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Getting Started

Go from sign-up to managing your first property in under 10 minutes.

infoWhat You'll Set Up

Your PropertyPlex account
Your first property with rooms
Team members with appropriate roles
Your first work order

Step 1: Sign Up

Create your PropertyPlex account to get started with a 30-day free trial.

Open the PropertyPlex app on your phone or visit the web dashboard
Tap Create Account
Enter your name, email address, and choose a password
Verify your email by clicking the link sent to your inbox
Log in with your new credentials

Screenshot of the sign-up form with name, email, and password fields

Step 2: First Login & Setup Wizard

When you log in for the first time, the setup wizard walks you through the essentials.

Choose your organization name (e.g., "Sunset Hotels" or "Maple Property Management")
Select your industry — Hotel, Vacation Rental, Commercial Property, or Residential
Set your time zone and preferred language

Screenshot of the setup wizard showing organization name, industry selector, and time zone dropdown

Step 3: Create Your First Property

Add a property so you have a place to manage rooms, work orders, and team activity.

From the dashboard, tap Add Property
Enter the property name and address
Select the property type (Hotel, Vacation Rental, Commercial, Residential)
Add rooms — you can enter them one by one or use the bulk import option
Tap Save to create the property

Screenshot of the property creation form with name, address, type selector, and room list

lightbulbTip

You can always add more rooms later from the property detail screen. Start with a few rooms to get familiar with the workflow.

Step 4: Invite Your Team

Bring your team on board so they can start receiving assignments and updating statuses.

Go to Team from the bottom navigation
Tap Invite Member
Enter their email address
Assign a role: Admin, Manager, Technician, or Hospitality
Tap Send Invite — they'll receive an email with a link to join

Screenshot of the invite member dialog with email field and role selector dropdown

warningRole Permissions

Admin — Full access: properties, team, billing, settings
Manager — Create and assign work orders, view reports
Technician — View and update assigned work orders and maintenance tasks
Hospitality — Manage housekeeping board and room statuses

Step 5: Create Your First Work Order

Test the workflow by creating a work order and assigning it to a team member.

Go to Work Orders from the bottom navigation
Tap the + button to create a new work order
Select the property and room
Enter a title and description of the issue
Set the priority (Low, Normal, High, Urgent)
Assign it to a team member
Optionally attach a photo of the issue
Tap Create — the assigned person will receive a push notification

Screenshot of the work order creation form with property, room, title, priority, and assignee fields

What's Next?

Now that you're set up, explore these guides to learn more:

Properties — Deep dive into property and room management
Work Orders — Full work order lifecycle and tips
Housekeeping — Room board and turnover workflows
Team Management — Roles, permissions, and user management

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