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Reserve Sense is built around a simple idea: do the heavy lifting once, then create reports efficiently forever after. This is accomplished through two resources that you set up during onboarding, and a streamlined report-building workflow that makes use of them.

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The Two Pillars

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Component Library

Your component library is a living collection of building components—everything from roofing membranes to asphalt parking lots to elevator systems. Each component in your library includes:
  • Descriptions — Detailed write-ups explaining what the component is and its typical characteristics
  • Expected Lifespans — How long components typically last before requiring replacement
  • Takeoffs — Measurement approaches and quantity calculations
  • Costing Structures — Pre-configured costing breakdowns with typical line items
Think of your component library as your firm’s accumulated knowledge, organized and ready to use. When you’re setting up your organization, you build out this library with a list of the components you commonly encounter. We can help you populate this with your firm’s existing data or with industry-standard components as a starting point.
Components in your library are “living” templates. You can update them anytime, and those improvements will be available for all future reports. However, components already added to existing reports are not affected—they contain their own independent copies.

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PDF Template

Your PDF template defines the structure and content of the PDF documents you deliver to clients. This includes:
  • Page Layout — Which sections appear in your reports and in what order (cover page, executive summary, component descriptions, cash flow tables, appendices, and anything else you can think of)
  • Custom Text Sections — Choose which sections are editable per report (e.g., Property Description). Keep most sections automated, and only enable the fields you actually want to customize.
  • Conditional Logic — Smart rules that control variables, links, and section visibility based on report characteristics (e.g., managed vs. self-managed, province, report type, etc.)
  • Visual Theming — Colors, fonts, and styling that match your firm’s brand
Your PDF template is designed to be robust enough to handle every variation of report you produce—different property types, jurisdictions, legislation requirements, and even different report types like capital plans.
The goal is to invest time getting your template right once. After that, it simply works. If you spot a typo or want to improve some language, making edits is straightforward. But the heavy lifting is front-loaded, so that you can build as efficiently as possible.

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Creating Reports

Once your component library and PDF template are in place, creating a report follows a consistent workflow:
1

Fill in Report Details

Enter information like the property address, building type, number of units, historical financial information, etc.
2

Add Components

Browse your component library and click to add relevant components to your report. Each click creates a fresh copy that you can customize in the report without it affecting your component library.
3

Enter Quantities

For each component, enter takeoff measurements and quantities specific to this property. The formulas and structures from your library are already there—you just fill in the numbers.
4

Review Costing

Adjust unit costs and line items as needed. Your library provides sensible defaults, but you can customize pricing for local market conditions or specific circumstances.
5

Set Up Funding Models

Create one or more funding scenarios that show different contribution strategies, or use our SmartSense button to generate optimized plans in one click. Reserve Sense handles all the financial projections and calculations automatically.
6

Write Custom Sections

Fill in any report-specific text sections, like property descriptions or site-specific observations that can’t be templated.
7

Build Report

Hit the build button. Reserve Sense assembles everything including your template, your components, all the calculations, charts, tables, and custom text into a polished PDF ready for delivery.

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What Gets Handled For You

When you build a report, Reserve Sense automatically:
  • Calculates all financial projections across your planning horizon
  • Selects appropriate interest and inflation rates for your property
  • Generates cash flow tables and funding schedules
  • Creates benchmark analyses and contribution recommendations
  • Produces component summary tables with costs and timing
  • Formats everything according to your template and theme
  • Handles all the complex conditional logic for different report types
  • Writes appendices with supporting data and calculations
The math, the formatting, the assembly—it’s all taken care of. Your job is to provide the property-specific data and professional judgment.

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Onboarding Support

Setting up your component library and PDF template can take some time, but we can handle most of the setup for you by:
  • Populating your component library with industry-standard data
  • Customizing your component library with the bespoke component data relevant to your practice
  • Giving you access to our Reserve Sense standard PDF template
  • Configuring your PDF template to reflect your firm’s document style and requirements
  • Setting up conditional logic for the different types of reports you produce
Once setup is complete, creating new reports becomes a matter of adding components, entering the relevant data, and clicking build.