TrusteesHub is an easy to use solution that simplifies management for charity trustees. It replaces the need for fragmented solutions giving you a secure, single system where all data can be stored.
An online calendar with recurring events, meetings, diary dates and reminders including for Gas/Electric Certificates and Policy Reviews.
Link residential units and residents to track use and history.
Create an audit trail for all maintenance for each residential unit with the ability to add photos to each record.
Manage trustees & users with secure access holding all details required when maintaining Charity Commission records.
Hold all documents under many categorised headings securely in one place with an easy to navigate search facility to quickly find any documents. The documents are then attached with the system to residents, properties etc e.g. Resident Appointment Letters will show against each Resident.
Log notes against residents to offer better management.
Maintain a list of residents with contact information including next of kin. This section will can also hold the details of Applicants.
Download current residents easily with a few clicks and export to a csv file for mail merge.
Manage and track complaints with the ability to add notes and documents to each complaint. Whilst in progress diary dates can be added and when resolved the date and detail of resolution recorded.
Store Maintenance Contributions against each residential unit.
Create a database of trade contractors with a link to maintenance records to show all work done by a particular contractor.
Manage properties with documents link for ease of access.
Manage units with link to documents for ease of access.
Group users and trustees into committees and link agendas and minutes when added via the Document section.
support@trusteeshub.org