Documentation

Putting HOAcrew on your own website

These are the technical guides. They are written for whoever looks after your site, whether that is you on a Saturday morning or an agency on a retainer, and every step names the actual screen and the actual button.

Platform guides
7
one page each, no scrolling past somebody else’s
Reference guides
2
the security model, and the blank-form fix
What you paste
Two lines of HTML
the same string your dashboard prints, character for character
Addresses per key
10
a live site, a staging site, and room to spare

The guides

The proposal request plugin guide runs end to end: the overview, a page per platform, the options, the events it fires, and the security model.

Proposal request pluginTwo lines of HTML that put a proposal request form on your own website. A board member reading your services page asks you for a proposal without leaving it, and the request arrives in your dashboard addressed to your company alone.Included with HOAcrew+ · about ten minutesRead the guide

Straight to your platform

The install steps are one page per platform rather than one long page with 7 headings, so nobody scrolls past WordPress to reach Squarespace. Each of these opens on the three steps for that builder, and names the menu item you are looking for.

Reference

Two pages that belong to every platform at once rather than to any one of them.

The security modelWhat the key can and cannot do, what is stored, and where the edges are. The page to forward to whoever asks.The form is not showing upThe one failure with no error message, its usual cause, and the two-minute fix.

What every guide has to tell you

Two lines, and one of them is a <script> tag, which means it is somebody else’s code running on your website. Every guide here therefore carries a plain-English section on what that code can reach, what it records, and where the edges of that are.

Anything that runs on somebody else’s website says what it does.

If a page here ever leaves that section out, it is a defect in the page, not an omission you are meant to read past. The security model is its own guide.

Your own website

Take proposal requests where your customers already are

Your key and the addresses your form may appear on are on the plugin page in your dashboard. Paste two lines, and a board member reading your services page asks you for a proposal without leaving it.

Open the plugin pageRead the guide