Welcome to PropWorx!
We’re excited to have you on board! To ensure you get the most out of your property management system, we’ve designed an easy-to-follow onboarding process. Below, you’ll find a step-by-step guide, outlining key setup actions and training sessions to help you get started and manage your system effectively.
Onboarding Setup Sequence
Our onboarding process is designed to be flexible. Choose the training format that suits you best: interactive live webinars (available most mornings at PropWorx Academy), self-paced courses (PropWorx Academy), or private online training sessions (bookable via Book Training). All options cover the same setup topics, but we recommend completing the steps in the sequence below for optimal results.
Step 1: Create a Password and Log in to PropWorx
- Access PropWorx: Visit app.propworx.co.za or go to our website www.mypropworx.com and click APP LOGIN.
- Next, you need to add a password. Type in your username email and click "Don't Remember your password?" and Send Email. Check your inbox for an email from support@mypropworx.com titled “Reset your password”. (Don't forget to check your junk/spam folder).
- Set Your New Password: Follow the prompts to create a new password and log in.
Step 2: Configure Email and Database Settings
- Set Up Your Email: After logging in, configure your user email to send emails and statements from PropWorx. You able to link your Microsoft 365 account, Google Workspace account or insert your SMTP email host details. VIEW GUIDE
- Administrator Settings: The Administrator can upload your company logo, footer, and bank details for invoices and statements.
- Banking Setup: If necessary, set up your banking cashbooks to import bank statements and reconcile your accounts.
- Agent Setup: If applicable, configure agents for commission splits and agent fee reports, linking them to relevant files.
Step 3: Register for PropWorx Academy
- Register for Access: Sign up for free at PropWorx Academy to access webinars and video training sessions: Register here.
- Join our live webinar “A Quick Start Guide for New Clients”. Click here to register.
Recommended Training Sequence
For the best results, we recommend completing the training in the following order. Each session builds on the last, providing you with the essential knowledge needed to set up and manage your system effectively.
Training 1a: How to Create Rental Files
Learn to set up rental property files to prepare your system for configuration. This initial setup ensures your system can handle future data and processes.
Training 1b: How to Create Sales Files
Learn how to set up sales files for users managing property sales. This prepares your system for tracking property sales transactions. Skip if only managing rental properties.
Training 2: Opening Balances – Cashbook and Tenant Balances
Learn to input opening balances for your cashbooks and tenant balances. This is essential for reconciling your system with existing accounts and ensuring accurate financial records. You can skip if your balances aren’t ready or if working with a new portfolio or bank account.
Training 3a: Load & Manage Tenant Charges
Learn how to load tenant charges like rent, utilities, and deposits into the system. This ensures accurate tenant statements and smooth property management.
Training 3b: Load Property Sales Expenses
Learn to load owner expenses such as fees, commissions, and payments. This is crucial for preparing accurate sales statements and tracking expenses.
Training 4a: Load Rental Owners Expenses
Learn to load owner expenses for rental properties, including fees and payments. This helps ensure accurate landlord statements and proper expense tracking.
Training 4b: Generate Sales Proforma Invoice
Learn how to generate proforma invoices for property sales. This ensures accurate sales invoicing and proper accounting of expenses.
Training 5: Bank Imports & Auto-Reconciliation
Learn how to import bank statements and reconcile transactions automatically. This keeps your system in sync with your bank accounts, ensuring accurate financial records. Requires Pro or Sales Pro License.
Training 6: Bulk Tenant Invoicing & Statement Distribution
Learn how to email tenant statements individually or in bulk. This streamlines the invoicing and statement distribution process, saving time and ensuring tenants receive their statements promptly.
Training 7: Generate Payments & Trust-to-Business Transfer
Learn to generate payments, submit batches, and transfer profits between Trust and Business accounts. This is essential for managing financial transactions and proper fund allocation. Requires Pro or Sales Pro License.
Optional Training Sessions
Maintenance Management
Inspections Management
Email and SMS Templates
Managing Cash Transactions/Cashbooks
Auto-filled Document Generator
Investment Account Management
Pro Forma Invoices
Journals
By following this structured onboarding approach, you’ll be equipped to manage your property portfolio effectively. We’re here to support you every step of the way and look forward to helping you get started with PropWorx!