Compliance & service charges in one system

The system of record for UK leasehold blocks

Track compliance, run cases from report to resolution, and manage the service charge year end to end — budget, demand, collect, reconcile. One system for UK managing agents and RMC directors, with an audit trail that stands up to scrutiny.

No credit card required · Full access for 45 days

app.blockguardian.co.uk
Block Guardian compliance dashboard showing status across fire safety, electrical, gas, asbestos, lift safety, and water hygiene categories

What changes when it is all one system

Compliance, the money, and the communications around both — what each looks like before and after.

Compliance

Certificates, renewal dates, and the question of who is holding the one document you need.

Before Block Guardian
Building
Fire Safety
EICR
Gas
Asbestos
Riverside Ct
OK - Jan 26
OVERDUE!
OK - Nov 25
Due Apr??
Thames View
Due soon?
OK - Dec 25
EXPIRED
OK - Mar 25
Oak House
NO FRA!!
Check date
OK - Sep 25
not sure??
Elm Court
OK - Feb 26
who has cert?
Due May 26
OVERDUE
Birch Lane
Review TBC
OK - Jul 25
need to check
OK - Jan 26
...
  • Compliance deadlines tracked in spreadsheets — or not at all
  • Certificates buried in email attachments and shared drives
  • No audit trail when directors or auditors ask questions
  • Residents left in the dark about building issues
With Block Guardian
Block Guardian compliance dashboard, showing each category's status and next renewal date
  • Seven compliance categories with automated status tracking
  • Every certificate versioned and linked to its building and asset
  • Immutable audit log of every action, searchable by anyone with access
  • Residents see what matters to them — and nothing they shouldn’t

The service charge year

Budget, demand, collect, reconcile — the half of the job that still has to add up years later.

Before Block Guardian
Unit
% share
Budget 25/26
Demanded
Arrears
Flat 1
4.1667
£1,240.00
£310 x 4?
—
Flat 2
4.1667
£1,240.00
sent 12/4
£620 ??
Flat 3
#REF!
£1,240.00
not sent!
chase
Flat 4
4.17
£1,240.00
£310.00
paid?
Flat 5
4.1667
=B5*0.0417
check w/ Dave
£155.00
TOTAL
99.83%
£29,760.00
38 of 40
£4,180?
  • Apportionments in a workbook one person understands
  • Demands mail-merged from last year’s — including last year’s landlord details
  • Arrears chased from a bank statement and memory
  • No answer to “what exactly did you send me?” two years later
  • Year end rebuilt from scratch, by hand, every year
With Block Guardian
Block Guardian budget versus actual by cost category, with variances and unbudgeted spend badged
  • Budgets built from the lease’s own schedules and apportionments
  • Per-unit demands issued with the statutory summary of tenants’ rights
  • Arrears aged automatically from the date the money fell due
  • Every demand snapshotted — what you sent has one answer, years later
  • Year-end reconciliation worked out per unit, showing its arithmetic

Communications

The email about the leak and the case about the leak — usually in two different apps.

Before Block Guardian
Email · Inbox (47 unread)
James O'Connor07:45
RE: RE: Radiator leaking, Flat 7
Vertex LiftsYesterday
Engineer's report: lift noise
finance@Mon
FW: FW: Flat 14 standing order?
Priya SharmaMon
Balancing charge??
Harbourne & Co7 Oct
FW: Insurance renewal, reply by 13 Nov
...
copy & paste
Housing system · Cases
Case 418 · Leaking radiator, Flat 7
Stage
Reported
Updated
3 weeks ago
Emails
not linked
Notes

Pasted 12/10: “Hi Peter, the radiator in our living room has started leak…”

Reply? See Pete’s inbox

  • Email in one app, the block’s records in another
  • The case says “see Pete’s email”, and Pete is on leave
  • Emails copied into the system by hand, when someone remembers
  • “Did anyone reply to Flat 14?” answered by searching three inboxes
With Block Guardian
Block Guardian's Mailbox: the email about the radiator leak open beside the inbox, already filed to its case
  • Your Microsoft 365 mailboxes connected, shared ones like info@ and finance@ included
  • Shared-mailbox email kept automatically — nothing copied in by hand
  • Each email filed to its case, person, unit or supplier in a click
  • Open the record and the conversation is there, for whoever picks it up next
  • Staff only: residents never see your email about them

7

Compliance categories monitored automatically

9

Stage case workflow from report to resolution

£0

Of your client money we ever hold or move

0

Figures re-keyed between budget, demand and year end

∞

Unlimited users included in every account

45

Day free trial with full access

Built on trust

Your compliance records and your service charge accounts are too important for anything less than enterprise-grade security.

UK Data Hosting

Your data is stored in UK-based Azure data centres. It never leaves the country.

GDPR Compliant

Full data export, role-based access controls, and privacy-first resident contact restrictions.

Encrypted Data

All data encrypted at rest and in transit. Signed, time-limited URLs for document downloads.

Immutable Audit Trail

Append-only audit log that cannot be modified or deleted. Always ready for inspection.

Ready to simplify your block management?

Start your free 45-day trial today. No credit card required.