PropertyOptix

Sign in

UK Property Compliance Software

Intelligent property compliance software.

The operating system for property managers — properties, tenancies, certificates, repairs and inspections, all in one platform.

PropertyOptix

Property Operations

Active Property

  • All Properties
  • P-0114 Beaufort Road
  • P-02Maple Court, Flat 6

Overview

  • Dashboard

Operations

  • Tenancies
  • Properties

Records

  • Forms & Records

Workforce

  • Recognition
  • Scheduling & Leave
  • Settings
  • Licence
Collapse
All Properties
Search...
New Repair3NG

Dashboard

Overview across all properties, Saturday 8 August 2026

Certificates Expiring

1

Inspections Due

2

Open Repairs

0

Tenancies Active

9

Repairs Overdue

2

Quick actions

New Repair
Log Incident
Edit Schedule
View Reports

Today's schedule

View calendar
  • 06:00

    Gas safety visit, 14 Beaufort Road Karen Lowe

    14 Beaufort Road

  • 13:00

    Certificate expiry review, 3 properties Compliance team

    Maple Court, Flat 6

By property

PropertyOverdueIncidentsOn ShiftPermits
14 Beaufort Road1051
Maple Court, Flat 60041

Powering these operations

Company OneGroup NameFleet PartnersProvider LtdTrust GroupOperations CoPlaceholder IncBrand NameCompany OneGroup NameFleet PartnersProvider LtdTrust GroupOperations CoPlaceholder IncBrand Name

Built so a Property Manager can see what needs attention today. Not dig through five different systems to find it.

The PropertyOptix team

Why switch

Stop running your portfolio on six different systems

The gaps that cause lapsed certificates, forgotten repairs and inspections nobody can evidence — closed.

Gas safety certificates tracked in a spreadsheet — until one lapses

Certificate expiry tracked automatically, with alerts before it lapses

Repairs reported by email, then lost in an inbox

Repairs logged against the property and tracked to close-out

No live view across the portfolio — a missed inspection surfaces when the landlord asks

One board shows every property's open repairs and due dates, right now

Damp and mould reports sitting in the same pile as everything else

Damp and mould tracked separately, with its own timeline

Tenancy files, certificates and contractor invoices in different systems

Every record — tenancy, certificate, repair — against one property

Included with every plan

One record. Eight modules. Zero re-keying.

Eight modules, one set of records. What your team records once shows up on the dashboard, the schedule and the report — automatically.

Operations

Properties

A live register of every property you manage.

  • Property profile, owner and current tenancy in one place
  • Switch between a whole-portfolio view and a single property history
  • Role-based visibility, so staff only see the properties they manage

Operations

Tenancies

Every tenancy, with the dates that matter.

  • Tenancy start, end and renewal dates tracked automatically
  • Right to Rent and deposit protection evidence held against the tenancy
  • Notices and correspondence kept on the same record

Operations

Inspections

Property visits, recorded properly.

  • Scheduled inspections with photos captured on the visit
  • Findings raised as repairs without re-typing them
  • A full visit history per property, not a folder of loose reports

Compliance records

Certificates

Gas, electrical and energy certificates in one place.

  • Gas safety, EICR and EPC records held against the property
  • Expiry dates surfaced well before the certificate lapses
  • Documents attached to the record, not emailed around

Compliance records

Repairs

Reported, assigned, and actually closed out.

  • Repairs logged by tenants, staff or from an inspection finding
  • Assigned to a contractor with the job history kept together
  • Damp and mould reports tracked separately, so they are not lost in the queue

Workforce

Contractors

Who you use, and whether they are still approved.

  • Contractor details, trades and coverage in one register
  • Insurance and accreditation expiry tracked automatically
  • Job history per contractor, so performance is visible

Compliance & reporting

Documents

Everything filed against the property it belongs to.

  • Tenancy agreements, certificates and correspondence in one library
  • Searchable by property, tenancy or document type
  • Version history kept, so the current document is obvious

Compliance & reporting

Compliance Reporting

What is due, what has lapsed, across the portfolio.

  • Certificate and inspection status rolled up across every property
  • Filter by property, landlord or compliance type in seconds
  • Built from the records staff already enter — nothing re-keyed

How it works

From kick-off to live, in four steps

We handle the rollout so your team can focus on the work, not the setup.

  1. 01

    Kick-off

    We walk through the rollout plan together, so your team knows exactly what to expect and when.

  2. 02

    Discovery

    We look at your property portfolios, your current records and your processes, so the platform is set up to match how you actually work.

  3. 03

    Configure

    We set up your properties, people, roles and permissions, so the platform is ready to use from day one.

  4. 04

    Train & deploy

    We train your team, run final readiness checks, and support you through your first weeks live.

Built the right way

Built around the rules you actually answer to

Built for UK property regulation
Designed around the gas, electrical and tenancy duties landlords actually answer to.
Audit-ready recordkeeping
Certificate, inspection and repair records structured around the evidence that gets asked for.
GDPR-conscious by design
Role-based access keeps tenant records need-to-know, not open to the whole team.
Role-based access, built in
From Lettings Negotiator to Property Manager — permissions that match how agencies are actually run.

Pricing

One license. Every round you run.

One licence per company, billed annually — everything included. No per-site fees and no per-seat maths — add properties and people as your operation grows.

PropertyOptix Licence

£1,199

/ licence / year

Everything included, one licence per company

Get started

Everything included

  • Unlimited properties, tenancies and repair records
  • All 8 platform modules included
  • Product updates included
  • Secure cloud storage included
  • Tenancies, Repairs & Compliance Reporting
  • Email support

Enterprise

Custom, for larger groups

For larger operators and multi-site groups

  • Custom SLA & uptime guarantee
  • Custom domain
  • Dedicated account manager
  • Priority phone & email support
  • Custom contract & invoicing terms
  • Guided onboarding & data migration
Contact sales

Questions

Before you ask, the honest answers

Pricing, data retention and what happens if you leave — the questions people actually ask before signing up.

How long do you keep our records?

For as long as your organisation needs — PropertyOptix never automatically deletes records, and retention isn't tied to whether your subscription is active. As the data controller, your organisation is responsible for setting retention periods. Gas safety records, electrical reports, tenancy documents and Right to Rent evidence each carry their own expectations, and they change — check current government and HSE guidance for the periods that apply to you rather than relying on a default here.

Who owns the data we put into PropertyOptix?

You do, outright — property records, certificates, tenancy documents, repair histories, everything. We process it strictly on your instructions to run the platform, never use it for our own purposes, and never sell it. Full detail is in our Privacy Policy.

Is PropertyOptix GDPR compliant?

PropertyOptix is built around UK GDPR principles — encryption in transit, role-based access control, and appropriate safeguards for where data is hosted. Your organisation is the data controller and remains responsible for its own compliance; we act as processor under a data processing agreement. See our Privacy Policy for the full picture.

What happens to our data if we cancel?

You can export your records at any time while your account is active — property records, certificates and compliance records, all in a standard format. We'd encourage doing that before your subscription ends. See our Terms of Service and Privacy Policy for the detail.

Can we cancel anytime?

Yes — subscriptions don't renew automatically. We'll contact you before your Subscription Term ends to arrange renewal, and you're free to decline. Because a Subscription Term gives full access from day one, fees already paid aren't refunded for cancelling partway through — see our Refund Policy for the full terms.

Is support included?

Yes, with an active licence. Email support is included at no extra cost for as long as your subscription is active.

Resources

Start putting our industry experience to work.

See all resources

See it running on your own portfolio.

A live demo on your data, not a slide deck — most teams are live within a week.

Access demo