Discover Plexflow: Platform overview
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.
Updated on: 12/11/2026
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