Site configurations

Onboarding a new site involves dozens of settings: tax rates, ledger account defaults, arrears workflow, invoice frequency, communication preferences, file folder structure. PropLink lets you save these as a site configuration template so you apply them in one click.

Create a template

1. Open Settings → Site configurations → Add template.
2. Name it (for example Standard residential block).
3. Pick the defaults:
   • Active modules (Block, FM, HRB, Lettings).
   • Default tax rate.
   • Default arrears workflow.
   • Default invoice template and numbering.
   • Default folder structure.
   • Default communication preferences.
   • Default service charge frequency.
4. Save.

Apply on a new site

When creating a site, pick the template:

1. Portfolio → Sites → Create site.
2. Pick a configuration template at the top of the form.
3. The form pre-fills with the template's defaults.
4. Adjust as needed.
5. Save.

Override per site

A template provides defaults, not constraints. You can change any setting on a per-site basis after creation.

Inheritance

When you update a template, existing sites that used it are not retroactively changed. The template only affects sites created after the update. This is intentional; changing a default mid-year on existing sites would change their behaviour unexpectedly.

If you do want to push a template change to existing sites:

1. Open the template.
2. Click Apply to existing sites.
3. Pick which sites to update and which fields to overwrite.
4. Confirm.

The change is logged on each affected site.

Useful templates

Most firms have three or four:

• Standard residential block — typical leasehold block with quarterly demands.
• Mixed-use site — Block + FM active.
• HRB residential block — Block + Building Safety active.
• Commercial site — FM only.
• Lettings property — Lettings active (when shipped).

Templates are private to your organisation.