Guides for Setup & Settings, Company & Utilities, reports, media, calendar, announcements, staff, roles, custom fields and related admin controls.
Each guide below is linked to the wider help centre so users can move naturally between related features.
The custom Company & Utilities menu brings together Knowledge Base, Timesheets Overview, Sales Reports, Expenses Reports, Income vs Expenses, Leads Reports, KB Articles Report, Media, Bulk PDF Export, Calendar, Announcements, Activity Log, Ticket Pipe Log, Surveys and Goals.
Settings & UtilitiesThis guide covers the utility-style areas used for shared visibility and operational review: media browsing, calendar access, announcements, activity log and ticket pipe log.
Settings & UtilitiesThe audited admin build includes dedicated controllers for Staff, Roles, Departments, Custom Fields and Filters. This guide explains where those control points sit and how they are best used together.
Settings & UtilitiesThe current admin build exposes Emails, Currencies, Taxes, Payment Modes, Invoice Items and related financial setting controllers. This guide explains the verified configuration areas that support commercial workflows.
The custom Company & Utilities menu brings together Knowledge Base, Timesheets Overview, Sales Reports, Expenses Reports, Income vs Expenses, Leads Reports, KB Articles Report, Media, Bulk PDF Export, Calendar, Announcements, Activity Log, Ticket Pipe Log, Surveys and Goals.
This guide covers the utility-style areas used for shared visibility and operational review: media browsing, calendar access, announcements, activity log and ticket pipe log.
The audited admin build includes dedicated controllers for Staff, Roles, Departments, Custom Fields and Filters. This guide explains where those control points sit and how they are best used together.
The current admin build exposes Emails, Currencies, Taxes, Payment Modes, Invoice Items and related financial setting controllers. This guide explains the verified configuration areas that support commercial workflows.
Start here for the verified layout of the Proplix admin area, login flow, top navigation and the Setup & Settings structure used across the current application build.
Use these guides for the operational menu areas grouped under Work & Operations, including projects, tasks and support.
This category documents the verified real estate module menus: Property Operations, Requests & Applications, customer-linked records, maintenance and reports.
Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.