Block Management
The core module every other module runs off. Block and estate management software for UK managing agents, PMCs and RMCs. Demands, receipts, suppliers, banking and compliance in one place.
What the Block Management module does
Block Management is the core Blocks Online module. It supports every essential financial management activity needed to administer service charges and ground rents: producing demands, managing leaseholder receipts, processing supplier invoices and recording all bank transactions, alongside diary management, a document repository and an asset register for insurance renewals, health and safety assessments and Companies House reporting.
Who is it for
Managing agents, property managers and block management companies.Where it sits
The foundational module. Property Portal, Ticketing, Credit Control and Site Inspection build on it.What it replaces
Spreadsheet ledgers, mail-merged demands and separate document stores.
Which modules run off the Block Management core?
Block Management holds the records every other module reads from: blocks, units, leaseholders, budgets and transactions. Start here, and the Property Portal is included at no extra cost. Add the rest as your business needs them.
Property Portal
Secure leaseholder access to documents, balances and updates.
Ticketing
Maintenance requests and work orders from report to resolution.
Credit Control
Arrears cases, reminder letters and payment plans.
Block Management
Blocks, units, leaseholders, budgets, demands, receipts, suppliers and banking. The single record every other module reads from.
Site Inspection & Toolkit App
Inspections completed on site, synced back with photos and reports.
Bank Feeds
Bank transactions pulled straight into your reconciliations.
Desktop Mailing
Demands and letters printed and posted for you.
How do I raise service charge demands for leaseholders?
Raise service charge and ground rent demands, issue ad-hoc invoices, record leaseholder payments and provide clear statements, all prepared according to legislative requirements using template layouts.
Service charge & ground rent demands
Produced as PDFs, saved in the system and ready to print or send to leaseholders.
Annual budget
Record a new budget each year using an extensive list of finance line-item categories.
Budget certificates
A pre-formatted certificate is generated, ready to print and send with the demands.
Multi-schedule blocks
Manage blocks with a single payment schedule or several, without workarounds.
Draft demands
Draft a run and review it in full before the demands are produced and issued.
Third-party & ad-hoc charges
Raise demands for non-leaseholders such as a landlord, or one-off charges like key replacement.
How do I track contractor invoices and pay suppliers?
Track supplier invoices from receipt to payment, upload a copy so every member of staff can see it, and allocate expenditure to the right category or block schedule.
Supplier records
Names, addresses, email, website and default service details in one place.
Agent-wide or local
Separate approved and vetted contractors from those serving one or two blocks.
Invoice uploads
Attach the invoice so the whole team has ready access to key information.
Payments & remittance
Record payment when loaded or when made, and generate pre-formatted remittance advice.
Can I run separate client bank accounts and reconcile them?
Keep service charge, ground rent, reserve and insurance funds apart, reconcile on any frequency, and close the year with figures your accountants can rely on.
Multiple bank accounts
Track separate accounts for service charge, ground rent, reserve and insurance funds.
Bank reconciliations
Reconcile daily, weekly or monthly, and part-process while you investigate queries.
Allocation to reserves
Receipts allocated to demands keep reserve fund balances up to date automatically.
Surplus & deficits
Once year-end accounts are produced, demands or credit notes are created per unit.
Bank charges & interest
Record charges incurred and interest received against the right account.
Year-end reporting
A full range of reports for your accountants, with historic figures locked against error.
Where do I keep insurance, fire risk and compliance records?
A central repository for insurance policies, health and safety reports, Companies House records and building assets, with reminders so renewals and returns are not missed.
Insurance policies
Record buildings, D&O and lift policies and upload the key documents.
Insurance reminders
Reminders report when policies need renewing and follow-up actions are due.
Health & safety
Store fire risk assessments, asbestos surveys and legionella reports securely.
Companies House
Maintain shareholder and director details with reminders for annual returns and accounts.
Asset register
Access details, utility locations, lift details and estate layout in one record.
On-site access
View and update asset information on a smart device, or print the full details.
What reports can I run, and can I move from my current system?
Produce reports for any financial year or custom date range, extract the data your finance team needs, and move information across from your existing system using our migration tools, with support from our team.
Flexible reporting
Any financial year or custom date range, produced as PDFs ready to print or save.
Extract key data
Download financial data for deeper analysis and leaseholder details for mail merges.
Migration tools
Upload information from your old systems with our team alongside you.
Banking interfaces
Upload leaseholder receipts and download supplier payments for your online bank.
Add modules as your business grows
Property Portal, Ticketing, Credit Control, Site Inspection, Bank Feeds and Desktop Mailing all build on this core.
Who is Blocks Online block and estate management software for?
Blocks Online is UK block and estate management software for residential managing agents, Managing Agents, Property Managers and block management companies administering service charges and ground rents across leasehold blocks and estates.
A good fit if you
- Manage leasehold blocks, estates or multi-unit developments in England, Wales, Scotland or Northern Ireland.
- Raise service charge or ground rent demands and need them prepared to legislative requirements.
- Run client accounting in-house and hand year-end figures to an accountant.
- Are working from spreadsheets or a system that does not join finance, documents and compliance together.
Probably not the right fit if you
- Only manage single-let residential lettings with no service charge accounting.
- Need commercial property or international portfolio accounting outside UK leasehold practice.
- Want a general-purpose CRM rather than a block management system.
What do managing agents ask about block and estate management software?
The questions managing agents and RMC directors ask us most about running blocks on Blocks Online.
It is a cloud system that managing agents and PMCs use to run leasehold blocks and estates: raising service charge and ground rent demands, recording receipts and supplier invoices, reconciling bank accounts, storing compliance documents and reporting on each block. Blocks Online provides this as its core Block Management module.
Leaseholder demands and receipts, annual budgets and budget certificates, supplier invoices and payments, multiple bank accounts and reconciliations, reserve funds and surplus or deficit processing, insurance, health and safety and Companies House records, an asset register, and a full set of financial and management reports.
All demands are prepared using template layouts that follow legislative requirements, produced as PDFs, saved in the system and available to print or send to leaseholders.
Yes. Blocks can be set up with a single payment schedule or multiple schedules, and expenditure can be allocated to any block schedule.
Invoices are loaded against a supplier and allocated to an expenditure category or block schedule, a copy can be uploaded for the whole team, payment details can be recorded at load time or when payment is made, and pre-formatted remittance advice can be generated.
Yes. Hold separate accounts for service charge, ground rent, reserve and insurance funds, reconcile daily, weekly or monthly, part-process a reconciliation while you investigate a query, and record bank charges and interest.
A full range of financial reports is available for your accountants, and the system locks the relevant information so historic figures cannot be altered in error. Once the accounts are produced it creates demands or credit notes from the surplus or deficit allocated to each unit.
Yes. Migration tools support the upload of information from previous systems. Tell us what you use today and we will confirm what can be brought across.
Blocks Online is cloud-based, so staff can work from any device with an internet connection, including viewing and updating asset details on site. All data includes automatic hourly backups with secure storage.
Block Management is the foundational module. Property Portal, Ticketing, Credit Control, the Site Inspection Module and add-ons such as Bank Feeds and Desktop Mailing build on the same records, so you add them as your business needs them.
Our trusted industry partnerships
We are proudly partnered with The Property Institute and RICS. These partnerships reflect our commitment to upholding the highest standards in the property sector.
