PIPropertyITBUILDING TECHNOLOGY
Sheet S-09 / Secure

Data Backup for PM Firms

Backup and recovery for property management firms: ledgers, owner records, leases and building drawings, restorable to a stated time.

  • Starting prices on page
  • No lock-in
  • Reviewed 2026-10-06

What Data Backup for PM Firms means in practice

Data Backup for PM Firms protects the information a management company cannot rebuild: leases, owner statements, insurance certificates, drawings, keys registers and the databases behind your property software.

A property firm that loses its ledger or lease files during month-end faces more than inconvenience. Owners, lenders and auditors expect records. We define recovery targets per system, back up to separate infrastructure and prove the restore works.

Faults this removes

  • Backups that cover the file server but not the hosted application exports
  • Leases and insurance certificates stored on individual laptops
  • Backup copies reachable with the same admin credentials as production
  • Restore never tested, so the recovery time is a guess
  • No offsite copy that survives a building or regional outage

Scope of work

  • Inventory of systems and records with a recovery time and point objective for each
  • Cloud-to-cloud backup of Microsoft 365 or Google Workspace
  • Scheduled exports of hosted property-software data
  • Immutable offsite copies under separate credentials
  • Quarterly restore test with a written result
  • Retention schedule aligned to audit and legal requirements

Typical platforms

  • Veeam
  • Microsoft 365 backup
  • Backblaze-class object storage
  • Acronis
  • Immutable storage
Target: a restore test at least every quarter, with measured recovery time recorded for the ledger, the file share and email.

How Data Backup for PM Firms is delivered

Every engagement starts with a free 30-minute call, then a survey of the buildings involved: what is installed, who maintains it, how it is networked and where it fails. We write a fixed-price scope for data backup for pm firms listing outcomes, responsibilities, assumptions and exclusions. Work is scheduled around occupancy, with a written rollback for each change. At handover you receive drawings, credentials in a vault you control and a short runbook. Target: a restore test at least every quarter, with measured recovery time recorded for the ledger, the file share and email.

The first thirty days

In the first week we gather access, documentation and contacts, then complete a survey of the properties in scope. Weeks two and three are for design and approval of any change windows. The fourth week is for implementation and testing, with a handover meeting at the end. For larger portfolios we sequence buildings in waves so the first becomes a template for the rest of data backup for pm firms.

When property teams ask for data backup for pm firms

The common triggers are an outage, an incident, an acquisition, an insurance questionnaire or a tenant complaint that cannot be answered. Owners and managers in student housing and senior living operators contact us after one of these, and reits & asset managers often come to us ahead of a major project. Whatever the trigger, we begin with evidence, not assumptions.

What it costs

Data Backup for PM Firms is quoted as a fixed-scope project, from $2,500, or delivered inside a managed agreement at $89 to $199 per user each month. Portfolio advisory work starts from $1,500 per month and security assessments from $1,900. Building count, suite count and after-hours coverage move the price within those ranges. A 10% launch discount applies, GST is added at 5% and there is no lock-in.

Security and privacy considerations

Building and property systems hold sensitive information and often control physical access. For data backup for pm firms we apply least-privilege access, multi-factor authentication for every administrative account, logged vendor access and encrypted storage of credentials. Where personal information is involved, we align the configuration with BC PIPA and PIPEDA expectations and document the controls so you can show them to an insurer or auditor.

How it fits with your other systems

Data Backup for PM Firms rarely stands alone. It touches Intercom & Visitor Management, Smart Building Networks and Strata Council Technology, along with the property platform and the accounting system. We map those connections during the survey and design the work so a change in one place does not break another. The integration map is part of the documentation you keep, and it makes future vendor changes much less risky.

Service targets and reporting

Where data backup for pm firms is delivered as an ongoing service, we publish targets: 24/7 monitoring on managed infrastructure, a 15-minute response target on priority tickets and a monthly report that shows what changed, what failed and what is coming up for renewal. Targets are objectives supported by process and escalation, not guarantees. Target: a restore test at least every quarter, with measured recovery time recorded for the ledger, the file share and email.

Frequently asked questions

Can data backup for pm firms work alongside our existing vendors and staff?

Yes. We work with in-house maintenance teams, building-automation vendors, access-control installers and property software support. Responsibilities are documented so nothing falls between organisations.

How is the result of data backup for pm firms measured?

Target: a restore test at least every quarter, with measured recovery time recorded for the ledger, the file share and email. Results are reported monthly and reviewed with you each quarter.

How long does data backup for pm firms take?

A single-building engagement is often finished in one to three weeks. Portfolio rollouts are phased in waves, with the first building acting as a template. Work in occupied buildings is scheduled around move-ins and month-end.

Do we need to sign a long-term contract?

No. After onboarding the service is month to month with no lock-in, and you keep ownership of your documentation, configurations and data.

How much does data backup for pm firms cost?

Projects start from $2,500 and ongoing support from $89 to $199 per user per month. vCIO retainers begin at $1,500 per month and security assessments at $1,900. Building count and complexity set where a quote lands; a 10% launch discount applies and GST is extra.

Call (604) 632-4959Email info@SAZ.caBook a consultation