Britixo CRMBritixo CRM Enterprise Help Centre
Module v1.0.0

Real Estate Management

Manage properties, owners, estate agents, brokers, buyers, renters, tenant applications/onboarding, contracts, invoices, maintenance, supplier jobs, portals, payouts, reports and linked compliance workflows.

Setup, navigation and lifecycle

Install the module, use its exact staff/client/broker/public routes, configure settings and understand lifecycle dependencies.

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01Real Estate Management module overviewUnderstand the connected staff, client, broker, landlord, supplier and public workflows.Admin Area → Property Operations → Dashboard02Install and activate Real Estate ManagementRun the supplied lifecycle installer and verify menus, tables, columns, options and templates.Admin Area → Setup → Modules → Real Estate Management → Activate03Verify Real Estate Management database readinessConfirm required module tables and core columns exist before production use.Admin Area → Settings → Module Guide and controlled record tests04Understand the Property Operations menuOpen Dashboard, Properties, Property Status, Account Status, Approvals, Owners, staff, agents and brokers according to permission.Admin Area → Property Operations05Understand the Requests & Applications menuOpen Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.Admin Area → Requests & Applications06Open Maintenance & JobsUse the maintenance hub registered as a direct sidebar link.Admin Area → Maintenance & Jobs07Open Real Estate reportsUse the Reports parent and child menu.Admin Area → Reports → Reports08Open Real Estate settingsUse General Settings, Permissions or Module Guide according to administrator/capability access.Admin Area → Settings → General Settings / Permissions / Module Guide09Use the module guide screenReview the supplied in-CRM orientation page.Admin Area → Settings → Module Guide10Understand staff, client, broker and public route areasDistinguish admin controllers, client portal pages, broker portal authentication and token-based public pages.Admin Area / Client Portal / Broker Portal / public application or countersign link11Configure the Google Maps API keyStore the API key used for property maps, drawing, geometry, places and markers.Admin Area → Settings → General Settings → Google Map API Code12Enable or disable the broker portal settingControl whether the dedicated broker portal is shown/used.Admin Area → Settings → General Settings → Show Broker Portal13Understand module assets and page scopingKnow when real-estate CSS, JavaScript and Google Maps assets load.Open a Real Estate admin, client or broker page14Understand customer and contact synchronisation hooksKnow how customer/contact changes support landlord and portal records.Admin Area → Customers → open/create customer or contact15Understand the payment-added property activity hookKnow when a CRM payment can add real-estate activity evidence.Admin Area → Sales → Payments → Record Payment16Deactivate Real Estate Management safelyDisable the module only after checking portal, hook and automation dependencies.Admin Area → Setup → Modules → Real Estate Management → Deactivate17Understand Real Estate Management uninstall riskDo not run uninstall without reviewing the supplied uninstall behaviour and preserving records/files.Admin Area → Setup → Modules → Real Estate Management → Uninstall18Run the Real Estate Management production-readiness checklistVerify version, permissions, settings, maps, email, PDF, portal, workflows and finance links before release.Admin Area → Settings → Module Guide and each controlled workspace

Permissions, roles, plans and prefixes

Apply every registered capability, configure real-estate roles/plans and maintain generated record prefixes.

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01Understand all Real Estate capability groupsReview every permission registered by the module.Admin Area → Setup → Roles → Permissions02Grant Real Estate dashboard accessAllow a role to open the Real Estate dashboard.Admin Area → Setup → Roles → Real Estate → Dashboard → View03Grant estate-agent view-own or view accessControl whether users see only owned/company records or all accessible estate-agent records.Admin Area → Setup → Roles → Real Estate Agent04Grant estate-agent staff accessControl agent-staff listing, creation, editing and deletion.Admin Area → Setup → Roles → Real Estate Agent Staff05Grant property-owner accessControl owner records by ownership or full scope.Admin Area → Setup → Roles → Property Owner06Grant business-broker accessControl broker companies and owned/all records.Admin Area → Setup → Roles → Business Broker07Grant broker-request accessControl property-to-broker request records.Admin Area → Setup → Roles → Request Broker08Grant property accessControl listing visibility and CRUD actions.Admin Area → Setup → Roles → Property09Grant property-approval accessControl approval workspace visibility and approval action.Admin Area → Setup → Roles → Property Approval10Grant buy-request accessControl buy-request visibility and CRUD actions.Admin Area → Setup → Roles → Buy Request11Grant rent-request accessControl rent-request visibility and CRUD actions.Admin Area → Setup → Roles → Rent Request12Grant tenant accessControl tenant visibility and editing.Admin Area → Setup → Roles → Tenant13Grant report accessAllow the Real Estate report workspace.Admin Area → Setup → Roles → Real Estate Report → View14Grant permission-manager accessAllow authorised staff to view/create/edit/delete Real Estate permission records.Admin Area → Setup → Roles → Real Estate Permission15Use the Real Estate Permissions tableReview staff/role permission records exposed by the module.Admin Area → Settings → Permissions16Create or update a Real Estate permission assignmentSelect staff/role and supported feature capabilities.Admin Area → Settings → Permissions → Add/Edit17Delete a Real Estate permission assignmentRemove an obsolete module-specific permission record.Admin Area → Settings → Permissions → Delete18Create a Real Estate roleAdd a role name and role type used by module plans/staff.Admin Area → Settings → General Settings → Roles → New Role19Edit a Real Estate role and propagate permissionsUpdate role values and choose whether linked staff permissions are updated.Admin Area → Settings → General Settings → Roles → Edit20Delete a Real Estate roleRemove a role only after checking plans and staff links.Admin Area → Settings → General Settings → Roles → Delete21Create a Real Estate planDefine company/freelance plan behaviour, role, rate and monthly listing limit.Admin Area → Settings → General Settings → Plans → New Plan22Edit or delete a Real Estate planMaintain plan limits and role mapping or remove an unused plan.Admin Area → Settings → General Settings → Plans23Configure property numberingSet real_property_prefix and real_property_number.Admin Area → Settings → General Settings → Prefix Settings24Configure property-owner numberingSet real_property_owner_prefix and real_property_owner_number.Admin Area → Settings → General Settings → Prefix Settings25Configure company numberingSet real_company_prefix and real_company_number.Admin Area → Settings → General Settings → Prefix Settings26Configure business-broker numberingSet real_business_broker_prefix and real_business_broker_number.Admin Area → Settings → General Settings → Prefix Settings27Configure broker-staff numberingSet real_broker_staff_prefix and real_broker_staff_number.Admin Area → Settings → General Settings → Prefix Settings28Configure general staff-code numberingSet staff_code_prefix and staff_code_number used by module staff records.Admin Area → Settings → General Settings → Prefix Settings29Troubleshoot a hidden Real Estate menuCompare activation, role capabilities, view-own ownership and company context.Admin Area → Setup → Roles and the intended Real Estate menu

Estate-agent companies and staff

Create and govern estate-agent companies, staff identities, profiles, approval flags and company-owned access.

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01Open the Real Estate Agents registerReview estate-agent companies visible to the current user.Admin Area → Property Operations → Real Estate Agents02Create an estate-agent companyCreate a company with identity, contact, address, plan and administrator details.Admin Area → Property Operations → Real Estate Agents → New03Edit an estate-agent companyUpdate company profile, addresses, plan and related staff settings.Admin Area → Property Operations → Real Estate Agents → open company → Edit04Delete an estate-agent companyRemove an unused company after checking staff, properties, requests and files.Admin Area → Property Operations → Real Estate Agents → Delete05Upload or remove an estate-agent profile imageMaintain the company image used in supported views/PDFs.Admin Area → Property Operations → Real Estate Agents → open company06Manage estate-agent company addressesMaintain primary, billing and shipping fields.Admin Area → Property Operations → Real Estate Agents → open company → Edit07Set estate-agent company social linksStore Facebook, Instagram, WhatsApp and website links where exposed.Admin Area → Property Operations → Real Estate Agents → open company → Edit08Assign a plan to an estate-agent companySelect the plan that determines role/rate/listing conditions.Admin Area → Property Operations → Real Estate Agents → open company → Plan09Open My StaffReview construction/estate-agent staff when not inside a company-owned context.Admin Area → Property Operations → My Staff10Open company staffReview staff attached to a specific estate-agent company.Admin Area → Property Operations → Real Estate Agents → open company → Staff11Create an estate-agent staff memberAdd identity, login, role, department and company-linked metadata.Admin Area → Property Operations → My Staff / company → Add Staff12Edit an estate-agent staff memberUpdate profile, role, departments, company and account settings.Admin Area → Property Operations → My Staff → open staff → Edit13Activate or deactivate estate-agent staffChange the staff active status through the supported status action.Admin Area → Property Operations → My Staff → Status14Mark estate-agent staff as public or privateControl the mark_public flag used by supported public/company displays.Admin Area → Property Operations → My Staff → Public status15Set an approval managerChange is_approval_manager for the selected staff member.Admin Area → Property Operations → My Staff → Approval Manager16Require a staff member’s properties to be approvedChange require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals17Remove a staff profile imageDelete the stored staff image through the supported action.Admin Area → Property Operations → My Staff → open staff → Remove Image18Delete estate-agent staffRemove a staff record only after transferring owned records and assignments.Admin Area → Property Operations → My Staff → Delete19Check estate-agent company email uniquenessResolve a duplicate-email validation response on company save.Admin Area → Property Operations → Real Estate Agents → New/Edit20Check staff email uniquenessResolve a duplicate staff email before saving.Admin Area → Property Operations → My Staff → New/Edit21Understand staff-in-company menu behaviourKnow why My Real Estate Agent replaces some all-company menus.Admin Area → Property Operations

Business brokers and broker portal

Manage broker companies/staff and use the dedicated broker authentication, profile, notification, property, request and finance workspaces.

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01Open the Business Brokers registerReview broker companies and their staff.Admin Area → Property Operations → Business Brokers02Create a business-broker companyAdd broker identity, addresses, contact data, plan/profile and access context.Admin Area → Property Operations → Business Brokers → New03Edit a business-broker companyUpdate profile, contact, address and related access details.Admin Area → Property Operations → Business Brokers → open broker → Edit04Delete a business-broker companyRemove an unused broker only after checking staff and property requests.Admin Area → Property Operations → Business Brokers → Delete05Open broker staffReview staff within a broker company.Admin Area → Property Operations → Business Brokers → open broker → Staff06Create broker staffAdd a broker portal user with identity, email, password and profile values.Admin Area → Property Operations → Business Brokers → open broker → Add Staff07Edit broker staffUpdate broker portal identity and account profile.Admin Area → Property Operations → Business Brokers → open broker → Staff → Edit08Remove broker staff or company profile imagesUse the supplied image-removal actions.Admin Area → Property Operations → Business Brokers → open company/staff profile09Open the broker portal loginAuthenticate through the module’s dedicated broker route.Broker Portal → Login10Register a broker portal accountUse the public registration form when the broker portal and route permit registration.Broker Portal → Register11Validate broker registration email and CAPTCHAResolve duplicate-email or reCAPTCHA validation before registration.Broker Portal → Register12Reset a broker portal passwordRequest and complete the broker reset-password flow.Broker Portal → Forgot Password → email link13Log out of the broker portalEnd the broker portal session through its logout action.Broker Portal → Account menu → Logout14Edit the broker portal profileUpdate name, contact, social links, profile image and password fields.Broker Portal → Profile15Change broker portal languageSwitch to a registered language through the profile/menu action.Broker Portal → Language16Use broker portal notificationsReview, mark one/all read and open notification details.Broker Portal → Notifications17Use the broker portal dashboardReview the broker’s accessible summary data.Broker Portal → Dashboard18Manage broker portal company profileEdit the broker’s own company record through the dedicated form.Broker Portal → Company Profile19Browse broker portal propertiesReview property listings visible to the broker.Broker Portal → Properties20Create or edit a broker portal property listingUse the broker property form and all supported attachments/rooms.Broker Portal → Properties → New/Edit21Delete a broker portal property listingRemove a broker-owned property after checking requests and files.Broker Portal → Properties → Delete22Manage broker portal property ownersList, create, edit, status-change or delete owners within broker scope.Broker Portal → Property Owners23Create a broker portal buy or rent requestUse Requests or Rent Requests with the selected client/property data.Broker Portal → Requests / Rent Requests → New24Convert a broker request to contractCreate a CRM contract from an eligible request.Broker Portal → Requests → open request → Convert to Contract25Convert a broker request to invoiceCreate a CRM invoice from an eligible request.Broker Portal → Requests → open request → Convert to Invoice26Use broker portal contractsCreate/edit, sign/un-sign, renew, copy, comment, attach, PDF and email contracts.Broker Portal → Contracts27Use broker portal invoicesCreate/edit, cancel/un-cancel, mark sent, email, PDF and manage attachments.Broker Portal → Invoices28Record a broker portal invoice paymentUse the payment form with amount, mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment29Use broker portal paymentsOpen payment records, PDFs and email actions.Broker Portal → Payments30Use broker portal dashboard reportsReview buy/rent status, property type, listing status and operational reports.Broker Portal → Dashboard / Reports31Understand broker portal layout helper methodsDo not treat layout/data/view/title/disable-navigation methods as separate user pages.Broker Portal pages

Properties: core details and media

Create/edit properties, complete every supported field group, manage rooms/files/images and review listing details.

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01Open the Properties registerReview property listings in the table/grid workspace.Admin Area → Property Operations → Properties02Create a property listingOpen the full property form and complete required ownership, listing and address data.Admin Area → Property Operations → Properties → New Property03Edit a property listingUpdate an existing property without breaking owner, company, request or portal links.Admin Area → Property Operations → Properties → open property → Edit04Delete a property listingDelete only after checking requests, contracts, tenancy, maintenance, compliance and files.Admin Area → Property Operations → Properties → Delete05Review a property listing detail pageInspect all stored sections, media, owner, broker, map and actions.Admin Area → Property Operations → Properties → open property06Set the property code and commodity codeUse generated/manual identifiers without collisions.Admin Area → Property Operations → Properties → New/Edit → Basic Details07Set listing type and transaction typeChoose the supported property/listing classification used by filters and requests.Admin Area → Property Operations → Properties → New/Edit → Listing Details08Set listing privacyChoose the supported privacy value that controls eligible visibility.Admin Area → Property Operations → Properties → New/Edit → Listing Privacy09Assign the property ownerSelect an existing owner and verify loaded owner contact values.Admin Area → Property Operations → Properties → New/Edit → Property Owner10Assign the estate-agent company and staffLink the listing to the responsible company/staff context.Admin Area → Property Operations → Properties → New/Edit → Agent/Company11Set owner contact fields on the propertyRecord owner_name, owner_email and owner_phone where the listing form exposes them.Admin Area → Property Operations → Properties → New/Edit → Owner Details12Enter the property addressComplete address, city and country values used by lists, PDFs, reports and maps.Admin Area → Property Operations → Properties → New/Edit → Address13Set latitude and longitudeStore map coordinates for marker and map views.Admin Area → Property Operations → Properties → New/Edit → Map14Use the property map drawing toolsDraw or adjust supported map geometry for the listing.Admin Area → Property Operations → Properties → New/Edit → Map15Set beds and bathroomsEnter beds, full baths and half baths.Admin Area → Property Operations → Properties → New/Edit → Rooms16Set property size and land valuesEnter total square feet/source, lot acres, front yard and garden square metres.Admin Area → Property Operations → Properties → New/Edit → Measurements17Set building dimensions and accessEnter door/eaves dimensions and accessibility features.Admin Area → Property Operations → Properties → New/Edit → Building Features18Set construction and structural detailsRecord exterior construction, foundation, basement, ceiling, finishing and new-construction status.Admin Area → Property Operations → Properties → New/Edit → Construction19Set heating, air conditioning and fuelRecord heating, heating_and_fuel, air_conditioning and gas-related values.Admin Area → Property Operations → Properties → New/Edit → Services20Set electrical service and energy efficiencyRecord electrical_Service, energy_efficiency and egenry_efficient values.Admin Area → Property Operations → Properties → New/Edit → Energy/Utilities21Set water, sewer and utilitiesChoose supported water/sewer/utilities values used by filters and details.Admin Area → Property Operations → Properties → New/Edit → Utilities22Set included utility chargesRecord gas, hydro and internet included flags/details.Admin Area → Property Operations → Properties → New/Edit → Included Services23Set appliances and equipmentRecord appliances_included, other_equipment, computer, cable_TV and related items.Admin Area → Property Operations → Properties → New/Edit → Equipment24Set kitchen, fireplace and grill detailsRecord kitchen, fireplace, fireplace_description and grill values.Admin Area → Property Operations → Properties → New/Edit → Interior Features25Set balcony, garage, parking and liftRecord balcony, garage, garage-door/parking features, parking and lift.Admin Area → Property Operations → Properties → New/Edit → Access/Parking26Set pool detailsEnter pool dimensions and pool features.Admin Area → Property Operations → Properties → New/Edit → Outdoor Features27Set flooring and building featuresRecord floor_covering and building_features.Admin Area → Property Operations → Properties → New/Edit → Features28Set lot features and other structuresRecord lot_features, other_structures, adjoining_property and easements.Admin Area → Property Operations → Properties → New/Edit → Land/Legal Details29Set disclosures and possession detailsRecord disclosures and possession conditions.Admin Area → Property Operations → Properties → New/Edit → Legal/Availability30Set furnished and tenant capacity valuesRecord furnished status and number_of_tenants.Admin Area → Property Operations → Properties → New/Edit → Occupancy31Set schools, landmarks and hospitalsChoose or add nearby school, landmark and hospital values.Admin Area → Property Operations → Properties → New/Edit → Nearby Places32Add a property groupCreate a new group from the property form when the quick-add action is available.Admin Area → Property Operations → Properties → New/Edit → Group → Add33Add a school, landmark or hospital optionUse the respective quick-add modal/action.Admin Area → Property Operations → Properties → New/Edit → Nearby Places → Add34Set property description contentEnter description and long_description for internal/public details.Admin Area → Property Operations → Properties → New/Edit → Description35Set listing price, rent and commissionComplete commercial values including commission and contract_payment where displayed.Admin Area → Property Operations → Properties → New/Edit → Commercial Details36Set annual income and expense valuesRecord annual schedule income, income type, expenses, operating expenses and net operating income/type.Admin Area → Property Operations → Properties → New/Edit → Investment Details37Set maintenance feeRecord the maintenance_fee used in listing/commercial review.Admin Area → Property Operations → Properties → New/Edit → Commercial Details38Set ownership and front exposureChoose ownership and front_exposure values.Admin Area → Property Operations → Properties → New/Edit → Property Details39Add room rowsUse the Add Room action and complete the generated row template.Admin Area → Property Operations → Properties → New/Edit → Rooms → Add Room40Upload property attachmentsAdd files through the supported listing attachment action.Admin Area → Property Operations → Properties → open property → Attachments41Upload alternate property attachment groupsUse the additional attachment actions exposed by the view.Admin Area → Property Operations → Properties → open property → Media/Files42Preview a property fileOpen a stored file through the authorised preview route.Admin Area → Property Operations → Properties → open property → Files → Preview43Delete a property attachmentRemove only the selected property file.Admin Area → Property Operations → Properties → open property → Files → Delete44Upload or delete a property listing PDF fileMaintain the listing’s dedicated PDF attachment.Admin Area → Property Operations → Properties → open property → Listing PDF45Send a property listing by emailUse the detail-page email form with recipient, subject, content and PDF choice.Admin Area → Property Operations → Properties → open property → Send Email46Assign a property to brokersSelect broker company/staff recipients and commission.Admin Area → Property Operations → Properties → open property → Assign Broker47Review broker requests for a propertyOpen the property’s broker request table.Admin Area → Property Operations → Properties → open property → Broker Requests48Delete a broker requestRemove an obsolete property-broker request.Admin Area → Property Operations → Properties → open property → Broker Requests → Delete49Complete property media and exteriorEnter and verify the supported front exposure, front yard, garden, balcony, grill, pool dimensions, pool features, exterior construction, eaves height fields.Admin Area → Property Operations → Properties → New/Edit → Property Media And Exterior50Complete property interior and comfortEnter and verify the supported air conditioning, heating, heating and fuel, fireplace, fireplace description, floor covering, ceiling type, furnished, kitchen fields.Admin Area → Property Operations → Properties → New/Edit → Property Interior And Comfort51Complete property access and parkingEnter and verify the supported accessibility features, door height, door width, garage, garage door height, garage parking features, parking, lift fields.Admin Area → Property Operations → Properties → New/Edit → Property Access And Parking52Complete property utilities and servicesEnter and verify the supported electrical service, gas included, hydro included, internet, cable TV, water, sewer, utilities fields.Admin Area → Property Operations → Properties → New/Edit → Property Utilities And Services53Complete property investment figuresEnter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.Admin Area → Property Operations → Properties → New/Edit → Property Investment Figures54Complete property legal and land dataEnter and verify the supported ownership, easements, disclosures, possession, adjoining property, lot features, lot size acres, other structures fields.Admin Area → Property Operations → Properties → New/Edit → Property Legal And Land Data55Complete property equipment and constructionEnter and verify the supported appliances included, other equipment, computer, foundation, basement, finishing, new construction, building features fields.Admin Area → Property Operations → Properties → New/Edit → Property Equipment And Construction

Property search, maps, filters and visibility

Use table/grid/map views, advanced filters, listing privacy, public/staff visibility and favourites.

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01Switch between property table and map viewsUse the supported map switch and persist the selected state.Admin Area → Property Operations → Properties → Map/Table switch02Reload the property mapRefresh markers/results after filters or record changes.Admin Area → Property Operations → Properties → Map → Reload03Search properties by textUse the search box to find matching listing values.Admin Area → Property Operations → Properties → Search04Filter properties by transaction typeSelect the sale/rent transaction filter.Admin Area → Property Operations → Properties → Filters → Transaction Type05Filter properties by listing typeSelect a listing type in the advanced filter.Admin Area → Property Operations → Properties → Filters → Listing Type06Filter properties by statusChoose a listing/property status.Admin Area → Property Operations → Properties → Filters → Status07Filter properties by minimum and maximum priceEnter a valid numeric price range.Admin Area → Property Operations → Properties → Filters → Price08Filter properties by bedrooms and bathroomsSet min/max bedroom and bathroom criteria.Admin Area → Property Operations → Properties → Filters → Beds/Baths09Filter properties by land size and floorsUse land minimum/maximum and minimum total floors where shown.Admin Area → Property Operations → Properties → Filters → Size/Floors10Filter properties by property styleChoose a stored property_style value.Admin Area → Property Operations → Properties → Filters → Property Style11Filter properties by accessibility featuresChoose the supported accessibility value.Admin Area → Property Operations → Properties → Filters → Accessibility12Filter properties by air conditioning and appliancesUse the service/equipment filter choices.Admin Area → Property Operations → Properties → Filters → Features13Filter properties by electrical serviceSelect a supported electrical_service value.Admin Area → Property Operations → Properties → Filters → Electrical Service14Filter properties by garageChoose the garage filter.Admin Area → Property Operations → Properties → Filters → Garage15Filter properties by security featuresChoose security_features values.Admin Area → Property Operations → Properties → Filters → Security Features16Filter properties by sewer, water and utilitiesUse service filters to narrow results.Admin Area → Property Operations → Properties → Filters → Utilities17Reset property filtersClear the active filter form and reload the full permitted list.Admin Area → Property Operations → Properties → Filters → Reset18Open a property from the client portal gridSelect a visible linked/public listing.Client Portal → Real Estate → Properties → open property19Switch the client portal property mapUse the portal map/table mode.Client Portal → Real Estate → Properties → Map/Table switch20Browse a company’s property gridOpen listings linked to an estate-agent company.Client Portal → Real Estate → Company → Properties21Browse a staff member’s property gridOpen listings linked to a visible staff/agent profile.Client Portal → Real Estate → Staff → Properties22Mark or unmark a property favouriteUse the supported favourite action where exposed.Admin/client property listing → Favourite control23Understand saved-properties limitationsKnow that the supplied client menu registration does not expose a Saved Properties menu item.Client Portal → Real Estate24Understand My Rental Listings menu limitationKnow that the client menu item is not visibly registered in the supplied build.Client Portal → Real Estate25Troubleshoot an empty property mapCheck API key, script load, coordinates, permissions, filters and browser console/network errors.Admin Area or Client Portal → Real Estate → Properties → Map26Troubleshoot a property missing from portal searchCheck privacy, status, owner/company/customer links and current contact access.Admin Area → Property Operations → Properties → open property

Property status, account status and approvals

Control listing states, approval-manager flows, account/property status evidence, bulk decisions and PDFs.

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01Open Property StatusReview status information for accessible properties.Admin Area → Property Operations → Property Status02Create or update a Property Status recordSelect property/owner/landlord values and save status evidence.Admin Area → Property Operations → Property Status → Add/Edit03Generate a Property Status PDFCreate the supported PDF for a status record.Admin Area → Property Operations → Property Status → open record → PDF04Open Account StatusReview account/relationship status records linked to properties and clients.Admin Area → Property Operations → Account Status05Add notes to an account/status relationCreate a note against the supported relation.Admin Area → Property Operations → Account Status → open record → Add Note06Review account/status notesOpen existing notes for the selected relation.Admin Area → Property Operations → Account Status → open record → Notes07Open the Property Approvals workspaceReview listings awaiting approval.Admin Area → Property Operations → Approvals08Approve an individual propertyUse the supported approval/status action on the pending listing.Admin Area → Property Operations → Approvals → open pending property → Approve09Reject or return an individual propertyChoose the supported non-approved status and record the required reason where prompted.Admin Area → Property Operations → Approvals → open pending property → Reject/Return10Change property approval status in bulkSelect pending properties and apply one supported decision.Admin Area → Property Operations → Approvals → select records → Bulk Status11Set staff as an approval managerEnable is_approval_manager for the responsible staff member.Admin Area → Property Operations → My Staff → Approval Manager12Require property approvals for staffEnable require_approvals for the selected staff member.Admin Area → Property Operations → My Staff → Require Approvals13Change a property listing statusUse the status action from the property detail/register.Admin Area → Property Operations → Properties → open property → Change Status14Mark a property as soldApply the supported sold status and verify sale amount/date evidence.Admin Area → Property Operations → Properties → open property → Status → Sold15Mark a property as rentedApply the supported rented status and verify tenancy/rent evidence.Admin Area → Property Operations → Properties → open property → Status → Rented16Mark a property temporarily off marketUse the displayed temporary-off-market status.Admin Area → Property Operations → Properties → open property → Status17Mark a property expiredUse the displayed expired status after reviewing listing dates.Admin Area → Property Operations → Properties → open property → Status → Expired18Delete a property-status entry with a reasonUse the status screen’s delete action and provide delete_reason when prompted.Admin Area → Property Operations → Property Status → Delete19Understand property status date effectsKnow when date_sold, date_update and days-on-market values are written.Admin Area → Property Operations → Properties → Status20Troubleshoot a property stuck pending approvalCheck staff require_approvals, approval-manager/capability, current status and pending table filters.Admin Area → Property Operations → Approvals

Buy requests and sales conversion

Create, edit, price, inspect, email and convert buy requests into contracts and invoices.

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01Open Buy RequestsReview purchase-interest requests.Admin Area → Requests & Applications → Buy Requests02Create a buy requestSelect customer, property, price, currency, inspection and notes.Admin Area → Requests & Applications → Buy Requests → New03Edit a buy requestUpdate an eligible request without breaking linked conversion records.Admin Area → Requests & Applications → Buy Requests → open request → Edit04Delete a buy requestRemove an unused request after checking contract/invoice conversions and PDFs/emails.Admin Area → Requests & Applications → Buy Requests → Delete05Open buy-request detailsReview customer, property, pricing, notes, status and actions.Admin Area → Requests & Applications → Buy Requests → open request06Load a property into a buy requestSelect a property and verify returned item data.Admin Area → Requests & Applications → Buy Requests → New/Edit → Property07Load customer billing data into a buy requestSelect a customer and review populated address/currency values.Admin Area → Requests & Applications → Buy Requests → New/Edit → Customer08Calculate estimated request durationUse the form calculation based on the selected values.Admin Area → Requests & Applications → Buy Requests → New/Edit09Change a buy-request statusApply only a status shown by the request detail/register.Admin Area → Requests & Applications → Buy Requests → open request → Status10Generate a buy-request PDFCreate the request PDF from the saved record.Admin Area → Requests & Applications → Buy Requests → open request → PDF11Email a buy requestSend the request PDF/message to selected recipients.Admin Area → Requests & Applications → Buy Requests → open request → Send Email12Convert a buy request to a contractCreate a core CRM contract from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Contract13Convert a buy request to an invoiceCreate a core CRM invoice from an eligible request.Admin Area → Requests & Applications → Buy Requests → open request → Convert to Invoice14Open the converted contractFollow the linked core contract and review content/value/status.Admin Area → Contracts → open linked contract15Open the converted invoiceFollow the linked core invoice and review items/tax/status.Admin Area → Sales → Invoices → open linked invoice16Create a buy request from the client portalAllow a customer to submit the buy request form.Client Portal → Real Estate → Buy Application17Review a client buy requestOpen the request detail and PDF from the client portal.Client Portal → Real Estate → Buy Application / Requests → open request18Delete a client buy requestUse the portal delete action only when the request state permits it.Client Portal → Real Estate → Buy Application → Delete19Change a client buy-request statusUse only portal-supported status actions.Client Portal → Real Estate → Buy Application → open request → Status20Troubleshoot failed buy-request conversionCheck request status, customer/property IDs, core contract/invoice permissions and required data.Admin Area → Requests & Applications → Buy Requests → open request

Rent requests and renter profiles

Create rental requests and maintain address, income, occupants, pets, identity and supporting evidence.

Open connected topic →
01Open Rent RequestsReview rental-interest records.Admin Area → Requests & Applications → Rent Requests02Create a rent requestSelect customer, property, rent/price, currency, term, inspection and notes.Admin Area → Requests & Applications → Rent Requests → New03Edit a rent requestUpdate an eligible rental request.Admin Area → Requests & Applications → Rent Requests → open request → Edit04Delete a rent requestRemove an unused rental request after checking application/onboarding/contracts/invoices.Admin Area → Requests & Applications → Rent Requests → Delete05Change a rent-request statusApply a supported status from the request screen.Admin Area → Requests & Applications → Rent Requests → open request → Status06Generate and email a rent-request PDFCreate the PDF and send it through the supported request email form.Admin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email07Convert a rent request to contract or invoiceUse the shared conversion actions when eligible.Admin Area → Requests & Applications → Rent Requests → open request → Convert08Open a renter profile from a rent requestReview the customer’s suitability/evidence data linked to the request.Admin Area → Requests & Applications → Rent Requests → open request → Renter Profile09Open My Renter ProfileMaintain the current client contact’s renter data.Client Portal → Real Estate → Renter Profile10Update renter identity and contact detailsSave title, first/last name, email and phone.Client Portal → Real Estate → Renter Profile11Update renter employment detailsChoose employment_type/not_employed and supporting information.Client Portal → Real Estate → Renter Profile12Upload renter identity evidenceUpload identity_document_file through the profile.Client Portal → Real Estate → Renter Profile13Upload renter income evidenceUpload income_source_file and maintain income sources.Client Portal → Real Estate → Renter Profile14Add an address-history recordEnter a previous/current address history row.Client Portal → Real Estate → Renter Profile → Address History → Add15Delete an address-history recordRemove only an incorrect renter address record.Client Portal → Real Estate → Renter Profile → Address History → Delete16Add an income sourceEnter income_type, amount and income_frequency.Client Portal → Real Estate → Renter Profile → Income Sources → Add17Delete an income sourceRemove an obsolete/incorrect income row.Client Portal → Real Estate → Renter Profile → Income Sources → Delete18Add an occupant or personRecord another person who will live with the renter.Client Portal → Real Estate → Renter Profile → Occupants → Add19Delete an occupantRemove an occupant who should no longer be included.Client Portal → Real Estate → Renter Profile → Occupants → Delete20Record petsComplete dogs, cats, other_pets and describe_your_pets.Client Portal → Real Estate → Renter Profile → Pets21Record emergency contactComplete emergency contact name, relationship, phone and email.Client Portal → Real Estate → Renter Profile → Emergency Contact22Introduce the renterEnter introduce_yourself and optional file.Client Portal → Real Estate → Renter Profile → About You23Create a rent request from the client portalSubmit a rental application/request for a visible property.Client Portal → Real Estate → Rental Application24Open client rent-request details and PDFReview the current client’s request and generated PDF.Client Portal → Real Estate → Rental Application → open request25View agent/company/staff details from a propertyOpen the linked agent, company or staff profile pages.Client Portal → Real Estate → Properties → open property → Agent/Company/Staff26Troubleshoot a missing renter-profile sectionCheck client authentication, module menu registration and linked contact/customer record.Client Portal → Real Estate → Renter Profile

Contracts, invoices, payments and PDFs

Use the broker-side contract/invoice/payment implementation, comments, renewals, files, email and PDF flows.

Open connected topic →
01Open Real Estate contractsReview core CRM contracts exposed in the broker workspace.Broker Portal → Contracts02Create a Real Estate contractEnter client, subject, value, dates/content and linked project/property context.Broker Portal → Contracts → New Contract03Edit a Real Estate contractUpdate an eligible contract’s content, visibility and value.Broker Portal → Contracts → open contract → Edit04Load a contract templateInsert a supported stored contract template.Broker Portal → Contracts → New/Edit → Template05Mark a contract signed or unsignedUse the supported status actions.Broker Portal → Contracts → open contract → Mark Signed / Unmark Signed06Clear a contract signatureRemove the stored signature only when correction is authorised.Broker Portal → Contracts → open contract → Clear Signature07Generate a contract PDFCreate the PDF from the current saved contract.Broker Portal → Contracts → open contract → PDF08Email a contractSelect recipients, CC, custom content, attachments and attach-PDF.Broker Portal → Contracts → open contract → Send09Add, edit or remove contract commentsMaintain the supported comment thread.Broker Portal → Contracts → open contract → Comments10Add or remove contract attachmentsUpload internal/external attachments or delete a selected file.Broker Portal → Contracts → open contract → Attachments11Renew a contract — Contracts, invoices, payments and PDFsCreate a renewal entry with revised terms/dates.Broker Portal → Contracts → open contract → Renew12Delete a contract renewalRemove an incorrect renewal entry.Broker Portal → Contracts → open contract → Renewals → Delete13Copy a contractCreate a new draft from an existing contract.Broker Portal → Contracts → open contract → Copy14Delete a contractDelete only after reviewing signatures, requests, invoices, files and activity.Broker Portal → Contracts → open contract → Delete15Manage contract typesCreate, list or delete contract types used by the workspace.Broker Portal → Contracts → Contract Types16Open Real Estate invoicesReview core CRM invoices exposed in the broker workspace.Broker Portal → Invoices17Create a Real Estate invoiceEnter client, dates, number, currency, items, taxes, discounts, notes and payment modes.Broker Portal → Invoices → New Invoice18Edit a Real Estate invoiceUpdate an eligible invoice and recalculate totals.Broker Portal → Invoices → open invoice → Edit19Validate an invoice numberResolve duplicate/invalid numbering before save.Broker Portal → Invoices → New/Edit20Load invoice customer dataSelect the client and verify billing/shipping/currency/project values.Broker Portal → Invoices → New/Edit → Customer21Load invoice relation data and merge dataUse supported relation selectors and merge preview/action.Broker Portal → Invoices → New/Edit22Mark an invoice cancelled or restore itUse the supported cancel/un-cancel actions.Broker Portal → Invoices → open invoice → More23Mark an invoice sentSet the sent state through the supported action.Broker Portal → Invoices → open invoice → Mark Sent24Send an invoice emailSelect recipients, CC, custom template and attachments.Broker Portal → Invoices → open invoice → Send25Send an overdue noticeTrigger the core invoice overdue-notice action.Broker Portal → Invoices → open overdue invoice → Send Overdue Notice26Generate an invoice PDFCreate the current invoice PDF.Broker Portal → Invoices → open invoice → PDF27Upload or delete an invoice attachmentMaintain source files on the invoice.Broker Portal → Invoices → open invoice → Files28Toggle invoice file visibilityChoose whether a supported invoice file is client-visible.Broker Portal → Invoices → open invoice → Files → Visibility29Record an invoice payment — Contracts, invoices, payments and PDFsEnter amount, payment mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment30Delete an invoice paymentRemove an incorrect payment and recheck invoice status.Broker Portal → Invoices → open invoice → Payments → Delete31Open a payment and generate its PDFReview payment evidence and create a receipt PDF.Broker Portal → Payments → open payment → PDF32Email a payment receiptSend the supported payment PDF/message.Broker Portal → Payments → open payment → Send Email33Schedule an invoice email — Contracts, invoices, payments and PDFsUse the schedule modal where displayed.Broker Portal → Invoices → open invoice → Schedule Email34Delete an invoiceDelete only when core status/payment rules permit it.Broker Portal → Invoices → open invoice → Delete35Troubleshoot a contract/invoice PDF or emailCheck source record, template, branding hook, global SMTP, attachments and application logs.Broker Portal → Contracts/Invoices → open record

Public tenant applications and invites

Issue public application invitations, collect all applicant fields and consents, review decisions, revoke/archive and convert records.

Open connected topic →
01Open Tenant ApplicationsReview submitted, approved, rejected and archived applications.Admin Area → Requests & Applications → Tenant Applications02Filter tenant applicationsUse status, property and search filters.Admin Area → Requests & Applications → Tenant Applications03Open a tenant applicationReview applicant, property, income, occupancy, consent and evidence data.Admin Area → Requests & Applications → Tenant Applications → open application04Send a tenant application invitationChoose property, recipient name/email, invite mode and personal message.Admin Area → Requests & Applications → Tenant Applications → Send Invite05Revoke a tenant application invitationInvalidate an unused invitation.Admin Area → Requests & Applications → Tenant Applications → open invite → Revoke06Open the public application formUse the tokenised link delivered by the invitation.Public invitation email/link → Apply07Complete applicant identity fieldsEnter first/last name, email, phone, date of birth and nationality.Public Tenant Application → Applicant Details08Complete current address fieldsEnter address lines, city, postcode, country and years at address.Public Tenant Application → Current Address09Complete employment and income fieldsChoose employment status and enter employer, position and gross annual income.Public Tenant Application → Employment & Income10Complete previous-landlord fieldsEnter prior landlord name, email and phone when applicable.Public Tenant Application → Previous Landlord11Choose requested move-in date and termEnter requested_move_in_date and requested_term_months.Public Tenant Application → Tenancy Request12Declare petsSet pets_requested and describe pets where required.Public Tenant Application → Household13Declare smoker, benefits and children flagsAnswer smoker_flag, benefits_recipient_flag and has_children_flag accurately.Public Tenant Application → Household14Enter number of occupantsComplete number_of_occupants for the proposed tenancy.Public Tenant Application → Household15Enter the right-to-rent share codeProvide right_to_rent_share_code when applicable.Public Tenant Application → Eligibility16Accept data-processing consentSelect consent_data_processing before submission when required.Public Tenant Application → Consents17Accept referencing and credit-check consentsSelect consent_referencing and consent_credit_check as applicable.Public Tenant Application → Consents18Choose marketing consentSet consent_marketing independently of service/processing consent.Public Tenant Application → Consents19Submit the public tenant applicationReview all fields and submit once.Public Tenant Application → Review → Submit Application20Review a submitted applicationOpen the review workspace and add review_notes.Admin Area → Requests & Applications → Tenant Applications → open application → Review21Approve a tenant applicationSelect the supported approve decision and verify downstream client/onboarding options.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Approve22Reject a tenant applicationSelect reject and provide a clear client_rejection_reason where required.Admin Area → Requests & Applications → Tenant Applications → open application → Decision → Reject23Archive a tenant applicationMove an application to archived when no longer active.Admin Area → Requests & Applications → Tenant Applications → Archive24Convert an approved application into the next workflowUse the supported approval bridge/onboarding action from the application workspace.Admin Area → Requests & Applications → Tenant Applications → approved application25Understand public application optionsReview invite TTL, retention, public enablement, jurisdiction, deposit and e-sign defaults.Admin Area → Settings → General Settings / Tenant Onboarding configuration26Configure privacy and terms URLsSet the public links displayed with consent text when supported.Admin Area → Settings → General Settings → Application Privacy/Terms URLs27Troubleshoot an invalid or expired application linkCheck token, invite state, TTL, public-enable option and application status.Public application link and Admin Area → Tenant Applications28Troubleshoot a duplicate or incomplete applicationCheck invitation/application linkage, required fields, CSRF and prior submission state.Admin Area → Requests & Applications → Tenant Applications

Tenant onboarding workspace and workflow

Create onboarding records, confirm context/parties/terms, generate agreements, collect signatures and complete the workflow.

Open connected topic →
01Open Tenant OnboardingReview tenant/onboarding records from the registered menu.Admin Area → Requests & Applications → Tenant Onboarding02Open the Onboarding workspaceStart or continue the structured onboarding process.Admin Area → Requests & Applications → Onboarding workspace03Create an onboarding recordSelect property and tenant/client or invite recipient and save the initial draft.Admin Area → Requests & Applications → Onboarding workspace → New04Continue an onboarding draftOpen the saved draft and resume at its current step.Admin Area → Requests & Applications → Onboarding workspace → Continue05Delete an onboarding draftDelete only an unneeded draft through the supported action.Admin Area → Requests & Applications → Onboarding workspace → draft → Delete06Select the property contextChoose the exact property used for tenancy terms and parties.Onboarding workspace → Property Context07Select or create the tenant client contextChoose tenant_client_id or use the supported quick-add tenant flow.Onboarding workspace → Parties / Tenant08Quick-add a tenantCreate the minimal customer/contact needed for onboarding.Admin Area → Requests & Applications → Tenant Onboarding → Quick Add Tenant09Confirm landlord and tenant partiesReview owner/landlord/tenant identities before generating agreements.Onboarding workspace → Parties10Add onboarding occupiersRecord all additional occupiers linked to the tenancy.Onboarding workspace → Occupiers11Set tenancy start, end and move-in datesEnter tenancy_start_date, tenancy_end_date and move_in_date.Onboarding workspace → Tenancy Terms12Set rent amount and frequencyEnter rent_amount and rent_frequency.Onboarding workspace → Financial Terms13Set deposit and holding-deposit amountsEnter deposit_amount and holding_deposit_amount.Onboarding workspace → Financial Terms14Choose the deposit schemeSelect the supported deposit_scheme value.Onboarding workspace → Financial Terms15Choose an agreement templateSelect agreement_template for the onboarding.Onboarding workspace → Agreement16Edit agreement body HTMLReview/update agreement_body_html through the supported workflow form.Onboarding workspace → Agreement17Save and continue an onboarding stepUse real_to_save_and_continue or the displayed workflow action.Onboarding workspace → current step → Save & Continue18Understand onboarding workflow statusesUse only statuses implemented by the workflow.Onboarding workspace → Status19Move from draft to context selectedComplete and save the property/tenant context.Onboarding workspace → Context step20Move to parties confirmedVerify tenant, landlord and occupiers.Onboarding workspace → Parties step → Confirm21Move onboarding into progressStart the detailed terms/documents workflow.Onboarding workspace → Start/Continue Workflow22Mark onboarding ready for reviewComplete required context, parties, terms and agreement data.Onboarding workspace → Review → Ready for Review23Confirm the draft for tenant e-signatureApprove the agreement draft for the tenant-signing stage.Onboarding workspace → Agreement Review → Confirm for Tenant E-sign24Send the tenant e-signature requestUse the supported provider/invite action and verify recipient email.Onboarding workspace → Tenant Signature → Send25Record tenant signature completionVerify the tenant-signed state and stored evidence.Onboarding workspace → Tenant Signature26Open the landlord countersign linkUse the tokenised Agreement Countersign URL.Landlord countersign email/link27Complete landlord countersignatureReview agreement and submit the supported signature action.Public Agreement Countersign page28Verify a fully executed agreementReview both signature evidence, agreement output and workflow state.Onboarding workspace → Agreement / Audit29Approve or final-approve onboardingUse the supported final decision after execution/review.Onboarding workspace → Final Review → Approve30Cancel or terminate onboardingUse the supported terminal action with an operational record of the reason.Onboarding workspace → Actions → Cancel/Terminate31Upload onboarding documentsAttach required tenant/property/tenancy files.Onboarding workspace → Documents → Upload32Review onboarding document recordsOpen files linked to the onboarding.Onboarding workspace → Documents33Send onboarding messagesUse the supported messages/invite communication section.Onboarding workspace → Messages34Review onboarding audit historyUse the audit/workflow records to trace actions and status changes.Onboarding workspace → Audit/History35Understand onboarding invoices and downstream recordsReview any invoice/contract/customer/property records created by the workflow.Onboarding workspace → Linked Records36Troubleshoot a blocked onboarding transitionCheck current state, required fields, party/property links, CSRF, token and permission.Onboarding workspace → current step37Troubleshoot a missing tenant or landlord signatureCheck recipient, token, provider/configuration, email delivery and current state.Onboarding workspace → Signature step38Troubleshoot a duplicate onboarding recordSearch by property, tenant, application and status before creating another.Admin Area → Requests & Applications → Onboarding workspace

Maintenance requests and tenant feedback

Accept tenant maintenance requests, manage staff decisions, create PDFs/emails and collect completion feedback.

Open connected topic →
01Open client maintenance requestsReview maintenance records linked to the current tenant’s properties.Client Portal → Real Estate → Maintenance02Submit a maintenance requestChoose property/address, subject and issue; upload photos when needed.Client Portal → Real Estate → Maintenance → New Request03Verify maintenance-request property accessConfirm the selected property belongs to/links with the current client.Client Portal → Real Estate → Maintenance → New Request04Upload maintenance photosAttach supported images to evidence the issue.Client Portal → Real Estate → Maintenance → New Request → Photos05Open the admin maintenance registerReview all accessible maintenance requests.Admin Area → Maintenance & Jobs06Review maintenance-request detailsOpen subject, issue, property, tenant, photos, status and notes.Admin Area → Maintenance & Jobs → open request07Create or update a maintenance request in adminSet assignee, supplier, priority, status, cost and admin note.Admin Area → Maintenance & Jobs → open request → Edit08Set maintenance priorityChoose the displayed priority based on urgency and risk.Admin Area → Maintenance & Jobs → open request → Priority09Assign maintenance to staffSelect assigned_to for internal ownership.Admin Area → Maintenance & Jobs → open request → Assign Staff10Assign maintenance to a supplierSelect supplier_id and create/allocate the work order when appropriate.Admin Area → Maintenance & Jobs → open request → Assign Supplier11Update maintenance statusUse a displayed status and record notes/evidence.Admin Area → Maintenance & Jobs → open request → Status12Record maintenance costEnter the actual/estimated cost in the admin form.Admin Area → Maintenance & Jobs → open request → Cost13Generate a maintenance PDFCreate the supported maintenance record/work-order PDF.Admin Area → Maintenance & Jobs → open request → PDF14Email a maintenance request or work orderUse the supported send-email action.Admin Area → Maintenance & Jobs → open request → Send Email15Review maintenance from the landlord viewAllow the linked landlord to see relevant jobs.Landlord Portal/Client Portal → Maintenance16Open a landlord maintenance job report — Maintenance requests and tenant feedbackReview work evidence for a linked job.Landlord Portal/Client Portal → Maintenance → Job Report17Submit tenant feedbackEnter rating, notes and optional attachment after completion.Client Portal → Real Estate → Maintenance → completed request → Feedback18Review tenant feedbackOpen rating, notes and attachment in admin.Admin Area → Maintenance & Jobs → completed request → Tenant Feedback19Troubleshoot a missing maintenance requestCheck client-property link, request status, portal contact and access scope.Admin Area / Client Portal → Maintenance20Troubleshoot a maintenance email or PDFCheck record data, generated file, recipient, global SMTP and logs.Admin Area → Maintenance & Jobs → open request

Suppliers, jobs, portal and invoices

Allocate suppliers, auto-create jobs, deliver work orders, capture evidence, create supplier invoices and record payment.

Open connected topic →
01Open the Suppliers and Jobs hubReview allocated supplier jobs and maintenance relationships.Admin Area → Maintenance & Jobs02Create or allocate a supplier jobSelect maintenance, property/address, tenant, supplier, title, description and amount.Admin Area → Maintenance & Jobs → Allocate Job03Understand automatic maintenance-job creationKnow when a supplier assignment creates a realestate_jobs record.Admin Area → Maintenance & Jobs → assign supplier04Send the supplier work-order emailAllow the allocation flow to email a generated work order.Admin Area → Maintenance & Jobs → Allocate/Resend Email05Update an allocated supplier jobChange job/supplier/status/amount details through the supported admin action.Admin Area → Maintenance & Jobs → open job → Edit06Delete a supplier jobRemove an incorrect job only after preserving work/invoice/evidence.Admin Area → Maintenance & Jobs → open job → Delete07Revoke a supplier jobWithdraw supplier access/assignment through the supported action.Admin Area → Maintenance & Jobs → open job → Revoke08Resend a supplier job emailSend the work-order message again without creating a duplicate job.Admin Area → Maintenance & Jobs → open job → Resend Email09Mark a supplier job status in adminChoose a supported status from the job action.Admin Area → Maintenance & Jobs → open job → Status10Resend a supplier alertTrigger the supported alert for the selected job.Admin Area → Maintenance & Jobs → open job → Resend Alert11Generate a supplier job PDFCreate the job/work-order PDF.Admin Area → Maintenance & Jobs → open job → PDF12Review supplier notesLoad notes stored for the selected job.Admin Area → Maintenance & Jobs → open job → Supplier Notes13Open the supplier portalAuthenticate through the supplier-facing dashboard link/account.Supplier Portal → Dashboard14Accept or acknowledge a supplier jobChoose the supported accepted/acknowledged status.Supplier Portal → open job → Update Status15Mark a supplier job in progressChoose In Progress and add notes/evidence as required.Supplier Portal → open job → Update Status16Mark a supplier job completedSelect Completed, add notes and upload up to 10 photos.Supplier Portal → open job → Update Status17Cancel or void a supplier job from the portalUse a supported Cancelled/Void status when allowed.Supplier Portal → open job → Update Status18Review supplier job status normalisationUnderstand accepted, allocated, in-progress, completed, cancelled and void values.Supplier Portal → open job → Status19Upload supplier completion photosAttach supported photos during status update.Supplier Portal → open job → Complete → Photos20Add supplier completion notesEnter supplier_notes with the status update.Supplier Portal → open job → Update Status21Generate a supplier job reportOpen the supplier-facing job report.Supplier Portal → open job → Job Report22Print a supplier receiptUse the supplier portal print receipt action.Supplier Portal → open job → Print Receipt23Understand automatic supplier invoice creationKnow what happens when a supplier completes a job.Supplier Portal → open job → Mark Completed24Open supplier invoices in adminReview invoices created from completed jobs.Admin Area → Customers/Property → Supplier Invoices25Mark a supplier invoice paidEnter payment mode, transaction ID, comments and optional final amount.Admin Area → supplier invoice → Mark Paid26Pay a supplier through the payout actionUse pay_supplier for the selected eligible supplier invoice/job.Admin Area → supplier payout/invoice → Pay Supplier27Change supplier payout statusApply a supported status to the payout/invoice relationship.Admin Area → supplier payout → Change Status28Update a supplier invoiceSave corrections through the supported payout/invoice action.Admin Area → supplier invoice → Edit29Troubleshoot a supplier portal access failureCheck supplier identity/link, job assignment/status and route/session.Supplier Portal → Dashboard30Troubleshoot duplicate supplier invoicesCheck for an existing invoice linked to the job before retrying completion.Admin Area → supplier invoices and job

Client and landlord portals

Use client property, request, status, compliance and payout pages plus landlord maintenance visibility.

Open connected topic →
01Open the client Real Estate menuUse the client portal module entry and available children.Client Portal → Real Estate02Browse client portal propertiesReview properties visible to the current customer/contact.Client Portal → Real Estate → Properties03Open a client property detailReview listing, media, map, agent/company and available actions.Client Portal → Real Estate → Properties → open property04Preview a client property fileOpen an authorised attachment.Client Portal → Real Estate → Properties → open property → Files05Delete a client-uploaded Real Estate attachmentRemove a file only when the portal exposes the supported action and ownership allows it.Client Portal → Real Estate → relevant profile/request → Files → Delete06Use the client portal buy applicationCreate and review buy requests.Client Portal → Real Estate → Buy Application07Use the client portal rental applicationCreate and review rent requests.Client Portal → Real Estate → Rental Application08Use the client renter profileMaintain identity, address, income, occupants, pets and files.Client Portal → Real Estate → Renter Profile09Open linked property statusReview property/status information linked to the portal customer.Client Portal → Real Estate / Property & Compliance → Linked Property Status10Download a linked compliance certificateOpen a compliance certificate for a linked record.Client Portal → Property & Compliance → open linked property → Certificate11Open client supplier/maintenance informationReview tenant-visible maintenance data and submit feedback.Client Portal → Real Estate → Maintenance12Open client payout informationReview the current linked client/landlord payout records.Client Portal → Real Estate → Payouts13Open landlord maintenanceReview jobs for linked landlord properties.Landlord Portal/Client Portal → Maintenance14Open landlord job reportReview a single authorised maintenance job report.Landlord Portal/Client Portal → Maintenance → Job Report15Understand client portal menu omissionsDo not expect commented Saved Properties or My Rental Listings menu entries.Client Portal → Real Estate16Troubleshoot a portal property or certificate access denialCheck current contact/customer, property link, record status/privacy and certificate relationship.Admin Area → Customers → client → linked properties and Client Portal

Email, PDF branding and integrations

Use module email templates, merge fields, PDFs, Google Maps, CRM hooks and optional compliance links.

Open connected topic →
01Review Real Estate email templatesInspect module templates installed into the CRM email-template system.Admin Area → Setup → Email Templates → Real Estate02Use Real Estate merge fieldsInsert supported module/customer/property/request fields in templates.Admin Area → Setup → Email Templates → Real Estate template03Send property, request, contract, invoice, payment and maintenance emailsUse the send action from the source record.Admin Area/Broker Portal → open source record → Send Email04Understand Real Estate global SMTP dependencyConfigure mail through core CRM settings.Admin Area → Setup → Settings → Email05Use Real Estate PDF organisation textUnderstand the hook that can alter organisation text in supported PDFs.Generate a supported Real Estate/core PDF06Use Real Estate PDF logo brandingUnderstand the hook that can supply a Real Estate/company logo.Generate a supported Real Estate/core PDF07Generate a property-status PDF — Email, PDF branding and integrationsCreate status evidence from the saved status record.Admin Area → Property Operations → Property Status → PDF08Generate request PDFsCreate buy/rent request output.Admin Area/Broker Portal/Client Portal → request → PDF09Generate contract, invoice and payment PDFsUse the supported core-derived outputs in broker workflows.Broker Portal → open contract/invoice/payment → PDF10Generate maintenance and supplier-job PDFsUse admin/supplier actions to produce work evidence.Admin Area → Maintenance & Jobs → open request/job → PDF11Use Google Maps places/marker integrationSearch locations and display markers in property forms/maps.Admin Area → Property Operations → Properties → Map12Understand Google Maps region configurationKnow the supplied scripts request region EG.Property map pages13Use optional Compliance Monitor linksOpen linked property status/certificate pages when the data/module is available.Client Portal → Property & Compliance14Use CRM customer-profile tabsOpen property links, landlord/supplier payouts and related module tabs.Admin Area → Customers → open customer15Use project, task and reminder links where exposedOpen core CRM records linked from real-estate workflows.Admin Area → relevant property/request/contract/invoice16Understand module route compatibility and portal themesUse the rendered links rather than constructing controller URLs manually.Admin/client/broker/public pages17Troubleshoot Real Estate email deliveryCheck recipient, template, global SMTP, generated attachment and logs.Source record → Send Email and Setup → Settings → Email18Troubleshoot Real Estate PDF branding/outputCheck source data, template/hook context, image file and PDF engine logs.Source record → PDF19Troubleshoot Google MapsCheck API key restrictions, billing/API enablement, page script/network errors and coordinates.Admin Area → Settings → Google Map API Code and property map

Security, data storage and audit

Understand tokens, ownership, permissions, public routes, stored tables, file protections, activity and retention responsibilities.

Open connected topic →
01Apply least privilege to Real Estate ManagementGrant only required view-own/view/create/edit/delete/approval/report/permission capabilities.Admin Area → Setup → Roles02Protect public application tokensTreat invite URLs as bearer links and revoke unused invitations.Admin Area → Tenant Applications → Invitations03Protect agreement countersign tokensSend countersign links only to the intended landlord/signatory.Onboarding workspace → Landlord Countersign04Protect renter identity and income evidenceRestrict access and retention of uploaded identity/income files.Client Renter Profile and Admin review05Protect property-owner and tenant contact detailsAvoid exposing private owner/tenant fields in public descriptions or files.Property/owner/client records06Protect supplier job evidenceRestrict job photos, notes, invoices and payment details.Maintenance & Jobs / Supplier Portal07Protect broker portal accountsUse active unique emails, strong passwords and appropriate broker/company links.Broker Portal and Admin Business Brokers08Review Real Estate stored tablesUnderstand that separate tables store properties, owners, client links, requests, onboarding, maintenance, suppliers, invoices, payouts and notifications.Database-backed module workspaces09Review core table extensionsKnow that roles, staff and items receive module columns.Admin Area → relevant role/staff/property forms10Review property activity and audit evidenceUse module/core activity, onboarding audit and workflow records.Admin Area → source record → Activity/Audit11Review tenant application audit evidenceUse invite/application/audit rows to trace submission and decision.Admin Area → Tenant Applications → open application12Review onboarding audit and workflow evidenceTrace steps, status transitions, messages, documents and signatures.Onboarding workspace → Audit/History13Review supplier and payout audit evidenceReconcile job status/photos/notes with invoice and payment values.Admin Area → Maintenance & Jobs / Supplier Invoices/Payouts14Understand file-storage responsibilitiesUse supported upload/preview/delete actions and secure web-server permissions.Property, profile, onboarding, maintenance and supplier file areas15Understand application retention settingReview the seeded 180-day application-retention value against policy/law.Admin Area → Tenant Application settings16Understand public application consent separationKeep processing/referencing/credit and marketing choices distinct.Public Tenant Application → Consents17Understand no generic Real Estate REST APIDo not expect a documented external REST API from the supplied module.Technical reference → supplied controllers/routes18Understand no Real Estate webhook frameworkDo not expect inbound/outbound webhook configuration from this module.Technical reference → hooks/controllers19Understand no registered Real Estate cron hookDo not expect module background scheduling from the supplied realestate.php registration.CRM Cron and technical reference20Review backup and checkpoint files as excluded artefactsDo not present .bak, .checkpoint, debug logs or error_log files as user features.Deployment package review21Run a Real Estate security reviewTest role boundaries, portal ownership, tokens, files, email, PDF and financial links.Controlled test environment across all roles

Troubleshooting, limitations and technical reference

Resolve access, validation, portal, file, email, PDF, map, workflow and financial issues and understand verified limitations.

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01Troubleshoot Real Estate activationCheck CRM 2.3.* compatibility, PHP/application logs, installer tables/columns/options and file permissions.Admin Area → Setup → Modules → Real Estate Management02Troubleshoot a 404 Real Estate pageUse the registered menu/link and verify module activation/controller file/route context.Admin/client/broker portal → intended menu03Troubleshoot a permission denied messageCheck capability, view-own ownership, company context and target-record ownership.Admin Area → Setup → Roles and source record04Troubleshoot a form validation errorComplete displayed required fields and correct IDs, dates, amounts, emails and file restrictions.Relevant New/Edit form05Troubleshoot a duplicate email errorSearch existing company, staff, broker or contact records before retrying.Relevant company/staff/register form06Troubleshoot a missing owner/company/broker selector optionCheck record status, capability, company scope and ownership.Relevant property/request form07Troubleshoot a property attachmentCheck file record, relation ID, folder, permission and storage path.Property → Files08Troubleshoot a request conversionCheck customer/property, status, currency/price, target permissions and existing linked record.Buy/Rent Request → Convert09Troubleshoot client portal login or visibilityCheck active contact, customer link, property/request ownership and menu registration.Admin Area → Customers and Client Portal10Troubleshoot broker portal loginCheck broker portal option, active broker staff, email/password and company link.Admin Business Brokers and Broker Portal11Troubleshoot public application or countersign linkCheck token, record ID, expiry/revocation and current state.Admin application/onboarding record and public link12Troubleshoot onboarding workflow stateReview required context/parties/terms/documents/signatures and current workflow_status.Onboarding workspace13Troubleshoot supplier job allocationCheck maintenance ID, property/address, supplier, email, existing job ID and amount.Maintenance & Jobs → Allocate Job14Troubleshoot supplier completionCheck status value, notes/photos limit, supplier/job ownership and existing invoice.Supplier Portal → job15Troubleshoot supplier invoice paymentCheck invoice/job/status, final amount, payment mode, transaction ID and permissions.Admin supplier invoice → Mark Paid16Troubleshoot Real Estate reportsCheck real_report access, period/status filters, ownership and source dates/values.Admin Area → Reports → Reports17Understand the absence of a module-specific cron schedulerPlan only around user actions and core CRM services implemented by the code.CRM Cron / technical reference18Understand the absence of a generic API/webhook interfaceDo not promise third-party API or webhook automation not in the supplied code.Technical reference19Understand commented or hidden portal featuresDo not document Saved Properties/My Rental Listings as visible menu items.Client Portal → Real Estate20Understand module version and migration detailsDocument visible module v1.0.0 and installer-managed schema without exposing migration scaffolding as user actions.Admin Area → Setup → Modules21Use the Agreement_countersign controller referenceMap the public countersign endpoint to the landlord-signature workflow.Onboarding workspace → Landlord Countersign link22Use the Apply controller referenceMap the tokenised public application endpoint to the tenant-application workflow.Tenant Application invitation link23Use the Authentication_broker controller referenceMap login, registration, password reset, logout and validation helpers to broker portal guides.Broker Portal24Use the Broker controller referenceMap broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.Broker Portal25Use the Client controller referenceMap client properties, renter profile, history/income/occupants, applications and request actions.Client Portal → Real Estate26Use the Realestate controller referenceMap settings, roles/plans, companies/staff, owners, properties, approvals, requests, tenants, onboarding, reports and permissions.Admin Area → Real Estate menus27Use the Maintenance and supplier controller referencesMap client/admin/landlord/supplier requests, jobs, evidence, invoices and payment actions.Maintenance & Jobs and portals28Use the Realestate_portal referenceMap client index, linked property status and compliance certificate actions.Client Portal → Real Estate / Property & Compliance29Run the Real Estate Management production verification checklistTest every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.Controlled staging environment