Property Management Flow help guides

Task-led guidance for Property Management Flow, with routes, permissions, steps, verification and answers to common questions.

Choose the task

Getting started

• Start with Property Management Flow
• Set up Flow access and resolve missing tabs
• Use the Control Room and refresh intelligence

Digital Twin

• Open and use a Property Digital Twin
• Trace timeline events, documents and communications

Compliance Autopilot

• Run Compliance Autopilot and investigate findings
• Acknowledge, resolve, dismiss or reopen a compliance case
• Create a compliance task or remedial repair

Zero-Chase

• Build and preview a Zero-Chase rule
• Choose the right Zero-Chase trigger and threshold
• Approve, reject and evaluate automation work
• Investigate automation recipients, failures and retries
• Configure cooldowns and delayed escalation

Health & Risk

• Read and explain property health and risk

AI Manager

• Ask the AI Property Manager and use morning briefings

Maintenance

• Create and triage a maintenance request in Flow
• Allocate a supplier and request a quote
• Record a quote and the landlord decision
• Schedule an appointment and start work
• Submit completion evidence and close a repair
• Record and review contractor credentials
• Review supplier performance and native invoice state

PRS Readiness

• Check PRS readiness and export the register

Portals

• Set landlord, tenant and supplier portal policies
• Use Property Flow as a landlord
• Use Property Flow as a tenant
• Use the supplier workbench for quotes and completion

Accounting

• Create rent schedules and generate charges
• Record a receipt and understand rent allocation
• Read arrears ageing and landlord statements
• Add an operational entry and sync supplier costs
• Stage and review a reconciliation CSV
• Match, manually resolve or ignore a transaction

Migration

• Plan and stage a governed migration
• Map columns, resolve duplicates and commit batches
• Import properties with the Migration Centre
• Import landlords with the Migration Centre
• Import tenants with the Migration Centre
• Import tenancies with the Migration Centre
• Import suppliers with the Migration Centre
• Import compliance records with the Migration Centre
• Import maintenance requests with the Migration Centre

Troubleshooting

• Troubleshoot missing records, uploads and background work

Check the source and result

Follow the guide for your task, confirm the intended property or client and reopen the saved record to verify the outcome.

Need a specific answer?

Use Help Centre search for the action, field, error or question. New guides include explicit questions and answers, limits and troubleshooting.