AI Matrx Logo

Professional association

Emberwick Heights Association · Professional association · Spokane, WA

Lorcan Mwangi is the executive director at Emberwick Heights Association, a professional association of independent home inspectors, and uses this to answer every member's request and close it the same week.

NonprofitCustomer serviceDrill-down3 tables · 5 views · 1 form · 1 dimension set · 2 drill-downs · 1 digest · 1 notification · 1 agent
Use this template

Request board

Requests
New5
Sponsor invoice for the conferenceCalloway Ristorante-VossDues and billing
Transcript for a licensing boardHumphrey Ledbetter-AnandContinuing education credits
Renewal grace period questionAnnelise Tarrant-QuiñonesCertification renewal
Group rate for new hiresRosalind Achebe-MarshInsurance program
Vendor table at the trade showMattias OrringtonEvent registration
In progress5
Retired-member dues rateThaddeus Kovalenko-ReyesDues and billing
Exam fee waiver for a first renewalIgnatius Oyelowo-StrandCertification renewal
Credits from an out-of-state courseBartholomew Siddiqui-LundContinuing education credits
Photo for the directoryDariusz Fenwright-MbekiDirectory listing
Mentor with commercial experienceLeocadia WinterbourneMentor matching
Waiting on member2
Prior policy declarations pageCosima DellaverneInsurance program
Table of six for the autumn dinnerAdaeze Brightmore-KellEvent registration
Resolved25
Renewal letter for 2026 certificationAdaeze Brightmore-KellCertification renewal
Receipt for annual duesCosima DellaverneDues and billing
Spring conference registration swapLeocadia WinterbourneEvent registration
Credit audit for last cycleCalloway Ristorante-VossContinuing education credits
Retire the directory listingThaddeus Kovalenko-ReyesDirectory listing
20 more

Tables

Requests

37 sample rows · 10 columns

Every question or favour a member brings to the office, from the first call to the day it is closed.

RequestMemberTopicCame in byStatusReceivedAnswer due
Group rate for new hiresRosalind Achebe-MarshInsurance programEmailNewOct 4, 2026Oct 9, 2026
Vendor table at the trade showMattias OrringtonEvent registrationWeb formNewOct 4, 2026Oct 9, 2026
Transcript for a licensing boardHumphrey Ledbetter-AnandContinuing education creditsWeb formNewOct 3, 2026Oct 8, 2026
Renewal grace period questionAnnelise Tarrant-QuiñonesCertification renewalPhoneNewOct 3, 2026Oct 8, 2026
Sponsor invoice for the conferenceCalloway Ristorante-VossDues and billingEmailNewOct 2, 2026Oct 7, 2026
Mentor with commercial experienceLeocadia WinterbourneMentor matchingPhoneIn progressOct 1, 2026Oct 6, 2026
Table of six for the autumn dinnerAdaeze Brightmore-KellEvent registrationEmailWaiting on memberSep 30, 2026Oct 5, 2026
Photo for the directoryDariusz Fenwright-MbekiDirectory listingWeb formIn progressSep 29, 2026Oct 4, 2026
Prior policy declarations pageCosima DellaverneInsurance programPhoneWaiting on memberSep 27, 2026Oct 2, 2026
Credits from an out-of-state courseBartholomew Siddiqui-LundContinuing education creditsEmailIn progressSep 26, 2026Oct 1, 2026
Exam fee waiver for a first renewalIgnatius Oyelowo-StrandCertification renewalWeb formIn progressSep 24, 2026Sep 29, 2026
Retired-member dues rateThaddeus Kovalenko-ReyesDues and billingEmailIn progressSep 23, 2026Sep 28, 2026

25 more rows

Members

14 sample rows · 9 columns

The inspectors who belong, what tier they pay at and when they renew.

MemberFirmTierMember sinceRenews onAnnual duesPhone
Adaeze Brightmore-KellBrightmore Inspection ServicesFullOct 5, 2017Nov 27, 2026$340(509) 555-0141
Annelise Tarrant-QuiñonesTarrant InspectionsFellowOct 5, 2012Aug 7, 2027$340(509) 555-0152
Bartholomew Siddiqui-LundLund & Siddiqui InspectorsAssociateOct 5, 2024Aug 30, 2027$185(509) 555-0153
Calloway Ristorante-VossVoss Home InspectionFellowOct 5, 2014Nov 4, 2026$340(509) 555-0140
Cosima DellaverneDellaverne Inspection GroupFullOct 5, 2020Feb 27, 2027$340(509) 555-0145
Dariusz Fenwright-MbekiFenwright Home InspectionFullOct 5, 2018Jul 15, 2027$340(509) 555-0151
Humphrey Ledbetter-AnandLedbetter Home ChecksFellowOct 5, 2010Feb 4, 2027$340(509) 555-0144
Ignatius Oyelowo-StrandCascade Ridge InspectionsAssociateOct 5, 2025Mar 22, 2027$185(509) 555-0146
Leocadia WinterbourneWinterbourne Property ReviewAssociateOct 5, 2023Jun 22, 2027$185(509) 555-0150
Mattias OrringtonOrrington & Daughters InspectionsFullOct 5, 2019Dec 20, 2026$340(509) 555-0142
Philippa Underhill-OkadaUnderhill Inspection Co.FullOct 5, 2021May 30, 2027$340(509) 555-0149
Rosalind Achebe-MarshAchebe Marsh InspectorsFullOct 5, 2015Apr 14, 2027$340(509) 555-0147

2 more rows

Forms and booking

Log a member request

Form
Log a member requestWhat the office fills in while a member is still on the phone or right after an email arrives.
What is the member asking for? *A short line, like Retired-member dues rate.
Which member is it? *
What is it about? *Dues and billingContinuing education creditsCertification renewalDirectory listingEvent registrationInsurance programMentor matching
How did it reach us? *PhoneEmailWeb form
What day did it arrive? *
By what day should it be answered? *
Who is taking it?
Log the request

Also included

  • Requests by month and topicDrill-down
  • Staff hours by topic and statusDrill-down
  • Not yet picked upDigest
  • Answer dueNotificationReminds the person handling a request on the day its answer is due.

Related templates