RV Resort Automation: From Spreadsheets to Smart Workflows

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How Kamloops Office Systems and DocStar Transformed Insurance Tracking and Booking

Managing a 300-owner RV resort involves far more than just maintaining the grounds it requires airtight tracking of insurance documents, timely communication with owners, and seamless coordination of shared space bookings. For one Canadian resort, outdated manual processes had turned these tasks into a full-time burden.

That changed when the resort partnered with Kamloops Office Systems, a Canadian workflow automation expert, and DocStar, a leading enterprise content management (ECM) platform. Together, we digitized and streamlined their most time-consuming operational processes, improving compliance, accuracy, and efficiency overnight.

Insurance Tracking: Automating Compliance with Smart Workflows

Digital compliance checklist-Insurance Document Tracking Systems

Managing proof of insurance was a recurring administrative headache for the resort. Each of the 300 owners was responsible for maintaining current coverage across multiple asset types—RVs, golf carts, storage units, and more—per community bylaws. But the resort’s original process relied on:

  • Multiple, disconnected spreadsheets maintained by different staff
  • Outdated or missing information
  • No centralized tracking, reminders, or enforcement system

Together, Kamloops and DocStar replaced this patchwork with a digital-first workflow built for accuracy, automation, and accountability.

What We Delivered:

  • Custom online forms for owners to submit updated insurance documents
  • Automated data validation and manager approval workflows
  • Real-time updates to a centralized SQL database via DocStar DataLink
  • Scripts that scan expiration dates and trigger reminders, notices, or fines
  • Smart email routing to send documents with the correct message and attachment
  • Optional manager approval step for issuing fines, which also alerts accounting

The new system ensures that insurance records are complete, current, and compliant, eliminating confusion, reducing risk, and reclaiming time.

Booking Shared Spaces: Embedded Calendars, Real-Time Visibility

Shared booking space - amenity booking workflow software

The resort also manages several shared amenities—guest suites, clubhouses, and activity centers—available to owners on a first-come, first-served basis. Previously, booking requests were handled manually, requiring:

  • Owners to email for availability
  • Staff to manually check calendars
  • Manual creation of booking records

Rather than investing in a separate booking system, the resort wanted an integrated, cost-effective solution. Kamloops delivered just that using DocStar and Google Calendar APIs.

What We Delivered:

  • Public-facing Google Calendars embedded on the owner portal for real-time availability
  • Public request forms tied to each calendar
  • Automated approval workflows for manager review
  • Bookings created automatically via DataLink when approved
  • Private calendars track contact details and booking metadata

Now, owners can book amenities with confidence, and resort staff can focus on high-value work instead of inbox triage.

Why This Works: The Kamloops + DocStar Advantage

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This collaborative solution showcases what’s possible when you combine:

  • DocStar’s robust ECM and workflow automation platform
  • Kamloops’ specialty in building tailored, real-world digital processes

Together, we empower communities and organizations no matter how complex to modernize operations with:

  • Smart forms and approvals
  • Automated notifications and compliance tracking
  • Seamless data integration without costly add-ons

Ready to Modernize Your Manual Processes?

Whether you manage a resort, a municipality, or a nonprofit, we can help you automate the workflows that matter most.

Contact Kamloops or schedule a DocStar demo today to explore what’s possible.

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