Trello-based maintenance management system
Built a Trello-based maintenance system for recurring inspections, site knowledge, work history, subcontractor follow-up, and automated reporting across commercial properties.
Buildings & Spaces
Helped professionalize a 30-unit mixed-use strata through governance systems, owner communication, financial tracking, maintenance planning, contractor coordination, and on-site management.
A 30-unit mixed-use strata corporation had been operating with informal systems that were difficult to sustain as maintenance, communication, financial oversight, and governance needs grew. The building includes 27 residential units and 3 commercial units, which meant decisions had to balance owner, tenant, contractor, business, resident, council, and budget considerations.
Over multiple terms as Strata President, and later as the building’s on-site Building Manager, I helped bring more structure, transparency, and accountability to the way the strata operated. The work combined governance leadership with hands-on building operations: council coordination, owner communication, contractor management, budget planning, maintenance scheduling, legal and bylaw review, and practical troubleshooting.
When I first became president, the building was self-managed and did not have enough repeatable structure to support clear decision-making, consistent maintenance, and owner confidence. Information was difficult to access, processes were informal, and council responsibilities depended too heavily on individual memory.
The challenge was to improve the way the strata operated without overbuilding the system. A small strata has limited funds, volunteer council members, and a mix of residential and commercial stakeholders, so the solution had to be organized enough to be useful and simple enough to maintain.
I helped standardize the way council handled communication, records, contractors, budgets, meetings, and owner-facing decisions. That included clearer processes for monthly council work, AGM and SGM preparation, maintenance planning, contractor coordination, and owner communication.
To improve transparency during the self-managed period, I set up a dedicated email system and an owner-only website for notices, documents, updates, and communication. That became less necessary after the strata later transitioned to professional management, but it helped establish a more organized operating culture when the strata needed it.
I also created AGM and SGM packages and helped establish fairer, more transparent voting processes for building-wide decisions. The goal was to make council work easier to understand, easier to document, and less dependent on one person holding all the context.
I rebuilt and managed financial tracking spreadsheets, supported annual budgeting, and used the depreciation report to inform short- and long-term maintenance planning. That helped connect governance decisions to building reality: what needed attention, what could wait, what should be budgeted, and what risks needed to be planned for.
I also developed digital filing systems, owner communication templates, contractor records, maintenance schedules, and procedural references. Much of the operational information was organized in Trello so recurring tasks, contractor follow-up, and building knowledge had a clearer place to live.
During the self-managed period, I renegotiated waste management and elevator maintenance contracts, saving over $8,200 annually. I also initiated a lighting retrofit that saved approximately $600 annually and paid back in less than four years.
On the operational side, I coordinated and supported a wide range of building issues, including plumbing failures, minor repairs, contractor access, maintenance follow-up, owner concerns, and general troubleshooting. I evaluated and coordinated contractors for building maintenance and capital work, while helping council understand what needed to be handled internally, what needed a contractor, and what needed professional review.
I reviewed bylaws, contracts, depreciation reports, insurance documents, legal correspondence, and Strata Property Act requirements to help council make more informed decisions and reduce risk. Where needed, I used CHOA and legal counsel as resources to support more reliable governance decisions.
After roughly three years of self-management, I helped transition the strata to a professional strata management company. The goal was not simply to hand off the work, but to leave behind clearer records, improved procedures, and a more financially disciplined operating structure so the transition would not erase the context that had been built.
Since returning to council, I have also taken on the practical role of on-site Building Manager. Because I am in the building and understand its history, owners, contractors, and recurring issues, I can often identify problems earlier, coordinate responses more efficiently, and help keep both contractors and the strata management company accountable.
The result is a building operation with clearer records, better maintenance planning, stronger communication, more useful financial tools, and a closer connection between governance decisions and site reality.
The work took long-term stewardship rather than a one-time fix: bringing structure to a messy system, managing competing owner and tenant interests, improving accountability, and combining practical technical judgment with steady communication over time.
Related
A few related projects with the same kind of problem-solving thread.
Built a Trello-based maintenance system for recurring inspections, site knowledge, work history, subcontractor follow-up, and automated reporting across commercial properties.
Digital Tools & Systems
At Pentillion Construction, I implemented a Trello-based maintenance management and reporting system for recurring work across a dozen commercial properties. The system replaced phone calls, personal notes, and memory-based tracking with site-specific boards, recurring templates, photo documentation, manuals, procedures, accountability labels, and automated n8n reporting.
Created a plain-language maintenance performance dashboard that turned a broad property role into clear expectations for ownership, tasks, communication, and professionalism.
Digital Tools & Systems
At Pentillion Construction, I created a job dashboard for the Property Maintenance Technician role so expectations were clearer across roughly a dozen commercial properties. The dashboard turned a broad, sometimes thankless maintenance role into four plain-language performance areas with expectations, indicators, and reflection prompts that could support onboarding, coaching, and fairer performance conversations.
The maintenance role covered a wide range of work across outdoor malls, tenant spaces, and mixed-use sites: routine inspections, garbage removal, cleaning, minor repairs, contractor coordination, task tracking, and responses to issues raised by tenants, property managers, and owners. Good maintenance often goes unnoticed, but small visible issues like mud on a front door, overflowing garbage, or damaged finishes can quickly create complaints and reduce confidence in the maintenance team.
I identified that the role needed clearer shared expectations. Technicians were not just completing tasks; they needed to take ownership of their sites, understand priority and billing boundaries, use Trello consistently, communicate before problems escalated, and know when work should be escalated or subcontracted instead of handled in-house.
I created a job dashboard that condensed the role into four key performance areas: Site Ownership & Accountability, Task Management & Prioritization, Communication & Coordination, and Professionalism & Tenant Interaction. Each area included a plain-language summary, detailed expectations, measurable indicators, and reflection prompts that could be used for onboarding, coaching, and performance discussions.
The value was role clarity. The dashboard gave the technician and management a shared reference point for what success in the maintenance technician role looks like. It helped reduce billing mistakes, encouraged more consistent Trello use, improved onboarding, and gave management a fairer way to evaluate performance around the larger operational goal: maintenance should create confidence.
Supported approval-readiness for a proposed rural strata development by organizing agency questions, water/septic/access issues, and future-development assumptions.
Buildings & Spaces
I supported the developer and project manager for Majestic Pines, a high-value proposed multi-stage rural recreational development north of Campbell River. The work involved MOTI, Strathcona Regional District, Island Health, water, septic, access, strata, and future-development questions that needed to be clarified before the project returned for formal review.