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FeaturesBlockManOSUpdated March 15, 2026

What's Missing from the Onboarding Wizard (and Why It Matters)

What's Missing from the Onboarding Wizard (and Why It Matters)

Status: Known gap — tracked in v1.0.32. This page describes the current state of onboarding and what the completed wizard will look like once the domain-specific steps are implemented.

The Problem

When a property management agent signs up and visits /onboarding, they are walked through a three-step flow:

  1. Name your organisation
  2. Invite your team
  3. Choose a plan

This is a standard SaaS setup sequence — and it is the wrong sequence for Irish block management.

A property management agent cannot do their job until they have:

  • At least one Development registered in the system
  • An OMC (Owners' Management Company) linked to that development
  • Units imported so owners and residents can be associated
  • A Service Charge Budget in place so billing can begin
  • Compliance Obligations seeded so the compliance calendar is populated

None of these steps currently exist in the wizard.

What the Completed Wizard Should Do

Once implemented, the onboarding wizard will guide agents through the following domain-specific sequence:

Step 1 — Add a Development

Register the residential development being managed:

  • Development name and address
  • Development type (apartment block, mixed-use, housing estate, etc.)
  • Total number of units
  • Management start date

This creates the top-level record that all subsequent configuration is attached to.

Step 2 — Link an OMC

Associate an Owners' Management Company with the development:

  • OMC legal name
  • CRO (Companies Registration Office) number
  • Registered address
  • Director contacts

Linking an OMC is a legal and operational requirement under the Multi-Unit Developments Act 2011 and the Companies Act 2014 in Ireland. The platform enforces this relationship throughout billing, compliance, and reporting.

Step 3 — Import Units

Seed the development with individual unit records:

  • Unit identifier (e.g. Apt 1, Block A Unit 3)
  • Owner name and contact details
  • Tenancy status (owner-occupied, tenanted, vacant)
  • Floor area (used for apportionment calculations)

Units can be added manually one-by-one or imported in bulk via CSV.

Step 4 — Set Up a Service Charge Budget

Create the initial annual service charge budget:

  • Budget year
  • Cost heads (insurance, maintenance, management fee, sinking fund, etc.)
  • Total budget amount
  • Apportionment method (equal share, floor area, percentage)

This step generates the per-unit service charge demands that will be issued to owners.

Step 5 — Seed Compliance Obligations

Initialise the compliance calendar with statutory and recurring obligations:

  • Fire safety equipment servicing
  • Lift inspection certificates
  • Public liability and buildings insurance renewals
  • Company law filing deadlines (Annual Return, AGM notice)
  • Health & Safety documentation

The platform will suggest standard obligations based on the development type selected in Step 1.

Existing Infrastructure

The groundwork for this wizard is already in place:

ComponentStatus
onboardingSteps database table✅ Schema exists, ready to persist step state per organisation
onboarding-checklist.tsx✅ UI component exists, not yet wired into the wizard
/onboarding route⚠️ Exists but serves generic SaaS steps only
Domain-specific step components❌ Not yet built

Why This Matters for Irish Block Management

Irish property management operates within a specific legislative framework. The Multi-Unit Developments Act 2011 requires OMCs to maintain service charge budgets, hold AGMs, and keep proper records of unit ownership and sinking funds. Agents who onboard to the platform without completing these steps will be operating with an incomplete dataset from day one.

A guided, domain-specific onboarding wizard is not a UX nicety — it is a compliance and operational necessity.

What To Do In the Meantime

Until the domain-specific wizard steps are available, agents can set up their environment manually by navigating to:

  • Developments → Add Development
  • OMCs → Register OMC and link to Development
  • Units → Add or import units per development
  • Service Charges → Create budget for the current year
  • Compliance → Add obligations manually

This manual path is fully functional — it simply lacks the guided, sequential experience that the onboarding wizard will provide.