Property in EstateFlow Proptech CRM

The Property screen is used to create and manage real estate assets.

1.3.1. Create Property

Steps:

  • Step 1: Click the New button on the Property screen.
  • Step 2: The system will display the Add Property screen. Enter the required property details and save.

💡 Note:

  • Only properties with an "Active" status will be available for selection in Orders.
  • Once an Order is paid, the property status automatically changes to "Sold".

1.3.2. Edit Property

To edit a property:

  • Select the Edit button next to the corresponding property record.

1.3.3. View Property

Steps:

  • Step 1: Select the Property you want to view.
  • Step 2: The system will display the Property Details screen.

💡 Explanation:

  • Images on this screen are uploaded via the Gallery screen.
  • Sub-Properties lists child properties under a main property.
  • The Payment Plans section is used to configure payment options. Once an order is confirmed, invoices are automatically generated based on the payment plan.

1.3.4. Delete Property

To delete a property:

  • Select the Delete button next to the corresponding property record.

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