> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.plexflow.ca/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Discover Plexflow: Platform overview

[Video](https://www.youtube.com/embed/oFaGDXcKp_4?rel=0)

Are you getting started on Plexflow, or do you want to better understand the logic of the platform? This video offers you a **complete overview** of the main sections of the menu, with a simple explanation of the usefulness of each module.

## Video summary (with timing)

### Introduction

A brief overview of the goal: understand the sections, their role, and the general structure of Plexflow. This is an overall view — the details will be covered in the upcoming capsules.

### Properties section

The **Properties** section is the starting point of your property management. It helps you navigate the structure: **subaccounts → buildings → units → periods (leases/renewals)**, and access the information and actions linked to each level.

### Overview section

The **Overview** section acts as a **control centre**. It groups your key information (follow-ups, priorities, custom lists) to give you a quick view of what needs your attention.

### Plan section

The **Plan** section lets you **select your plan** and consult the included features. This is also where you can add **add-on modules** (e.g. SMS, artificial intelligence, extra storage).

### Payouts section

The **Payouts** section is ideal for tracking the **deposits and withdrawals** related to automated payments. You can consult the transaction details and understand what appears in your bank account.

### Requests section

The **Requests** section centralizes **service requests** (repairs, maintenance, follow-ups). Tenants who have a Plexflow account can also create requests. You can also manage the profiles of the managers/technicians who handle the requests, in particular via their phone.

### Calendar section

The **Calendar** section displays your management in agenda form. It is closely linked to **service requests** (which appear there with their dates) and can also include items such as reminders and tenant move-ins and move-outs. You can distinguish the types of items to improve readability.

### Screening section

The **Screening** section lets you launch **tenant screenings** directly in Plexflow. You add a candidate, choose the plan, and then retrieve the reports once the screening is completed.

### Reports section

The **Reports** section is one of the most important. It is used to:

- **CONSULT** essential information (email proofs, collection data, lists)
- **PRODUCE** reports (e.g. rental statement / *Rent Roll*, income and expenses, reconciliation, owner reports)
- **GENERATE** official documents (e.g. **Relevé 31** slips, **renewal notices** in bulk + tracking of responses)

### Drive section

The **Drive** section works as a **storage space**. The structure of your real estate portfolio is organized there automatically (subaccounts, buildings, units, rents), which makes it easier to deposit documents: photos, certificates, files linked to a building, etc.

### Sign section

The **Sign** section lets you have documents signed electronically and track progress. It can be used for addenda, standalone documents, or notices. The goal: **centralize** the signature, avoid using several tools, and keep a clear record in the right file.

### Batch section

The **Batch** section is used to carry out actions on several units at the same time: communications (email/SMS) with selection by building or by tenant, group collections, and preparation of several renewal notices with tracking via Reports.

### Plexflow AI section

**Plexflow AI** brings artificial intelligence directly into the platform, in a secure way, to help you gain efficiency. You generally find:

- a **conversation** to get help and draft more quickly
- **contextual intelligence** based on your data
- **smart tasks** to organize and automate certain follow-ups

### Your account settings

In the settings, you can adjust several elements: account information, integrations (e.g. SMS, QuickBooks), preferences, available documents (leases/screenings), plan, billing, and organization (teams, roles, permissions).

📍 Access via the 👤 **Profile** icon.