Primary Units — Unit Types & Selling Overview Unit Types are the types of units within a project phase (e.g., Villa, Twin). Each unit type contains the individual units available for sale. From here you can view units, show them to clients, and move them through the selling pipeline. Unit Types List Unit types are displayed as cards showing the type name and tag. Each card has: Button Description VIEW Opens the unit type's full details and units list. Edit (✏️) Edit the unit type. Delete (🗑️) Delete the unit type. Available action: Project --> Phase --> add New Project Units +. Adding a Unit Type Scroll down inside a phase and click Add New Project Unit. Fill in the following fields: Field Required Description Name ✅ Unit type name (e.g., B-112 Villa). Type ✅ Select the unit type (e.g., Villa, Twin, Apartment). Details ✅ Description of the unit type. Payments Description ✅ Payment terms description. Availability ✅ Whether the unit is available. Finishing Optional Finishing type. Space fields Optional Net Area, Garden Space, Roof Space, Price From, Price To, Direction, View — add one row per unit size/variant using Add Units. Files Optional Attach documents. Videos Optional Attach video links. Gallery Optional Upload unit photos. Logo Optional Unit logo or featured image. 💡 The additional fields entered here (Space, Price From, Price To, Direction, View, etc.) are applied to all units within this unit type. Each row in the units table represents a specific unit variant. Viewing Unit Type Details Clicking VIEW on a unit type opens its full details page showing: Unit Number, Type, Project Name, Phase Name, Details, Progress status. A Units table with all unit variants — each row shows: Space, Net Area, Garden Space, Roof Space, Price From, Price To, Direction, View, and action buttons. Additional Fields section for any custom fields. Edit, Share, Share to Facebook buttons at the top right. Unit Row Actions Button Description VIEW Show this unit to a client — opens the selling pipeline. 👁️ Quick view of unit details. + Field Add a custom field to this unit. History View the full action history of this unit. The Unit Types Tab Accessible from the project view, the Unit Types tab shows all unit types across all phases of the project in one list, with the same card layout and filters. Available Filters Filter Description Space Filter by space range (From / To). Date Filter by date range. Price Filter by price range (From / To). Bedroom Filter by number of bedrooms. Bathroom Filter by number of bathrooms. Status Filter by unit status. Position Filter by unit position. Type Filter by unit type. View Filter by view type. Finishing Filter by finishing type. Project Filter by project. Selling a Primary Unit — The Pipeline When you click VIEW on a unit row, the selling pipeline opens. The pipeline has 3 stages: Show → Hold → Contract Show Stage The unit is shown to the client. Actions available: Button Description Confirm & Move to Hold Client confirms interest — moves to Hold. Discard Show Cancel the show — unit returns to available. Hold Stage The client has confirmed interest. Fill in the hold details: Field Required Description Date Optional Contract date — leave empty to use today's date. Note Optional Any note on this hold. Price Optional The agreed price. Sales Man Optional The salesman responsible. Actions: Confirm & Move to Contract — moves to the Contract stage. Discard Hold — cancels the hold. Contract Stage The unit is under contract. Action available: Discard Contract — steps back to Hold. 💡 The pipeline progress bar at the top shows Show / Hold / Contract with a count of units at each stage — click any stage to jump to it.