The goal of Propely is to let every real estate organisation manage buildings with ease. That is why we are very focused on offering the most intuitive platform out there. We also want to make it easy for you to get your questions answered quickly, which is why we have created this knowledge base that you have found your way into.
If you are completely new to Propely, we advice you to take a look at our onboarding template, found below. Otherwise, make sure to use the search bar to be able to access the right articles quickly, or just use the menus to navigate.
The onboarding process
The onboarding process can often vary quite a bit from client to client based on what modules are being used, the organisation of your team as well as the real estate portfolio of your company.
💡 However, we have collected some key takeaways and a standardized plan you can use as a template to get going.
The key takeaways:
Get started by adding properties and tenants
Add users that should have access
Get going with the most important functionality you want to use thereafter
Import of data
Do you need to import a lot of data? We have created some solutions that make it very easy to import data from existing systems.
Get familiar with the structure of the platform
Invite other users
Get started with your everyday tasks
Add and invite contractors
When all this is done, you will have an excellent foundation for continued use of the platform 🙌.