How PropertyMe fits together.

• PropertyMe on one page. Records, messages and tasks, where each one lives and the three ideas that explain most of how PropertyMe behaves.
• Message templates and merge fields explained. The five settings that decide how a template behaves, who it’s sent from and what to watch for.
• Task templates explained. How checklists work, what a step can do, why the assignee and due date belong to the whole task and the shape of a good process.
• The AI connection. What PropertyMe’s connector for Claude and ChatGPT can read, what isn’t on its list, how to connect and who should have access.
• Getting information in. The supported routes, and why a person stays in charge of anything that changes a record.
• A help centre finder, setup and tidy-up checklists and four reference cards to keep beside PropertyMe.
• A Claude skill. Add it and your assistant answers PropertyMe questions from the guide.

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. This guide puts those answers in one place.

Australian property managers and principals on PropertyMe. You don’t need an AI account to read it. The skill and the AI connection chapter are for people using Claude or ChatGPT, and the connection itself needs PropertyMe’s Manage PM Advanced plan. Account access and usage charges aren’t included.

Want to build the templates themselves? The PropertyMe Templates Kit has the full field lists, every message type’s quirks, build steps and twelve starter emails. This guide explains how PropertyMe works. The kit helps you build with it. New to AI at work? Start with the free AI Ready do-it-yourself pack, or connect Claude or ChatGPT with the free AiMe Connect Starter.

1. Read chapter 1. It takes five minutes and makes the rest easier.
2. Add the skill if you use Claude. Upload the separate skill zip inside the guide through Customize, then Skills, and ask your questions in your own words.
3. Use the checklists. Follow the setup order when you build, and the quarterly tidy-up to keep your templates findable.

Check your task template.

Use PME System Guide. Here is a task template checklist from our agency: [paste the steps]. Explain which steps hand the work over, whether each handover assigns the task and sets a due date, and what is likely to go missing.

Check your AI connection.

Use PME System Guide. We want to connect Claude to PropertyMe. Tell me what we need first, how to give people access and what it can and can’t see.

The guide explains how PropertyMe works. It doesn’t connect to your PropertyMe, send anything or change your settings.

PropertyMe changes over time. This guide was checked in October 2026. If something on your screen differs from the guide, your screen wins.