Projects, bookings and collections
For developers and off-plan resellers.
Inventory
- Properties → Projects → New project. Add the escrow account and the RERA or DLD project number.
- Add units: fill floors from a layout, or import the developer’s availability sheet (Excel or CSV; a PDF has to be exported to Excel first).
- Price lists: a new version is a draft until you activate it. Bookings keep the price they were made at.
Selling
- Click a unit on the inventory grid to hold it for a buyer (it is released by itself when the hold ends) or book it.
- A booking takes a payment plan and builds the buyer’s schedule. The booking form goes to the buyer to sign.
- When a construction milestone is certified, mark it reached on the project: the instalments waiting for it fall due and each buyer gets a demand letter.
Partners and money
- Properties → Channel partners: send each broker their portal link. A buyer they register is theirs for 90 days unless you already knew the person.
- Properties → Collections lists what is overdue or due this week. Riya can remind and call (Settings → Riya for property).
- Resellers: a booking on a developer’s project opens the commission claim under Developer commissions.