Projects

Projects is where you set up each property development — units, pricing, amenities, and cost sheets — and where a sales team books a unit against a customer.

Who can do this

Client Admin for project setup; Sales Agents for booking units.

Create a project

1. Go to Projects → Project List.
2. Click Add Project and fill in the project's basic details — name, location, and type.
3. Save.

Manage unit inventory

1. Open a project from the project list, then go to its Inventory tab.
2. Add units one at a time, or in bulk, including floor, size, and pricing.
3. Update a unit's status (available, held, sold) as bookings progress.

Book a unit

1. Go to Projects → Book Unit.
2. Select the project and the specific unit.
3. Enter the customer's details and booking terms.
4. Save to confirm the booking — the unit's status updates automatically.

Set up amenities

Go to a project's Amenities tab to add the facilities available at that project — these appear on the project's listing and in customer-facing materials.

Manage cost sheets

Go to a project's Cost Sheet tab to set up the pricing components (base price, additional charges, taxes) that make up a unit's total cost — this feeds the pricing shown when booking a unit.