Commercial records
Identify estimates, invoices, contracts, expenses or related records that need to stay connected.
Administrative and reporting scope
Plan the controls that support confident management and growth.
Administrative and reporting requirements for Proplix, including finance records, reporting, roles, settings and governance.
Areas to confirm during the discussion
The purpose is to understand the real operating requirement before proposing configuration, delivery or commercial terms.
Reporting and oversight
Confirm operational, service and management reporting needed by each role.
Roles and governance
Define platform administration, approval authority and access boundaries.
What the tailored proposal can cover
Only the confirmed requirements are carried into the written proposal.
Configured administrative areasOnly the required finance, reporting and governance areas.
Implementation responsibilitiesSettings, templates, permissions, data inputs and validation.
Ongoing supportAgreed assistance for administrators, reporting and controlled change.
Plan the implementation around your operation.
Your platform price is based on your property count, with unlimited staff. We quote any customisation, migration or integration work separately against a clear scope.