WEXEL Property Manager

Your property manager

Property Manager

0
Total issues
0
Overdue
0
Due within 7 days
0
Resolved
0
Recurring
📋 General Notes
🏢 Property Details
🔑 Access
⚡ Utilities & Renewals (incl. Insurance)
📎 Property Documents

Staff uploads are private by default. Tick “visible to customers” when a file should appear in the shared area (shown with an eye).

Portfolio Overview — All Blocks

📎 Documents

📎
Drop files here or click to upload
PDF, Word, images, spreadsheets — saved to the documents folder on this computer

Add building

Property Details
No photo — shown in the property header when set
JPEG, PNG or WebP, max 2 MB. Replaces any previous photo.
Shown on service charge invoices and reminder letters in place of cheque payment wording.
Portfolio Assignment
Site visit
Choose an existing site plan folder on the server, or upload a folder containing project.json. The server updates site map config automatically.
Insurance
Access
Utilities
General Notes

Select site plan folder

Pick a folder that contains project.json (saved from the site plan editor). Registered maps are added to the server config automatically.

Add contractor

Add director

Batch add units

Create multiple units from a number range, with optional prefix and suffix — spaces are added automatically. E.g. range 1 to 6 creates 1 … 6; prefix Flat creates Flat 1 … Flat 6; suffix Maple Court would create Flat 1 Maple Court … Flat 6 Maple Court.

Add unit

Unit Details
Current Holder
Tenancy
Service Charge
Apportionment by heading — changes here update the Finance > Apportionments tab
Notes
Customer login

🤖 AI Assistant

Drag & drop an invoice PDF/image, paste an email, or type a request. The assistant will suggest what action to take — you confirm before any changes are made.

📄
Drop an invoice or document here
PDF, image, or any file — or click to browse

Add contractor

Company Details
Bank Details
Insurance & Compliance
Qualifications & Registrations
Assigned Buildings
Documents
📎 Drop files here or click to browse
PDF, Word, images — saved to the documents folder on this computer
Notes

Confirm action

Add previous holder

Add expenditure

Saved under the property’s Invoices folder → year → month → contractor
🧾
Drop invoice file here or click to upload

Add SC transaction

Accept & invoice — void period

Add reserve transaction

Add ring-fenced pot

Add pot transaction

Transfer from service charge

Add new budget year

Budget lines are copied from the most recent year as a starting point. Current-year figures become Prior Budget automatically.

Confirm & invoice budget

This due date is applied to all units in this invoice run, appears on the invoice export, and drives credit control reminders.

Add contractor to this property

Search existing contractors:

Contractor details

Customer login details

Update login email/username and password for each customer. Changes are saved when you click Save.

Property manager accounts

Create and remove property manager logins. Only the master administrator can manage these accounts.

Add property manager
Optional — shown on customer log issue screen

Record rent entry

Archive tenant as previous

This will archive the current tenant details as a previous tenant record and clear the tenant fields.

Send letter

How would you like to proceed?

Opens the desktop app — generates PDFs and can email with attachments automatically.

All open charges

Every open charge, listed separately — including units with more than one unpaid invoice. Search by unit, holder, property, charge or status.

UnitChargeDue dateOutstandingStatusDocuments

Send service charge invoices