This category documents the verified real estate module menus: Property Operations, Requests & Applications, customer-linked records, maintenance and reports.
Each guide below is linked to the wider help centre so users can move naturally between related features.
The Real Estate module adds a verified Property Operations parent menu with Dashboard, Properties, Approvals, Property Owners, company or staff paths and Business Brokers. This guide covers that exact menu structure from the source code.
Real Estate ModuleThe Real Estate module creates a dedicated Requests & Applications menu with separate buy-request and rent-request paths. The verified controller also supports conversion of requests into contracts or invoices where appropriate.
Real Estate ModuleThe Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.
Real Estate ModuleMaintenance & Jobs is a dedicated Real Estate sidebar entry that points to the supplier-centred maintenance workspace. The audited controllers confirm allocation, updates, PDF output, supplier notes, status changes, resend actions and payout updates.
Real Estate ModuleThe Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.
The Real Estate module adds a verified Property Operations parent menu with Dashboard, Properties, Approvals, Property Owners, company or staff paths and Business Brokers. This guide covers that exact menu structure from the source code.
The Real Estate module creates a dedicated Requests & Applications menu with separate buy-request and rent-request paths. The verified controller also supports conversion of requests into contracts or invoices where appropriate.
The Real Estate module extends the Customers menu with Client Database, Tenants and Landlords. This keeps property-facing customer records anchored in the core customer system while exposing dedicated tenancy and landlord paths.
Maintenance & Jobs is a dedicated Real Estate sidebar entry that points to the supplier-centred maintenance workspace. The audited controllers confirm allocation, updates, PDF output, supplier notes, status changes, resend actions and payout updates.
The Real Estate module includes a dedicated Reports menu and a Settings menu with general settings, permissions and the module guide. This guide covers the verified admin-side control points for the module.
Guides for the verified CRM areas covering client records, contacts, lead handling and linked customer files in the audited build.
Portal help for the main portal architecture and the verified landlord, tenant and supplier portal access paths.
Source-audited guides for estimates, proposals, invoices, payments, expenses, credit notes, contracts and subscriptions.
Verified help for the current Compliance Monitor build, including Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and audit areas.