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PropertyOptixProperty software
UK property management & compliance software

Every door. Every certificate.

Manage tenancies, book repairs and keep every certificate in date. Your whole portfolio, run from one place.

14 days free access · no card needed

  • Company One
  • Group Name
  • Partners Ltd
  • Provider Ltd
  • Trust Group
  • Northern Co

PropertyOptix

Calder Property Group

Active home

All Properties

Overview

  • Dashboard

Portfolio

  • Properties
  • Tenancies

Records

  • Forms & Records

Workforce

  • Recognition
  • Inspections

Admin

  • Settings
  • Licence
SWHannah PriceProperty Manager
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All Properties
Search properties, tenancies…⌘K
New Repair

Saturday 8 August

Good morning, Hannah

Everything across the portfolio · 9 repairs open

Properties

3
Search properties...
  • 14 Oakfield Road

    Didsbury, Manchester

    Let · 2 bedsCertificates current
  • 8 Willow Grove

    Chapel Allerton, Leeds

    Let · 3 bedsGas cert due
  • 22 Birchwood Lane

    Nether Edge, Sheffield

    Void · 2 bedsCertificates current

Your week

Property Manager · Full time

Next shifts

Rota
  • TodayViewings09:00–17:00
  • Sun 9 AugOn call17:00–09:00
  • Wed 12 AugInspections09:00–17:00

On shift today

3
  • Dean Marsh

    Maintenance Contractor · 14 Oakfield Road

  • Priya Shah

    Lettings Negotiator · 8 Willow Grove

  • Alan Reid

    Gas Engineer · 22 Birchwood Lane

Ops — the portfolio on one screen

Cloud-based infrastructure for property management.

Every property, tenant, certificate and repair runs from one live dashboard, so your team spends less time chasing and more time letting. Cut admin, make faster calls and know what needs attention today, from any device.

Platform

One record, eight features. Log something once and it is already on the dashboard, the repair job and the compliance report. No copying between systems, no version that is slightly out of date.

Run the whole portfolio from one screen. Properties, tenancies and repairs share a record, so a reported fault shows up everywhere it matters without being typed twice.

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

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

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

Certificates that never lapse quietly. Gas, electrical and inspection records held against the property, with the alert raised before the expiry, not after.

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

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

Contractors, on the same system as you. Who attended, what they were asked to do and what they signed off — without a chain of emails to reconstruct afterwards.

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

Ready for the question before it is asked. Compliance reporting built from what managers and contractors already entered — nothing re-keyed on the day.

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

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
Modules

One platform, one record. Each module is its own product and they all write to the same records, so nothing is typed twice.

  • Ops

    The portfolio: properties, tenancies, certificates, repairs and the records behind them.

  • PDA

    Forms built once and filled in on a handheld, out on the job.

Why switch

Stop running your portfolio on six different systems. The gaps that cause lapsed certificates, forgotten repairs and inspections nobody can evidence — closed.

Today, without a system

Gas safety certificates tracked in a spreadsheet — until one lapses

With PropertyOptix

Certificate expiry tracked automatically, with alerts before it lapses

Today, without a system

Repairs reported by email, then lost in an inbox

With PropertyOptix

Repairs logged against the property and tracked to close-out

Today, without a system

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

With PropertyOptix

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

Today, without a system

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

With PropertyOptix

Damp and mould tracked separately, with its own timeline

Today, without a system

Tenancy files, certificates and contractor invoices in different systems

With PropertyOptix

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

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

    Try for free

    Start a 14-day trial with no card and no sales call. You are inside the real product, on your own tenant, in a couple of minutes.

  2. 02

    Configure

    Load your properties, tenancies, contractors and certificate types, so what you are trying is your portfolio rather than a sample one.

  3. 03

    Ask us anything

    We answer while the trial is running, not after you have signed. If something is missing we will tell you it is missing.

  4. 04

    Pay to keep it

    Add a card and everything you set up stays exactly as it is. Do nothing and it closes itself on day 14 — there is nothing to cancel.

Built the right way

Built around the rules you actually answer to. Designed around the certificates a landlord must hold, and the records a tenancy dispute actually turns on.

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 licence. Room to grow. One licence per company, billed annually. No per-user pricing, ever — priced around the size of your operation, not your headcount.

PropertyOptix Licence

£1,495

/ licence / year

Includes up to 25 properties. £35 per additional property / year after that.

Try for free

Everything included

  • Unlimited users, at every property
  • All 8 platform features included
  • Product updates included
  • Secure cloud storage included
  • Tenancies, Repairs & Compliance Reporting
  • Email support

No catch. No per-user pricing, no cut-down starter tier. Larger operation or need something custom? Get in touch.

Questions

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

Is PropertyOptix property management software, or compliance software?

Both, and the distinction matters less than it sounds. The day-to-day is property management — properties, tenancies, repairs and inspections across a portfolio. What makes it a compliance platform is that certificates and their renewal dates sit against the property they belong to, so “which of these is out of date” is a question with an answer rather than a filing exercise behind it. If you are comparing it with a general property management system, the honest difference is that we go deeper on compliance evidence than on rent collection and accounting — the Service Specification sets out exactly what is and is not included.

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.

See it running on your own portfolio.

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

Try for free