Most HOA's operate a committee that makes decisions around architectural submissions among the members. Our platform supports customization of the terminology (ARB/ACC) as well as the form itself including the information, the text, and the payment.
Begin by finding the "General Settings" in the lower left of your screen (Admin privileges required).
You will find the ACC Setup in the Management Section of the General Settings page.
In the top part of the customization area you can set the name and abbreviation as well as the welcome text that your members will see at the top of the form.
Take note of the various tabs across the top that you can use to customize the experience. We will cover each one in detail here below.
Let's cover the Form Features next:
Show Guidance Section: Near the top of your members' form is a section called "Resources to Help Plan." One of the top complaints among homeowners is the difficulty at times in submitting projects to the review board. It is often unclear what is required, if there is any guidance, etc. To avoid flooding board members' inboxes or taking the committee's limited time on repetitive questions, this section offers a change to place common questions and guidance right in front of the member when they need it.
👉 Here is an example where the member has not selected a Project Type
👉 Once a member selects their project type, any Guidance items that you have created and associated with that project type (including items associated with "All Projects" will appear below.
👉 They can click on the Guidelines and see entries that you have provided for your community to make the process easier. See example below. You can add as many as you like and adjust the order. Each Guidance item can be associated with one, multiple, or all project types. Your members select a project type before seeing the guidance, so only the guidance items that apply to their project will be seen. Guidance items maybe applied to all projects in which case they will see the item regardless of project type.
The second option in the resources is AI Question & Answer. When selected, the AI Agent will be available in the top right of the screen like the image below "Ask the Expert." When you include your CC&R's as well as other items like Guidance items, Vlge's AI Agent will be trained on those items and can answer questions at the point of submission here - taking the burden off the Board and committee volunteers. The AI Agent will only use what is in your own community submitted forms to answer the questions. Try it out!
The final pieces of the customization are the Payment settings (if you choose to charge), the SLA and contact information, and the email templates that go along with your submission (you can customize what is sent and when).
To require payment for an ACC/ARB submittal, you will need to enable the feature and setup at least one product in your payments and products setup. For Payment Setup including how to setup your items, see the Payments: Product Setup article.
Select the "Product" from your setup that relates to ACC/ARB requests here.
Need more help? Message us! [email protected] - we're happy to assist.