Booking Dashboard Overview

The Booking Dashboard greets the user, then lists every main property with all its sub-properties as a grid of cells. Booked cells are highlighted in pink (BO) and unbooked stay grey (NB), with a Print button on the top-right.

Filter by Rent or Sell

The Property filter switches the grid between All Property, Rent or Sell so the team focuses on the properties they actually need to see.

Filter by Owner

Pick a specific owner from the Owner dropdown and the grid narrows to only that owner's properties (for example Lumber Inc).

Filter by Booking State

The Booking dropdown (All Booking, Booking, Unbooking) isolates just the booked cells when needed, useful for spotting occupied versus available stock at a glance.

Filter by Main Property

Zoom into a single tower or building (for example Vintage Flats) using the Main Property filter to see every sub-property cell underneath it.

Filter by Sub Property

Pick one specific unit from the Sub Property dropdown (for example Amazon Warehouse - T1 - P1) and the grid isolates just that unit and its booking state.

Full Booking Grid

Cleared of filters, the dashboard shows every main property and every sub-property cell across the portfolio, with owners and booking status visible in one scroll.

Property Dashboard

The Analytics Dashboard greets the user and stacks Owner, Customer, Property, Recidency and Date filters across the top. KPI tiles cover All Property, Total Lead and Opportunity, Total Owner and Tenancy, Booked Property (Rented, Salleble, All Booking) and All Payment (Due, Done, Total Payment). A Print button on the top right prints the full dashboard.

Lead Source & Booking Charts

A Lead Source bar chart shows where leads come from (Search engine, Lead Recall, Newsletter, Facebook) next to a Booking Deal Month Wise pie chart. Each chart has a download button to save it as a PNG, and clicking a slice drills into the matching records.

Property Type & Payment Charts

A Property Type chart breaks the portfolio by residential, commercial, industrial and land alongside an All Payment doughnut chart (draft vs posted). Each card has a Chart Type selector with Bar, Line, Pie and Doughnut options so managers pick the visualisation that suits them.

Upcoming Opportunity & Rent Pending

Two live tables sit side by side. Upcoming Opportunity shows name, customer, phone and date, while Rent Pending lists number, property, tenancy, amount and due date. A View button on every row jumps straight into the record.

The complete dashboard layout in one view: greeting, filters, KPI tiles, charts and the upcoming opportunity and rent pending tables stacked together.

Tenant My Account

When a tenant logs in, the My Account page shows Sales Orders, Your Invoices, Addresses, Connection and Security cards alongside a dedicated Tenant Property card that opens their leased properties.

Tenant Property List

The portal lists every tenancy linked to the logged-in tenant with reference, property, type, owner, confirmation date and state badge. Confirmation, Filter By and Group By dropdowns sit on top for quick sorting.

Tenant Property Detail

A tenancy detail page in the portal shows property type, property, owner, tenant, dates, tenancy details (rent type, monthly rent, deposit payment, agent, start date, duration, end date) and the rent schedule with payment status. Download and Print buttons sit at the top.

Owner My Account

When an owner logs in, the My Account page exposes an Owner Property card alongside the standard portal cards, opening the full list of properties they own.

Owner Property Detail

Each owner property opens to a detail page with name, property type, parent property, owner, condition, address, property purpose, construct year, age, selling price, plus other details (residential type, bedrooms, bathrooms, parking, alarm). Download and Print buttons let the owner pull a PDF anytime.

Agent My Account

When a travel agent logs in, the My Account page adds an Agent Commission Property card so the agent can see and download every property they earned a commission on.

Agent Commission List

The agent's commission list shows reference, property, property price, commission type (Fixed or Percentage), commission amount and state (Draft or Done). Sort By and Group By controls help organise the list.

Website Inquiry Submitted

Visitors submit an inquiry from the public property page and see a Thank You screen with their reference number, while a fresh lead lands in the back office at the same time.

Inquiry List in Back Office

Every website inquiry lands in the Inquiry menu with reference number, opportunity name, contact, email, salesperson, expected revenue and stage, ready for the sales team to qualify and convert.

Book Property from Lead

The lead record adds a Book Property button at the top. One click generates the booking and a Booking smart button appears on the lead, so the inquiry stays linked to its booking from then on.

Book Property Menu

The Sell Property menu exposes Book Property and Bookings entries. Book Property opens the booking request wizard so the team can reserve a property without leaving the inquiry pipeline.

Book Property Wizard

The Book Property wizard captures the property type, sub type, furnishing, minimum and maximum budget, total size and status. Click Load Properties to list every matching property, tick Select Property on the right row, then Make Booking Request to create the booking.

Bookings List

All booking requests live in the Bookings list with number, property, booked by, customer, booking date, ask price, confirmation date and status (New or Confirmed).

Define Towers on a Parent Property

On the parent property, tick Tower and Generate Dynamical Tower, then add the tower tags (for example A-block, B-block, C-block). The Generate Tower button sits at the top, ready to build the structure.

Tower and Floor Plan

Generate Tower fills the Tower Details tab with every floor on every block (for example A-block Floor 1 with 3 units, Floor 2 with 2 units, B-block Floor 3 with 2 units). Click Generate Sub Properties to turn each unit into its own sub-property record.

Sub-Properties Generated

A Property smart button at the top of the parent counts every generated sub-property (24 in this example). Click it to open the list.

The Sub-Property list shows every unit individually (PROP/0052 to PROP/0075) named after the tower, floor and unit (for example Amazon Warehouse - A-block - F1 - U1) with status, monthly rent, owner, tenant and total size columns.

Create Commission from Tenancy

On a running tenancy, the Create Commission button at the top opens the commission record. An Agent Commission smart button keeps the count visible so the team always sees how many commissions are linked to the tenancy.

Commission Record & Generate Bill

Each commission shows agent, rent or sell property, property price, commission type (Fixed or Percentage) and the calculated amount. Click Create Agent Commission Bill to raise a vendor bill payable to the agent.

Bill Linked to Commission

Once generated, a Bill smart button appears at the top of the commission record so the user opens the linked vendor bill in one click.

Tenancy Kanban

The Tenancy menu opens a kanban of every active and confirmed tenancy with property, tenant and monthly rent on each card. A status sidebar groups them as All, Confirm or Running.

Generate Rent Schedule

A confirmed tenancy record holds property, owner, tenant, dates, rent type, monthly rent, security deposit, duration and agent. Click Generate Rent Schedule to build the full payment timeline based on these values.

Rent Schedule & Deposit Receipt

The Rent Schedule tab lists every installment with name, due date, rent amount, status and payment reference. Receive Deposit raises a deposit payment, then each line carries Receive Rent and Payment by deposit amount actions so the team can settle dues against the deposit when needed.

Deposit Balance Guard

If the team tries to settle a rent line with Payment by deposit amount when the deposit balance is too low, a Validation Error pops up with the message "You have insufficient deposit amount" so nothing slips through.

Generate Sell Agreement from Booking

A confirmed sale booking carries a Generate Sell Agreement button. One click drafts the agreement and adds an Agreement smart button at the top so the link stays visible from the booking record.

Sell Agreement List

The Agreements menu splits into Rent Agreement and Sell Agreement. The Sell Agreement list shows number, tenant or contact, property, agreement type, date, expiry date, expiry days countdown and status (Draft, Running, Cancelled or Expired) with a sidebar to filter by status.

Expiry Reminder Email

A scheduled task sends an advance email reminder ("Agreement is going to be Expire") to the manager, with a View Agreement button so they can renew in one click. The number of advance days is set in configuration.

Same Day Expiry Email

On the actual expiry date, a second email arrives ("Agreement has been Expired"), with View Agreement again so the team can move straight to renewal or close-out.

Generate Rent Agreement Button

A running tenancy carries Generate Rent Agreement, Generate Maintenance Invoice, Close and Create Commission buttons at the top, with smart buttons for any agreement or maintenance invoice already linked to the record.

Rent Agreement Wizard

The Generate Rent Agreement wizard pre-fills tenant, property, owner, monthly rent, agreement date, duration and expiry date. Pick a saved Agreement Template (for example Property Agreement) and the body populates with reusable clauses. Click Generate to create the agreement record.

Agreement & Maintenance Invoice Linked

After generation, an Agreement smart button and a Maintenance Invoice smart button both appear at the top of the tenancy. The team opens either record directly without leaving the tenancy.

Maintenance Lines on Tenancy

The Maintenance tab on a running tenancy lists every maintenance type (Lift Service, Monthly Fixed and so on) with its amount. Generate Maintenance Invoice at the top opens the invoice wizard.

Maintenance Invoice Wizard

The wizard lists every maintenance line with a Generate Invoice checkbox per row, so the user picks which charges to bill. Click Generate Invoice to create the customer invoice linked back to the tenancy.

Customer Payments Menu

A dedicated Payments menu lists every customer payment (rent and maintenance) with date, number, journal, payment method, customer, amount and status (Posted or Draft).

Property Brochure PDF

On a property record, the action gear menu shows a Brochure option. The generated PDF prints a single sheet with hero photo, name, address, property type, number, towers, floors, furnishing, facing, parking and total size, ready to share with a buyer.

Tenancy PDF Report

From the tenancy gear menu, Tenancy Details prints a multi-page PDF with property, tenant, dates, rent details, the full rent schedule with statuses, and a maintenance breakdown.

Tenancy Analysis

Reporting > Tenancy Analysis opens a chart and pivot view of the tenancy book. Measures and group-by controls let the team slice the data by tenant, property, month or amount.

Booking Analysis

Reporting > Booking Analysis charts every booking by contact, property or period so the team sees where the deals are coming from.

Due Rent Report

Reporting > Due Rent Report opens a wizard where the user picks a property type, start date and end date, then clicks Print PDF. The printed report groups unpaid rent by tenant with rent number, property, due date, amount and status.

Booking History Report

Reporting > Booking History opens a wizard with property type and date range. Print PDF generates a history list with booking number, property, date, booked by, contact, sell price, ask price and status.

Property Catalogue

The Property menu opens a kanban with every published property. Each card shows photo, name, type, purpose, owner and price. Sidebars on the left filter by Owner, Tenant and Property Type (Commercial, Industrial, Land, Residential).

Parent Property Form

A property record carries name, parent property tag, tags, property type, construct year, age, owner, address, plus other details (residential/commercial type, tower, total tower, flat type, alarm, property number, floors, property per floor, facing and total size). The status ribbon shows Available, On Rent or Sold.

Generate Sub Properties

On a parent property, the Generate Sub Properties button creates one sub-property record per unit using total tower, number of floor and property per floor.

Property Brochure

The Brochure tab on the property lets you attach the marketing brochure (image plus details), which then prints from the Brochure action menu.

Property Documents

The Document tab holds every document tied to the property (agreements, floor surveys, certificates). Each line shows file name and size, and a separate Documents menu collects all property documents in one place.

Property Images

The Images tab holds the photo gallery for the property. The same photos surface on the public website tile and detail page.

Property Floor Plan

The Floor Plan tab attaches the architectural floor plan as an image, ready to print or share with prospects.

Area Measurement

The Area Measurement tab lists each section (kitchen, bedroom and so on) with length, width and height; the Carpet Area totals at the bottom automatically.

Property Amenities

The Amenities tab attaches reusable amenity tiles (24x7 Security, CCTV Surveillance, Fire Safety, Parking, 24x7 Water, 24x7 Power, Children Park) with icons that also display on the website detail page.

Nearby Connectivity

The Nearby Connectivity tab attaches landmarks (Bus Stop, Highway, Hospital, School and more), so customers see at a glance what is in walking distance of the property.

Click Generate Sub Properties

The Generate Sub Properties button at the top of the parent property creates one sub-property record for every unit defined by the tower configuration.

Sub-Properties Count & Chatter

A Property smart button at the top counts every generated sub-property (30 in this example), driven by Total Tower, No. of Floor and Property Per Floor. The chatter on the right logs every change for audit.

Sub-Property Record

Each generated sub-property (for example Navrang Flat T1 P1) inherits Property Type from the parent (Residential in this case), with its own address, owner, tenant, rent and deposit ready to fill.

Update Property Type in Bulk

Change the parent property's type (for example to Commercial) and click Update Property Type. Every sub-property under the parent picks up the new type in one go.

Updated Sub-Property Type

The sub-property now reflects the new property type (Commercial), with its corresponding Other Details section (Type of Commercial) ready for input.

Settings

Configuration > Settings groups the global options in three sections: Agreement Expiry Reminder (advance and same-day mail), Rent Reminder (advance and same-day mail) and Maintenance Product.

Tags

Create reusable property tags (for example rentalproperty, sales, tenants) each with a colour so properties can be filtered visually.

Land Title

Maintain a Land Title catalogue (Joint Tenancy, Tenancy In Common, Partnership Owners, Community Property), each with its own code, for assignment on land properties.

Parking Space

Define parking-space options (for example Cars and Parking, DriveOnPark, Mile2Parking) to attach to each property profile.

Facing

Maintain the facing options (East, West, South, North) selectable on every property record.

Area Management

Catalogue the section types used in property area measurement (Bedroom, Living room, Balconies, Washingarea), each with a code.

Amenities

Build the amenity catalogue with name and icon (24x7 Security, CCTV Surveillance, Fire Safety, 24x7 Water, 24x7 Power, Gym, Children Park, Movie Theater). The same icons surface on the website detail page.

Nearby Connectivity

Maintain the catalogue of nearby landmark types (Airport, Bus Stop, Railway Station, Fuel Station, Hospital, School, Park, Restaurant) with icons that display on the website property page.

Type of Residential

Catalogue residential sub-types (Bungalow, Flat, Villa, Duplex) used on every residential property.

Type of Commercial

Catalogue commercial sub-types (Shop/Office, Hotel, Hospital) used on every commercial property.

Type of Industrial

Catalogue industrial sub-types (Workshop, Warehouse, Cold Storage) used on every industrial property.

City

Maintain the city list (Ahmedabad, Rajkot, Surat) so the website filter and back-office address fields pull from the same source.

Type of Flat

Catalogue flat configurations (1 BHK, 2 BHK, 3 BHK and more) so residential properties pick from a consistent list.

Rent Type

Define rent payment cycles (1 Monthly, 3 Monthly, 6 Monthly, 1 Yearly) each with a duration and interval, used when a tenancy generates its rent schedule.

Maintenance Type

Catalogue maintenance type names (Monthly Fixed, Re-Colour, Lift Service) used on tenancy maintenance lines.

Agreement Template

Save reusable agreement templates (Property Agreement, Legal Compliance Agreement, Rent Collection Agreement) so the Generate Rent Agreement wizard pre-fills the full body.

Tower

Define towers (A-block, B-block, C-block) with the number of floors each carries; the Generate Sub Properties feature uses this list to expand a parent property.