Resources · Kit
PropertyMe System Guide
How PropertyMe fits together: message templates, merge fields, task templates, what the AI connection can and can’t see and where to find answers. Ten chapters, four reference cards and a Claude skill.
About 30 minutes to readAny browser · Claude skill included · PropertyMe
What it does for you
Most PropertyMe frustration comes from not knowing which setting decides what. A field prints blank because of the wrong category. A task never reaches anyone's list because it wasn't assigned and due. An AI answer is wrong because the connection doesn't see that data. I wrote this guide so you don't have to learn it the slow way.
What's inside
- PropertyMe on one page: records, messages and tasks, with where each one lives
- Message templates and merge fields explained
- Task templates explained, including why the assignee and due date belong to the whole task
- The AI connection: what it can read, what isn't on its list and who should have access
- Getting information in, a help centre finder, setup and tidy-up checklists and four reference cards
- A Claude skill so your assistant answers PropertyMe questions from the guide
What you need
- A PropertyMe login
- Claude with Skills if you want the skill (optional)
- PropertyMe's Manage PM Advanced plan if you want to use the AI connection
Buy the kit.
$110 + GST ($121 total including GST). You pay on The Gallery AI, then the download and your setup guide arrive by email.
PropertyMe is a trademark of PropertyMe Pty Ltd. The guide is independent and isn't made or endorsed by PropertyMe. It isn't legal advice and it doesn't state notice periods, prescribed forms or state rules.