Onboarding
Onboarding Process for New PropWorx Clients: Your Roadmap
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 ...
WeconnectU data migration to PropWorx
When importing data from WeconnectU, you can download the report from WeConnectU (you may generate separate reports for active and archived leases): Leases Report: Navigate to Leases, click on Options, and select Export Leases. Assets Report: Access ...
Rentbook (TPN) data migration to PropWorx
Step 1: Log into Rentbook. Step 2: Click on Reports Step 3: Export to EXCEL & CSV 1) Summary Report (under Property Reports) 2) Vacancy Report (under Property Reports) 3) Export Contacts (under System Reports) 4) Expiry Report (under Lease Reports) ...
Payprop data migration to PropWorx
These are the SEVEN reports required for the import: How to download the reports from the REPORTS screen: Click on REPORTS drop down menu from ribbon bar then VIEW ALL REPORTS. Under TENANTS, BENEFICIARIES & PROPERTIES heading use the drop-down menu ...