Real Estate Management — Setup, navigation and lifecycle
Install the module, use its exact staff/client/broker/public routes, configure settings and understand lifecycle dependencies.
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