TrackMyPlace
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Help Centre

Guides, feature explanations and tips for getting the most out of TrackMyPlace. Everything here is readable without an account — the same articles appear inside the app once you sign in.

Quick Tips

  • Collapse the sidebar by clicking the chevron icon at the top for more screen space.
  • Drag and drop deal cards on the Campaign board to move them between stages.
  • Use the search/filter bar on the Campaign to quickly find deals by address or client.
  • Toggle features on/off in Settings — disabled features are hidden from the sidebar and all pages.
  • Enable Demo Mode in Settings > Administration to explore the platform with sample data.
  • Use AI Drafting to compose client emails in seconds — select a tone, add deal context, and send.
  • Turn on Auto-Link in Settings to automatically file incoming emails to the right deal.
  • Create a test client with your own email to preview exactly what the client portal looks like.

Basics

Getting StartedLearn the basics of navigating and using the platform.

Features

Home DashboardYour daily command center with tasks, calendar, and deal overview.Campaign & Kanban BoardManage deals through the stage-driven Kanban board.Listings & ClientsCreate and manage your property listings and client details.Tasks & ActionsTrack and complete stage-specific action checklists for each deal.DocumentsUpload, manage, and share documents with clients.AutomationsSet up if-this-then-that rules to automate repetitive tasks.Calendar & AppointmentsSchedule and sync appointments with Google Calendar.Client PortalWhat your clients see — their own view of their property progress.Recommendations & ServicesProvide stage-specific recommendations and service suggestions to clients.Activity LogTrack all actions and changes across your team.Photos & Open HomesManage property photos and schedule open home events.Subscriber ManagementManage buyer and subscriber lists for your listings.Public Listings & Buyer ConciergeShare listings publicly and manage buyer inquiries.Cloud Folder ConfigurationSet up automatic Google Drive folder structures for your listings.

Communication

Automated EmailsSend automated email notifications to clients on key events.Text Messaging (SMS)Send SMS notifications to clients via Twilio integration.Inbox & Unified MessagesView all communications in one place.

Management

Team ManagementInvite members, assign roles, and manage your team.IntegrationsConnect Google, Twilio, and other services.Billing & SubscriptionManage your subscription plan and view invoices.Settings & ConfigurationToggle features, customize templates, and configure preferences.

AI & Automation

Auto-Link Emails to DealsAutomatically match incoming emails to the right deal.

Campaign Stages Quick Reference

The stage-driven deal lifecycle your listings progress through.

Listed

Property is formally listed — book staging, photography, building & pest, contracts, and disclosures.

Pre Launch

Marketing ramp-up — approve photos and ad copy, confirm sale method and price, launch the coming-soon campaign.

Live Campaign

Property is live on the portals — schedule open homes, send weekly campaign reports, review offers.

Under Contract

Offer accepted — execute the contract and track building & pest and finance conditions.

Unconditional

All conditions satisfied — confirm settlement date with the conveyancer and update the vendor on next steps.

Settled

Settlement and handover — coordinate removalists and cleaners, complete the key handover.

Frequently Asked Questions

How do I move a deal to the next stage?

Drag the deal card on the Campaign Kanban board to the desired stage column, or open the deal and use the stage selector dropdown.

Can clients see everything on my dashboard?

No. Clients only see content you've explicitly published to them through their portal — documents, photos, and timeline updates you choose to share.

How do I customise the actions for each stage?

Go to Settings > Campaign & Content > Stages/Actions > Manage. From there you can add, remove, or reorder action templates for each stage.

What happens when I disable a feature in Settings?

The feature is hidden from navigation, dashboard widgets, and the client portal. Your existing data is preserved and reappears when you re-enable the feature.

How do I connect Google Calendar?

Go to Settings > Integrations > Google Integration and click Connect. You'll be prompted to authorize with your Google account. Once connected, appointments sync automatically.

Can I import existing deals from Trello?

Yes. Go to Settings > Integrations > Data Import and click 'Import from Trello'. Upload your Trello board JSON export and cards will be imported as listings.

Ready to try it on your own listings?

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