Platform Features
From component inventory and site inspection through financial projections, report generation, and client delivery. No more spreadsheets, no more disconnected tools.
Start Your Free Trial View Pricing13-stage reserve study workflow with visual progress tracking
Every reserve study follows a guided workflow from draft to completion. The visual progress stepper shows exactly where each study stands, what needs to happen next, and who is responsible.
30-year funding projection charts and tables
Generate detailed funding projections with configurable inflation, interest, and contribution increase rates. The interactive funding calculator lets you adjust parameters and see the impact on reserve balances in real time.
Component inventory with categories, conditions, and cost tracking
Track every building element across your associations. The 5-tab Component Hub gives you a complete picture: overview, inspection history, maintenance records, capital projects, and study participation.
Illustration: rows pasted from Excel are checked against the study, an error is fixed in place, then the rows are applied.
Copy a block of cells in Excel or Google Sheets and paste it into a study. ReservePath matches the columns, checks every row against the study and your inventory, and shows exactly what will change before anything is saved. No re-typing, and no import template to follow.
Illustration: a firm component library with its own costs, a property template added with quantities, and cost modifiers adjusting a unit cost.
Keep your firm's costs, life values and descriptions in one library, so every new association starts from your numbers, not generic ones. Import your existing cost database from CSV, or copy items from the ReservePath list and set your own figures.
AI-generated PDF reserve study report with charts and tables
Generate professional reserve study reports with AI-written narratives, funding charts, component tables, and a table of contents. Two report types: the full reserve study report and a concise board summary. Add your firm branding, attach supporting documents, and share with clients.
AI chat assistant analyzing reserve study data
Ask questions about any study or association and get answers grounded in your actual data. The AI assistant understands your components, funding projections, inspection history, and team activity. It generates report narratives, identifies risks, and surfaces insights you might miss.
Site inspection tracking with photos and condition history
Document component conditions with photos, ratings, and notes. Run inspections tied to specific studies or as independent association-level condition assessments between study cycles. The condition timeline shows how each component has changed over time.
Illustration: a study rolled forward three years with aged components, inspection findings applied to the study, and a study-wide cost adjustment.
Most studies are updates. Start the next cycle from the last one: ReservePath carries every component forward, applies inflation for the years in between, ages remaining life, and points out anything that came due during the gap.
Team management with role-based permissions
Manage your entire team with role-based permissions. 10 system roles cover internal staff and external stakeholders. Assign users to specific associations with granular access control. Built-in compliance guidance for all 50 states keeps you current with jurisdiction-specific requirements.
Illustration: a signed approval, the approved report archived with a SHA-256 fingerprint, and a full data export ready to download.
When a board approves a study, ReservePath keeps the exact report they approved, and again when the study is completed. Your data stays yours: export everything whenever you like, and keep read-only access even if your subscription ends.
Every feature below is included in the platform. No add-ons, no extra modules to purchase.
Dual-path workflow for vendor and staff tasks. Board approval gates, quoting system with side-by-side comparison, recurring schedules with 8 frequencies, and a calendar view with color-coded status dots.
Track large replacement projects from planning through completion. Card and table views, budget vs. actual cost variance, progress bars, status transitions, and component linking.
Cross-association overview for firms managing multiple properties. Aggregate stats, percent funded comparisons, reserve balance charts, and urgent component alerts across your entire portfolio.
Centralized document storage at the association and tenant level. Upload with folders, tags, and descriptions. Attach library documents to studies. Storage limits per plan (1GB to 25GB).
Capture preparer and board member signatures directly in the platform. Draw or type to sign. Approval requires a signature, and the approved report is archived with it.
Reserve fund analysis, component category breakdowns, expenditure planning timelines, and component health dashboards. Every report includes print view and CSV export.
Compare two reserve studies side by side. Track how financial metrics, component conditions, and funding levels have changed over time with trajectory charts.
6-step guided setup walks new users through creating their first association, adding components, and starting a study. Designed so your team can be productive within minutes.
Track vendors with contact information, specialties, and service history. Link vendors to maintenance events and capital projects for a complete picture of who does what.
Keep your standard descriptions, condition comments and methodology paragraphs in one place. Insert them into any text field or report section with a click, then edit freely.
Every change to a study, who made it and when, with the value before and after: pastes, cost adjustments, inspection findings, status changes and archived reports.
One firm-wide list of units (sq ft, linear ft, squares, each and your own), read automatically from imports, and quantities to two decimal places.
See the output
Both PDFs were produced by ReservePath from demonstration data. No sign-up needed.
The complete report a preparer delivers: component inventory, 30-year funding plan, charts and narrative.
The short version for a board meeting: percent funded, risk ratings, action items and the next 10 years.
Sample data: Demo Association. Not a real community.
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