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Victory Report · Property Mgmt

A two-week billing job, done in 20 minutes.

For an HOA management company, the monthly billing run touched copiers, faxes, and postage meters across every association — and took up to two weeks to pull together. Here's how it became a 20-minute task.

23%
Lower monthly print cost
Property Mgmt
An HOA Management Firm
Orange County
Served locally since 2013

The situation

This firm had been with the same copier vendor for over fifteen years, and their monthly management billing was fragmented across platforms — copiers, faxes, postage meters — requiring one to two weeks of manual processing. Everyone assumed the process depended on the incumbent's tools, so changing vendors felt riskier than living with the grind.

What we did

We started with deep discovery into how the billing actually worked, then built an integrated platform: device tracking and automated document routing, plus a custom workbook that consolidates every association's monthly billing data automatically. And we didn't hand it over and leave — we update the tool every month as their portfolio grows.

The victory

The multi-week billing process became a 20-minute task, and monthly print costs dropped 23% — from $2,857 to $2,200. As their HOA count more than doubled, the partnership grew through three separate deals. They're now in their third term with us.

Automated HOA billing reporting built by Next Level for a property management firm
"A two-week process became a 20-minute task — and print costs dropped 23%."

The result that mattered — to them.

Client identities are kept private out of respect for their business. References available upon request.

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