Sites

A site is the central object in PropLink. Every unit, every invoice, every work order, every ticket lives on a site. Almost everything you do as a property manager starts by opening a site.

What a site holds

A single site page in PropLink has many tabs. Which appear depends on which product modules the site sits in.

Create a site

Covered in the Add your first site guide. Briefly:

1. Portfolio → Sites → Create site.
2. Name, internal reference, address, products.
3. Optionally assign to an estate.
4. Save.

Edit site details

1. Open Portfolio → Sites → your site → Edit.
2. Change any field. PropLink shows which fields will affect other records when saved.
3. Save.

Some changes have downstream effects:

• Changing the address re-geocodes the site. Maps update immediately.
• Adding a product creates the corresponding workspace record (BmSite, FmSite, etc.). The site's sidebar adds the new tabs.
• Removing a product hides those tabs but keeps the data. You can switch the product back on later without losing history.
• Changing the estate reassigns the site's place in the rollup.

Site classifications

A site can be tagged with one or more product classifications. The classification is what determines which workspace tabs appear:

• BM: Block Management
• FM: Facilities Management
• LT: Lettings (Coming soon for full features)
• HRB: High-risk building under the Building Safety Act

A site can be all four. Mixed-use developments often are.

Site contacts

Every site has a few canonical contact roles. Set them under Site → Contacts:

Site Manager

The person responsible for the site day to day. Often a PropLink user with Site Manager role.

Client Director

The director from the client side (RMC director, freeholder representative) you report to.

Company

The legal entity that owns or manages the property (usually a RMC or freeholder company).

Freeholder

The freeholder contact, used for ground rent and freeholder payouts.

Client

For managing agents, the client contact on this site.

Any number of additional contacts can be linked with custom roles via the contact directory.

Site configuration templates

To onboard new sites quickly, you can save common settings as a site configuration template: default tax rates, default ledger accounts, default arrears workflow, default invoice templates, default frequency. When you create a new site you pick a template and the defaults are applied.

See Site configurations.

Bulk import sites

For onboarding portfolios in bulk:

1. Open Portfolio → Sites → Import.
2. Download the CSV template. Headers include reference, name, address_line_1, postcode, products, estate_reference.
3. Fill one row per site. The products column accepts a pipe-separated list, for example bm|hrb for a Block Management site that is also a high-risk building.
4. Upload the CSV.
5. PropLink validates each row against:
   • duplicate references
   • postcode format
   • product names matching the active modules
   • estate references existing
6. Confirm to commit the import.

A worked example with edge cases is in CSV import templates.

Archive and restore

Sites can be archived. Archiving:

• Hides the site from default lists, search and reports.
• Preserves every related record (units, invoices, work orders, etc.).
• Does not stop scheduled workflows automatically, you may need to pause them manually first.

Restore returns the site to active status.

You cannot permanently delete a site with any posted financial transactions. Archive is the right action in almost every case. See Soft delete, archive and restore.

Field reference

The full list of fields on a site, with types and validation rules, is in Site fields.