Manage The Sale , Auction and Rental of your Properties
You can configure the user groups by going to settings --> Users
When you open the menu 'Property Management', you can see all the properties in different views such as kanban(by default), tree and activity. You can also use the search panel to filter among different property type and their status. You can create a property by clicking on the create button at the header
You can locate the location of property in google map using the smart button 'Locate'. Under the description tab you can set the description of the property
Under the Image tab, you can add more images of the property and give a name and description for that image
Under the Measurement tab, you can add your section and its measurements in feet. Total square feet of the property is automatically calculated
Under the Facilities tab, you can configure the facilities of the property
Under Nearby Connectivity tab, you can add the nearby connectives and the distance between them and the property
You can go and create a property sale order by going to Property --> Property Sale
You can confirm the property sale order. And also can add broker details and commission plan if there are any. Then you can create an invoice for the property sale
You can also create a commission bill for the broker for the property
You can create a property for auction
You can go to Property --> Property Auction and create a property auction record
You can confirm and start the property auction
You can Bid for the property in website
Finally, you can end the auction and the highest bid is selected as its price and can create a property sale order from there itself
You can go and create a property rental order by going to Property --> Property Rental
You can create contract for the property. Invoice will be automatically created. You can add bills if there are any and also see the next invoice date.
You can go to the Customers --> Customers and click on 'add to blacklist' button to add the contact to blacklist. So when you confirm order with the blacklisted contact, it shows a popup message.
You can see the blacklisted contacts by going to Customers --> Blacklisted
You can print the sales report by going to Reporting --> Sales Report
You can filter different fields and print the report
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