Frequently Asked Questions
Quick answers for the most common questions about navigating PropFlow, managing workspaces, and using the core modules.
Help CentreOpen resource
Knowledge base
Resources designed to get your team to value faster.
Practical guides drawn straight from the product, so your team can set up, adopt with confidence, and start running the portfolio sooner.
User Guide
A practical guide to the dashboard, properties, leasing, maintenance, reports, settings, and support resources.
Help CentreOpen resource
Onboarding & Training
A rollout-oriented starting point for onboarding new staff, downloading the onboarding guide, and sequencing first-use training.
Help CentreOpen resource
Understand the workspace layout
Begin with the shell structure so your team knows where each core workflow lives before diving into record-level work.
Guided workflowsOpen resource
Keep your asset structure clear
Properties, units, and organisation data form the backbone of the wider portal experience.
Guided workflowsOpen resource
Manage listings and leads smoothly
The leasing flow is designed to move from property selection into listing launch and then into lead handling.
Guided workflowsOpen resource
Prepare the workspace foundation
Start by making the workspace safe and legible before day-to-day staff begin operating inside it.
OnboardingOpen resource
Train staff on the operating flow
Anchor training around the actual module sequence teams will use, not isolated screens.
OnboardingOpen resource
Stabilize adoption and self-service support
After rollout, make guidance reusable so supervisors are not re-explaining the same flows repeatedly.
OnboardingOpen resource
Onboarding focus
A rollout path that covers setup, adoption, and operating rhythm.
Follow a clear checklist across setup, data import, team access, and the day-to-day rhythm that keeps your portfolio running smoothly.
✓
Access and permissions reviewedVerify each operator starts with the correct workspace role and knows which actions remain admin-only.
✓
Core workflow walkthrough completedTrain from dashboard into properties, leasing, operations, reports, and settings rather than teaching modules in isolation.
✓
Guidance surfaces sharedMake sure staff know where to find FAQs, User Guide, Onboarding & Training, and the Resources library.
✓
Support escalation path understoodConfirm when teams should self-serve, when they should ask an internal admin, and when to use support routes.
FAQ
Clear answers to the questions teams ask most.
Straightforward guidance on onboarding, support, billing, workflow fit, and exactly what's included across the platform.
PropFlow is a property operations workspace for keeping portfolio activity in one place. It helps your team manage listings, leads, leases, tenants, maintenance, reports, settings, and everyday operational follow-up from a single interface.
Start on the dashboard to review the top-level metrics, upcoming actions, and alerts. From there you can move into properties, leasing, operations, or reports depending on what needs attention first.
Use the Properties and Units areas in the sidebar to review inventory, open details, and keep portfolio structure up to date. These pages are designed to show high-level records first, then let you drill into the specifics for each asset or unit.
Open Listings and use the create listing flow to choose the source property, confirm the address and summary details, and move the listing into the active workspace view. Once created, the listing detail page gives you space for media, publishing checks, and contact information.
Use the Leasing section for listings and leads. Listings help you manage the marketing side, while leads help you track interest, follow-up, and movement toward viewings or applications.
Leases and tenants help tie occupancy and account information back to the portfolio. They sit alongside listings, reports, and maintenance so your team can see the operational picture rather than treating each workflow as a separate system.
Go to Maintenance under Operations to review requests, status, and ongoing work. That area is meant for day-to-day issue tracking, supplier coordination, and making sure open items do not disappear between updates.
Use Reports for portfolio summaries and performance views, and use Data Transfer when you need templates, imports, exports, or structured data movement. These areas are intended to support both quick review and more formal reporting workflows.
Yes. The Settings page is where you can review workspace controls such as regional defaults, security preferences, notification behavior, export settings, and the new Resources area for support and guidance.
Resources is the renamed support and guidance area inside Settings. It gathers reusable templates, support paths, community links, and other references that help staff work more confidently inside the platform.
The Help Centre is the operational guidance area in the sidebar. It gives your team three fast destinations: Frequently Asked Questions for quick answers, User Guide for structured walkthroughs, and Onboarding & Training for rollout-oriented guidance and starter materials.
Notifications are designed to keep important reminders, alerts, and follow-up moments visible. The Notifications page and the settings controls work together so teams can shape delivery behavior without losing critical signals.
Yes. Team members and access settings are part of the broader workspace controls. The platform is designed so different operational roles can review the same portfolio from the perspective that matters to them.
Yes. The resources area includes mobile app guidance so your team can understand where quick field updates and light-touch follow-up fit best within the wider desktop workflow.