1.) Property Tags List View

Displays a centralized list of all property tags for efficient categorization and filtering. Users can create new tags, assign color codes, and manage classifications such as Luxury, Premium, or Affordable. The dropdown menu enables quick navigation between Tags, Services, and Sections for seamless configuration.

Navigation : Properties → Configuration → Tags

2.) Property Services Configuration

Displays the configuration list of property-related services such as Gas and Internet. Users can define service codes, manage activation status, and add new entries using the New button. The dropdown navigation allows quick access to other configuration sections including Tags and Sections.

Navigation : Properties → Configuration → Service

3.) Property Section Configuration

Displays a structured list of property sections such as Bedroom, Kitchen, Prayer Room, and Parking. Users can define new sections to detail property layouts and specifications accurately. The dropdown menu enables navigation across configuration options like Tags, Services, and Sections.

Navigation : Properties → Configuration → Section

4.) Project Management

Displays the list of all real estate projects with key details such as project name, type, subtype, purpose, region, and status. Users can create new projects or view existing ones for better organization and tracking. The dropdown under Projects allows quick navigation between Projects and Sub Projects.

Navigation : Properties → Projects → Projects

5.) Project Details

Displays detailed information of a specific project, including project type, property purpose, landlord, and location details. Users can view additional data such as construction year, brochure links, and website references. Smart buttons at the top allow access to related Documents and Sub Projects for comprehensive project tracking.

Navigation : Properties → Projects → Projects

6.) Sub Projects - Backbone Apartment

Displays the list of sub-projects created under the main project Backbone Apartment, such as individual buildings or blocks. Users can view key details like project type, subtype, property purpose, region, and status. The New button allows adding new sub-projects to maintain a structured hierarchy within large developments.

Navigation : Properties → Projects → Sub Projects

7.) Documents Backbone Apartment

Displays the list of all documents associated with the project Backbone Apartment. Users can view, upload, and manage essential project files such as brochures, pricing details, layouts, and agreements. The New button allows quick addition of new documents, ensuring all project-related materials are centralized and easily accessible for reference or sharing.

Navigation : Properties → Projects → Documents

8.) Sub Projects List

Displays a complete list of all Sub Projects created under various main projects. Each entry includes essential details such as project code, name, type, subtype, property purpose (e.g., Rent or Sale), region, company, and status. The New button allows users to create additional sub-projects, while the dropdown under Projects enables quick navigation between Projects and Sub Projects modules for efficient management.

Navigation : Properties → Projects → Sub Projects

9.) Sub Project Details Backbone Building -011

Displays the detailed information of the sub-project Backbone Building -011. This page includes key sections such as Project Details, Sub Project Details, Address Details, and Additional Details, outlining the property type, landlord, location, and construction year. Users can also manage Availability information, add images, amenities, specifications, and nearby connectivities. Tabs at the top allow quick access to related Documents and Property details. The record status can be switched between Draft and Available, and activities or notes can be logged directly from the bottom panel.

Navigation : Properties → Projects → Sub Projects

10.) Properties Backbone Building -011

Shows all the properties listed under the sub-project Backbone Building -011. Each record displays essential details such as property name, type, landlord, purpose (Rent or Sale), price, company, city, country, and current status. The New button allows users to add new property units under this sub-project, while the navigation path at the top provides quick access to related modules. This screen helps manage and monitor all property listings associated with a specific building or development phase.

Navigation : Properties → Projects → Sub Projects → Properties

11.) Documents Backbone Building -011

Displays the list of all documents linked to the sub-project Backbone Building -011. This section allows users to view, upload, and manage important sub-project files such as brochures, pricing details, layouts, and supporting documentation. The New button enables the addition of new records, ensuring that all sub-project-related files remain well-organized and easily accessible.

Navigation : Properties → Projects → Sub Projects → Documents

12.) Properties List View

Displays a centralized list of all properties with detailed columns including Property Name, Type, Landlord, Price, and Status. Users can add new property records using the New button and organize data efficiently using built-in Filters and Group By options. Filters allow quick segmentation such as For Sale, For Rent, Available, or On Rent, while Grouping enables categorization by Project, Sub Project, Property Type, Landlord, or Location. This view provides a powerful way to navigate and analyze property inventories.

Navigation : Properties → Properties

13.) Properties Kanban View

Displays all properties in a Kanban card layout, providing a visual overview of property details such as name, rent or sale price, landlord, location, and property tags. Each card includes quick action icons to view, edit, share, or manage property information. The toggle buttons on the top-right corner allow switching between different display views List, Kanban, and Graph. This view helps users quickly assess key property information at a glance.

Navigation : Properties → Properties

14.) Properties Pivot View

Displays property data in a pivot table format, providing a summarized analytical view of rent and sale prices by property type, landlord, and project hierarchy. Users can expand and collapse categories to view detailed figures or totals for Rent Amount and Price. The Measures dropdown allows selection of different financial metrics, while export and layout controls enable data customization. This view is ideal for analyzing property performance and revenue distribution.

Navigation : Properties → Properties

15.) Property Detailed View

Displays the complete details of an individual property record (BA Building-A-101) within the system. The form view includes comprehensive sections such as Address Details, Owner Details, Area Measurements, Project Detail, and Residential Information. Tabs for Floor Plans, Images, Amenities, Specifications, and Nearby Connectivities allow additional property-related data entry and management. Key metrics like Total Area, Usable Area, and Furnishing Type are also shown. Action buttons like Map Location, Maintenance, and Leads are accessible for quick navigation.

Navigation : Properties → Properties

16.) Property Detailed View Pricing & Maintenance

Displays the detailed property record (BA Building-A-101) with active pricing, maintenance, and utility service details. The top section includes quick action buttons for Maintenance Request and Create Leads, along with property status options such as Draft, Available, and On Rent. The Pricing Details tab provides calculations for rent, maintenance charges, and utility costs. The Maintenance Details section allows defining the type (Fixed/Area Wise) and frequency (Once/Recurring) of maintenance, while the Utility Services section lists service types like Gas and Internet with their recurring costs.

Navigation : Properties → Properties

17.) Property Detailed View Documents Tab

Displays the Documents tab within the property record (BA Building-A-101) showing uploaded attachments related to the property. Users can manage files such as brochures, pricing sheets, and other relevant documents. Each document entry includes a name, file type, upload date, and quick access options. The interface allows adding new files using the Add button, supporting efficient record-keeping and property document organization.

Navigation : Properties → Properties → Documents Tab

18.) Property Detailed View Floor Plans Tab

Displays the Floor Plans tab within the property record (BA Building-A-101) showing uploaded architectural layouts. This section allows users to attach and view 2D and 3D floor plan images with corresponding file sizes for reference. Each plan is displayed with a preview and file metadata for easy identification. The Add button enables users to upload additional layout images, supporting visual representation and better understanding of the property structure.

Navigation : Properties → Properties → Floor Plans Tab

19.) Property Detailed View Images Tab

Displays the Images tab within the property record (BA Building-A-101), showing uploaded interior and exterior photographs of the property. Each image thumbnail includes a sequential label and file size indicator, helping users manage property visuals effectively. The Add button allows uploading additional images, supporting the enhancement of property listings with rich visual content to improve presentation and marketing appeal.

Navigation : Properties → Properties → Images Tab

20.) Property Detailed View Amenities Tab

Displays the Amenities tab within the property record (BA Building-A-101). This tab lists various facilities and entertainment options available for the property. Each amenity is represented with an image and label for easy identification. In this example, the amenities include Cinema and Games, represented with illustrative icons. The Add button allows users to include additional amenities as needed to accurately describe the property's offerings.

Navigation : Properties → Properties → Amenities Tab

21.) Property Detailed View Specifications Tab

The Specifications tab of property BA Building-A-101 is displayed. It lists interior details like "Interior Features" with a brief description. Users can add more specifications using the Add button.

Navigation : Properties → Properties → Specifications Tab

22.) Nearby Connectivities BA Building-A-101

This section shows nearby facilities around the property, including a Park (2.00 KM), Library (4.00 KM), and Metro Station (1.00 KM). It helps users understand the accessibility and convenience of the property's location.

Navigation : Properties → Properties → Nearby Connectivities Tab

23.) Leads BA Building-A-101

This section allows users to view and manage property-related leads. By clicking on the "Create Leads" button, new customer inquiries or opportunities can be added. The Leads tab displays key information such as contact name, email, salesperson, and opportunity details for efficient follow-up.

Navigation : Properties → Properties → Leads Tab

24.) Lead/Opportunity Form View

the detailed view of a Lead/Opportunity generated for a specific property in this example, BA Building-A-101. The form includes essential lead information such as the expected revenue, probability of closing, associated property, contact details, salesperson, and tags for categorization.

Navigation : Properties → Properties → Leads

25.) Property Form View Leads Tab

the Property Form View for BA Building-A-101, highlighting the Leads integration within the property record. Users can directly create leads from this view using the Create Leads button, which automatically links the generated lead to the corresponding property. The Leads tab lists all related leads or opportunities, showing key details such as the Opportunity name, Contact name, Email, Salesperson, Expected Revenue, and Stage.

Navigation : Properties → Properties → Leads Tab

26.) Property Form View Rent Contract Access

the Property Form View for BA Building-A-101, specifically highlighting the Rent Contract access. The property status is set to On Rent, indicating that it is currently occupied or available under a rental agreement. From the More menu, users can view or manage all rent contracts associated with this property.

Navigation : Properties → Properties

27.) Rent Contracts List View

List view of all Rent Contracts showing key details such as property, type, tenant, and status. Users can create new contracts using the New button and apply Filters or Group By options. Contracts can be organized by company, property, tenant, landlord, or contract status.

Navigation : Properties → Rent Contracts

28.) Scheduled Action Rent Due Reminder

Scheduled action setup for the Rent Due Reminder linked to the Rent Contract model. Configured to execute automatically every 1 day by OdooBot to trigger rent reminders. Displays execution interval, next run date, and Python method for the reminder action.

Navigation : Settings → Technical → Scheduled Actions

29.) Rent Contract Details Installments and Notifications

Shows complete rent contract details including tenant, landlord, payment, and broker information. Displays linked invoices for installments, deposits, and maintenance with current payment status. Automatic notifications are triggered after 7 days if a rent installment invoice remains unpaid.

Navigation : Properties → Rent Contracts

30.) Rent Contract Running Status

Displays an active rent contract showing start and end dates, rent amount, and payment term. Indicates the contract status as Running, confirming it's currently in progress. Used to monitor contract duration and billing cycle for ongoing rental agreements.

Navigation : Properties → Rent Contracts

31.) Scheduled Action Contract Expiry

Automated scheduled action to manage contract expiry for rent agreements. Configured to run daily using OdooBot for timely contract status updates. Executes the function model.action_contract_expiry_cron() to track expiring contracts.

Navigation : Settings → Technical → Scheduled Actions

32.) Rent Contract Expired

Displays a rent contract that has reached its end date, automatically updated to Expired status. Includes start and end dates, rent details, and property information. The Extend Contract option allows renewal of expired agreements for continued tenancy.

Navigation : Properties → Rent Contracts

33.) Extend Rent Contract

Displays the Extend Contract popup for updating the New End Date of an expired rent contract. Users can modify the contract duration and confirm the extension for continued tenancy.

Navigation : Properties → Rent Contracts

34.) Rent Contracts Kanban View

Displays all rent contracts in Kanban view, showing key details such as tenant name, property, landlord, contract type, responsible user, contract period, and rent amount.

Navigation : Properties → Rent Contracts

35.) Rent Contract Form View

Displays a detailed view of an active Rent Contract (RC/00001), including contract details, property information, tenant and landlord data, maintenance costs, installments, taxes, and broker commission.

Navigation : Properties → Rent Contracts

36.) Active Rent Contract Running Status

Displays an active Rent Contract (RC/00001) in Running status, including property, tenant, landlord, and broker details. The form also shows utility services linked to the contract, such as gas and internet charges.

Navigation : Properties → Rent Contracts

37.) Draft Broker Bill Creation

Shows the creation of a Draft Vendor Bill automatically generated from the rent contract RC/00001 for broker commission. The bill is linked to the broker Deco Addict, Addison Olson, with a commission amount of $450.00.

Navigation : Properties → Rent Contracts → Create Broker Bill

38.) Rent Contract Broker Bill and Rent Installment Overview

Shows broker commission and contact details linked to the rent contract. Lists associated rent installment with invoice reference for easy tracking. Accessible under the Rent Contracts section for active agreements.

Navigation : Properties → Rent Contracts

39.) Contract Agreement Attachment

Displays uploaded rental agreement or related property documents. Supports quick access to PDF files linked with each contract. Available through the Contract Agreement tab in Rent Contracts.

Navigation : Properties → Rent Contracts → Contract Agreement Tab

40.) Rent Contract Manual Installment

Displays rent contract details with manual installment payment setup. Enables users to create invoices directly from the contract. Provides quick access to rent installments and payment tracking.

Navigation : Properties → Rent Contracts

41.) Auto Create Rent Invoices

Automates the generation of rent invoices at scheduled intervals. Configured to execute daily and managed by the system scheduler. Ensures timely invoice creation for active rent contracts.

Navigation : Settings → Technical → Scheduled Actions

42.) Rent Contract Details

Displays complete information about the rent agreement including duration, rent amount, maintenance, and service charges. Shows tenant, landlord, and broker details with payment and penalty terms. Helps manage contract-related financials like invoices and recurring utilities.

Navigation : Properties → Rent Contracts

43.) Manual Installment Rent Invoice

Generates a draft invoice for rent contracts using the manual installment method. Includes rent, maintenance, and utility service charges automatically. Allows review and confirmation before final posting for accurate billing.

Navigation : Properties → Rent Contracts → Invoice

44.) Rent Contract Invoice Overview

Displays detailed rent contract data along with generated invoices. Shows categorized payment types such as rent, maintenance, and utilities. Provides easy access to created invoice records from the contract view.

Navigation : Properties → Rent Contracts

45.) Rent Contract Penalty Details

Displays penalty settings including type, value, and grace period. Ensures late payment rules are clearly defined in rent agreements. Integrates penalty charges automatically into rent invoices.

Navigation : Properties → Rent Contracts

46.) Apply Penalty Automation

Automatically applies penalties to overdue rent invoices. Runs daily to identify and charge unpaid accounts after the grace period. Ensures accurate and timely enforcement of rental payment terms.

Navigation : Settings → Technical → Scheduled Actions

47.) Penalty Invoice Generation

Automatically creates a penalty invoice for overdue rent payments. Applies the configured penalty type and amount after the grace period. Ensures consistent tracking of late fees in rent contracts.

Navigation : Properties → Rent Contracts

48.) Draft Penalty Invoice

A scheduled cron job automatically checks overdue rent invoices daily. If any payment exceeds the grace period, OdooBot generates a penalty invoice. This automation ensures timely penalty application without manual tracking.

Navigation : Properties → Rent Contracts → Invoice

49.) Rent Contract Overview

The rent contract outlines details such as property, tenant, landlord, rent amount, payment terms, and maintenance type. It also includes utility services, penalty rules, and broker information for full contract transparency. The contract supports recurring services and monthly rent invoicing through Odoo automation.

Navigation : Properties → Rent Contracts

50.) Rent Installment Invoice

This invoice is automatically generated for the tenant under the rent contract. It includes the monthly rent amount along with recurring utility service charges. The invoice remains in draft status until confirmed for payment processing.

Navigation : Properties → Rent Contracts → Invoice

51.) Rent Contract with Maintenance and Penalty Details

s the detailed overview of a rent contract, including property, tenant, and financial information. It outlines key contract terms such as rent amount, payment schedule, and maintenance type (once with fixed charge). Additionally, penalties for overdue payments are tracked automatically through scheduled actions, generating corresponding invoices handled by OdooBot.

Navigation : Properties → Rent Contracts

52.) Profit & Loss Summary

Shows total expected, paid, and due amounts for invoices and bills under the rent contract. Provides a clear margin calculation to assess contract profitability. Helps track financial performance efficiently.

Navigation : Properties → Rent Contracts → P/L Tab

53.) Property Sale Contract Overview

Displays complete property details including owner, address, and specifications. Allows creation and tracking of property sale contracts directly from the record. Helps manage listings, pricing, and sale status efficiently.

Navigation : Properties → Property Details

54.) Sale Contracts List

Displays all created property sale contracts with key details such as property, customer, area, and sale amount. Allows users to create, view, and manage sale contracts efficiently. Supports tracking of contract status and related activities.

Navigation : Properties → Sale Contracts

55.) Sale Contract Form

Displays detailed information for a property sale contract including buyer, landlord, and broker details. Supports uploading the contract document and linking to related leads or invoices. Allows status transitions from draft to booked or sold.

Navigation : Properties → Sale Contracts

56.) Booked Sale Contract

Shows a booked property sale contract with uploaded contract file and broker commission details. Enables creation of broker bills and management of refunds or sale completion. Includes quick access to linked invoices and broker records.

Navigation : Properties → Sale Contracts

57.) Draft Vendor Bill

Displays a draft vendor bill generated for broker commission related to a sale contract. Includes vendor details, bill date, and total payable amount. Awaiting confirmation for posting and payment processing.

Navigation : Properties → Sale Contracts → Bill

58.) Sold Sale Contract

Represents a finalized property sale contract with the status set to "Sold." Shows total amount, sell price, and linked tenant and broker details. Marks completion of the sales process with contract record updates.

Navigation : Properties → Sale Contracts

59.) Sold Sale Contract View

Displays the finalized sale contract marked as "Sold." Shows property, financial, and contract details with upload and invoice options. Indicates completion of the sale process in the system.

Navigation : Properties → Sale Contracts

60.) Sale Contract Invoices List

Displays all invoices linked to the selected sale contract. Shows customer, invoice date, due date, total amount, and status. Includes options to create or upload new invoices.

Navigation : Properties → Sale Contracts → Invoices

61.) Customer Invoice Details

Displays full invoice details linked to the sale contract, including customer, product, invoice amount, and due date. Allows users to print, send, pay, or reset the invoice status. Status indicators show the transition from draft to posted.

Navigation : Properties → Sale Contracts → Invoices

62.) Customer Directory

Displays all customers with contact details, company affiliations, and email addresses. Allows easy navigation to individual customer profiles and creation of new customer records. Search and filter options help manage customer information efficiently.

Navigation : Properties → Customers

63.) Vendor Directory

Displays a list of all registered vendors with contact information and business details. Enables quick access to vendor profiles and easy creation of new vendor entries. Supports search and filtering for efficient vendor management.

Navigation : Properties → Vendors

64.) Property Maintenance Management

Displays detailed property information with options to request maintenance directly. Includes owner details, property specifications, and project associations. Streamlines property upkeep through integrated maintenance request tracking.

Navigation : Properties → Property Details

65.) Maintenance Request Form

Captures details for corrective or preventive maintenance linked to a property. Includes assigned technician, team, schedule, and task priority. Ensures organized tracking of property maintenance activities.

Navigation : Properties → Property Details → Maintenance

66.) Maintenance Requests

Displays all property maintenance requests categorized by status New Request, In Progress, Repaired, and Scrap. Enables tracking of repair progress, assigning responsibilities, and managing priorities efficiently.

Navigation : Properties → Maintenance → Maintenance Requests

67.) Maintenance Calendar

Displays all scheduled maintenance requests in a calendar view. Helps track upcoming maintenance tasks by date, technician, and priority.

Navigation : Properties → Maintenance → Maintenance Calendar

68.) Employees

Displays a directory of all company employees with their names, roles, contact details, and departments. Allows quick access to employee profiles for viewing or editing information.

Navigation : Properties → Employees

69.) Rent Contracts

Displays all active and expired rent agreements with tenant, property, and payment details. Allows users to track rent duration, area, and contract status efficiently.

Navigation : Properties → Report → Landlord Report

70.) Rent Contract Landlord Report

Generates a detailed report of rent contracts linked to a specific landlord. Includes property, tenant, rent, and contract duration for easy review.

Navigation : Properties → Report → Landlord Report

71.) Rent Information Report - Kim Snyder

Excel report displaying all rent contract details categorized into All, Paid, Partially Paid, and Unpaid sheets. Each sheet lists tenant, property, invoices, payment terms, and contract status.

72.) Rent Contract Report

This report provides a detailed overview of all rent contracts, including tenant, property, rent amount, and contract status. It helps track payments, identify active or expired contracts, and analyze rental performance. Users can generate both general and landlord-specific reports for better management insights.

Navigation : Properties → Report → Report

73) Rent Contract Report Wizard

This wizard allows users to generate detailed rent contract reports for selected records. It includes essential details such as tenant, landlord, property, rent, and contract duration. Users can review and print the summarized rent contract report directly from this view.

Navigation : Properties → Report → Report

74.) Rent Contract Excel Report

This Excel report provides a comprehensive summary of all rent contracts, including property, tenant, landlord, broker, and payment details. It displays total, paid, and remaining rent amounts, making financial tracking easier. Separate sheets are provided for all, running, and expired contracts for quick filtering and analysis.

75.) Property Brochure Report

The Property Brochure feature generates a detailed printable report for each property, including address, ownership, and contact information. It provides an overview of property type, location, and landlord details in a professional layout. This brochure can be shared with clients or used internally for record-keeping.

Navigation : Properties → Property

76.) Property Brochure PDF Report

The Property Brochure is a detailed 8-page PDF report that provides a complete overview of a property, including visuals, specifications, rent details, and address. It highlights property type, purpose (rent/sale), code, and pricing for professional presentation and client sharing. This document ensures clients have a clear and attractive summary of property features and relevant business details.