Customisation and Branding in Britixo Real Estate or Property Management Software UK.

Introduction

Britixo Practice Management Software for Real Estate isn’t a rigid, one-size-fits-all solution — it’s built for flexibility. Whether you’re managing a residential letting agency, commercial leasing, or a property investment portfolio, Britixo lets you customise modules so your team works with the exact data and workflow your business requires.

This ensures that every property record, request, or report reflects your operational style and industry-specific terminology, without forcing you to adapt to generic CRM labels.

Step-by-Step: Customising Real Estate Modules in Britixo

🛠 1. Accessing Customisation Settings

• From the Settings menu in the left-hand navigation, click Custom Fields.
  
  

• You’ll see a list of modules available for customisation, including:
  
  

• Properties
  
  

• Owners
  
  

• Brokers
  
  

• Tenants
  
  

• Sale Requests
  
  

• Lease Requests
  
  

• Expenses & Income
  
  

🏷 2. Adding Custom Fields

• Select the module you wish to edit (e.g., Properties).
  
  

• Click Add Custom Field and:
  
  

• Name the field (e.g., Energy Efficiency Rating, Parking Spaces).
  
  

• Choose the field type: text, dropdown, number, date, checkbox.
  
  

• Decide if the field is mandatory.
  
  

• Save changes — new fields will appear in both the add and edit screens for that module.
  
  

🖋 3. Renaming Labels to Match Industry Terms

• Navigate to Settings > Translation.
  
  

• Search for terms you want to change (e.g., rename Leads to Property Enquiries).
  
  

• Update the label text and save.
  
  

• These changes will reflect across the entire interface.
  
  

🔄 4. Adjusting Workflows

• In Settings > Workflow Automations, you can:
  
  

• Set automated status changes (e.g., Sale Request automatically moves to Under Offer after owner approval).
  
  

• Trigger email notifications for specific events (e.g., new property listing published, rental payment overdue).
  
  

• Assign follow-up tasks to team members when a new request is logged.
  
  

🎨 5. Branding Your Real Estate Modules

• Go to Settings > Theme Options to:
  
  

• Upload your company logo.
  
  

• Apply brand colours across modules.
  
  

• Set custom header images for property PDFs (sale/lease brochures).
  
  

📤 6. Testing & Reviewing Changes

• After applying customisations, run a quick test:
  
  

• Add a new property record to confirm new fields display correctly.
  
  

• Generate a PDF to check branding and labels.
  
  

• Trigger a workflow event to ensure automation is functioning.
  
  

💡 Pro Tip: Keep a log of all changes made — this helps in future training and ensures all team members understand updated workflows and fields.