GS4 guides
Getting Started
Start here for the verified layout of the Proplix admin area, login flow, top navigation and the Setup & Settings structure used across the current application build.
Type a plain question like how do I add tenant, where are invoices, how do I reset password or how do I use supplier portal. Search starts showing relevant help articles as soon as you type.
These categories follow the actual platform structure so users can browse by module, role or workflow when they do not want to search first.
Start here for the verified layout of the Proplix admin area, login flow, top navigation and the Setup & Settings structure used across the current application build.
Guides for the verified CRM areas covering client records, contacts, lead handling and linked customer files in the audited build.
Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.
Use these guides for the operational menu areas grouped under Work & Operations, including projects, tasks and support.
This category documents the verified real estate module menus: Property Operations, Requests & Applications, customer-linked records, maintenance and reports.
Verified help for the current Compliance Monitor build, including Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and audit areas.
Portal help for the main portal architecture and the verified landlord, tenant and supplier portal access paths.
Verified guides for the Appointments module, including services, schedules, booking links, client access, history and reports.
Use this section for MailboxAI, Letter Manager and the verified AI-assisted tools available in the current application build.
Guides for Setup & Settings, Company & Utilities, reports, media, calendar, announcements, staff, roles, custom fields and related admin controls.
Verified help for the Perfex SaaS lifecycle currently present in the application, including company creation, deployment and subscription control.
These quick routes help staff and clients jump directly to common tasks without guessing the category first.
This guide explains the verified top-level admin structure in the current Proplix build, including the Sales menu, Work & Operations, Company & Utilities, Real Estate men
The current application build contains verified admin authentication actions for login, forgot password, reset password, two-factor verification and logout. This guide co
The current admin build includes a global search endpoint, reminder tools, notifications and note actions. This guide explains how those verified utilities fit into daily
The current build uses a customised Setup & Settings launcher in the header and keeps deeper configuration in the standard admin settings controllers. This guide explains
The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database,
The current build exposes a full leads workflow under Work & Operations, including table and Kanban views, custom forms, sources, statuses, junk/lost actions and conversi
The client record supports more than contact fields. The current audited controller also exposes attachments, external attachments, statement generation, file visibility
The audited build includes both standard estimates and a separate estimate-request workflow. Together they cover request intake, estimate drafting, email sending, PDFs, n
The audited proposal controller supports more than drafting. It includes templates, notes, comments, acceptance-info clearing, PDF generation, email sending, pipeline han
The current invoice flow supports standard invoices, recurring invoices, notes, credits, payment recording, overdue notices, PDFs and mark-as-sent actions. Payments also
The audited build supports expense records with attachments, categories, import, invoice conversion and PDFs. Credit notes also have refund, open/void status and invoice-
The verified contracts controller includes templates, comments, notes, signing controls, PDF output, renewals and attachments. Subscriptions are surfaced in the Sales men