Install the Property Management app from the Apps menu to enable property listings, lead handling, site visits, bookings, contracts, reports, and dashboard tracking.

Open `Settings > Users & Companies > Users`, then assign the appropriate Real Estate System User Role, such as Admin or Agent, to control access and permissions in the Property Management system.

Create and organize property types so your team can classify apartments, villas, offices, land, and other inventory categories consistently.

Build a reusable amenity library for features such as pools, gyms, parking, and other selling points that can be assigned to each property.

Open any amenity record to add descriptions, notes, and images so the feature is clear to both internal users and customers.

Create nearby connectivity categories such as airports, schools, metro stations, hospitals, and other location highlights that matter to buyers and tenants.

Use the connectivity form to store the name, description, sequence, and visual identity for each nearby landmark or access point.

Maintain agent and staff records so visits, leads, bookings, and contracts can always be assigned to the right team members.

Create commission roles such as sales agent, team leader, or broker to define who participates in each deal payout.

Define how commissions are calculated, whether by percentage or fixed amount, and whether they apply to sales, rentals, or brokerage fees.

Prepare reusable commission templates for your common sales and rental workflows so payouts stay fast, accurate, and standardized.

Inside each template, define the role, calculation type, value, and sequence used to distribute commissions correctly.

View your property portfolio in a visual card layout with images, prices, categories, and statuses for quick daily review.

Create a property record with its type, category, deal type, owner details, address, and map location in one place.

Capture the practical property details your team needs, including area, furnishing, bedrooms, balconies, washrooms, parking, and more.

Manage sale price or rent, booking amount, maintenance charges, utilities, and the final cost summary from one pricing tab.

Link the selected property with its amenities and nearby facilities so every listing highlights its strongest features.

Store documents, floor plans, images, and other related files directly on the property record so everything stays in one place.

Once the listing is ready, use Mark as Available to move the property from draft status into active inventory.

Create a lead and record the customer’s property preferences so the system can match them with suitable listings automatically.

From the lead form, your team can quickly schedule a site visit or create a direct booking depending on the customer’s readiness.

Record visit details, customer interest, feedback, and rating, then mark the visit as completed when the meeting is finished.

When the customer confirms interest, convert the completed site visit into a booking without re-entering the same details.

Review the booking details and confirm the reservation to secure the property and move the deal to the next stage.

The system protects the workflow by blocking contract creation until the required token or deposit payment is fully recorded.

Once the booking payment is cleared, generate the contract and move the deal into its formal agreement stage.

Review the contract summary, handover details, pending balance, and installment lines before activating the agreement.

Generate the remaining balance invoice directly from the contract installment line so accounting and contract tracking stay connected.

After the final payment is posted, the contract is completed automatically and the payment status is updated to paid.

Review every booking with clear filters, payment states, deal types, booking stages, and summary statistics for faster follow-up.

Use the site visit overview to track planned and completed visits by customer interest, salesperson, property, and visit status.

Keep all sales and rental contracts under control with status filters, payment tracking, and contract-level statistics.

Use the print option to generate a professional contract document with all key transaction details included.

Open the reports menu to review booking and contract data in summarized business views that support better decisions.

Use the dashboard to monitor your portfolio, open leads, bookings, contracts, revenue, map activity, handovers, and category performance in real time.