Real Estate Management — Email, PDF branding and integrations
Use module email templates, merge fields, PDFs, Google Maps, CRM hooks and optional compliance links.
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