Welcome
You own portfolio performance and valuation, with full administrative authority — creating properties and assigning any role on any property.
Signing in
- Go to your Platmetrix site and open the operator app (the Client login link, or
propiq.html). - Type your email and password.
- Press Sign in.
Checks your credentials and opens your workspace showing only the properties and tools your role allows. Your session stays signed in on that device until you sign out.
You need an account created by your administrator. If you were invited by email, open that invite first and set a password. Forgotten password or no access to a property — your administrator resolves both.
Portfolio dashboard
After signing in you see every property you can access as a card — location, unit count, and a live operating scorecard — with a portfolio-wide dashboard below.
- On the portfolio page, click a property card.
- The module grid opens — one tile per area of the property.
Loads that property's live data and shows the modules you have access to. A small badge on each tile gives a quick status (e.g. balance due, open tickets).
You only see properties you've been granted access to. If a property is missing, ask for access.
- On the portfolio page, review the KPI cards (occupancy, units, NOI, collection, open work).
- Toggle Portfolio-wide vs By property.
- Scan the per-property bars and the 12- / 24-month trend lines.
Aggregates every property's live results so you can compare assets and spot outliers at a glance.
The numbers reflect posted activity only. A lagging property is a prompt to open its Accounting and Rent modules to see why.
Reporting & AssetIQ
Reporting rolls each property's NOI, occupancy, and scorecard up to AssetIQ, which drives the direct-cap valuation — the same live data, never re-keyed.
Reading the books
Open any property's Accounting for the ground truth behind the KPIs and valuation.
- Open the property → Accounting.
- Read NOI on the income statement.
- Cross-check receivables in Rent.
Lets you verify that a valuation or KPI ties back to real posted books, not an estimate.
Read-only. Fixing a wrong figure means correcting the underlying activity (a charge, bill, or payment), which the on-site team or accountant does.
Cash & reconciliation
Across the portfolio, Reconciliation confirms collected rent is reaching each property's bank and surfaces processing fees.
Administration
You hold full administration from any property's Admin module.
- Open any property → Admin.
- In Create a property, enter name, location, type, units.
- Click Create property.
Adds the property to the portfolio and gives you full access to it, so it can be leased, billed, and (once its banking is set up) collect rent.
You provide the property details. It won't collect rent until a Regional Manager completes its banking setup. Organization-wide settings (products, billing) live in Master Admin.
- In Admin, use Assign staff to a property (user + property + role), or Manage a user for per-property levels.
Grants access immediately; as a full admin you can assign any role, including senior ones, on any property.
Use the roles & rights table in Admin as your reference. Changing what products a plan includes is done in Master Admin (System Administrator).
Assigning a role emails the person that access is open to them on that property, at the role you selected.