WELCOME TO PLEXA KNOWLEDGE BASE!

Your Comprehensive Guide:

Welcome to the Plexa Knowledge Base, your go-to resource for guidance, tutorials, and troubleshooting support. Dive into step-by-step articles covering everything from getting started and managing projects to configuring workflows, finance management, and resolving common issues. Whether you're new and learning the basics or an experienced user seeking advanced features, our clear instructions and best practices will help you maximise your Plexa experience.

🔎 What You’ll Find Inside:

• Getting Started → Discover how to log in, accept invitations, and navigate Plexa

• Admin & Settings → Configure your organisation details, security, and integrations

• User & Role Management → Add users, assign roles, and manage permissions

• Directory → Manage contacts, companies and subcontractors in one central location

• Projects → Create, edit, and close projects, or use templates for faster setup

• Workflows & Tools → Use Plexa features like Timesheets, Procurement, Tenders, Finance, and more

• Finance → Track budgets, invoices, purchase orders, and financial reporting

• Documents → Upload, organise and share project documentation with your team

• Program & Scheduling → Plan timelines, milestones and monitor project progress

• Defects & Handover → Manage defect lists, quality checks and handover processes

• Site Management → Oversee site tasks, safety records and compliance records

• Troubleshooting & FAQs → Quick fixes for common issues

• Support → Contact Plexa Support or request new features

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Popular Modules

ADMIN & SETTINGS

Configure your Organisation, add Users, create permissions and install Integrations

FINANCE

Manage budgets, track expenses and generate PO's and financial reports

SITE MANAGEMENT

Daily inductions, attendance tracking, managing site documents, tasks, and incidents

DOCUMENTS

Upload, organise and share important files with your team

DIRECTORY

Create and edit organisations, builders and contractors all in one place

PROCUREMENT

Manage purchasing from request to delivery

WORKFLOWS

Approve steps, trigger notifications, and ensure the right actions happen at the right time

DEFECTS

Track, Manage and resolve site issues with precision

INTEGRATIONS

How to Integrate Apps like Xero, MYOB, Oracle & Sage

CHANGE LOG - PRODUCT UPDATES

See what’s new on the Plexa Platform

Latest Features, fixes and Improvements

GETTING STARTED GUIDE

Your first steps for starting strong with Plexa

WHY PLEXA?

The all-in-one construction management platform

One Platform. Endless Potential