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Overview The Manage Offers tab allows you to create promotional offers that can be applied to units during the Hold step — for example, a Ramadan offer or a facility-free promotion. Offers List Column Description Name Offer name (e.g., "Fac Free", "Ramadan"). ...

Overview Payment plans define how a unit's price is split into installments. They can be created at multiple levels — Global, Project, Building Segment, and Unit — and are applied during the Hold/Reservation step when the salesman selects a payment plan for th...

Overview The Unit Sales Pipeline tracks a unit from the moment it's shown to a client all the way through to delivery. Each step must be completed in order before moving to the next. Show → Hold → Reservation → Confirm Reservation → Down Payment → Confirm Down...

Overview Finance Settings controls all financial rules — delay periods, penalties, notifications, payment options, and more. Settings Reference Setting Description Notify On Which Unit Steps Select which unit pipeline steps trigger a finance notification (e.g....

Overview EOI stands for Expression of Interest. It lets the company collect a client's intent to buy a unit in a project — even before the project has a finalized master plan or units ready for sale. Why Use EOI Companies often announce a new project (pre-laun...

Overview Use Add New EOI to register a client's expression of interest in a project before reserving an actual unit. Enabling EOI on a Project Before a project can receive EOIs, EOI must be enabled on that specific project. Go to Edit Project. Find the EOI tog...

EOI Management Overview EOI Management is the central screen, under Financial Module, that lists every EOI in the system across all clients and projects. What You See The page header shows Count (total EOIs displayed) and Total (combined EOI value), with a sor...

Overview The Customer Service module is the central hub for managing all support tickets and internal status updates. It ensures every client inquiry, complaint, or request is tracked, assigned to the right person, and resolved efficiently. Module Sections Sec...

Overview The Tickets screen is used to log and manage client support requests. Any issue a client faces — whether it's a payment delay request, a legal concern, a maintenance issue, or any other type of request — is created here as a ticket, then assigned to t...

Overview These three sections let the team log internal status updates, each scoped differently: Section Purpose Delivery Updates Log which units have been delivered or reached a construction milestone. Clients Updates Record any change to a client's personal ...

Overview Customer Service Settings is where all configuration for the Customer Service module lives — ticket types, update types, and ticket visibility rules. 💡 The settings below (Client Updates Types, Unit Updates Types, Delivery Updates Types, and Ticket Ty...

Overview NPV (Net Present Value) is a tool that lets a salesman build and customize a payment plan for a client before reserving a unit. The salesman adjusts the installment schedule with the client in real time — once they agree and save the plan, it flows di...

Overview NPV settings are configured at two levels — the Project level (inside Edit Project) and the Unit level (inside each unit's edit screen). Both levels also include settings on each Payment Plan individually. Together they define the financial rules that...

Overview The NPV Editor is where the salesman builds and customizes a payment plan with the client, before the unit enters the Unit Sales Pipeline. It is accessed from inside the Unit Details screen by clicking the NPV button on a payment plan. Auto-Rebalancin...

Overview The NPV Comparison screen shows a side-by-side comparison of the original payment plan and the edited plan, with a calculated Verdict showing whether the edited plan is financially equivalent, better, or worse than the original. What You See The scree...

Overview Once a payment plan has been validated and saved through the NPV Editor, it becomes a Saved NPV Plan linked to the unit. It can be viewed, edited, or deleted from the Unit Details screen. What a Saved NPV Plan Shows A saved plan displays the full inst...

Overview All contract templates are created from Setup → Global Contracts → Add New. The fields available depend on the Document Type selected. Each template is built once and reused every time a document needs to be generated for a client or broker. How the B...

Overview Document Words are placeholder codes inserted into contract templates. When a document is downloaded, the system automatically replaces each code with real data pulled from the relevant record — the reserved unit, the client, the project, etc. There a...