Choose the first workflows
Tell us what your team manages today, where handovers slow down and what a good result would look like. Pick a manageable starting scope and name the people who will approve it.
A practical path from first conversation to launch
Move to Proplix with a plan your team can follow
Start with the work that matters most, then build the rollout around it. We help you define the records, people, connections and checks needed for a useful launch, with delivery responsibilities and costs agreed before work begins.
Six steps to a considered rollout
Agree records and pricing
Confirm your property or building record structure. Rooms within one record do not add to the billable count. Use the pricing calculator and billing guide to check the starting position.
Prepare and map the data
Identify source systems, remove duplicates and agree how fields map to the new records. Check a representative sample before a wider import. Our data preparation guide explains what to gather.
Configure roles and connections
Choose modules, permissions, portals and integrations around the agreed tasks. Confirm provider access and data direction. Scope any custom development separately, including acceptance criteria and dependencies.
Test with the people doing the work
Walk through real examples: add a record, hand over a repair, review evidence and check portal visibility. Reconcile imported counts and key fields. Record and resolve issues before launch approval.
Train, launch and review
Agree a launch window, ownership, training and the support route. Give your team the Help Centre and review the first working cycle together. The rollout guide helps you prepare.
A clear proposal before delivery starts
Your property subscription provides catalogue availability and unlimited users and staff. Migration, configuration, custom development, integration work, training and third-party charges are separately agreed where needed. You can make unlimited customisation requests; each piece of delivery work is scoped and quoted.
Bring your approximate property count, a list of current tools and one example workflow to the first conversation. Avoid sending live tenant records at this stage. We will agree the information and transfer route needed for a proper assessment.
Bring us one workflow you want to improve
Share your property count, current tools and the work that slows your team down. We will map a practical next step with you.