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Guides for running your building with Kelvo Nest and for living in one.
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I manage properties
Managers, accountants, staff and board members
- 1Create your organizationSet up your association or management company, add its details and bank account.
- 2Add buildings, units and metersModel your property: buildings, the units in them with floor areas, and their meters.
- 3Invite your team and choose rolesGive colleagues, accountants and board members access with the right role.
- 4How a billing period worksOpen a period, collect data in five steps, review, finalize and close.
I live in a building
Owners and tenants
- 1Sign up and connect to your homeCreate your account with the email your association has, and your home appears by itself.
- 2Understand your invoiceOpen any line to see exactly how it was calculated: the total cost, your share and the formula.
- 3How to pay your invoicePay by bank transfer with the invoice number as reference so it's matched automatically.
- 4Submit a meter reading with a photoSnap your meter, check the number Kelvo Nest reads, and send it in under a minute.
Getting started
Set up your organization or get into your home in a few minutes.
- Create your organizationSet up your association or management company, add its details and bank account.Managers
- Self-managed associationsRun your association without a management company: the board gets every manager permission.Managers
- Add buildings, units and metersModel your property: buildings, the units in them with floor areas, and their meters.Managers
- Invite your team and choose rolesGive colleagues, accountants and board members access with the right role.Managers
- Add residents and link them to unitsRecord owners and tenants, choose who gets the invoice and who can vote.Managers
- Sign up and connect to your homeCreate your account with the email your association has, and your home appears by itself.Residents
- Add your partner or family to your homeGive a spouse, partner or family member their own access to the unit, or add a co-owner.Residents
- Find your way around the resident appWhat's on your home screen and where to find invoices, meters, repairs and messages.Residents
Billing & invoices
Periods, pricing, expenses and the invoices they produce.
- How a billing period worksOpen a period, collect data in five steps, review, finalize and close.Managers
- Set meter pricesEnter the rate and VAT for each meter type, or copy last period's prices.Managers
- Expenses and how costs are sharedSet up expense types with a sharing method, then enter each period's costs.Managers
- Keep a list of suppliersRecord the companies that invoice you, so expenses link to them and uploaded invoices are matched.Managers
- One-off charges and creditsAdd a charge or credit to a single unit's invoice, such as a key fee or a refund.Managers
- Preview, finalize and close a periodCheck the invoice preview, clear the blockers and issue every invoice in one go.Managers
- Issued invoices, explanations and correctionsFind invoices, explain any line to a resident, and fix mistakes the right way.Managers
- Budget, repair plan, insights and exportsNewPlan the year's costs, keep the reserve fund ahead of major repairs, follow the numbers and hand files to your accountant.Managers
- Understand your invoiceOpen any line to see exactly how it was calculated: the total cost, your share and the formula.Residents
Meter readings
Reading windows, photo readings, review, estimates and meter changes.
- Set the reading window and remindersChoose when residents submit readings; Kelvo Nest emails them when it opens and before it closes.Managers
- Enter and review meter readingsType readings yourself, and approve, correct or reject the ones residents send with photos.Managers
- Unusual readings and estimatesWhy a reading is flagged, and how to estimate meters that weren't read.Managers
- Replace a meterRecord the old meter's final reading and the new meter's start value in the same period.Managers
- Submit a meter reading with a photoSnap your meter, check the number Kelvo Nest reads, and send it in under a minute.Residents
- Reading deadlines and estimated readingsWhen you can submit, what "Estimated" means, and how unusual use is flagged.Residents
Payments & balances
Recording and importing payments, balances, reminders and payment plans.
- Record a paymentBook a transfer, cash or card payment, choose which invoices it pays, and void mistakes.Managers
- Import a bank statementUpload a CSV from your bank; payments with an invoice number are matched automatically.Managers
- Balances, statements and debt agingSee who owes what, how long it's overdue, and every unit's full statement.Managers
- Payment reminders and payment plansSend up to three automatic reminders, and agree instalments with residents who are behind.Managers
- How to pay your invoicePay by bank transfer with the invoice number as reference so it's matched automatically.Residents
- Your balance, payment status and remindersWhat Due, Partially paid, Paid and Overdue mean, and how credit and reminders work.Residents
Maintenance & repairs
Reporting, handling and charging repairs, plus preventive work.
- Handle maintenance requestsTriage, assign, schedule and close repair requests, and keep the reporter informed.Managers
- Charge a repair's cost to a periodBill a repair to the whole building or to one unit, straight from the request.Managers
- Preventive schedules, calendar and vendorsOpen recurring inspections automatically, see visits on a calendar, and keep your vendor list.Managers
- Report a repair and follow its progressDescribe the problem with photos, see when a visit is booked, reply, and rate the work.Residents
Notices, documents & messages
Announcements, the document library and conversations.
- Send announcementsTarget the right residents, schedule, pin, translate and see who has read it.Managers
- Share documentsUpload reports, rules and contracts, control who sees them, keep versions and see who opened them.Managers
- Message residents and your teamStart a conversation with residents or colleagues; replies arrive in real time.Managers
- Notices from your associationRead announcements in your language, with the original text one tap away.Residents
- Contacts and documentsFind your association's contacts, house rules, minutes, reports and budgets.Residents
- Messages with your associationRead and reply to conversations your association starts with you.Residents
Votes, meetings & approvals
Owner votes, proxies, general meetings and board approvals.
- Run an owners' voteSet the question, weighting, quorum and majority, schedule it, and publish a protocol.Managers
- Plan general and board meetingsCreate an AGM, EGM or board meeting, send the invitation, keep an attendance register and add minutes.Managers
- Board approvals for large expensesRequire the board to approve expenses above a threshold before a period can be finalized.Managers
- Pay a repair from the reserve fundBook a withdrawal from the reserve fund, with board approval when your rule asks for it.Managers
- Vote on a decisionCast or change your ballot, abstain, and see the result when voting closes.Residents
- Give someone your vote (proxy)Let another person vote for your unit when you can't decide yourself.Residents
- General meetingsSee upcoming meetings, add them to your calendar, and read the minutes afterwards.Residents
AI features
Assistants that read your own data and always leave the final say to you.
- How AI works in Kelvo NestNewWhere AI helps, what data it uses, and why a person always has the final say.Everyone
- Read supplier invoices with AINewUpload supplier invoices; AI reads them and you check each one before it becomes an expense.Managers
- AI bank matchingNewAI reads payer names and messy references to match the bank rows the rules couldn't place.Managers
- Your monthly briefNewA short summary on the Overview of what needs attention this month, written from your own records.Managers
- Draft meeting minutes with AINewTurn a meeting's agenda, attendance and vote results into minutes you finish and publish.Managers
- Prepare the annual reportNewCollect the year's figures and get a draft narrative for owners under Governance › Annual report.Managers
- Ask questions about your documentsNewAsk about house rules, minutes or reports and get an answer that links to its source.Everyone
- Ask about my billNewAsk questions about your invoices in plain words; answers come from your own unit's data.Residents
Account, privacy & security
Signing in, roles, your profile and what others can see.
- Your profile and languageUpdate your name and phone, choose the language for notices, and switch dark mode.Residents
- What your association can seeA plain overview of what managers see about your activity in Kelvo Nest.Residents
- Sign in, verify your email and reset your passwordHow sign-in works, what the 6-digit code is for, and what to do if you forget your password.Everyone
- Roles explainedWho can do what in Kelvo Nest, from owners and accountants to board members and residents.Everyone
- Data and privacy basicsHow Kelvo Nest keeps each organization's data separate, and how AI uses your data.Everyone
- Supported browsers and phonesKelvo Nest runs in your web browser on phones, tablets and computers. No app store needed.Everyone
Residents
Questions about your invoice, readings or a repair go to the people who manage your building.
Managers
Stuck on setup, billing or bank import? Tell us what you were trying to do and we'll help.