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  • Welcome to PropLink
  • How the platform fits together
  • Choose your starting point
  • Accept your invitation
  • Set up your organisation
  • Turn on the modules you need
  • Invite your team
  • Add your first site
  • Add your first units
  • Connect your first bank account
  • A quick tour of the interface
  • What to do next, by role
  • What PropLink is
  • The PropLink ecosystem
  • Product modules
  • Organisations and multi-tenancy
  • Subdomain architecture
  • Roles, permissions and scoping
  • Soft delete, archive and restore
  • The audit trail
  • Currencies, tax rates and locale
  • The PropLink data model
  • UK compliance landscape
  • Overview
  • Estates
  • Sites
  • Buildings, floors and spaces
  • Units
  • Overview
  • The contact directory
  • Contact types
  • Positions and connections
  • Linking contacts to records
  • Companies as contacts
  • Bulk import contacts
  • GDPR and data subject requests
  • Merge duplicate contacts
  • Overview
  • Add a vendor
  • Service categories
  • Insurance and certifications
  • Bulk import vendors
  • Vendor performance
  • Preferred contractor lists
  • Overview
  • Lease schedules
  • Service charges
  • Ground rent
  • Debtor invoices
  • Receipts and payments
  • Credit notes and overpayments
  • Arrears management
  • Freeholder income and payouts
  • Creditor invoices (bills)
  • Creditor payments
  • Bank accounts
  • Bank reconciliation
  • General ledger
  • Overview
  • Spaces and rooms
  • Asset registers
  • FM forecasting and budgetingBeta
  • The compliance matrix
  • Service agreements
  • FM reporting
  • Overview
  • The Building Safety Act 2022
  • What qualifies as an HRB
  • Register an HRB site
  • The Principal Accountable Person
  • The Golden ThreadComing soon
  • Safety case reportsComing soon
  • Mandatory occurrence reportingComing soon
  • Resident engagement strategyComing soon
  • Overview
  • The Renters Rights Act
  • TenanciesComing soon
  • Rent collectionComing soon
  • Deposit protectionComing soon
  • Section 8 and Section 21Coming soon
  • Property condition and inventoriesComing soon
  • HMO licensingComing soon
  • Right to Rent checksComing soon
  • Overview
  • Events, work orders and issues
  • Maintenance events
  • The compliance matrix
  • Work orders
  • Issues
  • Service agreements
  • Insurance and claims
  • Overview
  • Tickets vs issues vs work orders
  • Create a ticket
  • Categories, priorities and SLAs
  • Assign a ticket
  • Conversation threads
  • Linking tickets
  • Email-to-ticket routing
  • Close and reopen a ticket
  • Ticket reports
  • Ticket settings
  • Overview
  • Email templates
  • Send a single email
  • Bulk announcements
  • The communications log
  • Notification preferences
  • PropLink Chat (WhatsApp)Coming soon
  • SMS messagingComing soon
  • Push notifications
  • Overview
  • Folders and hierarchy
  • Upload a file
  • Bulk upload
  • File permissions
  • Search files
  • Document versioningBeta
  • Document expiry trackingComing soon
  • Exports and backups
  • Overview
  • Trial balance
  • Profit and loss
  • Balance sheet
  • General ledger detail
  • Unit statement
  • Unit budget certificate
  • Aged debtors
  • Aged creditors
  • Service charge year-end pack
  • VAT report
  • Portfolio summary
  • Site performance
  • Compliance status
  • Work order analytics
  • Vendor performance
  • Custom reportsBeta
  • Scheduling and emailed reports
  • Overview
  • ResidencePort
  • ContractorPort
  • BuildingThreadComing soon
  • Facility Report mobile app
  • OverviewComing soon
  • The chat interfaceComing soon
  • Sample questionsComing soon
  • Predictive maintenanceComing soon
  • Automated draftingComing soon
  • Data privacyComing soon
  • Overview
  • Arrears workflows
  • Maintenance workflows
  • Approval chains
  • Scheduled actions
  • Execution log
  • Best practice
  • Overview
  • Your account
  • Organisation settings
  • Users and access
  • Financial settings
  • Site configurations
  • Templates
  • Audit logs
  • Data import
  • Data export
  • Overview
  • GoCardless
  • Stripe
  • SendGrid
  • Mapbox and Google Maps
  • Gotenberg
  • WebhooksComing soon
  • Public APIComing soon
  • Property management glossary
  • Accounting glossary
  • Site fields
  • Unit fields
  • Contact fields
  • Invoice fields
  • Payment fields
  • Work order fields
  • Issue fields
  • Status references
  • Permissions reference
  • Roles reference
  • Keyboard shortcuts
  • CSV import templates
  • Supported file types
  • Overview
  • I can't log in
  • My organisation is missing
  • A site is missing from my sidebar
  • Permission denied on a usual page
  • Bank statement shows zero rows
  • GoCardless reconnection required
  • Reconciled bank line is wrong
  • I can't void a payment
  • An invoice won't approve
  • PDF download is blank
  • An email didn't arrive
  • Push notifications missing
  • ResidencePort says no access
  • Contractor's portal link broken
  • Import file failed validation
  • Two different totals on one screen
  • Maintenance event no work order
  • Section 20 stuck in stage
  • Locked budget needs changing
  • User keeps being logged out
  • Latest release

PropLink Docs

Everything you need to run PropLink, in one place.

Step-by-step guides, concept explainers and reference material for everyone using PropLink. Written in plain English and kept up to date with every release.

Start with the basics Glossary

Pick a product

Each PropLink product has its own section. Shared features sit alongside them.

Block Management

Service charges, leaseholder accounting, ground rent and resident communications.

Facilities Management

Asset registers, planned maintenance, compliance tracking and contractor oversight.

Building Safety (HRB)

High-risk buildings under the Building Safety Act 2022.

Coming soon

Lettings

Tenancies, rent collection and Renters Rights Act compliance.

Quick links

The pages people open first.

Get started

Stand up your organisation, add a site and invite your team.

Core concepts

How PropLink fits together, in plain English.

Portals and apps

ResidencePort, ContractorPort, BuildingThread and the Facility Report app.

Integrations

GoCardless, Stripe, SendGrid and the rest.

Coming soon

PropManager AI

The AI layer planned to sit on top of PropLink.

Troubleshooting

Symptom-led articles for when something is not behaving.

Popular pages right now

  • Set up a service charge budget
  • Reconcile a bank statement
  • Run an arrears workflow
  • Invite a resident to ResidencePort
  • Register an HRB site
  • Glossary of property management terms

On this page

No sub-sections on this page.

Product

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  • Release notes
  • System status

Help

  • Getting started
  • Troubleshooting
  • Glossary

Company

  • About PropLink
  • Contact
  • Book a demo

Legal

  • Privacy
  • Terms
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