FolioProjects tools

A clearer plan for the work ahead.

Practical planning tools for property owners. Start with your estimates, explore the numbers and take the next step with confidence.

No account or active property required

Capital Expenditure Planner

Map out system replacements, account for rising costs and see when your capital reserve may need additional funding.

Create a practical year of review reminders for the systems you select. Adjust the tasks, dates and responsibilities, then print or export your plan.

Ask the right questions before buying. Tailor a checklist to the property, track supporting evidence and keep unresolved issues in view.

Prepare records, plan outstanding work and track buyer questions from listing through closing.

Organize the questions, studies and supporting evidence for your proposed development. Keep unverified decisions visible before proceeding.

Learn · Plan · Keep a record

Choose a starting point, download a working template and keep the supporting records together.

Keep investigations, authority responses and decision questions together.

Prepare a clear record of improvements, open questions and handover materials.

Compare evidence with your purchase goals.

Keep inspections, service dates and follow-up work in one place.

Track planned replacements and the work you complete.

Record renovations for disclosure requirement bylaw

Know which property records to keep and identify what's missing.

Find instructions for organizing your property information and using FolioProjects.

Read the latest published guides for buyers and property owners.

Keep actual documents, projects and improvement history in FolioProjects. Standalone tools do not sync automatically.