Plexa Knowledge Base
Your go-to resource for guidance, tutorials and troubleshooting. Step-by-step articles covering everything from getting started and managing projects to configuring workflows, finance and resolving common issues.
What you'll find inside
Every module in Plexa, whether you are learning the basics or after an advanced feature.
Organisation details, users, roles, projects and security
Upload, organise, transmit and share project documentation
Site tasks, safety records and compliance records
Invoices, purchase orders, claims and financial reporting
Tenders, contracts and supplier onboarding
Defect lists, quality checks and close-out
Assign, track and close project tasks
Upload and view models, and tie them back to site work
Approval workflows and templates for every module
Every Plexa release, month by month
Terms of service and legal agreements
O&M handover packs and project close-out
Timelines, milestones and progress tracking
Contacts, companies and subcontractors in one place
Cost codes, transfers, forecasting and CTC reporting
Xero, MYOB, Oracle, Docusign and Sage Intacct
Email register, custom email types and notifications
What Plexa is and how the modules fit together
How to report a security issue
Record, edit and export contractor timesheets
Can't find what you need?
Ask the built-in AI assistant, or reach the Plexa support team directly - we are here to help you get the most out of Plexa.