| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 868 |
| Technical Name |
bb_crm_booking |
| License | LGPL-3 |
| Website | https://bbtech.ae |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 868 |
| Technical Name |
bb_crm_booking |
| License | LGPL-3 |
| Website | https://bbtech.ae |
| Versions | 18.0 19.0 |
CRM Property Booking
End-to-end booking workflow inside CRM with DP/DLD, SPA document control, commission invoicing, and printable booking reports.
CRM Property Booking adds a dedicated Booking process for property brokerages, enabling a clean lead-to-booking lifecycle and commission billing to Developers — without disrupting standard CRM/Sales behavior.
Key Features
- Lead Owner label on CRM Lead customer field (UI-only).
- Booking button on CRM Lead to create/open Booking records (Quotation button hidden in CRM UI only).
- Deal Owner & Developer partner roles with checkbox flags on Contacts.
- Booking stages with validations: EOI/Booking → DP + DLD → SPA → Done.
- Automatic calculations for DP/DLD amounts and commission amount from property unit price.
- SPA document control (upload/download) required before confirming SPA.
- Commission invoice generation to the Developer with auto line description.
- Print Booking from booking form + Print Booking Wizard (date range, developer, deal owner).
- Security group “Booking Manager” to control access to bookings and menus.
Booking Workflow
Stage 1 — EOI / Booking
- Sequence / Reference
- Deal Owner + Developer (filtered contacts)
- Booking Type: Off Plan / Ready
- Property Unit + Unit Price
- EOI / Booking Fee
- Confirm Booking → moves to DP + DLD
Stage 2 — DP + DLD
- DP checkbox + Down Payment % (5/10/15/20)
- DLD checkbox + DLD % (1–4)
- Amounts computed from Unit Price
- Confirm DP + DLD to register values
- Proceed to SPA (only after confirm)
Stage 3 — SPA
- SPA Document checkbox
- SPA upload/download (attachments)
- Commission % (1–15) + amount computed
- Confirm SPA requires SPA upload
- On confirm → moves to Done
Done
- Read-only summary of all amounts
- DP amount + DLD amount − Booking Fee = paid-by-owner calculation
- Create Invoice to Developer for commission (smart button)
Commission Invoicing
From the Done stage, the system creates a customer invoice where the Customer is the Developer. The invoice contains a commission service line with an auto description:
Commission for property type {Property type} of {Property unit name} having price {Property unit price}
Taxes remain selectable by the user as per your accounting configuration.
Menus
CRM → Booking
- Bookings
- Developers
- Deal Owners
- Print Booking (wizard)
Access Control
The module includes a dedicated security group:
- Booking Manager — can access booking menus, create/update bookings, and print booking reports.
Invoice creation can be restricted based on accounting permissions if required by your setup.
Screenshots
Add your screenshots in static/description/ and keep each screenshot on its own line (as below).
Professional Support & Services
Get expert assistance from Binary Bridge Technology Services - your trusted Odoo partner with years of experience in enterprise implementations.
Email Support
info@bbtech.ae
Professional technical support and consultation
+971 56 1286 321
Quick support and instant communication
Website
bbtech.ae
Learn more about our services and solutions
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