Run the Real Estate Management production-readiness checklist
Verify version, permissions, settings, maps, email, PDF, portal, workflows and finance links before release.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Verify version, permissions, settings, maps, email, PDF, portal, workflows and finance links before release.
- Use controlled records for each role and portal. Verify clean email/PDF output, file access, public-token routes and payment links. Verify no backup/checkpoint/debug files are deployed as live documentation features.
- Apply the setting or lifecycle action described below, then reload the relevant property workspace.
Fields, rules and limits
- Use controlled records for each role and portal. Verify clean email/PDF output, file access, public-token routes and payment links. Verify no backup/checkpoint/debug files are deployed as live documentation features.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Use controlled records for each role and portal. Verify clean email/PDF output, file access, public-token routes and payment links. Verify no backup/checkpoint/debug files are deployed as live documentation features.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.