PropertyFlow / Resources
PropertyFlow help centre
Straight answers and approved guidance for your property business.
Photo: Declan Sun / UnsplashPublished resources
Set up your first lease
Open Guided setup → Lease. Pick the unit, choose or add the tenant, enter rent, dates and deposit, then check the summary and press Create. The unit is marked let and the lease app
Record a rent payment
Go to Leasing & Rent → Invoices, press Record payment on the invoice, enter the amount and method. Receipts are numbered automatically. Rent is client money, so it goes to the trus
Close the month step by step
Open Guided setup → Month close. Work through calculate, approve, pay, close statements and close the month. Each step shows exactly what will happen before you confirm. Admins can
Start a sale deal
Open Guided setup → Sale deal. Choose the property, buyer and seller, agree the price and deposit, review and create. Add commission splits and the sale checklist from Sales deals.
Invite your team
Company & rates → Team. Enter the email and role. Each person only sees the sections their role allows. Seat limits depend on your plan.
"Plan limit reached"
You have used everything your plan allows for properties, team members or branches. Nothing is deleted. Upgrade in Billing, or archive records you no longer need.
"This account is read-only"
Billing needs attention and the grace period has ended. You can still see and export everything. An admin can fix the payment method in Billing to switch editing back on.
"Not allowed" or a page is missing
Your role does not include that section. Ask a company admin to change your role or section access in Company & rates → Permissions.
"Period is closed"
The month you are posting into has been closed. Late items post on today's date. An admin can reopen the month from Month close if a correction is really needed.
Working offline
On the published app, pages you have visited open without signal, and inspections are queued and sent when you are back online. Watch for the "waiting to send" badge.
Import from a spreadsheet
Data & import → choose the record type, upload a CSV, match the columns, preview and import. Every import can be undone from Import history.
Can't sign in — checklist
1. Check the email address is the one you were invited with. 2. Use "Forgot password". 3. Check your spam folder for the email. 4. Still stuck? Ask your company admin to re-send yo