Built for UK block management

Every feature designed around the real needs of managing agents, RMC directors, and their residents.

Compliance Tracking

Stay on top of every regulatory requirement across your portfolio. Block Guardian tracks seven compliance categories — fire safety, electrical, gas safety, asbestos, lift safety, water hygiene, and estate & grounds — with statuses that update automatically based on inspection results and deadlines.

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  • Automated status calculation (Compliant, Due Soon, Due Today, Overdue, Not Assessed)
  • Inspection records with outcomes and certificate uploads
  • Cases automatically created from failed inspections
  • Asset-linked compliance items for equipment-specific tracking
  • Daily digest emails with upcoming compliance deadlines
Compliance dashboard showing overdue, due-soon and compliant status indicators across categories

Service Charge Accounting

The full annual cycle: budget the year against the lease's own schedules, raise per-unit demands in instalments, record what comes in and what goes out, then reconcile and close. Every figure traces back to the budget, and every demand keeps a snapshot of exactly what was sent.

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  • Schedules and apportionments straight from the lease, to four decimal places
  • Budget years with instalment periods — annual, half-yearly or quarterly
  • Per-unit demands issued with the prescribed summary of tenants' rights
  • Append-only ledger with arrears aging, receipts, credit notes and write-offs
  • Supplier invoices coded to schedule and cost category, with budget vs actual
  • Year-end reconciliation, balancing demands and credits, statement PDF and CSV
  • Staff run the money; demands are printed for posting, and each leaseholder can view only their own once sent
Budget editor with cost lines grouped by schedule, year total and instalment due dates

Case Management

A structured, multi-stage workflow for tracking every issue from initial report through to resolution. Cases can be scoped to estates, buildings, sub-blocks, or individual units, and linked to inspections or assets for full traceability.

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  • 9 workflow stages: Reported through to Closed
  • Accountability tracking with 'waiting on' parties (Council, Contractor, Residents, etc.)
  • Case participants with notification subscriptions
  • Link cases to compliance inspections or building assets
  • Full comment thread with audit history
Case detail view with the staged workflow panel, comment thread and linked asset

Document Management

First-class document storage with versioning, deduplication, and secure access. Every document is linked to the entities it relates to — buildings, cases, inspections, compliance items, or assets — so you always know where to find it.

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  • SHA256 deduplication saves storage
  • Versioned uploads with full history
  • Automatic image thumbnails
  • Signed URLs for secure, time-limited downloads
  • Soft-delete with 365-day retention
Document library with each file linked to its related building, case, inspection or asset

Resident Communication

Three communication channels designed for the leasehold context: private messaging with GDPR-compliant contact restrictions, a community noticeboard for announcements, and structured polls for tenant decisions.

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  • 1-to-1 private messaging (members restricted to staff contacts by default)
  • Community noticeboard with comments
  • Polls with one-vote-per-unit enforcement
  • Building or sub-block scoped polls
  • Anonymous or public voting options
Community noticeboard with announcements, role badges and resident comments

Asset Management

Track every physical asset in your buildings — lifts, boilers, fire alarms, CCTV, entry systems, and more. Monitor status, warranty dates, and link assets to cases and compliance items for complete lifecycle visibility.

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  • 12 asset categories (Lift, Boiler, Fire Alarm, CCTV, etc.)
  • Status tracking (Active, Needs Attention, Out of Service, Decommissioned)
  • Manufacturer, model, serial number, and warranty tracking
  • Link assets to cases and compliance items
  • Document attachments per asset
Asset detail showing linked cases, linked compliance items and warranty tracking

Audit Trail

An immutable, append-only audit log captures every action taken in the system. When auditors or directors need to know who did what and when, the answer is always one click away.

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  • Every create, update, delete, and state change recorded
  • User identity and timestamp on every entry
  • Filter by entity type, user, building, or date range
  • Location hierarchy context (estate, building, sub-block, unit)
  • Cannot be modified or deleted — ever
Audit log filtered by category, user and time period, with colour-coded action entries

Team & Access Control

Give every person exactly the access they need. Four built-in roles cover the common cases and custom roles handle everything else — built from a permission catalogue rather than chosen from a fixed list.

  • Four built-in roles: Admin, Manager, Manager Read-Only, Member
  • Custom roles: build your own from 30+ granular permissions across every feature
  • Permission changes apply instantly — no re-login needed
  • Role management is admin-only, so permissions can't be self-escalated
  • Maintaining contact records and handing out logins are separate permissions — update a phone number without being able to invite anyone
Roles settings showing the four built-in roles alongside custom Caretaker and Client Director roles

People & Residency

Who holds the lease, who lives there, and who to ring — recorded properly, with dates. A person and a login are separate things, so you can record everyone without inviting anyone. Leaseholding and occupancy are separate too: an absentee landlord holds the lease without living there, an owner-occupier does both, and joint leaseholders both hold the unit.

  • Every unit relationship is dated — a completion in the diary or a move-out already notified is recorded without taking effect early
  • Backdating is the normal case, because you're usually told after the event
  • Transfer of leasehold closes one relationship and opens the next in a single step
  • Gaps in the leaseholder record are detected and explained, not silently ignored
  • Third parties — solicitors, carers, emergency contacts — recorded against the unit without conferring any access
  • Companies, joint holders, correspondence addresses per lease, and named tenants for anything addressed to residents
Unit page showing joint leaseholders who also live there, each marked record-only with no login

Notifications

Two channels keep everyone informed without overwhelming them. Real-time badge counts update instantly via WebSocket, while configurable daily digest emails summarise what happened since the last check — one message a day, not an alert per event.

  • Real-time badges for messages, cases, noticeboard, and polls
  • Daily digest email with per-category content
  • User preferences: master toggle + per-category controls
  • Badge counts reset when visiting each section
  • 60-second fallback polling for reliability
A daily digest email in an inbox: new noticeboard posts, then compliance reminders badged overdue and due soon, each naming the building and its due date

Multi-Estate Support

Whether you manage a single block or a portfolio of estates, Block Guardian adapts. Single-estate mode hides unnecessary hierarchy for simpler setups, while multi-estate mode gives full visibility across your entire portfolio.

  • Single-estate mode for self-managing RMCs
  • Multi-estate mode for managing agents
  • Switch modes from account settings
  • Full hierarchy: Estate → Building → Sub-Block → Unit
  • Role-based access with custom roles per account

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