Start here: a tour of PropFlow

New to PropFlow? This guide shows you how the app is laid out and what to set up first. Most people are up and running in an afternoon.

The six sections

The menu on the left (or the bar at the bottom on a phone) has six sections. Click a section, then pick a tab across the top.

• Home: your day at a glance, with the buttons New work order, Move in and Record payment.
• Portfolio: Owners, Properties and Units. The buildings you manage and who owns them.
• Leasing: Tenants, Applications and Inspections. Everyone who lives with you or wants to.
• Collections: Rent roll, Delinquency, Payments, Notices, Evictions and Housing authority. Getting the rent in.
• Accounting: Bills & expenses, Bank deposits, Close the month and Approvals. The books and owner payouts.
• Operations: Work orders, Make-ready, Recurring tasks and Vendors. Repairs and upkeep.

Settings sits at the bottom of the menu. That's where you set late fees, invite your team and change lease wording.

Set things up in this order

1. 1Create your account and company. See Create your PropFlow account.
2. 2Bring in your properties, units and tenants. The fastest way is one spreadsheet or rent roll report: Import from a spreadsheet. Coming from other software? See Move over from other software. Only have a few units? Add a property by hand.
3. 3Check late fees and the grace day for each property. PropFlow adds late fees on its own after the grace day. See Late fees.
4. 4Add your owners if you manage for other people. See Owners.
5. 5Invite your team: managers, an accountant, maintenance techs. See Invite your team.
6. 6Send tenants their portal link so they can see their balance and send repair requests. See The tenant portal.

Getting help on any page

• Every page has a How this works link at the top right. It opens the guide for that page.
• Some pages also have Take the tour, which points out each part of the screen.
• On a phone, tap More, then Help center or Contact support.