 2 projects · across 3 years
Record Pool Pump Warranty.pdf — Premier Pumps · 5 yr 2023-04-12
Decision DEC-0427 — Approve warranty claim, pool pump 2024-04-14
Channel # with-premier-pumps · Pool pump replacement 2024-04
3.0 / Before & after

What changes when the record actually exists.

Without · maintenance issue

"Did anyone ever call the plumber back?"

Texts to one board member. Photos on another's phone. The vendor's quote is in someone's inbox.

With · one channel

One thread. Vendor included.

The conversation, the photos, the quote, the approval — all tied to the issue, all visible to everyone who needs to see them.

Without · board decision

"I thought we voted on that last month?"

Meeting notes mention a motion. No record of who voted yes, what the dollar limit was, or which vendor was approved.

With · locked decision

Every approval, timestamped.

Who approved, when, with what context attached. The record can't be quietly rewritten later.

Without · vendor coordination

"They said they'd come Thursday. I think."

Three channels of communication. Two of them are voicemails. None of it is searchable next time.

With · vendor in the channel

The vendor is in the same thread.

Schedule, scope, updates, photos — same record as the board's. No translation step in the middle.

Without · warranty

"It's in the binder Maria has."

Maria left the board two years ago. Nobody can confirm if the warranty is still active or what it covers.

With · warranty tracked

Active, with 3y 11mo left.

Vendor, install date, terms, expiration — attached to the work it came from. Future boards inherit the receipt.

Questions HOA boards and property managers ask before they switch.

Plain answers about how ConvoRally fits the way HOA boards and property managers already work — and how it holds up when the next board takes over.

What is ConvoRally for HOAs?

ConvoRally is a single searchable record for HOA boards and property managers. It ties vendor communication, board decisions, warranties, files, and approvals to the project so nothing gets lost in someone's inbox or leaves with an outgoing board member.

How does ConvoRally help with board turnover?

Every conversation, decision, file, and approval lives inside ConvoRally, not in personal email or shared drives. When the board turns over, the institutional memory stays — the next board can search and find what happened, when, and who approved it.

Can vendors use ConvoRally without an account?

Yes. Vendors can reply to project threads by email — the reply lands directly in the channel, tied to the project and decision. No login required.

How does ConvoRally handle warranties?

Every file knows what it's linked to and when it expires. Warranty documents are tied to the project, vendor, install date, and expiration — so when a pump fails two years later, the board can find the warranty and file a claim instead of writing another $11,000 check.

Does ConvoRally help with Georgia SB 406 compliance?

ConvoRally was built on the same record-keeping principles SB 406 codifies — 10-year retention, electronic records counted, citations linked to decisions. Boards using ConvoRally already operate on the record.

Next time someone asks "who approved that?" — you'll know.

See ConvoRally in 15 minutes.

Bring a real issue your board is dealing with. We'll show you what the record would look like.

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