That’s fine. You can leave any time, your data stays yours, and we’ll tell you well in advance of any change to your account.
Explore The Full EZRS Beta
Whether you manage a portfolio of associations, prepare reserve studies for clients or run your own HOA, start with the studies you already have. Explore the full EZRS Beta now before your subscription begins!
14 Days Free
then $25/month through Feb 28, 2027
- Model funding for every association you manage, from one account
- Everything in the beta included — no add-ons, no upsells
- Generate a board-ready report from current data, not last year's PDF
- Cancel any time before your next billing date. Your data stays yours.
We Set It Up For You
Uploading a reserve study on your own takes time you don’t have. Send us your most recent study and we’ll load it into EZRS for you: reserve items, costs, useful lives and funding assumptions, ready to work with on day one. A $149 value, included free with every new account.
- Send us your most recent reserve study
- We load items, costs, useful lives and assumptions
- You log in and start planning
What Beta Members Get
Full product, real studies, and a direct line to the team building it.
Early-Access Pricing
$25/month through February 28, 2027, after your 14-day free trial.
Reserve Study Uploaded For You ($149 value)
We help you set up your first property and study — a real person, not a help article.
Full Feature Access
Every module, with data integration included. Nothing held back, nothing disabled.
Unlimited Reserve Studies
No limits on properties, studies or users during the beta.
Your Data Carries Over
Everything you build during the beta stays yours and moves with you to your paid plan.
Direct Input on the Roadmap
Tell us what to build next. Beta feedback goes straight to the team and shapes what ships.
Included with Beta
Inspect On Site. Skip The Retyping Back At The Office.
Most site inspections still end with a clipboard, a camera roll full of unlabeled photos, and an evening spent typing it all into the study. Details get lost, photos end up on the wrong component, and the same data gets entered twice.
With EZRS Inspect, the special purpose mobile app, your inspector updates the reserve study during the walk-through, on a tablet or phone. Every photo, condition update and note goes straight into the property’s plan in EZRS, ready for your analyst.
See It Work, From Loaded Study To Board Report
Explore the product as it runs today
Your Study, Loaded
Every reserve item with its useful life, remaining life and current cost, exactly as your reserve specialist set them.
Model Funding Before The Board Votes
Change a contribution or an inflation rate and see the 30-year balance update. Saved scenarios never touch the adopted plan.
Generate The Report
PDF or Word, under your brand, with every assumption and its source recorded. Your reserve professional reviews it before it goes out.
What's Included
What the platform does today, and what is still being finished. Beta members get all of it.
| Feature | What It Does | - |
|---|---|---|
| Number of properties, reserve items and users | No caps on number of properties, reserve items or users during the beta. | Included |
| Number of reserve studies and document exports | No caps on number of reserve studies and document exports during the beta. | Included |
| Billing after your trial | Your card is charged $25/month automatically once your 14-day trial ends. | Included |
| Cash flow method funding plans | Full, Threshold, and Baseline funding goals per NRSS | Included |
| Funding Goal solver | The EZRS goal solver finds the lowest contribution that meets your stated goal, to the cent. | Included |
| Projection for every year | Effective age, fully funded balance and percent funded projected across every year, uncapped above 100% | Included |
| 30-year cash flow projection | stepped month by month, reconciled every period | Included |
| Reserve Study Type | Level of service I (Full), II (Update, with site visit), III (Update, no site visit), and IV (Preliminary, not yet constructed) recorded per study | Included |
| Disclosures | Every required disclosure captured and printed — method, goal and floor, financial assumptions, operating-budget threshold, cost source per component, long-life components carried unfunded, maintenance and structural inspection | Included |
| Automatic contribution recommendation | The platform calculates the contribution that keeps the plan on goal — a defensible starting point your specialist confirms, not a number anyone has to guess. | Included |
| Proportional | By unit size — larger homes pay more. Needs accurate square footage per model. | Included |
| Fixed | An equal share per unit. Simple, and common where homes are similar. | Included |
| Points (Model) | A point value per floorplan — weight by something other than floor area. | Included |
| Entitlements (Units) | A recorded entitlement per unit, mirroring the governing documents. Needs per-unit data. | Included |
| Percentage (Units) | An explicit percentage per unit from the declaration. Must total 100%. | Included |
| Reserve Study Reports | Generate a complete reserve study report straight from live data, ready for professional review. | Included |
| Exhibits and appendices bundled with the report | Attach the engineer's report, the prior study and the invoices — they ship inside the deliverable, with a manifest, not as a separate email. | Included |
| Report template selector | Start from pre-built report templates instead of rebuilding the document from scratch for every study. | Included |
| Branded, white-label report output | Every study goes out under your firm's logo, colors and typography — in PDF and in Word — not under ours. | Included |
| Report history and per-module audit trail | Every edit to a study and to the report text is kept — so months later you can show why a figure moved. | Included |
| Multi-format export | Deliver the finished study as PDF, Microsoft Word or ODT — whatever the client, the board or the state filing expects. | Included |
| Data Import | Import reserve items, properties and cash instruments from Excel or CSV | Included |
| Scenario modeling | Project the reserve fund up to 40 years ahead and see exactly which year the balance falls short. Scenario modeling with our Cash Flow Analyzer, incl. comparing different funding goals and the impact on per-unit contributions. | Included |
| Field Inspection / Site Visit | Field inspections from a mobile device | Included |
| Multi-user team accounts | Analysts, inspectors and reviewers all work with their specific accounts on a consistent set of data — no emailed spreadsheets, no version conflicts. | Included |
| Mobile App for field work | Assign an inspection, run it in the field, finalize it — and the site inspection section of the report writes itself from what the inspector recorded. | BETA |
| Zee AI chat assistant | AI-augmented, in-context guidance for your Property and Item Manager, so your team gets an answer without leaving the screen. | BETA |
| Property information setup | Describe a community once — name, type, address, units, buildings — and every screen, calculation and report inherits it. | Included |
| Property documents | Keep the prior study, budgets and invoices attached to the property, so the evidence behind the plan is always one click away. | Included |
| Property criteria | Set inflation, funding goal, horizon and allocation once, and the forecast follows the property's governing documents instead of a generic default. | Included |
| Portfolio Manager | Group dozens of communities under one portfolio and keep them organized instead of hunting through screens. | Included |
| Item Manager | Build a complete component inventory — useful life, quantity, cost and replacement year for every asset the property / association owns. | Included |
| Cash instrument management | Track every account holding the association's money — balance, interest, compounding and tax — so the projected balance is honest. | Included |
Status shows where each capability stands in the current beta build. Items marked BETA are in active development and can still change before launch.
Frequently Asked Questions
Straight answers before you join.
Yes. You can add users on your own and assign roles to them. There is no restriction to the number of users you can add.
Your 14-day free trial includes full access to the EZRS Beta, with everything available to Beta members.
We’ll walk you through moving to a paid plan before our fall launch. Everything you’ve built during the beta carries over.
Yes. Every property, reserve item, and study you build during the beta stays yours and moves with you when you move to a paid plan.
It’s a beta, so expect rough edges in places — that’s the point. You get the full product early, and your feedback goes straight to the team building it.
See EZRS in Action
See how EZRS works, explore the platform with our team, and get your questions answered.
