How can we help?
Guides for running your building with Kelvo Nest and for living in one.
Press / to search
Getting started
The four things to do first when you set up Kelvo Nest.
- 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.
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.
- Self-managed associationsRun your association without a management company: the board gets every manager permission.
- Add buildings, units and metersModel your property: buildings, the units in them with floor areas, and their meters.
- Invite your team and choose rolesGive colleagues, accountants and board members access with the right role.
- Add residents and link them to unitsRecord owners and tenants, choose who gets the invoice and who can vote.
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.
- Set meter pricesEnter the rate and VAT for each meter type, or copy last period's prices.
- Expenses and how costs are sharedSet up expense types with a sharing method, then enter each period's costs.
- Keep a list of suppliersRecord the companies that invoice you, so expenses link to them and uploaded invoices are matched.
- One-off charges and creditsAdd a charge or credit to a single unit's invoice, such as a key fee or a refund.
- Preview, finalize and close a periodCheck the invoice preview, clear the blockers and issue every invoice in one go.
- Issued invoices, explanations and correctionsFind invoices, explain any line to a resident, and fix mistakes the right way.
- 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.
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.
- Enter and review meter readingsType readings yourself, and approve, correct or reject the ones residents send with photos.
- Unusual readings and estimatesWhy a reading is flagged, and how to estimate meters that weren't read.
- Replace a meterRecord the old meter's final reading and the new meter's start value in the same period.
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.
- Import a bank statementUpload a CSV from your bank; payments with an invoice number are matched automatically.
- Balances, statements and debt agingSee who owes what, how long it's overdue, and every unit's full statement.
- Payment reminders and payment plansSend up to three automatic reminders, and agree instalments with residents who are behind.
Maintenance & repairs
Reporting, handling and charging repairs, plus preventive work.
- Handle maintenance requestsTriage, assign, schedule and close repair requests, and keep the reporter informed.
- Charge a repair's cost to a periodBill a repair to the whole building or to one unit, straight from the request.
- Preventive schedules, calendar and vendorsOpen recurring inspections automatically, see visits on a calendar, and keep your vendor list.
Notices, documents & messages
Announcements, the document library and conversations.
- Send announcementsTarget the right residents, schedule, pin, translate and see who has read it.
- Share documentsUpload reports, rules and contracts, control who sees them, keep versions and see who opened them.
- Message residents and your teamStart a conversation with residents or colleagues; replies arrive in real time.
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.
- Plan general and board meetingsCreate an AGM, EGM or board meeting, send the invitation, keep an attendance register and add minutes.
- Board approvals for large expensesRequire the board to approve expenses above a threshold before a period can be finalized.
- Pay a repair from the reserve fundBook a withdrawal from the reserve fund, with board approval when your rule asks for it.
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.
- Read supplier invoices with AINewUpload supplier invoices; AI reads them and you check each one before it becomes an expense.
- AI bank matchingNewAI reads payer names and messy references to match the bank rows the rules couldn't place.
- Your monthly briefNewA short summary on the Overview of what needs attention this month, written from your own records.
- Draft meeting minutes with AINewTurn a meeting's agenda, attendance and vote results into minutes you finish and publish.
- Prepare the annual reportNewCollect the year's figures and get a draft narrative for owners under Governance › Annual report.
- Ask questions about your documentsNewAsk about house rules, minutes or reports and get an answer that links to its source.
Account, privacy & security
Signing in, roles, your profile and what others can see.
- 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.
- Roles explainedWho can do what in Kelvo Nest, from owners and accountants to board members and residents.
- Data and privacy basicsHow Kelvo Nest keeps each organization's data separate, and how AI uses your data.
- Supported browsers and phonesKelvo Nest runs in your web browser on phones, tablets and computers. No app store needed.
Still stuck?
Stuck on setup, billing or bank import? Tell us what you were trying to do and we'll help.