Use the setup checklist
The checklist on Home shows what's left to set up and ticks itself off as you go.
1 min read
When you first sign up, Home shows a Finish setting up card. It lists the first things to do. Each step ticks itself off once PropFlow sees it's done. Only the company owner sees it.
The steps
- Add your properties: opens the import page so you can bring everything in from one spreadsheet. See Import from a spreadsheet.
- Add its units: each apartment or house you rent out. See Properties and units.
- Add your tenants: import a spreadsheet, upload signed leases, or move them in one at a time. See Move in a tenant.
- Check late fees and grace day: PropFlow adds late fees on its own after the grace day. See Late fees.
- Add your owners: who owns each property, their fee, reserve and how they're paid. Not shown on the Landlord plan.
- Invite your team: managers, an accountant, maintenance techs. See Invite your team.
- Send tenants their portal link: they see their balance and send repair requests.
- Go to Home.
- Click the step that's highlighted with Start. That's the next one to do.
- Finish it, then come back to Home. The step is crossed off and the count goes up.
Tip: The top of the card shows how many trial days are left. Done for now? Click Hide to remove the card. It goes away on its own once every step is done.
Questions
I hid the checklist. Can I get it back?
There's no button to bring it back, but nothing is lost. Use Start here for the same steps.
Why is a step not ticked even though I did it?
Each step checks for something real: at least one property, one unit, one tenant, a late fee above $0, one owner, a second team member, and one tenant portal link. Reload Home after you finish.
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