Welcome to PropertyPlex. This guide walks you through everything you need to know as a manager. Read these pages in order for the best understanding of the system.
Essential Reading (Start Here)
1
System Overview & Flow Chart
Visual overview of the entire system — how rooms, work orders, users, and PMS connectors work together.
/docs/system-overview.html
2
Getting Started
Account setup, first login, navigating the dashboards.
/docs/getting-started.html
3
Portal Access & Login Links
All web portals, mobile apps, and who uses what.
/docs/portal-access.html
4
Properties & Rooms
Setting up properties, adding rooms, room types, and property settings.
/docs/properties.html
Operations
5
Housekeeping
Room status workflow, turnover process, inspections, service requests.
/docs/housekeeping.html
6
Maintenance & Work Orders
Creating, assigning, tracking, and completing work orders.
/docs/maintenance.html
7
Work Order Details
Priorities, statuses, due dates, parts tracking, photos.
/docs/work-orders.html
Administration
8
Team Management
Invite codes, roles, permissions, custom roles.
/docs/team-management.html
9
Notifications
Push notification setup and preferences per role.
/docs/notifications.html
10
Reports
Report builder, team performance, Excel exports.
/docs/reports.html
First Week Checklist
Log in to the web dashboard
Review your property setup and rooms
Download the mobile app (iOS or Android)
Create a test work order and complete it
Try changing a room status
Set up notification preferences
Invite your team using invite codes
Print onboarding sheets for staff
Review the reports section
Set up preventive maintenance schedules
Configure service types for housekeeping
Test a service request from a room card
Staff Onboarding Sheets
Print and hand out to your team on their first day:
Maintenance
/docs/onboarding-maintenance.html
Also in Spanish: -es.html
Housekeeping
/docs/onboarding-hospitality.html
Also in Spanish: -es.html
Web Admin
/docs/onboarding-web.html
Tip: Use the help icon in the top bar of any dashboard to access these guides anytime. For questions, contact your PropertyPlex administrator.