Business workspace
Choose the closest business model so PropIntel can prioritise the right forms, modules and partner workflows.
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Find the area you need.
App sections
What each Portfolio section is for, from Properties and Tenants to Connections, Branding, Users and Docs.
View guidanceForms and workflows
How business type, partner network, form categories, reports, tasks and automations fit together.
View guidanceAPI and connections
Where API access, website account state, backup, Excel import, spreadsheet sync and third party settings live.
View guidanceUploads and documents
How templates, property documents, certificates, spreadsheets and merge tags work.
View guidanceBranding and white label
How account identity, organisation branding and white label document output should be managed.
View guidancePartner network
How landlords, tenants, contractors, councils, advisers, investors and clients connect to workflows.
View guidanceForms guide
Forms are the operating system.
PropIntel forms are designed to adapt by business model and partner network. A letting agent, developer, supported living operator, investor, council team or property manager can use the same platform with different defaults.
Category first forms
Start from a category such as property intake, inspections, compliance, finance, welfare, development or partner updates.
Pins and ordering
Pin, favourite, hide and reorder forms so the dashboard follows how the team actually works.
Partner forms
Use partner specific updates for landlords, tenants, residents, buyers, sellers, councils, providers, contractors and investors.
Modular fields
Forms can support reusable sections, costs, recurring items, evidence, scoring and signature requirements.
Outputs
Forms can create reports, document packs, email drafts, reminders, tasks, dashboard rows and evidence records.
Portfolio sections
What each area is for.
Properties
Core property, rooms, tenancies, finances, documents and compliance record.
Forms
Form library, categories, recommended workflows and ordering controls.
Submissions
Completed form history, generated reports and searchable evidence.
Repairs
Maintenance requests, contractor updates, priorities, evidence and cost tracking.
Compliance
Certificate expiry, licence position, renewal evidence and missing item tracking.
Schedule
Tasks, recurring checks, visit planning and assigned work.
CRM
Landlords, tenants, buyers, sellers, councils, providers, contractors, advisers and investors.
Connections
API, server state, online access, backup, spreadsheet mirror, Excel import and integrations.
Branding
Organisation identity, contact details, logos and white label output.
Users
Team access, roles, account state and linked website identity.
Before contacting support
Include useful context.
Do not send passwords, private API keys or sensitive documents by email.
- The email address used for the account
- The page or app section involved
- The property, form or workflow name if relevant
- What you expected and what happened
- A screenshot without passwords, keys or sensitive documents