5 Easy Steps to Move to Enumerate

Change doesn’t have to be hard—especially when it makes your workday faster and easier. That’s exactly what Enumerate Central delivers. Our all-in-one solution not only simplifies property management by streamlining routine tasks and reducing site visits from two hours to just 45 minutes, but it also brings accounting into the same platform. With powerful financial tools for budgeting, assessments, and reporting, managers can keep their numbers accurate, transparent, and easy to share. The result is more time to focus on what truly matters—your homeowners. 

One of the biggest challenges when considering new software is the time it will take to transition and learn a new tool, while ensuring services remain seamless. A seamless switch means your homeowners won’t feel any bumps behind the scenes, and you’ll maintain trust while embracing a smarter system. That’s why we’ve broken the process down into five simple steps—so you can start enjoying the benefits of a complete property management solution without disruption. 

Step 1 – Watch a Demo & Hear from Customers

Enumerate Central is packed with features designed to make your life easier, but the best way to know if it’s right for you is to see it in action. Watch a quick demo and get insight from our customers who have been in your shoes. Their daily experiences show how Enumerate Central streamlines operations and saves time. 

Step 2 – Sign up

When you’re ready to take the next step, contact a Sales Rep to get started. Our Sales team will guide you through the sign-up process, tailoring recommendations to your business needs by considering the number of communities or doors you manage to determine the best solution for your organization. From Sales to Onboarding to Customer success, our teams work together to ensure a smooth transition and set you up for long-term success with Central.  

In fact, the strength of our Sales and Customer Success teams recently earned Enumerate a Silver Stevie® Award in the 2025 Stevie Awards for Sales & Customer Service—a recognition that reflects our commitment to putting customers first and delivering an exceptional onboarding experience. 

Step 3 – Get to Know the Platform

During onboarding, you’ll be paired with a dedicated onboarding team member who will guide you through data setup, training, and early troubleshooting to ensure you’re ready for success. Training happens directly in your own data, making it easier to learn the platform and the specific communities you'll be working with. 

Enumerate also strives to keep the process quick—Activation can take as little as 30 days, depending on your company’s size and responsiveness. Here’s what the onboarding journey looks like step by step: 

• Initiation (Days 0-7): Kick off with a welcome call and register for Enumerate University. 

• Activation (Days 30-60): Upload your data and get fully set up in Enumerate Central.  

• Adoption (Days 60-90): Train on the platform, begin accounting tasks, and activate AR/AP tools.  

• Utilization (Days 90-120): Complete your first independent month using Engage, AR and AP.  

• Graduation (Days 120+): Transition to Customer Succes to determine clear goals and quarterly reviews.  

To support you beyond onboarding, Enumerate University provides self-paced learning modules, tutorials, and resources designed to keep your team confident and efficient. It’s a central hub for continued education, helping both new and experienced users deepen their knowledge and get the most out of Enumerate Central. For a full library of training resources, visit our Training & Enablement page.

Step 4 – Set Up for Success

Now that you’ve seen the platform and started training, it’s time to set you up for long-term success. We’ll help you: 

• Set up users and permissions 

• Establish global processes like banks, custom fields, and templates 

• Configure templates in Word using merge codes 

• Create custom fields to track key information about your communities 

Taking the time to get these basics right from the start ensures smoother day-to-day operations and sets a strong foundation for growth. 

Step 5 – Customize for Each Community

With the foundation in place, it’s time to tailor Enumerate Central to your communities:  

• Assign access by community and role 

• Create custom reports and packages 

• Set up accounting (bank accounts, signatures, general ledger, codes, collections workflows) 

• Configure property management features (inspections, maintenance, vendor management, recurring tasks) 

This customization ensures that each community runs seamlessly while giving you one central hub to oversee everything. 

That’s it!
A Complete Property Management Solution

With these 5 steps, you’re already on the path to success with Enumerate Central.

Remember, we’re always here to help if you get stuck. You have a dedicated support team for your complete property management system, and you can also search the Enumerate Central Knowledge Center anytime. Plus, we’ve created a wide range of tutorials on YouTube—don’t forget to check out our channel! 

With the right preparation, moving to Enumerate Central is simple and impactful. Ready to save time and streamline your communities? Contact us today and let’s get started.