Proplix Help Centre · A Britixo brand
Zapier Ready Integration
Connect a Proplix lead workflow through approved Zapier setup. Follow workspace, permissions, field mapping, testing and recovery guidance.
940 guides
Guides for zapier ready integration
Your first steps with Proplix
Turn a scattered property workflow into a practical plan for your Proplix workspace.
Read the guide →Getting startedPrepare your data for a smoother move
Give your Proplix migration a reliable starting point by checking property records, contacts and documents.
Read the guide →Getting startedPlan a rollout your team can follow
Introduce Proplix in manageable stages, with clear owners and a practical acceptance check.
Read the guide →Accounts & team accessLog in to Proplix with your Britixo account
Use one Britixo account to access your companies and approved services.
Read the guide →Accounts & team accessCreate your shared Britixo account
Register once, then manage access to your Proplix and Britixo services.
Read the guide →Accounts & team accessPlan staff access without per-user charges
Give colleagues useful access while keeping responsibilities and records clear.
Read the guide →Pricing & billingUnderstand your monthly property price
See how Proplix calculates the platform subscription across its three portfolio tiers.
Read the guide →Pricing & billingCount HMO and building records for billing
Understand why rooms within one property record do not add to your Proplix property count.
Read the guide →Pricing & billingWhat all-module and integration availability means
Separate your included catalogue access from the work needed to configure a live solution.
Read the guide →Pricing & billingPlan an enterprise customisation package
Keep a clear platform rate while tailoring Proplix to your organisation.
Read the guide →Properties & ownersProperty & Compliance Management module overview
See how property records, people, repairs and compliance fit together in your shared workspace.
Read the guide →Properties & ownersOpen the Properties register
Use this guide to open the Properties register.
Read the guide →Properties & ownersOpen Property Owners
Use this guide to open Property Owners.
Read the guide →Tenancies & portalsOpen Tenant Applications
Use this guide to open Tenant Applications.
Read the guide →Tenancies & portalsOpen Tenant Onboarding
Use this guide to open Tenant Onboarding.
Read the guide →Tenancies & portalsOpen the client Real Estate menu
Use this guide to open the client Real Estate menu.
Read the guide →Maintenance & repairsSubmit a maintenance request
Use this guide to submit a maintenance request.
Read the guide →Maintenance & repairsPrepare a clear repair handover
Give staff and suppliers enough context to progress a repair without repeated calls.
Read the guide →Compliance & evidenceUnderstand compliance in the merged property module
Use this guide to understand compliance in the merged property module.
Read the guide →Compliance & evidenceUse Gas Safety / CP12 tracking
Use this guide to use Gas Safety / CP12 tracking.
Read the guide →Compliance & evidenceUse EICR tracking
Use this guide to use EICR tracking.
Read the guide →Compliance & evidenceUse deposit protection workflows
Use this guide to use deposit protection workflows.
Read the guide →Compliance & evidenceUse the Right to Rent workspace
Use this guide to use the Right to Rent workspace.
Read the guide →Compliance & evidenceUse the AML / KYC intake workspace
Use this guide to use the AML / KYC intake workspace.
Read the guide →Compliance & evidenceUse GDPR retention and deletion controls
Use this guide to use GDPR retention and deletion controls.
Read the guide →Compliance & evidenceUse HMO / Licensing tracking
Use this guide to use HMO / Licensing tracking.
Read the guide →Compliance & evidenceUse the ICO Data Protection Fee / Registration register
Use this guide to use the ICO Data Protection Fee / Registration register.
Read the guide →Compliance & evidenceUse the Material Information register
Use this guide to use the Material Information register.
Read the guide →Compliance & evidenceBuild an audit pack
Use this guide to build an audit pack.
Read the guide →Integrations & customisationChoose an integration that solves a real task
Move from a familiar provider name to a clear plan for connected property work.
Read the guide →Integrations & customisationPlan secure API access for a Proplix workflow
Prepare the record scope, permissions and validation needed for a controlled connection.
Read the guide →Integrations & customisationPlan AI assistance with human review
Choose an appropriate AI task and check its output before it affects property work.
Read the guide →Integrations & customisationRequest a module around your workflow
Explain the outcome you need so the team can assess a sensible custom solution.
Read the guide →Developed module guidesAppointment scheduling for Proplix
Plan appointments without losing the property context.
Read the guide →Developed module guidesAccounting & bookkeeping for Proplix
Bring finance records into a more orderly review process.
Read the guide →Developed module guidesEnterprise integrations for Proplix
Choose the connections that make everyday work easier.
Read the guide →Developed module guidesHR management for Proplix
Keep people administration organised as your property team grows.
Read the guide →Developed module guidesCompanies House lead generation for Proplix
Research potential business relationships with better context.
Read the guide →Developed module guidesProperty compliance management for Proplix
Keep property obligations and their evidence easier to follow.
Read the guide →Developed module guidesShared email inbox for Proplix
Turn shared inbox conversations into accountable work.
Read the guide →Developed module guidesDelivery note management for Proplix
Keep a clear record of what was delivered and acknowledged.
Read the guide →Developed module guidesEmail marketing & newsletters for Proplix
Send organised campaigns to an appropriate business audience.
Read the guide →Developed module guidesQR code document evidence for Proplix
Make document evidence easier to trace from a QR code.
Read the guide →Developed module guidesElectronic invoicing for Proplix
Prepare electronic invoice files with consistent source data.
Read the guide →Developed module guidesBusiness letter management for Proplix
Keep formal property correspondence consistent and traceable.
Read the guide →Developed module guidesOpenAI CRM integration for Proplix
Use AI assistance where a reviewer can check the result.
Read the guide →Developed module guidesPurchase order management for Proplix
Bring purchasing requests and approvals into one clear route.
Read the guide →Developed module guidesReal estate management for Proplix
Connect your properties with the people and work around them.
Read the guide →Developed module guidesUAE e-invoicing readiness for Proplix
Prepare a defined UAE e-invoicing requirement with specialist review.
Read the guide →Developed module guidesCRM goal tracking for Proplix
Give team goals a measurable connection to live records.
Read the guide →Developed module guidesHMO property management for Proplix
Keep a shared house organised without losing room-level detail.
Read the guide →Developed module guidesCRM CSV exports for Proplix
Export a useful dataset with a clear purpose and scope.
Read the guide →Developed module guidesStripe iDEAL payments for Proplix
Plan the supported Stripe iDEAL payment journey carefully.
Read the guide →Developed module guidesProperty licence applications for Proplix
Keep a licence application moving through a visible process.
Read the guide →Developed module guidesTask management filters for Proplix
Find the tasks that need attention without rebuilding a report.
Read the guide →Developed module guidesLead management filters for Proplix
Give lead reviews a clearer view of the pipeline.
Read the guide →Developed module guidesCRM menu builder for Proplix
Make the workspace menu easier for your team to navigate.
Read the guide →Developed module guidesInventory & warehouse management for Proplix
Know where maintenance stock and supplies stand.
Read the guide →Developed module guidesCustomer surveys & feedback for Proplix
Collect feedback that leads to a useful follow-up.
Read the guide →Developed module guidesWebsite visitor insights & live chat for Proplix
Give website enquiries a more informed handover.
Read the guide →Developed module guidesCRM theme customisation for Proplix
Make the CRM familiar while keeping it readable.
Read the guide →Developed module guidesProperty compliance applications for Proplix
Bring a full compliance case into a single reviewable journey.
Read the guide →Developed module guidesBusiness VoIP & internal calling for Proplix
Keep business calls connected with team responsibilities.
Read the guide →Developed module guidesClient discovery portal for Proplix
Collect project requirements without a long chain of attachments.
Read the guide →Developed module guidesService workflow management for Proplix
Make service delivery easier to follow from intake to completion.
Read the guide →Developed module guidesSecure API gateway for Proplix
Give external systems only the access they need.
Read the guide →Developed module guidesWhatsApp Business API for Proplix
Keep WhatsApp conversations within a controlled team workflow.
Read the guide →Property & Compliance ManagementInstall and activate Property & Compliance Management
Use this guide to install and activate Property & Compliance Management.
Read the guide →Property & Compliance ManagementVerify Real Estate Management database readiness
Use this guide to verify Real Estate Management database readiness.
Read the guide →Property & Compliance ManagementUnderstand the Property Operations menu
Use this guide to understand the Property Operations menu.
Read the guide →Property & Compliance ManagementUnderstand the Requests & Applications menu
Use this guide to understand the Requests & Applications menu.
Read the guide →Property & Compliance ManagementOpen Maintenance & Jobs
Use this guide to open Maintenance & Jobs.
Read the guide →Property & Compliance ManagementOpen Real Estate reports
Use this guide to open Real Estate reports.
Read the guide →Property & Compliance ManagementOpen Real Estate settings
Use this guide to open Real Estate settings.
Read the guide →Property & Compliance ManagementUse the module guide screen
Use this guide to use the module guide screen.
Read the guide →Property & Compliance ManagementUnderstand staff, client, broker and public route areas
Use this guide to understand staff, client, broker and public route areas.
Read the guide →Property & Compliance ManagementConfigure the Google Maps API key
Use this guide to configure the Google Maps API key.
Read the guide →Property & Compliance ManagementEnable or disable the broker portal setting
Use this guide to enable or disable the broker portal setting.
Read the guide →Property & Compliance ManagementUnderstand module assets and page scoping
Use this guide to understand module assets and page scoping.
Read the guide →Property & Compliance ManagementUnderstand customer and contact synchronisation hooks
Use this guide to understand customer and contact synchronisation hooks.
Read the guide →Property & Compliance ManagementUnderstand the payment-added property activity hook
Use this guide to understand the payment-added property activity hook.
Read the guide →Property & Compliance ManagementDeactivate Property & Compliance Management safely
Use this guide to deactivate Property & Compliance Management safely.
Read the guide →Property & Compliance ManagementUnderstand Property & Compliance Management uninstall risk
Use this guide to understand Property & Compliance Management uninstall risk.
Read the guide →Property & Compliance ManagementRun the Real Estate Management production-readiness checklist
Use this guide to run the Real Estate Management production-readiness checklist.
Read the guide →Property & Compliance ManagementUnderstand all Real Estate capability groups
Use this guide to understand all Real Estate capability groups.
Read the guide →Property & Compliance ManagementGrant Real Estate dashboard access
Use this guide to grant Real Estate dashboard access.
Read the guide →Property & Compliance ManagementGrant estate-agent view-own or view access
Use this guide to grant estate-agent view-own or view access.
Read the guide →Property & Compliance ManagementGrant estate-agent staff access
Use this guide to grant estate-agent staff access.
Read the guide →Property & Compliance ManagementGrant property-owner access
Use this guide to grant property-owner access.
Read the guide →Property & Compliance ManagementGrant business-broker access
Use this guide to grant business-broker access.
Read the guide →Property & Compliance ManagementGrant broker-request access
Use this guide to grant broker-request access.
Read the guide →Property & Compliance ManagementGrant property access
Use this guide to grant property access.
Read the guide →Property & Compliance ManagementGrant property-approval access
Use this guide to grant property-approval access.
Read the guide →Property & Compliance ManagementGrant buy-request access
Use this guide to grant buy-request access.
Read the guide →Property & Compliance ManagementGrant rent-request access
Use this guide to grant rent-request access.
Read the guide →Property & Compliance ManagementGrant tenant access
Use this guide to grant tenant access.
Read the guide →Property & Compliance ManagementGrant report access
Use this guide to grant report access.
Read the guide →Property & Compliance ManagementGrant permission-manager access
Use this guide to grant permission-manager access.
Read the guide →Property & Compliance ManagementUse the Real Estate Permissions table
Use this guide to use the Real Estate Permissions table.
Read the guide →Property & Compliance ManagementCreate or update a Real Estate permission assignment
Use this guide to create or update a Real Estate permission assignment.
Read the guide →Property & Compliance ManagementDelete a Real Estate permission assignment
Use this guide to delete a Real Estate permission assignment.
Read the guide →Property & Compliance ManagementCreate a Real Estate role
Use this guide to create a Real Estate role.
Read the guide →Property & Compliance ManagementEdit a Real Estate role and propagate permissions
Use this guide to edit a Real Estate role and propagate permissions.
Read the guide →Property & Compliance ManagementDelete a Real Estate role
Use this guide to delete a Real Estate role.
Read the guide →Property & Compliance ManagementCreate a Real Estate plan
Use this guide to create a Real Estate plan.
Read the guide →Property & Compliance ManagementEdit or delete a Real Estate plan
Use this guide to edit or delete a Real Estate plan.
Read the guide →Property & Compliance ManagementConfigure property numbering
Use this guide to configure property numbering.
Read the guide →Property & Compliance ManagementConfigure property-owner numbering
Use this guide to configure property-owner numbering.
Read the guide →Property & Compliance ManagementConfigure company numbering
Use this guide to configure company numbering.
Read the guide →Property & Compliance ManagementConfigure business-broker numbering
Use this guide to configure business-broker numbering.
Read the guide →Property & Compliance ManagementConfigure broker-staff numbering
Use this guide to configure broker-staff numbering.
Read the guide →Property & Compliance ManagementConfigure general staff-code numbering
Use this guide to configure general staff-code numbering.
Read the guide →Property & Compliance ManagementTroubleshoot a hidden Real Estate menu
Use this guide to troubleshoot a hidden Real Estate menu.
Read the guide →Property & Compliance ManagementOpen the Real Estate Agents register
Use this guide to open the Real Estate Agents register.
Read the guide →Property & Compliance ManagementCreate an estate-agent company
Use this guide to create an estate-agent company.
Read the guide →Property & Compliance ManagementEdit an estate-agent company
Use this guide to edit an estate-agent company.
Read the guide →Property & Compliance ManagementDelete an estate-agent company
Use this guide to delete an estate-agent company.
Read the guide →Property & Compliance ManagementUpload or remove an estate-agent profile image
Use this guide to upload or remove an estate-agent profile image.
Read the guide →Property & Compliance ManagementManage estate-agent company addresses
Use this guide to manage estate-agent company addresses.
Read the guide →Property & Compliance ManagementSet estate-agent company social links
Use this guide to set estate-agent company social links.
Read the guide →Property & Compliance ManagementAssign a plan to an estate-agent company
Use this guide to assign a plan to an estate-agent company.
Read the guide →Property & Compliance ManagementOpen My Staff
Use this guide to open My Staff.
Read the guide →Property & Compliance ManagementOpen company staff
Use this guide to open company staff.
Read the guide →Property & Compliance ManagementCreate an estate-agent staff member
Use this guide to create an estate-agent staff member.
Read the guide →Property & Compliance ManagementEdit an estate-agent staff member
Use this guide to edit an estate-agent staff member.
Read the guide →Property & Compliance ManagementActivate or deactivate estate-agent staff
Use this guide to activate or deactivate estate-agent staff.
Read the guide →Property & Compliance ManagementMark estate-agent staff as public or private
Use this guide to mark estate-agent staff as public or private.
Read the guide →Property & Compliance ManagementSet an approval manager
Use this guide to set an approval manager.
Read the guide →Property & Compliance ManagementRequire a staff member’s properties to be approved
Use this guide to require a staff member’s properties to be approved.
Read the guide →Property & Compliance ManagementRemove a staff profile image
Use this guide to remove a staff profile image.
Read the guide →Property & Compliance ManagementDelete estate-agent staff
Use this guide to delete estate-agent staff.
Read the guide →Property & Compliance ManagementCheck estate-agent company email uniqueness
Use this guide to check estate-agent company email uniqueness.
Read the guide →Property & Compliance ManagementCheck staff email uniqueness
Use this guide to check staff email uniqueness.
Read the guide →Property & Compliance ManagementUnderstand staff-in-company menu behaviour
Use this guide to understand staff-in-company menu behaviour.
Read the guide →Property & Compliance ManagementOpen the Business Brokers register
Use this guide to open the Business Brokers register.
Read the guide →Property & Compliance ManagementCreate a business-broker company
Use this guide to create a business-broker company.
Read the guide →Property & Compliance ManagementEdit a business-broker company
Use this guide to edit a business-broker company.
Read the guide →Property & Compliance ManagementDelete a business-broker company
Use this guide to delete a business-broker company.
Read the guide →Property & Compliance ManagementOpen broker staff
Use this guide to open broker staff.
Read the guide →Property & Compliance ManagementCreate broker staff
Use this guide to create broker staff.
Read the guide →Property & Compliance ManagementEdit broker staff
Use this guide to edit broker staff.
Read the guide →Property & Compliance ManagementRemove broker staff or company profile images
Use this guide to remove broker staff or company profile images.
Read the guide →Property & Compliance ManagementOpen the broker portal login
Use this guide to open the broker portal login.
Read the guide →Property & Compliance ManagementRegister a broker portal account
Use this guide to register a broker portal account.
Read the guide →Property & Compliance ManagementValidate broker registration email and CAPTCHA
Use this guide to validate broker registration email and CAPTCHA.
Read the guide →Property & Compliance ManagementReset a broker portal password
Use this guide to reset a broker portal password.
Read the guide →Property & Compliance ManagementLog out of the broker portal
Use this guide to log out of the broker portal.
Read the guide →Property & Compliance ManagementEdit the broker portal profile
Use this guide to edit the broker portal profile.
Read the guide →Property & Compliance ManagementChange broker portal language
Use this guide to change broker portal language.
Read the guide →Property & Compliance ManagementUse broker portal notifications
Use this guide to use broker portal notifications.
Read the guide →Property & Compliance ManagementUse the broker portal dashboard
Use this guide to use the broker portal dashboard.
Read the guide →Property & Compliance ManagementManage broker portal company profile
Use this guide to manage broker portal company profile.
Read the guide →Property & Compliance ManagementBrowse broker portal properties
Use this guide to browse broker portal properties.
Read the guide →Property & Compliance ManagementCreate or edit a broker portal property listing
Use this guide to create or edit a broker portal property listing.
Read the guide →Property & Compliance ManagementDelete a broker portal property listing
Use this guide to delete a broker portal property listing.
Read the guide →Property & Compliance ManagementManage broker portal property owners
Use this guide to manage broker portal property owners.
Read the guide →Property & Compliance ManagementCreate a broker portal buy or rent request
Use this guide to create a broker portal buy or rent request.
Read the guide →Property & Compliance ManagementConvert a broker request to contract
Use this guide to convert a broker request to contract.
Read the guide →Property & Compliance ManagementConvert a broker request to invoice
Use this guide to convert a broker request to invoice.
Read the guide →Property & Compliance ManagementUse broker portal contracts
Use this guide to use broker portal contracts.
Read the guide →Property & Compliance ManagementUse broker portal invoices
Use this guide to use broker portal invoices.
Read the guide →Property & Compliance ManagementRecord a broker portal invoice payment
Use this guide to record a broker portal invoice payment.
Read the guide →Property & Compliance ManagementUse broker portal payments
Use this guide to use broker portal payments.
Read the guide →Property & Compliance ManagementUse broker portal dashboard reports
Use this guide to use broker portal dashboard reports.
Read the guide →Property & Compliance ManagementUnderstand broker portal layout helper methods
Use this guide to understand broker portal layout helper methods.
Read the guide →Property & Compliance ManagementCreate a property owner
Use this guide to create a property owner.
Read the guide →Property & Compliance ManagementEdit a property owner
Use this guide to edit a property owner.
Read the guide →Property & Compliance ManagementChange a property owner status
Use this guide to change a property owner status.
Read the guide →Property & Compliance ManagementDelete a property owner
Use this guide to delete a property owner.
Read the guide →Property & Compliance ManagementCheck whether a property owner already exists
Use this guide to check whether a property owner already exists.
Read the guide →Property & Compliance ManagementLoad property-owner information into a form
Use this guide to load property-owner information into a form.
Read the guide →Property & Compliance ManagementRemove a property-owner profile image
Use this guide to remove a property-owner profile image.
Read the guide →Property & Compliance ManagementOpen Landlords
Use this guide to open Landlords.
Read the guide →Property & Compliance ManagementCreate a landlord CRM customer
Use this guide to create a landlord CRM customer.
Read the guide →Property & Compliance ManagementVerify landlord customer-group synchronisation
Use this guide to verify landlord customer-group synchronisation.
Read the guide →Property & Compliance ManagementLink properties to a CRM client
Use this guide to link properties to a CRM client.
Read the guide →Property & Compliance ManagementChange the landlord on a property-client link
Use this guide to change the landlord on a property-client link.
Read the guide →Property & Compliance ManagementRemove a property-client link
Use this guide to remove a property-client link.
Read the guide →Property & Compliance ManagementReview landlord payout links
Use this guide to review landlord payout links.
Read the guide →Property & Compliance ManagementCreate or update a landlord payout
Use this guide to create or update a landlord payout.
Read the guide →Property & Compliance ManagementChange a landlord payout status
Use this guide to change a landlord payout status.
Read the guide →Property & Compliance ManagementReview landlord payout history in the client portal
Use this guide to review landlord payout history in the client portal.
Read the guide →Property & Compliance ManagementOpen the landlord maintenance view
Use this guide to open the landlord maintenance view.
Read the guide →Property & Compliance ManagementOpen a landlord maintenance job report
Use this guide to open a landlord maintenance job report.
Read the guide →Property & Compliance ManagementUse property owner codes and numbering
Use this guide to use property owner codes and numbering.
Read the guide →Property & Compliance ManagementTroubleshoot a missing landlord property
Use this guide to troubleshoot a missing landlord property.
Read the guide →Property & Compliance ManagementCreate a property listing
Use this guide to create a property listing.
Read the guide →Property & Compliance ManagementEdit a property listing
Use this guide to edit a property listing.
Read the guide →Property & Compliance ManagementDelete a property listing
Use this guide to delete a property listing.
Read the guide →Property & Compliance ManagementReview a property listing detail page
Use this guide to review a property listing detail page.
Read the guide →Property & Compliance ManagementSet the property code and commodity code
Use this guide to set the property code and commodity code.
Read the guide →Property & Compliance ManagementSet listing type and transaction type
Use this guide to set listing type and transaction type.
Read the guide →Property & Compliance ManagementSet listing privacy
Use this guide to set listing privacy.
Read the guide →Property & Compliance ManagementAssign the property owner
Use this guide to assign the property owner.
Read the guide →Property & Compliance ManagementUnderstand the company and staff context of a property
Use this guide to understand the company and staff context of a property.
Read the guide →Property & Compliance ManagementSet owner contact fields on the property
Use this guide to set owner contact fields on the property.
Read the guide →Property & Compliance ManagementEnter the property address
Use this guide to enter the property address.
Read the guide →Property & Compliance ManagementSet latitude and longitude
Use this guide to set latitude and longitude.
Read the guide →Property & Compliance ManagementUse the property map drawing tools
Use this guide to use the property map drawing tools.
Read the guide →Property & Compliance ManagementSet beds and bathrooms
Use this guide to set beds and bathrooms.
Read the guide →Property & Compliance ManagementSet property size and land values
Use this guide to set property size and land values.
Read the guide →Property & Compliance ManagementSet building dimensions and access
Use this guide to set building dimensions and access.
Read the guide →Property & Compliance ManagementSet construction and structural details
Use this guide to set construction and structural details.
Read the guide →Property & Compliance ManagementSet heating, air conditioning and fuel
Use this guide to set heating, air conditioning and fuel.
Read the guide →Property & Compliance ManagementSet electrical service and energy efficiency
Use this guide to set electrical service and energy efficiency.
Read the guide →Property & Compliance ManagementSet water, sewer and utilities
Use this guide to set water, sewer and utilities.
Read the guide →Property & Compliance ManagementSet included utility charges
Use this guide to set included utility charges.
Read the guide →Property & Compliance ManagementSet appliances and equipment
Use this guide to set appliances and equipment.
Read the guide →Property & Compliance ManagementSet kitchen, fireplace and grill details
Use this guide to set kitchen, fireplace and grill details.
Read the guide →Property & Compliance ManagementSet balcony, garage, parking and lift
Use this guide to set balcony, garage, parking and lift.
Read the guide →Property & Compliance ManagementSet pool details
Use this guide to set pool details.
Read the guide →Property & Compliance ManagementSet flooring and building features
Use this guide to set flooring and building features.
Read the guide →Property & Compliance ManagementSet lot features and other structures
Use this guide to set lot features and other structures.
Read the guide →Property & Compliance ManagementSet disclosures and possession details
Use this guide to set disclosures and possession details.
Read the guide →Property & Compliance ManagementSet furnished and tenant capacity values
Use this guide to set furnished and tenant capacity values.
Read the guide →Property & Compliance ManagementSet schools, landmarks and hospitals
Use this guide to set schools, landmarks and hospitals.
Read the guide →Property & Compliance ManagementAdd a property group
Use this guide to add a property group.
Read the guide →Property & Compliance ManagementAdd a school, landmark or hospital option
Use this guide to add a school, landmark or hospital option.
Read the guide →Property & Compliance ManagementSet property description content
Use this guide to set property description content.
Read the guide →Property & Compliance ManagementSet listing price, rent and commission
Use this guide to set listing price, rent and commission.
Read the guide →Property & Compliance ManagementSet annual income and expense values
Use this guide to set annual income and expense values.
Read the guide →Property & Compliance ManagementSet maintenance fee
Use this guide to set maintenance fee.
Read the guide →Property & Compliance ManagementSet ownership and front exposure
Use this guide to set ownership and front exposure.
Read the guide →Property & Compliance ManagementAdd room rows
Use this guide to add room rows.
Read the guide →Property & Compliance ManagementUpload property attachments
Use this guide to upload property attachments.
Read the guide →Property & Compliance ManagementUpload alternate property attachment groups
Use this guide to upload alternate property attachment groups.
Read the guide →Property & Compliance ManagementPreview a property file
Use this guide to preview a property file.
Read the guide →Property & Compliance ManagementDelete a property attachment
Use this guide to delete a property attachment.
Read the guide →Property & Compliance ManagementUpload or delete a property listing PDF file
Use this guide to upload or delete a property listing PDF file.
Read the guide →Property & Compliance ManagementShare property details through the supported request workflow
Use this guide to share property details through the supported request workflow.
Read the guide →Property & Compliance ManagementAssign a property to brokers
Use this guide to assign a property to brokers.
Read the guide →Property & Compliance ManagementReview broker requests for a property
Use this guide to review broker requests for a property.
Read the guide →Property & Compliance ManagementDelete a broker request
Use this guide to delete a broker request.
Read the guide →Property & Compliance ManagementComplete property media and exterior
Use this guide to complete property media and exterior.
Read the guide →Property & Compliance ManagementComplete property interior and comfort
Use this guide to complete property interior and comfort.
Read the guide →Property & Compliance ManagementComplete property access and parking
Use this guide to complete property access and parking.
Read the guide →Property & Compliance ManagementComplete property utilities and services
Use this guide to complete property utilities and services.
Read the guide →Property & Compliance ManagementComplete property investment figures
Use this guide to complete property investment figures.
Read the guide →Property & Compliance ManagementComplete property legal and land data
Use this guide to complete property legal and land data.
Read the guide →Property & Compliance ManagementComplete property equipment and construction
Use this guide to complete property equipment and construction.
Read the guide →Property & Compliance ManagementSwitch between property table and map views
Use this guide to switch between property table and map views.
Read the guide →Property & Compliance ManagementReload the property map
Use this guide to reload the property map.
Read the guide →Property & Compliance ManagementSearch properties by text
Use this guide to search properties by text.
Read the guide →Property & Compliance ManagementFilter properties by transaction type
Use this guide to filter properties by transaction type.
Read the guide →Property & Compliance ManagementFilter properties by listing type
Use this guide to filter properties by listing type.
Read the guide →Property & Compliance ManagementFilter properties by status
Use this guide to filter properties by status.
Read the guide →Property & Compliance ManagementFilter properties by minimum and maximum price
Use this guide to filter properties by minimum and maximum price.
Read the guide →Property & Compliance ManagementFilter properties by bedrooms and bathrooms
Use this guide to filter properties by bedrooms and bathrooms.
Read the guide →Property & Compliance ManagementFilter properties by land size and floors
Use this guide to filter properties by land size and floors.
Read the guide →Property & Compliance ManagementFilter properties by property style
Use this guide to filter properties by property style.
Read the guide →Property & Compliance ManagementFilter properties by accessibility features
Use this guide to filter properties by accessibility features.
Read the guide →Property & Compliance ManagementFilter properties by air conditioning and appliances
Use this guide to filter properties by air conditioning and appliances.
Read the guide →Property & Compliance ManagementFilter properties by electrical service
Use this guide to filter properties by electrical service.
Read the guide →Property & Compliance ManagementFilter properties by garage
Use this guide to filter properties by garage.
Read the guide →Property & Compliance ManagementFilter properties by security features
Use this guide to filter properties by security features.
Read the guide →Property & Compliance ManagementFilter properties by sewer, water and utilities
Use this guide to filter properties by sewer, water and utilities.
Read the guide →Property & Compliance ManagementReset property filters
Use this guide to reset property filters.
Read the guide →Property & Compliance ManagementOpen a property from the client portal grid
Use this guide to open a property from the client portal grid.
Read the guide →Property & Compliance ManagementSwitch the client portal property map
Use this guide to switch the client portal property map.
Read the guide →Property & Compliance ManagementBrowse a company’s property grid
Use this guide to browse a company’s property grid.
Read the guide →Property & Compliance ManagementBrowse a staff member’s property grid
Use this guide to browse a staff member’s property grid.
Read the guide →Property & Compliance ManagementMark or unmark a property favourite
Use this guide to mark or unmark a property favourite.
Read the guide →Property & Compliance ManagementUnderstand saved-properties limitations
Use this guide to understand saved-properties limitations.
Read the guide →Property & Compliance ManagementUnderstand My Rental Listings menu limitation
Use this guide to understand My Rental Listings menu limitation.
Read the guide →Property & Compliance ManagementTroubleshoot an empty property map
Use this guide to troubleshoot an empty property map.
Read the guide →Property & Compliance ManagementTroubleshoot a property missing from portal search
Use this guide to troubleshoot a property missing from portal search.
Read the guide →Property & Compliance ManagementOpen Property Status
Use this guide to open Property Status.
Read the guide →Property & Compliance ManagementCreate or update a Property Status record
Use this guide to create or update a Property Status record.
Read the guide →Property & Compliance ManagementGenerate a Property Status PDF
Use this guide to generate a Property Status PDF.
Read the guide →Property & Compliance ManagementOpen Account Status
Use this guide to open Account Status.
Read the guide →Property & Compliance ManagementAdd notes to an account/status relation
Use this guide to add notes to an account/status relation.
Read the guide →Property & Compliance ManagementReview account/status notes
Use this guide to review account/status notes.
Read the guide →Property & Compliance ManagementOpen the Property Approvals workspace
Use this guide to open the Property Approvals workspace.
Read the guide →Property & Compliance ManagementApprove an individual property
Use this guide to approve an individual property.
Read the guide →Property & Compliance ManagementHandle a property that should not be approved
Use this guide to handle a property that should not be approved.
Read the guide →Property & Compliance ManagementApprove selected properties in bulk
Use this guide to approve selected properties in bulk.
Read the guide →Property & Compliance ManagementSet staff as an approval manager
Use this guide to set staff as an approval manager.
Read the guide →Property & Compliance ManagementRequire property approvals for staff
Use this guide to require property approvals for staff.
Read the guide →Property & Compliance ManagementChange a property listing status
Use this guide to change a property listing status.
Read the guide →Property & Compliance ManagementMark a property as sold
Use this guide to mark a property as sold.
Read the guide →Property & Compliance ManagementMark a property as rented
Use this guide to mark a property as rented.
Read the guide →Property & Compliance ManagementMark a property temporarily off market
Use this guide to mark a property temporarily off market.
Read the guide →Property & Compliance ManagementMark a property expired
Use this guide to mark a property expired.
Read the guide →Property & Compliance ManagementDelete a property-status entry with a reason
Use this guide to delete a property-status entry with a reason.
Read the guide →Property & Compliance ManagementUnderstand property status date effects
Use this guide to understand property status date effects.
Read the guide →Property & Compliance ManagementTroubleshoot a property stuck pending approval
Use this guide to troubleshoot a property stuck pending approval.
Read the guide →Property & Compliance ManagementOpen Buy Requests
Use this guide to open Buy Requests.
Read the guide →Property & Compliance ManagementCreate a buy request
Use this guide to create a buy request.
Read the guide →Property & Compliance ManagementEdit a buy request
Use this guide to edit a buy request.
Read the guide →Property & Compliance ManagementDelete a buy request
Use this guide to delete a buy request.
Read the guide →Property & Compliance ManagementOpen buy-request details
Use this guide to open buy-request details.
Read the guide →Property & Compliance ManagementLoad a property into a buy request
Use this guide to load a property into a buy request.
Read the guide →Property & Compliance ManagementLoad customer billing data into a buy request
Use this guide to load customer billing data into a buy request.
Read the guide →Property & Compliance ManagementCalculate estimated request duration
Use this guide to calculate estimated request duration.
Read the guide →Property & Compliance ManagementChange a buy-request status
Use this guide to change a buy-request status.
Read the guide →Property & Compliance ManagementGenerate a buy-request PDF
Use this guide to generate a buy-request PDF.
Read the guide →Property & Compliance ManagementEmail a buy request
Use this guide to email a buy request.
Read the guide →Property & Compliance ManagementConvert a buy request to a contract
Use this guide to convert a buy request to a contract.
Read the guide →Property & Compliance ManagementConvert a buy request to an invoice
Use this guide to convert a buy request to an invoice.
Read the guide →Property & Compliance ManagementOpen the converted contract
Use this guide to open the converted contract.
Read the guide →Property & Compliance ManagementOpen the converted invoice
Use this guide to open the converted invoice.
Read the guide →Property & Compliance ManagementCreate a buy request from the client portal
Use this guide to create a buy request from the client portal.
Read the guide →Property & Compliance ManagementReview a client buy request
Use this guide to review a client buy request.
Read the guide →Property & Compliance ManagementDelete a client buy request
Use this guide to delete a client buy request.
Read the guide →Property & Compliance ManagementChange a client buy-request status
Use this guide to change a client buy-request status.
Read the guide →Property & Compliance ManagementTroubleshoot failed buy-request conversion
Use this guide to troubleshoot failed buy-request conversion.
Read the guide →Property & Compliance ManagementOpen Rent Requests
Use this guide to open Rent Requests.
Read the guide →Property & Compliance ManagementCreate a rent request
Use this guide to create a rent request.
Read the guide →Property & Compliance ManagementEdit a rent request
Use this guide to edit a rent request.
Read the guide →Property & Compliance ManagementDelete a rent request
Use this guide to delete a rent request.
Read the guide →Property & Compliance ManagementChange a rent-request status
Use this guide to change a rent-request status.
Read the guide →Property & Compliance ManagementGenerate and email a rent-request PDF
Use this guide to generate and email a rent-request PDF.
Read the guide →Property & Compliance ManagementConvert a rent request to contract or invoice
Use this guide to convert a rent request to contract or invoice.
Read the guide →Property & Compliance ManagementOpen a renter profile from a rent request
Use this guide to open a renter profile from a rent request.
Read the guide →Property & Compliance ManagementOpen My Renter Profile
Use this guide to open My Renter Profile.
Read the guide →Property & Compliance ManagementUpdate renter identity and contact details
Use this guide to update renter identity and contact details.
Read the guide →Property & Compliance ManagementUpdate renter employment details
Use this guide to update renter employment details.
Read the guide →Property & Compliance ManagementUpload renter identity evidence
Use this guide to upload renter identity evidence.
Read the guide →Property & Compliance ManagementUpload renter income evidence
Use this guide to upload renter income evidence.
Read the guide →Property & Compliance ManagementAdd an address-history record
Use this guide to add an address-history record.
Read the guide →Property & Compliance ManagementDelete an address-history record
Use this guide to delete an address-history record.
Read the guide →Property & Compliance ManagementAdd an income source
Use this guide to add an income source.
Read the guide →Property & Compliance ManagementDelete an income source
Use this guide to delete an income source.
Read the guide →Property & Compliance ManagementAdd an occupant or person
Use this guide to add an occupant or person.
Read the guide →Property & Compliance ManagementDelete an occupant
Use this guide to delete an occupant.
Read the guide →Property & Compliance ManagementRecord pets
Use this guide to record pets.
Read the guide →Property & Compliance ManagementRecord emergency contact
Use this guide to record emergency contact.
Read the guide →Property & Compliance ManagementIntroduce the renter
Use this guide to introduce the renter.
Read the guide →Property & Compliance ManagementCreate a rent request from the client portal
Use this guide to create a rent request from the client portal.
Read the guide →Property & Compliance ManagementOpen client rent-request details and PDF
Use this guide to open client rent-request details and PDF.
Read the guide →Property & Compliance ManagementView agent/company/staff details from a property
Use this guide to view agent/company/staff details from a property.
Read the guide →Property & Compliance ManagementTroubleshoot a missing renter-profile section
Use this guide to troubleshoot a missing renter-profile section.
Read the guide →Property & Compliance ManagementOpen Real Estate contracts
Use this guide to open Real Estate contracts.
Read the guide →Property & Compliance ManagementCreate a Real Estate contract
Use this guide to create a Real Estate contract.
Read the guide →Property & Compliance ManagementEdit a Real Estate contract
Use this guide to edit a Real Estate contract.
Read the guide →Property & Compliance ManagementLoad a contract template
Use this guide to load a contract template.
Read the guide →Property & Compliance ManagementMark a contract signed or unsigned
Use this guide to mark a contract signed or unsigned.
Read the guide →Property & Compliance ManagementClear a contract signature
Use this guide to clear a contract signature.
Read the guide →Property & Compliance ManagementGenerate a contract PDF
Use this guide to generate a contract PDF.
Read the guide →Property & Compliance ManagementEmail a contract
Use this guide to email a contract.
Read the guide →Property & Compliance ManagementAdd, edit or remove contract comments
Use this guide to add, edit or remove contract comments.
Read the guide →Property & Compliance ManagementAdd or remove contract attachments
Use this guide to add or remove contract attachments.
Read the guide →Property & Compliance ManagementRenew a contract — Contracts, invoices, payments and PDFs
Use this guide to renew a contract — Contracts, invoices, payments and PDFs.
Read the guide →Property & Compliance ManagementDelete a contract renewal
Use this guide to delete a contract renewal.
Read the guide →Property & Compliance ManagementCopy a contract
Use this guide to copy a contract.
Read the guide →Property & Compliance ManagementDelete a contract
Use this guide to delete a contract.
Read the guide →Property & Compliance ManagementManage contract types
Use this guide to manage contract types.
Read the guide →Property & Compliance ManagementOpen Real Estate invoices
Use this guide to open Real Estate invoices.
Read the guide →Property & Compliance ManagementCreate a Real Estate invoice
Use this guide to create a Real Estate invoice.
Read the guide →Property & Compliance ManagementEdit a Real Estate invoice
Use this guide to edit a Real Estate invoice.
Read the guide →Property & Compliance ManagementValidate an invoice number
Use this guide to validate an invoice number.
Read the guide →Property & Compliance ManagementLoad invoice customer data
Use this guide to load invoice customer data.
Read the guide →Property & Compliance ManagementLoad invoice relation data and merge data
Use this guide to load invoice relation data and merge data.
Read the guide →Property & Compliance ManagementMark an invoice cancelled or restore it
Use this guide to mark an invoice cancelled or restore it.
Read the guide →Property & Compliance ManagementMark an invoice sent
Use this guide to mark an invoice sent.
Read the guide →Property & Compliance ManagementSend an invoice email
Use this guide to send an invoice email.
Read the guide →Property & Compliance ManagementSend an overdue notice
Use this guide to send an overdue notice.
Read the guide →Property & Compliance ManagementGenerate an invoice PDF
Use this guide to generate an invoice PDF.
Read the guide →Property & Compliance ManagementUpload or delete an invoice attachment
Use this guide to upload or delete an invoice attachment.
Read the guide →Property & Compliance ManagementToggle invoice file visibility
Use this guide to toggle invoice file visibility.
Read the guide →Property & Compliance ManagementRecord an invoice payment — Contracts, invoices, payments and PDFs
Use this guide to record an invoice payment — Contracts, invoices, payments and PDFs.
Read the guide →Property & Compliance ManagementDelete an invoice payment
Use this guide to delete an invoice payment.
Read the guide →Property & Compliance ManagementOpen a payment and generate its PDF
Use this guide to open a payment and generate its PDF.
Read the guide →Property & Compliance ManagementEmail a payment receipt
Use this guide to email a payment receipt.
Read the guide →Property & Compliance ManagementSchedule an invoice email — Contracts, invoices, payments and PDFs
Use this guide to schedule an invoice email — Contracts, invoices, payments and PDFs.
Read the guide →Property & Compliance ManagementDelete an invoice
Use this guide to delete an invoice.
Read the guide →Property & Compliance ManagementTroubleshoot a contract/invoice PDF or email
Use this guide to troubleshoot a contract/invoice PDF or email.
Read the guide →Property & Compliance ManagementFilter tenant applications
Use this guide to filter tenant applications.
Read the guide →Property & Compliance ManagementOpen a tenant application
Use this guide to open a tenant application.
Read the guide →Property & Compliance ManagementSend a tenant application invitation
Use this guide to send a tenant application invitation.
Read the guide →Property & Compliance ManagementRevoke a tenant application invitation
Use this guide to revoke a tenant application invitation.
Read the guide →Property & Compliance ManagementOpen the public application form
Use this guide to open the public application form.
Read the guide →Property & Compliance ManagementComplete applicant identity fields
Use this guide to complete applicant identity fields.
Read the guide →Property & Compliance ManagementComplete current address fields
Use this guide to complete current address fields.
Read the guide →Property & Compliance ManagementComplete employment and income fields
Use this guide to complete employment and income fields.
Read the guide →Property & Compliance ManagementComplete previous-landlord fields
Use this guide to complete previous-landlord fields.
Read the guide →Property & Compliance ManagementChoose requested move-in date and term
Use this guide to choose requested move-in date and term.
Read the guide →Property & Compliance ManagementDeclare pets
Use this guide to declare pets.
Read the guide →Property & Compliance ManagementDeclare smoker, benefits and children flags
Use this guide to declare smoker, benefits and children flags.
Read the guide →Property & Compliance ManagementEnter number of occupants
Use this guide to enter number of occupants.
Read the guide →Property & Compliance ManagementEnter the right-to-rent share code
Use this guide to enter the right-to-rent share code.
Read the guide →Property & Compliance ManagementAccept data-processing consent
Use this guide to accept data-processing consent.
Read the guide →Property & Compliance ManagementAccept referencing and credit-check consents
Use this guide to accept referencing and credit-check consents.
Read the guide →Property & Compliance ManagementChoose marketing consent
Use this guide to choose marketing consent.
Read the guide →Property & Compliance ManagementSubmit the public tenant application
Use this guide to submit the public tenant application.
Read the guide →Property & Compliance ManagementReview a submitted application
Use this guide to review a submitted application.
Read the guide →Property & Compliance ManagementApprove a tenant application
Use this guide to approve a tenant application.
Read the guide →Property & Compliance ManagementReject a tenant application
Use this guide to reject a tenant application.
Read the guide →Property & Compliance ManagementArchive a tenant application
Use this guide to archive a tenant application.
Read the guide →Property & Compliance ManagementConvert an approved application into the next workflow
Use this guide to convert an approved application into the next workflow.
Read the guide →Property & Compliance ManagementUnderstand public intake and invitation settings
Use this guide to understand public intake and invitation settings.
Read the guide →Property & Compliance ManagementConfigure privacy and terms URLs
Use this guide to configure privacy and terms URLs.
Read the guide →Property & Compliance ManagementTroubleshoot an invalid or expired application link
Use this guide to troubleshoot an invalid or expired application link.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate or incomplete application
Use this guide to troubleshoot a duplicate or incomplete application.
Read the guide →Property & Compliance ManagementOpen the Onboarding workspace
Use this guide to open the Onboarding workspace.
Read the guide →Property & Compliance ManagementCreate an onboarding record
Use this guide to create an onboarding record.
Read the guide →Property & Compliance ManagementContinue an onboarding draft
Use this guide to continue an onboarding draft.
Read the guide →Property & Compliance ManagementDelete an onboarding draft
Use this guide to delete an onboarding draft.
Read the guide →Property & Compliance ManagementSelect the property context
Use this guide to select the property context.
Read the guide →Property & Compliance ManagementSelect or create the tenant client context
Use this guide to select or create the tenant client context.
Read the guide →Property & Compliance ManagementQuick-add a tenant
Use this guide to quick-add a tenant.
Read the guide →Property & Compliance ManagementConfirm landlord and tenant parties
Use this guide to confirm landlord and tenant parties.
Read the guide →Property & Compliance ManagementReview occupiers during onboarding
Use this guide to review occupiers during onboarding.
Read the guide →Property & Compliance ManagementSet tenancy start, end and move-in dates
Use this guide to set tenancy start, end and move-in dates.
Read the guide →Property & Compliance ManagementSet rent amount and frequency
Use this guide to set rent amount and frequency.
Read the guide →Property & Compliance ManagementSet deposit and holding-deposit amounts
Use this guide to set deposit and holding-deposit amounts.
Read the guide →Property & Compliance ManagementChoose the deposit scheme
Use this guide to choose the deposit scheme.
Read the guide →Property & Compliance ManagementSet the agreement template label and review the draft
Use this guide to set the agreement template label and review the draft.
Read the guide →Property & Compliance ManagementEdit agreement body HTML
Use this guide to edit agreement body HTML.
Read the guide →Property & Compliance ManagementSave and continue an onboarding step
Use this guide to save and continue an onboarding step.
Read the guide →Property & Compliance ManagementUnderstand onboarding workflow statuses
Use this guide to understand onboarding workflow statuses.
Read the guide →Property & Compliance ManagementMove from draft to context selected
Use this guide to move from draft to context selected.
Read the guide →Property & Compliance ManagementMove to parties confirmed
Use this guide to move to parties confirmed.
Read the guide →Property & Compliance ManagementMove onboarding into progress
Use this guide to move onboarding into progress.
Read the guide →Property & Compliance ManagementMark onboarding ready for review
Use this guide to mark onboarding ready for review.
Read the guide →Property & Compliance ManagementConfirm the draft for tenant e-signature
Use this guide to confirm the draft for tenant e-signature.
Read the guide →Property & Compliance ManagementSend the tenant e-signature request
Use this guide to send the tenant e-signature request.
Read the guide →Property & Compliance ManagementRecord tenant signature completion
Use this guide to record tenant signature completion.
Read the guide →Property & Compliance ManagementOpen the landlord countersign link
Use this guide to open the landlord countersign link.
Read the guide →Property & Compliance ManagementComplete landlord countersignature
Use this guide to complete landlord countersignature.
Read the guide →Property & Compliance ManagementVerify a fully executed agreement
Use this guide to verify a fully executed agreement.
Read the guide →Property & Compliance ManagementApprove or final-approve onboarding
Use this guide to approve or final-approve onboarding.
Read the guide →Property & Compliance ManagementCancel or terminate onboarding
Use this guide to cancel or terminate onboarding.
Read the guide →Property & Compliance ManagementAttach supporting evidence to the linked tenancy records
Use this guide to attach supporting evidence to the linked tenancy records.
Read the guide →Property & Compliance ManagementReview onboarding document records
Use this guide to review onboarding document records.
Read the guide →Property & Compliance ManagementSend the supported onboarding invitations and signature messages
Use this guide to send the supported onboarding invitations and signature messages.
Read the guide →Property & Compliance ManagementReview onboarding audit history
Use this guide to review onboarding audit history.
Read the guide →Property & Compliance ManagementUnderstand onboarding invoices and downstream records
Use this guide to understand onboarding invoices and downstream records.
Read the guide →Property & Compliance ManagementTroubleshoot a blocked onboarding transition
Use this guide to troubleshoot a blocked onboarding transition.
Read the guide →Property & Compliance ManagementTroubleshoot a missing tenant or landlord signature
Use this guide to troubleshoot a missing tenant or landlord signature.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate onboarding record
Use this guide to troubleshoot a duplicate onboarding record.
Read the guide →Property & Compliance ManagementOpen client maintenance requests
Use this guide to open client maintenance requests.
Read the guide →Property & Compliance ManagementVerify maintenance-request property access
Use this guide to verify maintenance-request property access.
Read the guide →Property & Compliance ManagementUpload maintenance photos
Use this guide to upload maintenance photos.
Read the guide →Property & Compliance ManagementOpen the admin maintenance register
Use this guide to open the admin maintenance register.
Read the guide →Property & Compliance ManagementReview maintenance-request details
Use this guide to review maintenance-request details.
Read the guide →Property & Compliance ManagementUpdate an existing maintenance request in admin
Use this guide to update an existing maintenance request in admin.
Read the guide →Property & Compliance ManagementSet maintenance priority
Use this guide to set maintenance priority.
Read the guide →Property & Compliance ManagementAssign maintenance to staff
Use this guide to assign maintenance to staff.
Read the guide →Property & Compliance ManagementAssign maintenance to a supplier
Use this guide to assign maintenance to a supplier.
Read the guide →Property & Compliance ManagementUpdate maintenance status
Use this guide to update maintenance status.
Read the guide →Property & Compliance ManagementRecord maintenance cost
Use this guide to record maintenance cost.
Read the guide →Property & Compliance ManagementGenerate a maintenance PDF
Use this guide to generate a maintenance PDF.
Read the guide →Property & Compliance ManagementEmail a maintenance request or work order
Use this guide to email a maintenance request or work order.
Read the guide →Property & Compliance ManagementReview maintenance from the landlord view
Use this guide to review maintenance from the landlord view.
Read the guide →Property & Compliance ManagementOpen a landlord maintenance job report — Maintenance requests and tenant feedback
Use this guide to open a landlord maintenance job report — Maintenance requests and tenant feedback.
Read the guide →Property & Compliance ManagementSubmit tenant feedback
Use this guide to submit tenant feedback.
Read the guide →Property & Compliance ManagementReview tenant feedback
Use this guide to review tenant feedback.
Read the guide →Property & Compliance ManagementTroubleshoot a missing maintenance request
Use this guide to troubleshoot a missing maintenance request.
Read the guide →Property & Compliance ManagementTroubleshoot a maintenance email or PDF
Use this guide to troubleshoot a maintenance email or PDF.
Read the guide →Property & Compliance ManagementOpen the Suppliers and Jobs hub
Use this guide to open the Suppliers and Jobs hub.
Read the guide →Property & Compliance ManagementCreate or allocate a supplier job
Use this guide to create or allocate a supplier job.
Read the guide →Property & Compliance ManagementUnderstand automatic maintenance-job creation
Use this guide to understand automatic maintenance-job creation.
Read the guide →Property & Compliance ManagementSend the supplier work-order email
Use this guide to send the supplier work-order email.
Read the guide →Property & Compliance ManagementUpdate an allocated supplier job
Use this guide to update an allocated supplier job.
Read the guide →Property & Compliance ManagementDelete a supplier job
Use this guide to delete a supplier job.
Read the guide →Property & Compliance ManagementRevoke a supplier job
Use this guide to revoke a supplier job.
Read the guide →Property & Compliance ManagementResend a supplier job email
Use this guide to resend a supplier job email.
Read the guide →Property & Compliance ManagementMark a supplier job status in admin
Use this guide to mark a supplier job status in admin.
Read the guide →Property & Compliance ManagementResend a supplier alert
Use this guide to resend a supplier alert.
Read the guide →Property & Compliance ManagementGenerate a supplier job PDF
Use this guide to generate a supplier job PDF.
Read the guide →Property & Compliance ManagementReview supplier notes
Use this guide to review supplier notes.
Read the guide →Property & Compliance ManagementOpen the supplier portal
Use this guide to open the supplier portal.
Read the guide →Property & Compliance ManagementAccept or acknowledge a supplier job
Use this guide to accept or acknowledge a supplier job.
Read the guide →Property & Compliance ManagementMark a supplier job in progress
Use this guide to mark a supplier job in progress.
Read the guide →Property & Compliance ManagementMark a supplier job completed
Use this guide to mark a supplier job completed.
Read the guide →Property & Compliance ManagementCancel or void a supplier job from the portal
Use this guide to cancel or void a supplier job from the portal.
Read the guide →Property & Compliance ManagementReview supplier job status normalisation
Use this guide to review supplier job status normalisation.
Read the guide →Property & Compliance ManagementUpload supplier completion photos
Use this guide to upload supplier completion photos.
Read the guide →Property & Compliance ManagementAdd supplier completion notes
Use this guide to add supplier completion notes.
Read the guide →Property & Compliance ManagementGenerate a supplier job report
Use this guide to generate a supplier job report.
Read the guide →Property & Compliance ManagementPrint a supplier receipt
Use this guide to print a supplier receipt.
Read the guide →Property & Compliance ManagementUnderstand automatic supplier invoice creation
Use this guide to understand automatic supplier invoice creation.
Read the guide →Property & Compliance ManagementOpen supplier invoices in admin
Use this guide to open supplier invoices in admin.
Read the guide →Property & Compliance ManagementMark a supplier invoice paid
Use this guide to mark a supplier invoice paid.
Read the guide →Property & Compliance ManagementPay a supplier through the payout action
Use this guide to pay a supplier through the payout action.
Read the guide →Property & Compliance ManagementChange supplier payout status
Use this guide to change supplier payout status.
Read the guide →Property & Compliance ManagementUpdate a supplier invoice
Use this guide to update a supplier invoice.
Read the guide →Property & Compliance ManagementTroubleshoot a supplier portal access failure
Use this guide to troubleshoot a supplier portal access failure.
Read the guide →Property & Compliance ManagementTroubleshoot duplicate supplier invoices
Use this guide to troubleshoot duplicate supplier invoices.
Read the guide →Property & Compliance ManagementBrowse client portal properties
Use this guide to browse client portal properties.
Read the guide →Property & Compliance ManagementOpen a client property detail
Use this guide to open a client property detail.
Read the guide →Property & Compliance ManagementPreview a client property file
Use this guide to preview a client property file.
Read the guide →Property & Compliance ManagementDelete a client-uploaded Real Estate attachment
Use this guide to delete a client-uploaded Real Estate attachment.
Read the guide →Property & Compliance ManagementUse the client portal buy application
Use this guide to use the client portal buy application.
Read the guide →Property & Compliance ManagementUse the client portal rental application
Use this guide to use the client portal rental application.
Read the guide →Property & Compliance ManagementUse the client renter profile
Use this guide to use the client renter profile.
Read the guide →Property & Compliance ManagementOpen linked property status
Use this guide to open linked property status.
Read the guide →Property & Compliance ManagementDownload a linked compliance certificate
Use this guide to download a linked compliance certificate.
Read the guide →Property & Compliance ManagementOpen client supplier/maintenance information
Use this guide to open client supplier/maintenance information.
Read the guide →Property & Compliance ManagementOpen client payout information
Use this guide to open client payout information.
Read the guide →Property & Compliance ManagementOpen landlord maintenance
Use this guide to open landlord maintenance.
Read the guide →Property & Compliance ManagementOpen landlord job report
Use this guide to open landlord job report.
Read the guide →Property & Compliance ManagementUnderstand client portal menu omissions
Use this guide to understand client portal menu omissions.
Read the guide →Property & Compliance ManagementTroubleshoot a portal property or certificate access denial
Use this guide to troubleshoot a portal property or certificate access denial.
Read the guide →Property & Compliance ManagementOpen the Real Estate dashboard
Use this guide to open the Real Estate dashboard.
Read the guide →Property & Compliance ManagementFilter the Real Estate dashboard by period
Use this guide to filter the Real Estate dashboard by period.
Read the guide →Property & Compliance ManagementReview buy-request status analysis
Use this guide to review buy-request status analysis.
Read the guide →Property & Compliance ManagementReview rent-request status analysis
Use this guide to review rent-request status analysis.
Read the guide →Property & Compliance ManagementReview request analysis by property type
Use this guide to review request analysis by property type.
Read the guide →Property & Compliance ManagementReview listing analysis by status
Use this guide to review listing analysis by status.
Read the guide →Property & Compliance ManagementRun the rent-paid report
Use this guide to run the rent-paid report.
Read the guide →Property & Compliance ManagementRun the vacant rental-property report
Use this guide to run the vacant rental-property report.
Read the guide →Property & Compliance ManagementRun the rental-unit report
Use this guide to run the rental-unit report.
Read the guide →Property & Compliance ManagementRun the delinquent-tenants report
Use this guide to run the delinquent-tenants report.
Read the guide →Property & Compliance ManagementRun the leases-ending report
Use this guide to run the leases-ending report.
Read the guide →Property & Compliance ManagementRun the vacant sale-property report
Use this guide to run the vacant sale-property report.
Read the guide →Property & Compliance ManagementRun the sold-unit report
Use this guide to run the sold-unit report.
Read the guide →Property & Compliance ManagementRun the top-city listing report
Use this guide to run the top-city listing report.
Read the guide →Property & Compliance ManagementUse Real Estate app search
Use this guide to use Real Estate app search.
Read the guide →Property & Compliance ManagementOpen broker portal notifications
Use this guide to open broker portal notifications.
Read the guide →Property & Compliance ManagementMark a broker notification read
Use this guide to mark a broker notification read.
Read the guide →Property & Compliance ManagementPoll broker notifications
Use this guide to poll broker notifications.
Read the guide →Property & Compliance ManagementReview Real Estate activity
Use this guide to review Real Estate activity.
Read the guide →Property & Compliance ManagementDelete an incorrect property activity entry
Use this guide to delete an incorrect property activity entry.
Read the guide →Property & Compliance ManagementTroubleshoot an empty report or dashboard
Use this guide to troubleshoot an empty report or dashboard.
Read the guide →Property & Compliance ManagementReview Real Estate email templates
Use this guide to review Real Estate email templates.
Read the guide →Property & Compliance ManagementUse Real Estate merge fields
Use this guide to use Real Estate merge fields.
Read the guide →Property & Compliance ManagementSend property, request, contract, invoice, payment and maintenance emails
Use this guide to send property, request, contract, invoice, payment and maintenance emails.
Read the guide →Property & Compliance ManagementUnderstand Real Estate global SMTP dependency
Use this guide to understand Real Estate global SMTP dependency.
Read the guide →Property & Compliance ManagementUse Real Estate PDF organisation text
Use this guide to use Real Estate PDF organisation text.
Read the guide →Property & Compliance ManagementUse Real Estate PDF logo branding
Use this guide to use Real Estate PDF logo branding.
Read the guide →Property & Compliance ManagementGenerate a property-status PDF — Email, PDF branding and integrations
Use this guide to generate a property-status PDF — Email, PDF branding and integrations.
Read the guide →Property & Compliance ManagementGenerate request PDFs
Use this guide to generate request PDFs.
Read the guide →Property & Compliance ManagementGenerate contract, invoice and payment PDFs
Use this guide to generate contract, invoice and payment PDFs.
Read the guide →Property & Compliance ManagementGenerate maintenance and supplier-job PDFs
Use this guide to generate maintenance and supplier-job PDFs.
Read the guide →Property & Compliance ManagementUse Google Maps places/marker integration
Use this guide to use Google Maps places/marker integration.
Read the guide →Property & Compliance ManagementUnderstand Google Maps region configuration
Use this guide to understand Google Maps region configuration.
Read the guide →Property & Compliance ManagementUse optional Compliance Monitor links
Use this guide to use optional Compliance Monitor links.
Read the guide →Property & Compliance ManagementUse CRM customer-profile tabs
Use this guide to use CRM customer-profile tabs.
Read the guide →Property & Compliance ManagementUse project, task and reminder links where exposed
Use this guide to use project, task and reminder links where exposed.
Read the guide →Property & Compliance ManagementUnderstand module route compatibility and portal themes
Use this guide to understand module route compatibility and portal themes.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate email delivery
Use this guide to troubleshoot Real Estate email delivery.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate PDF branding/output
Use this guide to troubleshoot Real Estate PDF branding/output.
Read the guide →Property & Compliance ManagementTroubleshoot Google Maps
Use this guide to troubleshoot Google Maps.
Read the guide →Property & Compliance ManagementApply least privilege to Real Estate Management
Use this guide to apply least privilege to Real Estate Management.
Read the guide →Property & Compliance ManagementProtect public application tokens
Use this guide to protect public application tokens.
Read the guide →Property & Compliance ManagementProtect agreement countersign tokens
Use this guide to protect agreement countersign tokens.
Read the guide →Property & Compliance ManagementProtect renter identity and income evidence
Use this guide to protect renter identity and income evidence.
Read the guide →Property & Compliance ManagementProtect property-owner and tenant contact details
Use this guide to protect property-owner and tenant contact details.
Read the guide →Property & Compliance ManagementProtect supplier job evidence
Use this guide to protect supplier job evidence.
Read the guide →Property & Compliance ManagementProtect broker portal accounts
Use this guide to protect broker portal accounts.
Read the guide →Property & Compliance ManagementReview Real Estate stored tables
Use this guide to review Real Estate stored tables.
Read the guide →Property & Compliance ManagementReview core table extensions
Use this guide to review core table extensions.
Read the guide →Property & Compliance ManagementReview property activity and audit evidence
Use this guide to review property activity and audit evidence.
Read the guide →Property & Compliance ManagementReview tenant application audit evidence
Use this guide to review tenant application audit evidence.
Read the guide →Property & Compliance ManagementReview onboarding audit and workflow evidence
Use this guide to review onboarding audit and workflow evidence.
Read the guide →Property & Compliance ManagementReview supplier and payout audit evidence
Use this guide to review supplier and payout audit evidence.
Read the guide →Property & Compliance ManagementUnderstand file-storage responsibilities
Use this guide to understand file-storage responsibilities.
Read the guide →Property & Compliance ManagementUnderstand application retention setting
Use this guide to understand application retention setting.
Read the guide →Property & Compliance ManagementUnderstand public application consent separation
Use this guide to understand public application consent separation.
Read the guide →Property & Compliance ManagementUnderstand no generic Real Estate REST API
Use this guide to understand no generic Real Estate REST API.
Read the guide →Property & Compliance ManagementUnderstand no Real Estate webhook framework
Use this guide to understand no Real Estate webhook framework.
Read the guide →Property & Compliance ManagementUnderstand scheduled work in the merged module
Use this guide to understand scheduled work in the merged module.
Read the guide →Property & Compliance ManagementReview backup and checkpoint files as excluded artefacts
Use this guide to review backup and checkpoint files as excluded artefacts.
Read the guide →Property & Compliance ManagementRun a Real Estate security review
Use this guide to run a Real Estate security review.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate activation
Use this guide to troubleshoot Real Estate activation.
Read the guide →Property & Compliance ManagementTroubleshoot a 404 Real Estate page
Use this guide to troubleshoot a 404 Real Estate page.
Read the guide →Property & Compliance ManagementTroubleshoot a permission denied message
Use this guide to troubleshoot a permission denied message.
Read the guide →Property & Compliance ManagementTroubleshoot a form validation error
Use this guide to troubleshoot a form validation error.
Read the guide →Property & Compliance ManagementTroubleshoot a duplicate email error
Use this guide to troubleshoot a duplicate email error.
Read the guide →Property & Compliance ManagementTroubleshoot a missing owner/company/broker selector option
Use this guide to troubleshoot a missing owner/company/broker selector option.
Read the guide →Property & Compliance ManagementTroubleshoot a property attachment
Use this guide to troubleshoot a property attachment.
Read the guide →Property & Compliance ManagementTroubleshoot a request conversion
Use this guide to troubleshoot a request conversion.
Read the guide →Property & Compliance ManagementTroubleshoot client portal login or visibility
Use this guide to troubleshoot client portal login or visibility.
Read the guide →Property & Compliance ManagementTroubleshoot broker portal login
Use this guide to troubleshoot broker portal login.
Read the guide →Property & Compliance ManagementTroubleshoot public application or countersign link
Use this guide to troubleshoot public application or countersign link.
Read the guide →Property & Compliance ManagementTroubleshoot onboarding workflow state
Use this guide to troubleshoot onboarding workflow state.
Read the guide →Property & Compliance ManagementTroubleshoot supplier job allocation
Use this guide to troubleshoot supplier job allocation.
Read the guide →Property & Compliance ManagementTroubleshoot supplier completion
Use this guide to troubleshoot supplier completion.
Read the guide →Property & Compliance ManagementTroubleshoot supplier invoice payment
Use this guide to troubleshoot supplier invoice payment.
Read the guide →Property & Compliance ManagementTroubleshoot Real Estate reports
Use this guide to troubleshoot Real Estate reports.
Read the guide →Property & Compliance ManagementTroubleshoot scheduled property and compliance work
Use this guide to troubleshoot scheduled property and compliance work.
Read the guide →Property & Compliance ManagementUnderstand the absence of a generic API/webhook interface
Use this guide to understand the absence of a generic API/webhook interface.
Read the guide →Property & Compliance ManagementUnderstand commented or hidden portal features
Use this guide to understand commented or hidden portal features.
Read the guide →Property & Compliance ManagementUnderstand module version and migration details
Use this guide to understand module version and migration details.
Read the guide →Property & Compliance ManagementUse the Agreement_countersign controller reference
Use this guide to use the Agreement_countersign controller reference.
Read the guide →Property & Compliance ManagementUse the Apply controller reference
Use this guide to use the Apply controller reference.
Read the guide →Property & Compliance ManagementUse the Authentication_broker controller reference
Use this guide to use the Authentication_broker controller reference.
Read the guide →Property & Compliance ManagementUse the Broker controller reference
Use this guide to use the Broker controller reference.
Read the guide →Property & Compliance ManagementUse the Client controller reference
Use this guide to use the Client controller reference.
Read the guide →Property & Compliance ManagementUse the Realestate controller reference
Use this guide to use the Realestate controller reference.
Read the guide →Property & Compliance ManagementUse the Maintenance and supplier controller references
Use this guide to use the Maintenance and supplier controller references.
Read the guide →Property & Compliance ManagementUse the Realestate_portal reference
Use this guide to use the Realestate_portal reference.
Read the guide →Property & Compliance ManagementRun the Real Estate Management production verification checklist
Use this guide to run the Real Estate Management production verification checklist.
Read the guide →Property & Compliance ManagementEnable Compliance Monitor permissions
Use this guide to enable Compliance Monitor permissions.
Read the guide →Property & Compliance ManagementUnderstand the Compliance Monitor menu groups
Use this guide to understand the Compliance Monitor menu groups.
Read the guide →Property & Compliance ManagementUse the Compliance Monitor dashboard
Use this guide to use the Compliance Monitor dashboard.
Read the guide →Property & Compliance ManagementInterpret dashboard compliance risk metrics
Use this guide to interpret dashboard compliance risk metrics.
Read the guide →Property & Compliance ManagementSynchronise linked properties
Use this guide to synchronise linked properties.
Read the guide →Property & Compliance ManagementSynchronise suppliers
Use this guide to synchronise suppliers.
Read the guide →Property & Compliance ManagementUse the compliance records register
Use this guide to use the compliance records register.
Read the guide →Property & Compliance ManagementSearch and filter compliance records
Use this guide to search and filter compliance records.
Read the guide →Property & Compliance ManagementOpen an approved compliance record PDF
Use this guide to open an approved compliance record PDF.
Read the guide →Property & Compliance ManagementDownload a compliance record PDF safely
Use this guide to download a compliance record PDF safely.
Read the guide →Property & Compliance ManagementUnderstand compliance record statuses
Use this guide to understand compliance record statuses.
Read the guide →Property & Compliance ManagementUse display references and certificate numbers
Use this guide to use display references and certificate numbers.
Read the guide →Property & Compliance ManagementReview the notification and intimation engine
Use this guide to review the notification and intimation engine.
Read the guide →Property & Compliance ManagementRun the intimation engine manually
Use this guide to run the intimation engine manually.
Read the guide →Property & Compliance ManagementUnderstand staged compliance notifications
Use this guide to understand staged compliance notifications.
Read the guide →Property & Compliance ManagementGenerate a notification PDF
Use this guide to generate a notification PDF.
Read the guide →Property & Compliance ManagementRepair a missing notification PDF
Use this guide to repair a missing notification PDF.
Read the guide →Property & Compliance ManagementResend a compliance notification email
Use this guide to resend a compliance notification email.
Read the guide →Property & Compliance ManagementResend the latest notification for a record
Use this guide to resend the latest notification for a record.
Read the guide →Property & Compliance ManagementOpen the latest notification PDF for a record
Use this guide to open the latest notification PDF for a record.
Read the guide →Property & Compliance ManagementUse the renewal submissions register
Use this guide to use the renewal submissions register.
Read the guide →Property & Compliance ManagementReview an external renewal submission
Use this guide to review an external renewal submission.
Read the guide →Property & Compliance ManagementMove a renewal submission into document review
Use this guide to move a renewal submission into document review.
Read the guide →Property & Compliance ManagementApprove, reject or mark a renewal under review
Use this guide to approve, reject or mark a renewal under review.
Read the guide →Property & Compliance ManagementUse your protected compliance renewal link
Use this guide to use your protected compliance renewal link.
Read the guide →Property & Compliance ManagementUpload evidence through your protected renewal link
Use this guide to upload evidence through your protected renewal link.
Read the guide →Property & Compliance ManagementCheck scheduled compliance processing
Use this guide to check scheduled compliance processing.
Read the guide →Property & Compliance ManagementUpload Gas Safety / CP12 evidence
Use this guide to upload Gas Safety / CP12 evidence.
Read the guide →Property & Compliance ManagementParse Gas Safety / CP12 evidence
Use this guide to parse Gas Safety / CP12 evidence.
Read the guide →Property & Compliance ManagementReview and edit Gas Safety / CP12 details
Use this guide to review and edit Gas Safety / CP12 details.
Read the guide →Property & Compliance ManagementApprove a Gas Safety / CP12 compliance record
Use this guide to approve a Gas Safety / CP12 compliance record.
Read the guide →Property & Compliance ManagementOpen the Gas Safety / CP12 PDF record
Use this guide to open the Gas Safety / CP12 PDF record.
Read the guide →Property & Compliance ManagementDelete Gas Safety / CP12 intake evidence safely
Use this guide to delete Gas Safety / CP12 intake evidence safely.
Read the guide →Property & Compliance ManagementUpload EICR evidence
Use this guide to upload EICR evidence.
Read the guide →Property & Compliance ManagementParse EICR evidence
Use this guide to parse EICR evidence.
Read the guide →Property & Compliance ManagementReview and edit EICR details
Use this guide to review and edit EICR details.
Read the guide →Property & Compliance ManagementApprove a EICR compliance record
Use this guide to approve a EICR compliance record.
Read the guide →Property & Compliance ManagementOpen the EICR PDF record
Use this guide to open the EICR PDF record.
Read the guide →Property & Compliance ManagementDelete EICR intake evidence safely
Use this guide to delete EICR intake evidence safely.
Read the guide →Property & Compliance ManagementUse EPC / MEES tracking
Use this guide to use EPC / MEES tracking.
Read the guide →Property & Compliance ManagementUpload EPC / MEES evidence
Use this guide to upload EPC / MEES evidence.
Read the guide →Property & Compliance ManagementParse EPC / MEES evidence
Use this guide to parse EPC / MEES evidence.
Read the guide →Property & Compliance ManagementReview and edit EPC / MEES details
Use this guide to review and edit EPC / MEES details.
Read the guide →Property & Compliance ManagementApprove a EPC / MEES compliance record
Use this guide to approve a EPC / MEES compliance record.
Read the guide →Property & Compliance ManagementOpen the EPC / MEES PDF record
Use this guide to open the EPC / MEES PDF record.
Read the guide →Property & Compliance ManagementDelete EPC / MEES intake evidence safely
Use this guide to delete EPC / MEES intake evidence safely.
Read the guide →Property & Compliance ManagementUse Smoke & CO Alarms tracking
Use this guide to use Smoke & CO Alarms tracking.
Read the guide →Property & Compliance ManagementUpload Smoke & CO Alarms evidence
Use this guide to upload Smoke & CO Alarms evidence.
Read the guide →Property & Compliance ManagementParse Smoke & CO Alarms evidence
Use this guide to parse Smoke & CO Alarms evidence.
Read the guide →Property & Compliance ManagementReview and edit Smoke & CO Alarms details
Use this guide to review and edit Smoke & CO Alarms details.
Read the guide →Property & Compliance ManagementApprove a Smoke & CO Alarms compliance record
Use this guide to approve a Smoke & CO Alarms compliance record.
Read the guide →Property & Compliance ManagementOpen the Smoke & CO Alarms PDF record
Use this guide to open the Smoke & CO Alarms PDF record.
Read the guide →Property & Compliance ManagementDelete Smoke & CO Alarms intake evidence safely
Use this guide to delete Smoke & CO Alarms intake evidence safely.
Read the guide →Property & Compliance ManagementUse Fire Risk Assessment tracking
Use this guide to use Fire Risk Assessment tracking.
Read the guide →Property & Compliance ManagementUpload Fire Risk Assessment evidence
Use this guide to upload Fire Risk Assessment evidence.
Read the guide →Property & Compliance ManagementParse Fire Risk Assessment evidence
Use this guide to parse Fire Risk Assessment evidence.
Read the guide →Property & Compliance ManagementReview and edit Fire Risk Assessment details
Use this guide to review and edit Fire Risk Assessment details.
Read the guide →Property & Compliance ManagementApprove a Fire Risk Assessment compliance record
Use this guide to approve a Fire Risk Assessment compliance record.
Read the guide →Property & Compliance ManagementOpen the Fire Risk Assessment PDF record
Use this guide to open the Fire Risk Assessment PDF record.
Read the guide →Property & Compliance ManagementDelete Fire Risk Assessment intake evidence safely
Use this guide to delete Fire Risk Assessment intake evidence safely.
Read the guide →Property & Compliance ManagementUse Legionella Risk Assessment tracking
Use this guide to use Legionella Risk Assessment tracking.
Read the guide →Property & Compliance ManagementUpload Legionella Risk Assessment evidence
Use this guide to upload Legionella Risk Assessment evidence.
Read the guide →Property & Compliance ManagementParse Legionella Risk Assessment evidence
Use this guide to parse Legionella Risk Assessment evidence.
Read the guide →Property & Compliance ManagementReview and edit Legionella Risk Assessment details
Use this guide to review and edit Legionella Risk Assessment details.
Read the guide →Property & Compliance ManagementApprove a Legionella Risk Assessment compliance record
Use this guide to approve a Legionella Risk Assessment compliance record.
Read the guide →Property & Compliance ManagementOpen the Legionella Risk Assessment PDF record
Use this guide to open the Legionella Risk Assessment PDF record.
Read the guide →Property & Compliance ManagementDelete Legionella Risk Assessment intake evidence safely
Use this guide to delete Legionella Risk Assessment intake evidence safely.
Read the guide →Property & Compliance ManagementUse Building Safety / Higher-Risk Buildings tracking
Use this guide to use Building Safety / Higher-Risk Buildings tracking.
Read the guide →Property & Compliance ManagementUpload Building Safety / Higher-Risk Buildings evidence
Use this guide to upload Building Safety / Higher-Risk Buildings evidence.
Read the guide →Property & Compliance ManagementParse Building Safety / Higher-Risk Buildings evidence
Use this guide to parse Building Safety / Higher-Risk Buildings evidence.
Read the guide →Property & Compliance ManagementReview and edit Building Safety / Higher-Risk Buildings details
Use this guide to review and edit Building Safety / Higher-Risk Buildings details.
Read the guide →Property & Compliance ManagementApprove a Building Safety / Higher-Risk Buildings compliance record
Use this guide to approve a Building Safety / Higher-Risk Buildings compliance record.
Read the guide →Property & Compliance ManagementOpen the Building Safety / Higher-Risk Buildings PDF record
Use this guide to open the Building Safety / Higher-Risk Buildings PDF record.
Read the guide →Property & Compliance ManagementDelete Building Safety / Higher-Risk Buildings intake evidence safely
Use this guide to delete Building Safety / Higher-Risk Buildings intake evidence safely.
Read the guide →Property & Compliance ManagementUse Asbestos Management tracking
Use this guide to use Asbestos Management tracking.
Read the guide →Property & Compliance ManagementUpload Asbestos Management evidence
Use this guide to upload Asbestos Management evidence.
Read the guide →Property & Compliance ManagementParse Asbestos Management evidence
Use this guide to parse Asbestos Management evidence.
Read the guide →Property & Compliance ManagementReview and edit Asbestos Management details
Use this guide to review and edit Asbestos Management details.
Read the guide →Property & Compliance ManagementApprove a Asbestos Management compliance record
Use this guide to approve a Asbestos Management compliance record.
Read the guide →Property & Compliance ManagementOpen the Asbestos Management PDF record
Use this guide to open the Asbestos Management PDF record.
Read the guide →Property & Compliance ManagementDelete Asbestos Management intake evidence safely
Use this guide to delete Asbestos Management intake evidence safely.
Read the guide →Property & Compliance ManagementUpload HMO / Licensing evidence
Use this guide to upload HMO / Licensing evidence.
Read the guide →Property & Compliance ManagementParse HMO / Licensing evidence
Use this guide to parse HMO / Licensing evidence.
Read the guide →Property & Compliance ManagementReview and edit HMO / Licensing details
Use this guide to review and edit HMO / Licensing details.
Read the guide →Property & Compliance ManagementApprove a HMO / Licensing compliance record
Use this guide to approve a HMO / Licensing compliance record.
Read the guide →Property & Compliance ManagementOpen the HMO / Licensing PDF record
Use this guide to open the HMO / Licensing PDF record.
Read the guide →Property & Compliance ManagementDelete HMO / Licensing intake evidence safely
Use this guide to delete HMO / Licensing intake evidence safely.
Read the guide →Property & Compliance ManagementUse Selective / Additional Licensing tracking
Use this guide to use Selective / Additional Licensing tracking.
Read the guide →Property & Compliance ManagementUpload Selective / Additional Licensing evidence
Use this guide to upload Selective / Additional Licensing evidence.
Read the guide →Property & Compliance ManagementParse Selective / Additional Licensing evidence
Use this guide to parse Selective / Additional Licensing evidence.
Read the guide →Property & Compliance ManagementReview and edit Selective / Additional Licensing details
Use this guide to review and edit Selective / Additional Licensing details.
Read the guide →Property & Compliance ManagementApprove a Selective / Additional Licensing compliance record
Use this guide to approve a Selective / Additional Licensing compliance record.
Read the guide →Property & Compliance ManagementOpen the Selective / Additional Licensing PDF record
Use this guide to open the Selective / Additional Licensing PDF record.
Read the guide →Property & Compliance ManagementDelete Selective / Additional Licensing intake evidence safely
Use this guide to delete Selective / Additional Licensing intake evidence safely.
Read the guide →Property & Compliance ManagementUse Wales Licensing / Registration tracking
Use this guide to use Wales Licensing / Registration tracking.
Read the guide →Property & Compliance ManagementUpload Wales Licensing / Registration evidence
Use this guide to upload Wales Licensing / Registration evidence.
Read the guide →Property & Compliance ManagementParse Wales Licensing / Registration evidence
Use this guide to parse Wales Licensing / Registration evidence.
Read the guide →Property & Compliance ManagementReview and edit Wales Licensing / Registration details
Use this guide to review and edit Wales Licensing / Registration details.
Read the guide →Property & Compliance ManagementApprove a Wales Licensing / Registration compliance record
Use this guide to approve a Wales Licensing / Registration compliance record.
Read the guide →Property & Compliance ManagementOpen the Wales Licensing / Registration PDF record
Use this guide to open the Wales Licensing / Registration PDF record.
Read the guide →Property & Compliance ManagementDelete Wales Licensing / Registration intake evidence safely
Use this guide to delete Wales Licensing / Registration intake evidence safely.
Read the guide →Property & Compliance ManagementUse Scotland Letting Agent Register tracking
Use this guide to use Scotland Letting Agent Register tracking.
Read the guide →Property & Compliance ManagementUpload Scotland Letting Agent Register evidence
Use this guide to upload Scotland Letting Agent Register evidence.
Read the guide →Property & Compliance ManagementParse Scotland Letting Agent Register evidence
Use this guide to parse Scotland Letting Agent Register evidence.
Read the guide →Property & Compliance ManagementReview and edit Scotland Letting Agent Register details
Use this guide to review and edit Scotland Letting Agent Register details.
Read the guide →Property & Compliance ManagementApprove a Scotland Letting Agent Register compliance record
Use this guide to approve a Scotland Letting Agent Register compliance record.
Read the guide →Property & Compliance ManagementOpen the Scotland Letting Agent Register PDF record
Use this guide to open the Scotland Letting Agent Register PDF record.
Read the guide →Property & Compliance ManagementDelete Scotland Letting Agent Register intake evidence safely
Use this guide to delete Scotland Letting Agent Register intake evidence safely.
Read the guide →Property & Compliance ManagementUse Northern Ireland Landlord Registration tracking
Use this guide to use Northern Ireland Landlord Registration tracking.
Read the guide →Property & Compliance ManagementUpload Northern Ireland Landlord Registration evidence
Use this guide to upload Northern Ireland Landlord Registration evidence.
Read the guide →Property & Compliance ManagementParse Northern Ireland Landlord Registration evidence
Use this guide to parse Northern Ireland Landlord Registration evidence.
Read the guide →Property & Compliance ManagementReview and edit Northern Ireland Landlord Registration details
Use this guide to review and edit Northern Ireland Landlord Registration details.
Read the guide →Property & Compliance ManagementApprove a Northern Ireland Landlord Registration compliance record
Use this guide to approve a Northern Ireland Landlord Registration compliance record.
Read the guide →Property & Compliance ManagementOpen the Northern Ireland Landlord Registration PDF record
Use this guide to open the Northern Ireland Landlord Registration PDF record.
Read the guide →Property & Compliance ManagementDelete Northern Ireland Landlord Registration intake evidence safely
Use this guide to delete Northern Ireland Landlord Registration intake evidence safely.
Read the guide →Property & Compliance ManagementUse England PRS Database tracking
Use this guide to use England PRS Database tracking.
Read the guide →Property & Compliance ManagementUpload England PRS Database evidence
Use this guide to upload England PRS Database evidence.
Read the guide →Property & Compliance ManagementParse England PRS Database evidence
Use this guide to parse England PRS Database evidence.
Read the guide →Property & Compliance ManagementReview and edit England PRS Database details
Use this guide to review and edit England PRS Database details.
Read the guide →Property & Compliance ManagementApprove a England PRS Database compliance record
Use this guide to approve a England PRS Database compliance record.
Read the guide →Property & Compliance ManagementOpen the England PRS Database PDF record
Use this guide to open the England PRS Database PDF record.
Read the guide →Property & Compliance ManagementDelete England PRS Database intake evidence safely
Use this guide to delete England PRS Database intake evidence safely.
Read the guide →Property & Compliance ManagementUse CMP / Client Money tracking
Use this guide to use CMP / Client Money tracking.
Read the guide →Property & Compliance ManagementUpload CMP / Client Money evidence
Use this guide to upload CMP / Client Money evidence.
Read the guide →Property & Compliance ManagementParse CMP / Client Money evidence
Use this guide to parse CMP / Client Money evidence.
Read the guide →Property & Compliance ManagementReview and edit CMP / Client Money details
Use this guide to review and edit CMP / Client Money details.
Read the guide →Property & Compliance ManagementApprove a CMP / Client Money compliance record
Use this guide to approve a CMP / Client Money compliance record.
Read the guide →Property & Compliance ManagementOpen the CMP / Client Money PDF record
Use this guide to open the CMP / Client Money PDF record.
Read the guide →Property & Compliance ManagementDelete CMP / Client Money intake evidence safely
Use this guide to delete CMP / Client Money intake evidence safely.
Read the guide →Property & Compliance ManagementUse HMRC / MTD tracking
Use this guide to use HMRC / MTD tracking.
Read the guide →Property & Compliance ManagementUpload HMRC / MTD evidence
Use this guide to upload HMRC / MTD evidence.
Read the guide →Property & Compliance ManagementParse HMRC / MTD evidence
Use this guide to parse HMRC / MTD evidence.
Read the guide →Property & Compliance ManagementReview and edit HMRC / MTD details
Use this guide to review and edit HMRC / MTD details.
Read the guide →Property & Compliance ManagementApprove a HMRC / MTD compliance record
Use this guide to approve a HMRC / MTD compliance record.
Read the guide →Property & Compliance ManagementOpen the HMRC / MTD PDF record
Use this guide to open the HMRC / MTD PDF record.
Read the guide →Property & Compliance ManagementDelete HMRC / MTD intake evidence safely
Use this guide to delete HMRC / MTD intake evidence safely.
Read the guide →Property & Compliance ManagementCreate a deposit protection intake
Use this guide to create a deposit protection intake.
Read the guide →Property & Compliance ManagementReview a deposit protection intake
Use this guide to review a deposit protection intake.
Read the guide →Property & Compliance ManagementApprove a deposit protection record
Use this guide to approve a deposit protection record.
Read the guide →Property & Compliance ManagementTransition a deposit protection workflow
Use this guide to transition a deposit protection workflow.
Read the guide →Property & Compliance ManagementStart a deposit return or deductions case
Use this guide to start a deposit return or deductions case.
Read the guide →Property & Compliance ManagementBuild a deposit deductions breakdown
Use this guide to build a deposit deductions breakdown.
Read the guide →Property & Compliance ManagementSave and initiate a deposit return case
Use this guide to save and initiate a deposit return case.
Read the guide →Property & Compliance ManagementOpen and resolve a deposit dispute
Use this guide to open and resolve a deposit dispute.
Read the guide →Property & Compliance ManagementComplete, close or reopen a deposit return case
Use this guide to complete, close or reopen a deposit return case.
Read the guide →Property & Compliance ManagementExport deposit return cases to CSV
Use this guide to export deposit return cases to CSV.
Read the guide →Property & Compliance ManagementPrint a deposit settlement summary
Use this guide to print a deposit settlement summary.
Read the guide →Property & Compliance ManagementGenerate a deposit protection PDF
Use this guide to generate a deposit protection PDF.
Read the guide →Property & Compliance ManagementSearch for a Right to Rent tenant
Use this guide to search for a Right to Rent tenant.
Read the guide →Property & Compliance ManagementUpload multiple Right to Rent evidence files
Use this guide to upload multiple Right to Rent evidence files.
Read the guide →Property & Compliance ManagementReview a Right to Rent intake
Use this guide to review a Right to Rent intake.
Read the guide →Property & Compliance ManagementAttach additional Right to Rent review evidence
Use this guide to attach additional Right to Rent review evidence.
Read the guide →Property & Compliance ManagementApprove a Right to Rent compliance record
Use this guide to approve a Right to Rent compliance record.
Read the guide →Property & Compliance ManagementGenerate a Right to Rent PDF certificate
Use this guide to generate a Right to Rent PDF certificate.
Read the guide →Property & Compliance ManagementDelete a Right to Rent intake safely
Use this guide to delete a Right to Rent intake safely.
Read the guide →Property & Compliance ManagementUse the Right to Rent audit workspace
Use this guide to use the Right to Rent audit workspace.
Read the guide →Property & Compliance ManagementUpload AML / KYC evidence
Use this guide to upload AML / KYC evidence.
Read the guide →Property & Compliance ManagementParse AML / KYC evidence
Use this guide to parse AML / KYC evidence.
Read the guide →Property & Compliance ManagementReview an AML / KYC intake
Use this guide to review an AML / KYC intake.
Read the guide →Property & Compliance ManagementAttach additional AML / KYC evidence
Use this guide to attach additional AML / KYC evidence.
Read the guide →Property & Compliance ManagementRecord a manual AML credit check
Use this guide to record a manual AML credit check.
Read the guide →Property & Compliance ManagementApprove an AML / KYC record
Use this guide to approve an AML / KYC record.
Read the guide →Property & Compliance ManagementSend an AML / KYC notification
Use this guide to send an AML / KYC notification.
Read the guide →Property & Compliance ManagementGenerate an AML / KYC PDF
Use this guide to generate an AML / KYC PDF.
Read the guide →Property & Compliance ManagementOpen an AML / KYC notification PDF
Use this guide to open an AML / KYC notification PDF.
Read the guide →Property & Compliance ManagementDelete AML / KYC evidence safely
Use this guide to delete AML / KYC evidence safely.
Read the guide →Property & Compliance ManagementUse the AML / KYC and sanctions audit
Use this guide to use the AML / KYC and sanctions audit.
Read the guide →Property & Compliance ManagementReview GDPR retention policies
Use this guide to review GDPR retention policies.
Read the guide →Property & Compliance ManagementBackfill retention metadata
Use this guide to backfill retention metadata.
Read the guide →Property & Compliance ManagementRun a GDPR retention dry run
Use this guide to run a GDPR retention dry run.
Read the guide →Property & Compliance ManagementApply a GDPR legal hold
Use this guide to apply a GDPR legal hold.
Read the guide →Property & Compliance ManagementRemove a GDPR legal hold
Use this guide to remove a GDPR legal hold.
Read the guide →Property & Compliance ManagementExecute GDPR retention actions
Use this guide to execute GDPR retention actions.
Read the guide →Property & Compliance ManagementReview GDPR retention audit logs
Use this guide to review GDPR retention audit logs.
Read the guide →Property & Compliance ManagementUnderstand GDPR anonymisation boundaries
Use this guide to understand GDPR anonymisation boundaries.
Read the guide →Property & Compliance ManagementReview the scheduled GDPR retention cycle
Use this guide to review the scheduled GDPR retention cycle.
Read the guide →Property & Compliance ManagementUse tenant information and prescribed documents
Use this guide to use tenant information and prescribed documents.
Read the guide →Property & Compliance ManagementCreate a tenant information service log
Use this guide to create a tenant information service log.
Read the guide →Property & Compliance ManagementReview a tenant information service log
Use this guide to review a tenant information service log.
Read the guide →Property & Compliance ManagementIssue an official tenant information pack
Use this guide to issue an official tenant information pack.
Read the guide →Property & Compliance ManagementUse tenant information pack acknowledgement
Use this guide to use tenant information pack acknowledgement.
Read the guide →Property & Compliance ManagementGenerate a tenant information service certificate
Use this guide to generate a tenant information service certificate.
Read the guide →Property & Compliance ManagementReview tenant information service evidence
Use this guide to review tenant information service evidence.
Read the guide →Property & Compliance ManagementUse possession and notice compliance
Use this guide to use possession and notice compliance.
Read the guide →Property & Compliance ManagementUpload a possession notice intake
Use this guide to upload a possession notice intake.
Read the guide →Property & Compliance ManagementParse and review a possession notice
Use this guide to parse and review a possession notice.
Read the guide →Property & Compliance ManagementApprove possession notice evidence
Use this guide to approve possession notice evidence.
Read the guide →Property & Compliance ManagementGenerate a possession notice PDF
Use this guide to generate a possession notice PDF.
Read the guide →Property & Compliance ManagementReview possession notice evidence
Use this guide to review possession notice evidence.
Read the guide →Property & Compliance ManagementUse the legacy Section 21 archive
Use this guide to use the legacy Section 21 archive.
Read the guide →Property & Compliance ManagementUse rent increase and bidding compliance
Use this guide to use rent increase and bidding compliance.
Read the guide →Property & Compliance ManagementCreate a rent increase or bidding intake
Use this guide to create a rent increase or bidding intake.
Read the guide →Property & Compliance ManagementReview and approve a rent increase or bidding record
Use this guide to review and approve a rent increase or bidding record.
Read the guide →Property & Compliance ManagementDelete a rent increase or bidding intake safely
Use this guide to delete a rent increase or bidding intake safely.
Read the guide →Property & Compliance ManagementUse the rent increase and bidding audit
Use this guide to use the rent increase and bidding audit.
Read the guide →Property & Compliance ManagementUse tenant fees and permitted payments
Use this guide to use tenant fees and permitted payments.
Read the guide →Property & Compliance ManagementCreate a tenant fee or permitted-payment log
Use this guide to create a tenant fee or permitted-payment log.
Read the guide →Property & Compliance ManagementReview and approve a tenant fee record
Use this guide to review and approve a tenant fee record.
Read the guide →Property & Compliance ManagementDelete a tenant fee log safely
Use this guide to delete a tenant fee log safely.
Read the guide →Property & Compliance ManagementUse the tenant fees audit
Use this guide to use the tenant fees audit.
Read the guide →Property & Compliance ManagementUse pet requests compliance
Use this guide to use pet requests compliance.
Read the guide →Property & Compliance ManagementCreate a pet request intake
Use this guide to create a pet request intake.
Read the guide →Property & Compliance ManagementReview and decide a pet request
Use this guide to review and decide a pet request.
Read the guide →Property & Compliance ManagementDelete a pet request intake safely
Use this guide to delete a pet request intake safely.
Read the guide →Property & Compliance ManagementUse the pet requests audit
Use this guide to use the pet requests audit.
Read the guide →Property & Compliance ManagementUse the Redress Scheme Membership register
Use this guide to use the Redress Scheme Membership register.
Read the guide →Property & Compliance ManagementReview and update Redress Scheme Membership
Use this guide to review and update Redress Scheme Membership.
Read the guide →Property & Compliance ManagementApprove and open the Redress Scheme Membership PDF
Use this guide to approve and open the Redress Scheme Membership PDF.
Read the guide →Property & Compliance ManagementReview and update ICO Data Protection Fee / Registration
Use this guide to review and update ICO Data Protection Fee / Registration.
Read the guide →Property & Compliance ManagementApprove and open the ICO Data Protection Fee / Registration PDF
Use this guide to approve and open the ICO Data Protection Fee / Registration PDF.
Read the guide →Property & Compliance ManagementUse the Estate Agency AML Supervision register
Use this guide to use the Estate Agency AML Supervision register.
Read the guide →Property & Compliance ManagementReview and update Estate Agency AML Supervision
Use this guide to review and update Estate Agency AML Supervision.
Read the guide →Property & Compliance ManagementApprove and open the Estate Agency AML Supervision PDF
Use this guide to approve and open the Estate Agency AML Supervision PDF.
Read the guide →Property & Compliance ManagementUse the Landlord Ombudsman register
Use this guide to use the Landlord Ombudsman register.
Read the guide →Property & Compliance ManagementReview and update Landlord Ombudsman
Use this guide to review and update Landlord Ombudsman.
Read the guide →Property & Compliance ManagementApprove and open the Landlord Ombudsman PDF
Use this guide to approve and open the Landlord Ombudsman PDF.
Read the guide →Property & Compliance ManagementReview and update Material Information
Use this guide to review and update Material Information.
Read the guide →Property & Compliance ManagementApprove and open the Material Information PDF
Use this guide to approve and open the Material Information PDF.
Read the guide →Property & Compliance ManagementUse financial sanctions checks
Use this guide to use financial sanctions checks.
Read the guide →Property & Compliance ManagementUse the legal governance register
Use this guide to use the legal governance register.
Read the guide →Property & Compliance ManagementUse the Legal & Audit dashboard
Use this guide to use the Legal & Audit dashboard.
Read the guide →Property & Compliance ManagementUse the approved records register
Use this guide to use the approved records register.
Read the guide →Property & Compliance ManagementUse official PDF reports
Use this guide to use official PDF reports.
Read the guide →Property & Compliance ManagementCreate authority or regulator exports
Use this guide to create authority or regulator exports.
Read the guide →Property & Compliance ManagementExport an audit register to CSV
Use this guide to export an audit register to CSV.
Read the guide →Property & Compliance ManagementExport an audit pack PDF
Use this guide to export an audit pack PDF.
Read the guide →Property & Compliance ManagementExport an audit evidence ZIP
Use this guide to export an audit evidence ZIP.
Read the guide →Property & Compliance ManagementRun a compliance audit backbone check
Use this guide to run a compliance audit backbone check.
Read the guide →Property & Compliance ManagementUse audit logs and chain of custody
Use this guide to use audit logs and chain of custody.
Read the guide →Property & Compliance ManagementUse the financial audit workspace
Use this guide to use the financial audit workspace.
Read the guide →Property & Compliance ManagementUse the tenancy audit workspace
Use this guide to use the tenancy audit workspace.
Read the guide →Property & Compliance ManagementUse the property audit workspace
Use this guide to use the property audit workspace.
Read the guide →Property & Compliance ManagementReview Gas Safety, EICR and EPC audit evidence
Use this guide to review Gas Safety, EICR and EPC audit evidence.
Read the guide →Property & Compliance ManagementReview fire, legionella and alarm audit evidence
Use this guide to review fire, legionella and alarm audit evidence.
Read the guide →Property Management FlowStart with Property Management Flow
Use Flow alongside the active Property & Compliance Management module.
Read the guide →Property Management FlowSet up Flow access and resolve missing tabs
An administrator must make the module available in the intended workspace and grant staff the permissions required for their duties.
Read the guide →Property Management FlowUse the Control Room and refresh intelligence
Open the Control Room when you need a prioritised view of the properties your account can access.
Read the guide →Property Management FlowOpen and use a Property Digital Twin
Choose an existing property; the Twin joins information already linked to that property rather than creating a second property record.
Read the guide →Property Management FlowTrace timeline events, documents and communications
Use the Universal property timeline, Documents & evidence and Communication history together when checking what happened to a property.
Read the guide →Property Management FlowRun Compliance Autopilot and investigate findings
Compliance Autopilot highlights exceptions in native evidence.
Read the guide →Property Management FlowAcknowledge, resolve, dismiss or reopen a compliance case
Use a case decision to record how the team is handling a detected exception.
Read the guide →Property Management FlowCreate a compliance task or remedial repair
Use a staff task for accountable follow-up and remedial maintenance when the case requires physical work at the property.
Read the guide →Property Management FlowBuild and preview a Zero-Chase rule
A rule combines a trigger, optional conditions, actions, a cooldown and a review policy.
Read the guide →Property Management FlowChoose the right Zero-Chase trigger and threshold
Read the trigger behaviour before setting a threshold.
Read the guide →Property Management FlowApprove, reject and evaluate automation work
Evaluate active rules can both queue candidates and execute work that is eligible to run.
Read the guide →Property Management FlowInvestigate automation recipients, failures and retries
Use the execution log to distinguish a processed queue item from a delivered message or created task.
Read the guide →Property Management FlowConfigure cooldowns and delayed escalation
Cooldown and escalation control repeated follow-up, but they do not replace a review of whether the underlying issue still exists.
Read the guide →Property Management FlowRead and explain property health and risk
Health is an operational score: a higher percentage means lower calculated risk.
Read the guide →Property Management FlowAsk the AI Property Manager and use morning briefings
Use AI Manager for operational questions within your authorised property scope and verify the answer against source records.
Read the guide →Property Management FlowCreate and triage a maintenance request in Flow
A Flow request is created in the existing maintenance system and receives a linked Flow work order.
Read the guide →Property Management FlowAllocate a supplier and request a quote
Use an active native supplier account and inspect its credential readiness before assigning work.
Read the guide →Property Management FlowRecord a quote and the landlord decision
A valid quote must be received before landlord approval can be recorded and work can progress to scheduling.
Read the guide →Property Management FlowSchedule an appointment and start work
Schedule work only after the quote has been approved.
Read the guide →Property Management FlowSubmit completion evidence and close a repair
Completion is a review stage.
Read the guide →Property Management FlowRecord and review contractor credentials
Record supplier evidence and its expiry so the team can review readiness before allocation.
Read the guide →Property Management FlowReview supplier performance and native invoice state
Use supplier performance as operational evidence alongside credential checks and the actual job history.
Read the guide →Property Management FlowCheck PRS readiness and export the register
This screen checks an internal preparation checklist.
Read the guide →Property Management FlowSet landlord, tenant and supplier portal policies
Portal policies refine access for existing native client identities; they do not create a second identity or replace the property/job relationship.
Read the guide →Property Management FlowUse Property Flow as a landlord
Sign in as the authorised landlord contact linked to the property and check that the team has enabled the functions you need.
Read the guide →Property Management FlowUse Property Flow as a tenant
Use your authorised tenant account to view the property and maintenance information made available by the property team.
Read the guide →Property Management FlowUse the supplier workbench for quotes and completion
Sign in with the native supplier account to see only jobs assigned to that supplier identity.
Read the guide →Property Management FlowCreate rent schedules and generate charges
An active tenant link and appropriate finance permissions are required before creating a rent schedule.
Read the guide →Property Management FlowRecord a receipt and understand rent allocation
Record a receipt only after verifying the real incoming payment and checking that it has not already been synchronised or reconciled.
Read the guide →Property Management FlowRead arrears ageing and landlord statements
Review allocations and source entries before acting on an overdue total or an amount shown as payable to a landlord.
Read the guide →Property Management FlowAdd an operational entry and sync supplier costs
Use manual entries only for amounts not already represented by a native source or rent schedule.
Read the guide →Property Management FlowStage and review a reconciliation CSV
Prepare a CSV with date and amount columns.
Read the guide →Property Management FlowMatch, manually resolve or ignore a transaction
Verify the actual transaction and target ledger entry before confirming a suggested or manual match.
Read the guide →Property Management FlowPlan and stage a governed migration
Migration creates native business records after review.
Read the guide →Property Management FlowMap columns, resolve duplicates and commit batches
Only valid staged rows are eligible for commit.
Read the guide →Property Management FlowImport properties with the Migration Centre
A property description/name is required.
Read the guide →Property Management FlowImport landlords with the Migration Centre
Name/company is required.
Read the guide →Property Management FlowImport tenants with the Migration Centre
Name/company and a resolvable property reference are required.
Read the guide →Property Management FlowImport tenancies with the Migration Centre
Property reference, an email resolving an existing tenant account and tenancy_start_date are required.
Read the guide →Property Management FlowImport suppliers with the Migration Centre
Name/company is required and any supplied email must be valid.
Read the guide →Property Management FlowImport compliance records with the Migration Centre
A resolvable property reference and compliance_type are required.
Read the guide →Property Management FlowImport maintenance requests with the Migration Centre
A resolvable property reference and subject are required.
Read the guide →Property Management FlowTroubleshoot missing records, uploads and background work
Start with the exact property, record reference, action and error message.
Read the guide →Property & Compliance ManagementStart with the joined property and compliance workspace
Your property team can follow a home, its people and its compliance evidence through the joined module. Existing records remain the starting point.
Read the guide →Property & Compliance ManagementChoose the right property or compliance menu
Begin with the two header tabs. The groups beneath them organise day-to-day property work and the evidence that supports it.
Read the guide →Property & Compliance ManagementUse Quick Actions to start routine admin work
Quick Actions gives administrators shortcuts to the existing forms. Each destination still has its normal checks.
Read the guide →Property & Compliance ManagementCheck who can see and change property records
Plan access around each person’s duties, then check it against a real property in the intended company.
Read the guide →Property & Compliance ManagementUpdate bookmarks after the module merger
Replace old entry points by following the current menus and checking the same business references.
Read the guide →Property & Compliance ManagementInvite an applicant to the correct property
Use the invitation when you already know the applicant and property. Open public intake is a separate entry route.
Read the guide →Property & Compliance ManagementSave and progress an onboarding case
Continue the saved case and use the next-step panel to understand what is ready and what remains blocked.
Read the guide →Property & Compliance ManagementFollow up a maintenance or onboarding email
Check the record and the intended recipient before deciding whether another message is needed.
Read the guide →Property & Compliance ManagementCheck the documents and branding people receive
Read the actual output from the intended workspace before relying on its appearance or sharing its evidence.
Read the guide →Property & Compliance ManagementTake compliance evidence from receipt to review
Keep the original document, the reviewer’s decision and the later notification or audit output connected.
Read the guide →Property & Compliance ManagementFind a guide for the work in front of you
Use the reviewed library to move from a property-team task to its instructions, requirements and result checks.
Read the guide →Property & Compliance ManagementFind a record in Synced Compliance Index
Trace a compliance entry back to its linked property or supplier when the details need checking.
Read the guide →Property & Compliance ManagementRecord postal tracking for a compliance notification
Keep the postal reference with the notice so the team can follow its dispatch history.
Read the guide →Property & Compliance ManagementStart a renewal from an approved onboarding pack
Prepare the next tenancy period from an approved pack while keeping the signed agreement history.
Read the guide →Property & Compliance ManagementReview due compliance before extending an approved tenancy
Check the property’s compliance position before taking a tenancy extension forward.
Read the guide →Property & Compliance ManagementTerminate or reopen an onboarding application
Close or resume the onboarding workflow with a clear record of the property and people involved.
Read the guide →Property & Compliance ManagementReplace a pending or rejected supplier invoice
Correct the invoice on an existing completed job and return it to the team for review.
Read the guide →Property & Compliance ManagementReview Landlord Ombudsman Audit
Bring landlord ombudsman evidence and its notification history together for a focused review.
Read the guide →Property & Compliance ManagementReview PRS Database Audit
Find the PRS database records and messages your team has retained, then check the underlying evidence.
Read the guide →Property & Compliance ManagementReview CMP / Client Money / Redress Audit
Review the recorded client money and redress evidence before sharing an audit response.
Read the guide →Property & Compliance ManagementReview ICO / Data Protection Audit
Follow the evidence behind your recorded data-protection registration and related notifications.
Read the guide →Property & Compliance ManagementReview Estate Agency AML Audit
Check the agency’s AML supervision evidence alongside the recorded follow-up messages.
Read the guide →Property & Compliance ManagementReview Deposit Protection Audit
Return to the source deposit record when checking the protection evidence in an audit.
Read the guide →Property & Compliance ManagementReview Wales Compliance Audit
Review the Wales registration and licensing evidence your team has already recorded.
Read the guide →Property & Compliance ManagementReview Scotland Letting Agent Audit
Find the Scottish letting-agent evidence and follow its recorded notification trail.
Read the guide →Property & Compliance ManagementReview Northern Ireland Registration Audit
Check the retained Northern Ireland registration evidence and its associated messages.
Read the guide →Property & Compliance ManagementReview Material Information Audit
Trace material-information checks to the records and evidence that support them.
Read the guide →Property & Compliance ManagementReview HMO / Licensing Audit
Review the recorded HMO and licensing evidence before preparing an audit response.
Read the guide →Property & Compliance ManagementReview Building Safety Audit
Keep a building-safety review connected to its source records and supporting documents.
Read the guide →Property & Compliance ManagementReview Asbestos Audit
Find the asbestos evidence behind the audit view and check the recorded follow-up history.
Read the guide →Compliance & evidenceSet expiry dates, reminders and accountable owners
Set expiry dates, reminders and accountable owners in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Maintenance & repairsEscalate, reopen and report on a repair
Escalate, reopen and report on a repair in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Tenancies & portalsLandlord portal: portfolio, repairs and financial visibility
Landlord portal: portfolio, repairs and financial visibility in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesCRM: capture an enquiry and manage a sales pipeline
CRM: capture an enquiry and manage a sales pipeline in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesCRM: convert a qualified lead to a customer
CRM: convert a qualified lead to a customer in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesPractice management: create a client project
Practice management: create a client project in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesPractice management: assign tasks and track time
Practice management: assign tasks and track time in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesPrepare a proposal or estimate and track acceptance
Prepare a proposal or estimate and track acceptance in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Developed module guidesCreate and manage contracts and supporting documents
Create and manage contracts and supporting documents in the live Proplix workspace, with a narrated walkthrough, clear steps and checks.
Read the guide →Getting startedCompany Details, Localisation and Currency
Explore company details, localisation and currency in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Getting startedEmail Provider and Reply-To Settings
Explore email provider and reply-to settings in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Properties & ownersAdd a Tenant and Contact
Explore add a tenant and contact in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Properties & ownersAdd a Supplier and Contact
Explore add a supplier and contact in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesSubscriptions
Explore subscriptions in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesExpenses
Explore expenses in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesXero Accounting
Explore xero accounting in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesQuickBooks Accounting
Explore quickbooks accounting in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesSage Accounting
Explore sage accounting in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Compliance & evidenceOne-Off Compliance
Explore one-off compliance in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesGoogle Workspace
Explore google workspace in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesSolution Catalogue
Explore solution catalogue in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesCustomer Support
Explore customer support in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesTax Compliance and Online Filing
Explore tax compliance and online filing in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesEstimate Requests
Explore estimate requests in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Developed module guidesKnowledge Base
Explore knowledge base in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Integrations & customisationWorkspace Utilities
Explore workspace utilities in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Integrations & customisationOperational Reports
Explore operational reports in Proplix with a focused live walkthrough, English captions and the controls shown in the application.
Read the guide →Zapier Ready IntegrationZapier Ready Integration: start here
Understand Zapier Ready Integration in Proplix: supported lead workflows, workspace access, connection requirements and checks before live use.
Read the guide →Zapier Ready IntegrationFind the Zapier integration screen
Find the Proplix Zapier connector, understand its current screen name and read connection, webhook and delivery statistics.
Read the guide →Zapier Ready IntegrationPrepare accounts and access for Zapier
Check the accounts, permissions, lead settings and rollout responsibilities needed before connecting Proplix to Zapier.
Read the guide →Zapier Ready IntegrationChoose the correct workspace URL
Find the right Proplix workspace address for Zapier and avoid marketing, login, customer-portal and cross-company URL mistakes.
Read the guide →Zapier Ready IntegrationConnect a workspace to Zapier
Follow the approved Proplix Zapier connection flow, review consent and verify the selected workspace before creating live automations.
Read the guide →Zapier Ready IntegrationUnderstand Zapier permissions and consent
Understand identity, lead and webhook permissions in Proplix and what happens when staff access or connection authorisation changes.
Read the guide →Zapier Ready IntegrationSend new lead events to a Zap
Configure and test a New Lead workflow in Proplix, understand queued delivery and avoid assuming historical or every-update coverage.
Read the guide →Zapier Ready IntegrationCreate a CRM lead from a Zap
Map a Zapier action into a Proplix lead, choose valid source and status values and verify the saved record before enabling live intake.
Read the guide →Zapier Ready IntegrationFind a lead before taking action
Search Proplix leads by email, phone or text from an approved Zapier workflow and handle missing or multiple matches deliberately.
Read the guide →Zapier Ready IntegrationMap lead fields, sources and staff correctly
Check the lead fields supported by the Proplix connector, workspace-local IDs, value lengths and mapping choices before publishing a Zap.
Read the guide →Zapier Ready IntegrationTest and publish a Zap safely
Run a controlled Proplix Zapier pilot, check both ends of the workflow and establish monitoring and a pause procedure before live use.
Read the guide →Zapier Ready IntegrationUnderstand queued events, retries and delays
Read Proplix webhook delivery statistics, understand retry behaviour and investigate delayed or failed events without blindly repeating writes.
Read the guide →Zapier Ready IntegrationPrevent duplicate leads and automation loops
Design Proplix Zapier workflows that check existing records, avoid uncertain replays and do not feed new leads back into an endless loop.
Read the guide →Zapier Ready IntegrationRefresh or reconnect an expired connection
Understand Proplix connection expiry, rotating refresh credentials and when to retest or reconnect an approved Zapier app.
Read the guide →Zapier Ready IntegrationPause, disconnect or hand over a Zapier workflow
Pause Proplix automations, arrange connection revocation and transfer ownership without confusing Zap deletion with CRM data deletion.
Read the guide →Zapier Ready IntegrationResolve Zapier connection and lead errors
Work through Proplix Zapier workspace, authorisation, validation, rate-limit and delivery errors using safe checks and useful support evidence.
Read the guide →Zapier Ready IntegrationControl the data shared through Zapier
Review what the Proplix Zapier connector reads and sends, limit destination data and manage access, credentials and retention responsibly.
Read the guide →Zapier Ready IntegrationCheck supported actions and operating limits
Check the current Proplix Zapier connector scope, action boundaries, search limits, delivery behaviour and features that need separate integration work.
Read the guide →Zapier Ready IntegrationPrepare a useful Zapier support request
Give Proplix support the right workspace, run references and verification details while keeping customer data and credentials out of the request.
Read the guide →Zapier Ready IntegrationZapier connector API reference for integrators
Use the current Proplix lead API, OAuth and REST Hook contracts through an approved integration, with the correct methods, scopes and boundaries.
Read the guide →Zapier Ready IntegrationZapier Ready Integration: common client questions
Find practical answers about Proplix Zapier availability, setup, costs, lead workflows, ownership, privacy, delays and support.
Read the guide →No matching guides yet. Try a shorter phrase, choose another topic or ask the Proplix team.