Help guide
Step-by-step guides to the main parts of Property Grid.
Estate agency
- Selling a home, valuation to completion
The estate agency journey: leads, valuations, instructions, adverts, buyers, offers and progression.
Money
- Rent, payments and arrears
How rent is charged, how payments are recorded or matched from the bank, and how arrears are chased.
Paperwork
- Documents and e-signature
Store files safely, generate letters from templates, and get documents signed.
- Email and the inbox
Connect your own mail account, send from the system, and keep replies with the record.
People
- Landlords and ownership
Add landlords, record who owns what, agree management terms, and keep bank details safe.
- Tenants and tenancies
Record tenants, create a tenancy, check Right to Rent, protect the deposit, and end the tenancy properly.
- Portals for tenants, landlords, contractors and clients
Give the people you work with their own secure place to see and do things.
Property care
- Compliance and certificates
Keep gas, electrical, EPC and other checks up to date, with reminders before they expire.
- Repairs and contractors
Log a repair, get quotes, approve spend, and track the job to completion.
Start here
- Getting started
Sign up, tell Property Grid what you do, and add your first properties.
- Properties and units
Add a property, split it into units, and use the tabs on the property record.
Looking for a quick answer? See the frequently asked questions.