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PropFlowProperty operations platform
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User guide

Learn PropFlow the way your team actually works.

A structured walkthrough of every core workflow, from the dashboard to leasing, operations, reporting, and support.

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6 guided sectionsBuilt around real modulesGreat for new and existing staff
A property manager working inside the PropFlow workspace
Walkthrough

Follow the same path your team will use every day.

Each section maps to a part of the workspace, so staff build confidence in the order they will actually work.

1
Getting startedUnderstand the workspace layout

Begin with the shell structure so your team knows where each core workflow lives before diving into record-level work.

✓Use the dashboard for a quick overview of portfolio activity, attention items, and daily priorities.
✓Navigate by module from the sidebar instead of relying on disconnected pages, so your workflow stays consistent.
✓Use the page headers and quick routes to move between operations, leasing, reporting, and settings faster.
2
Portfolio setupKeep your asset structure clear

Properties, units, and organisation data form the backbone of the wider portal experience.

✓Review organisation information so branding, identity, and workspace context stay aligned.
✓Keep property and unit records clean so listings, leases, and operational actions inherit the right context.
✓Use reports and quick links to cross-check whether core portfolio data is still complete and current.
3
Leasing workflowManage listings and leads smoothly

The leasing flow is designed to move from property selection into listing launch and then into lead handling.

✓Create listings from existing source properties so the address and summary structure stay consistent.
✓Use the listing detail page to review media, publish readiness, and the overview layout before sharing widely.
✓Track follow-up through the leads area to keep conversations, viewings, and next actions visible.
4
OperationsHandle day-to-day work without losing context

Operational pages are meant to support real follow-up work, not just static record storage.

✓Use maintenance to track requests, status, and action history in one place.
✓Use integrations and archive to monitor supporting operational systems and older records when needed.
✓Check notifications regularly so reminders and pending actions do not stall across the team.
5
ReportingReview performance and share updates

Reporting should help both internal review and stakeholder communication.

✓Use reports for recurring portfolio summaries and more formal review points.
✓Use Data Transfer when you need templates, structured handoff, or bulk movement of information.
✓Keep export defaults and categories tidy so repeat reporting stays consistent.
6
SupportUse Resources and Help Centre together

The portal now separates settings-side resources from navigation-side help so teams can find what they need faster.

✓Open Resources from Settings for reusable templates, support references, and guidance destinations.
✓Open Help Centre from the sidebar when you need a quick answer or a structured walkthrough.
✓Use Frequently Asked Questions first for quick clarification, move to the User Guide for deeper step-by-step orientation, and use Onboarding & Training when you need a more deliberate rollout sequence for new staff.
Roll it out

Pair the guide with a structured onboarding plan.

The User Guide explains how the workspace works. The onboarding plan sequences who learns what, and when, so adoption sticks across the whole team.

✓A day-by-day rollout from setup to live operations
✓A reusable checklist for every new staff member
✓Clear self-serve paths before anyone escalates
A property team reviewing the workspace together