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  1. APPS
  2. Sales
  3. Real Estate Property Management Solution for Sales & Rental Contracts v 19.0
  4. Sales Conditions FAQ

Real Estate Property Management Solution for Sales & Rental Contracts

by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo

$ 1685.34

v 19.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Maintenance (maintenance)
• Inventory (stock)
• Discuss (mail)
• Employees (hr)
• Purchase (purchase)
• Invoicing (account)
• Project (project)
• Website (website)
• Sales (sale_management)
• eCommerce (website_sale)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies Show
• Asset MRO Equipment Maintenance | Enhancing Equipment Performance with MRO Maintenance Excellence
• Certificates and Licenses with Expiry Management
• Customer Contracts Management and Digital Acceptance Portal
• Document Directory Handling: Directory Structure & Numbering | Document Management System with Folder Structure & Auto Numbering
• Document Management System - Customer Portal
• Document Management System with Tags, Directories, and Access Control
• Document Version / Attachment Version
• Maintenance Request from Website by Customer
• Manage Customer Contracts Seamlessly with Odoo’s Generic Contract Solution | Odoo Contracts: Generic Customer Management Solution
• Post Dated Cheque Management | PDC Handling and Tracking
• Property Leasing, Tenant Management, Rental Agreements, Billing, and Service Operations Suite
• Requisitions Material Stock and Purchase by Employees | User Material Request and Purchase Requisition Workflow in Odoo
• Sales Commissions: Internal Users & External Agents | Sales Agent Commission Employees & External Contacts
• Sales Contract Subscription and Recurring Invoice
• Share Documents on Portal
• Website Job & Work Order Form with Customer Portal | Online Job & Work Order Submission with Customer Portal
• Website Property Lease/Tenant Management
Lines of code 15413
Technical Name real_estate_management_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Maintenance (maintenance)
• Inventory (stock)
• Discuss (mail)
• Employees (hr)
• Purchase (purchase)
• Invoicing (account)
• Project (project)
• Website (website)
• Sales (sale_management)
• eCommerce (website_sale)
• CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies Show
• Asset MRO Equipment Maintenance | Enhancing Equipment Performance with MRO Maintenance Excellence
• Certificates and Licenses with Expiry Management
• Customer Contracts Management and Digital Acceptance Portal
• Document Directory Handling: Directory Structure & Numbering | Document Management System with Folder Structure & Auto Numbering
• Document Management System - Customer Portal
• Document Management System with Tags, Directories, and Access Control
• Document Version / Attachment Version
• Maintenance Request from Website by Customer
• Manage Customer Contracts Seamlessly with Odoo’s Generic Contract Solution | Odoo Contracts: Generic Customer Management Solution
• Post Dated Cheque Management | PDC Handling and Tracking
• Property Leasing, Tenant Management, Rental Agreements, Billing, and Service Operations Suite
• Requisitions Material Stock and Purchase by Employees | User Material Request and Purchase Requisition Workflow in Odoo
• Sales Commissions: Internal Users & External Agents | Sales Agent Commission Employees & External Contacts
• Sales Contract Subscription and Recurring Invoice
• Share Documents on Portal
• Website Job & Work Order Form with Customer Portal | Online Job & Work Order Submission with Customer Portal
• Website Property Lease/Tenant Management
Lines of code 15413
Technical Name real_estate_management_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
  • Description
  • License

Complete Real Estate Property Management | Real Estate Sales, Rental & Property Management

Property Contract, Rental & Maintenance Management | Integrated Real Estate Property Management

Property Sales, Contracts & Maintenance Management |End-to-End Property Management Solution

Real Estate Property Management is a comprehensive Odoo solution designed to streamline property sales, rentals, contracts, billing, maintenance, and tenant management in a single system. It helps businesses manage the complete property lifecycle from lead generation and quotations to contract handling, recurring invoices, maintenance requests, document management, and broker commission tracking for smooth and efficient real estate operations.

Overall Purpose

The purpose of this module is to simplify and automate real estate operations by managing property sales, rentals, contracts, invoicing, maintenance, and tenant-related activities in one centralized system. It helps real estate businesses improve operational efficiency, reduce manual work, and maintain better control over property-related processes.

Scope of Module

This module covers the complete real estate workflow, including lead and opportunity management, property inquiries, quotations, sales/rental contracts, recurring invoicing, payment tracking, maintenance requests, document management, tenant handling, and broker commission settlement. It provides an integrated solution for managing residential and commercial properties efficiently.

Real World Problem It Solves

Managing property sales and rentals manually often leads to disconnected processes, missed payments, poor maintenance tracking, and document management issues. This module solves these challenges by connecting all real estate activities in a single workflow, ensuring smooth coordination between sales, contracts, billing, maintenance, tenants, and property owners.

Types of Properties Managed:

  • Residential Apartments and Flats
  • Luxury Villas and Independent Houses
  • Commercial Office Spaces
  • Retail Shops and Showrooms
  • Industrial Warehouses and Storage Units
  • Residential and Commercial Plots
  • Townships and Multi-Unit Buildings
  • Mixed-Use Properties
  • Vacation and Holiday Properties
  • Rental and Leasing Properties
  • And other property types based on business requirements

Operations Covered in Real Estate Management:

  • Property Inquiry Management
  • Rental and Lease Contract Management
  • Recurring Invoice and Rent Billing Management
  • PDC Tracking and Payment Reconciliation
  • Tenant and Property Owner Management
  • Property Document, Certificate, and License Management
  • Maintenance Request and Service Management
  • Purchase Requisition for Property Maintenance
  • Broker and Agent Commission Settlement
  • Customer Portal Access for Property Documents and Requests
  • And other real estate operations based on organizational needs

Industries Covered in Real Estate Management:

  • Real Estate Agencies and Brokers
  • Property Developers and Builders
  • Property Management Companies
  • Rental and Leasing Businesses
  • Commercial Property Operators
  • Residential Community Management
  • Real Estate Investment Companies
  • Facility Management Organizations
  • And other real estate industries based on business requirements

Main Features of Real Estate Property Management Module

  • Property Inquiry Management via Website and Backend Lead Creation
    • The Property Inquiry Management feature allows potential customers to submit property inquiries directly through the website, making the lead generation process seamless and automated. When a user submits an inquiry for a property, the system automatically creates a CRM lead in the backend with customer and property details. Users can also manually create and manage inquiries from the backend, ensuring smooth tracking of customer interest, follow-ups, and conversion into quotations or sales opportunities. This helps real estate businesses centralize inquiries, improve response time, and increase sales efficiency.

      Key Points :
    • Website-Based Property Inquiry Submission
    • Automatic CRM Lead Creation from Website Inquiry
    • Backend Property Inquiry Management
    • Centralized Customer and Property Tracking
    • Seamless Conversion from Inquiry to Opportunity
    • Improved Lead Follow-Up and Sales Process

    • Opportunity and Contract Creation
      • The Lease Opportunity and Contract Creation feature enables users to create lease opportunities for interested tenants and seamlessly convert them into property contracts. Once an opportunity is created, all relevant details such as tenant information, selected property, unit details, pricing, rental terms, and contract conditions can automatically flow into the contract. This streamlines the leasing process, reduces manual data entry, and ensures accurate property and tenant management throughout the contract lifecycle.

        Key Points :
      • Create Lease Opportunities for Prospective Tenants
      • Convert Opportunity into Property Contract
      • Automatic Property and Unit Detail Mapping
      • Tenant Information Auto-Fetch in Contract
      • Centralized Lease and Rental Tracking
      • Reduced Manual Data Entry and Errors

    • Contract Document Management
      • The Contract Document Management feature enables users to upload, manage, and track all important property-related documents directly within the contract. Users can attach legal agreements, ownership documents, certificates, licenses, tenant verification documents, payment records, and other required files for easy access and centralized management. This helps maintain complete contract documentation, improves compliance, and ensures all important records are securely linked with the respective property and contract.

        Key Points :
      • Manage Property Documents within Contract
      • Upload Certificates and License Records
      • Store Legal and Tenant Verification Documents
      • Centralized Document Tracking and Access
      • Property and Contract Wise Document Linkage
      • Improved Compliance and Record Management

    • Commission Bill and Invoice Creation from Contract
      • The Commission Bill and Invoice Creation feature allows users to generate commission bills and invoices directly from the property contract with complete property and unit details. Based on the configured broker or agent commission rules, the system automatically calculates commission amounts and generates billing records. Property, unit, tenant, contract, and payment-related details are automatically linked to invoices, ensuring accurate financial tracking and smooth commission settlement for real estate operations.

        Key Points :
      • Create Commission Bills Directly from Contract
      • Generate Invoices with Property and Unit Details
      • Automatic Broker Commission Calculation
      • Contract Wise Billing and Invoice Tracking
      • Property, Tenant, and Payment Detail Linkage
      • Improved Commission Settlement Process

    • Certificate and License Management
      • The Certificate and License Management feature helps users efficiently manage all property-related certificates and licenses in a centralized system. Users can create, upload, and track important legal and compliance documents such as occupancy, approvals, ownership, permits, safety, and registration records linked to specific properties and units. This ensures proper documentation, easy access to records, and improved compliance management throughout the property lifecycle.

        Key Points :
      • Manage Property Certificates and Licenses
      • Link Documents with Property and Unit
      • Track Legal and Compliance Records
      • Centralized Document Storage and Access
      • Property Wise Certificate and License Tracking
      • Improved Documentation and Compliance Management

    • Quotation Management with Sales Commission Settings
      • The Quotation Management feature enables users to create property quotations with integrated sales commission functionality. Based on the configured sales commission settings and commission levels, the system automatically applies commission rules during quotation creation. Users can manage sales commission worksheets, track commission structures, and ensure accurate commission calculations linked with property, tenant, and sales details. This helps streamline quotation processing and improves commission transparency in real estate sales operations.

        Key Points :
      • Quotation Form with Sales Commission Integration
      • Configure and Apply Sales Commission Settings
      • Sales Commission Level Management
      • Automatic Commission Calculation in Quotation
      • Sales Commission Worksheet Management
      • Property and Sales Wise Commission Tracking

    • Milestone Project and Task Management
      • The Milestone Project and Task Management feature enables users to automatically create projects and tasks based on sales orders for milestone-based services. By configuring the product with Create on Order = Project & Task, users can generate dedicated projects from confirmed orders, apply predefined project templates, and manually create tasks and milestones according to project quantity and requirements. With the invoicing policy set to Based on Milestones, invoices can be generated based on completed milestones, ensuring better project tracking, progress visibility, and accurate billing management.

        Key Points :
      • Automatic Project Creation from Sales Order
      • Create on Order = Project & Task Configuration
      • Project Template Based Task Management
      • Manual Milestone and Task Creation
      • Milestone-Based Invoicing Management
      • Improved Project Progress and Billing Tracking

    • Payment Wizard with Commission and PDC Management
      • The Payment Wizard with Commission and PDC Management feature enables users to generate payments with complete commission and post-dated cheque (PDC) details directly from invoices or contracts. The system automatically fetches commission information based on configured commission levels and linked invoices, ensuring accurate commission calculation and settlement. Generated payment records include property, unit, tenant, and PDC details for better financial tracking, reconciliation, and payment transparency in real estate operations.

        Key Points :
      • Payment Wizard with Commission Details
      • Automatic Commission Fetch from Invoice
      • Generated Payment Form View with PDC Details
      • Property and Unit Wise Payment Tracking
      • Commission Settlement Management
      • Improved Payment Reconciliation and Financial Tracking

    • Maintenance Request Management with Material Requisition
      • The Maintenance Request Management feature enables users to efficiently manage property and unit maintenance activities through a dedicated maintenance request form view. Users can create and track maintenance requests with detailed issue information, assigned property/unit details, and maintenance instructions. The Maintenance Plan Materials tab allows users to define required materials, products, quantities, and units of measure needed for maintenance work. Additionally, users can directly create material requisitions from maintenance requests, ensuring timely procurement and smooth execution of repair and maintenance operations.

        Key Points :
      • Maintenance Request Form View Management
      • Maintenance Plan Materials Tab for Product Planning
      • Manage Required Materials with Quantity and UoM
      • Create Material Requisition from Maintenance Request
      • Property and Unit Wise Maintenance Tracking
      • Improved Maintenance Planning and Material Management

    • Job Order Generation from Maintenance Request
      • The Job Order Generation feature enables users to create job orders directly from maintenance requests for efficient execution of property maintenance activities. Once a maintenance request is created, users can generate a linked job order with property, unit, issue details, assigned technician, required materials, and maintenance instructions. This helps streamline maintenance operations, improve task tracking, and ensure timely completion of repair and service activities across properties.

        Key Points :
      • Create Job Order from Maintenance Request
      • Automatic Property and Unit Detail Linkage
      • Manage Technician and Task Assignment
      • Track Maintenance Work Progress
      • Link Required Materials and Instructions
      • Improved Maintenance Execution and Tracking

Rental Property Management Workflow



The Rental Property Management Workflow begins when a prospective tenant submits a property inquiry through the website or directly through the sales team. Each inquiry is automatically captured and converted into a CRM lead, allowing the organization to manage customer information, property interests, and follow-up activities from a centralized platform. As the sales process progresses, qualified leads are converted into opportunities, enabling sales teams to evaluate customer requirements and recommend suitable rental properties or units.

Once the opportunity is confirmed, users can generate a property quotation containing rental terms, pricing, and unit details. After customer approval, the quotation is converted into a sales order and subsequently into a rental contract. The contract serves as the central document for managing the tenancy relationship and includes property information, tenant details, rental terms, billing schedules, and other contractual conditions. Additional contract-related activities such as document submission, tenant verification, and supporting documentation can also be managed directly from the contract.

The workflow further integrates financial management by generating contract invoices and commission bills based on predefined rental and broker commission rules. For milestone-based services or project-related activities, milestone records can be created and tracked throughout the contract lifecycle. Commission invoices are generated to manage broker or agent settlements, ensuring transparency and accuracy in commission calculations. This integrated approach streamlines billing operations while maintaining complete visibility over contract-related financial transactions.

Payment management is seamlessly incorporated into the workflow, allowing users to record customer payments, reconcile invoices, and track financial obligations. The system maintains a complete history of invoices, commission settlements, and payment transactions associated with each property and tenant. This ensures improved financial control, reduces manual effort, and provides real-time visibility into outstanding balances and completed payments throughout the rental lifecycle.

After the property is occupied, the workflow continues with maintenance management to support ongoing property operations. Maintenance requests can be raised for property or unit-related issues and are linked to the corresponding property records. Users can generate material requisitions for required maintenance resources and create job orders for technicians to perform repair and service activities. The workflow also supports the management of property certificates and licenses, ensuring that all regulatory, compliance, and operational documents remain properly maintained. Overall, the workflow provides a complete end-to-end solution for managing rental properties, contracts, financial transactions, maintenance activities, and compliance requirements within a single integrated system.

Sales Property Management Workflow



The Sale Property Management Workflow begins when a prospective buyer submits a property inquiry through the website or sales team. The inquiry is automatically captured as a CRM lead, allowing sales representatives to track customer information, property preferences, and communication history. As the buyer's interest is qualified, the lead is converted into an opportunity, enabling the sales team to manage negotiations, property discussions, and customer requirements in a structured manner.

Once the opportunity reaches the proposal stage, a detailed property quotation is generated containing unit details, pricing information, payment terms, and other sales-related conditions. The quotation provides complete visibility to the customer and serves as the basis for the property transaction. Upon customer approval, the quotation is converted into a sales order, establishing the formal sales agreement and confirming the property reservation process.

After the sales order is confirmed, the system manages commission-related activities based on predefined broker or sales agent commission structures. Commission records are automatically generated and linked to the corresponding property transaction, ensuring accurate commission calculations and transparent tracking. This helps organizations efficiently manage broker settlements while maintaining complete visibility over commission liabilities throughout the sales process.

The workflow then proceeds to financial management, where customer invoices are generated directly from the sales transaction. Invoices contain complete property, customer, and payment details, ensuring accurate billing and accounting records. Customer payments are recorded and reconciled against invoices, providing real-time visibility into outstanding balances and completed transactions. This integrated financial process improves cash flow management and reduces manual accounting efforts.

To support regulatory compliance and property ownership documentation, the workflow includes certificate and license management. Important property-related certificates, approvals, ownership records, permits, and legal documents can be created, linked, and maintained within the system. By integrating sales, commission management, invoicing, payments, certificates, and licenses into a single workflow, the module delivers a complete end-to-end solution for managing property sales efficiently and transparently.

Edition Compatibility:


Enterprise Odoo.sh community

Please review all sections: Process, Insights, and Configuration

Rental Property Management Example

Customer Portal Property List View With Property Menu

Provide customers with a centralized view of all properties through the customer portal for quick access and property information tracking.

Property Form View With Get Inquiry Button

Enable users to quickly generate and manage customer inquiries directly from the property form for faster sales and rental processing.

Get Inquiry Pop-Up With Property Information

Capture customer inquiries through a dedicated pop-up while automatically displaying the selected property's key information for accurate lead creation.

Automatically generate a CRM lead in the backend when a customer submits an inquiry using the Send button.

Automatically generated CRM lead Form View With Notes Tabs

Centralize your core property settings for streamlined administration.

CRM lead Form View With Tenant Details Tabs

Manage prospective tenant information within the CRM lead to streamline property sales, rental discussions, and customer qualification processes..

CRM lead Form View With Property Contract Tabs

Track and manage property contracts directly from the CRM lead, providing complete visibility into the customer’s property transaction lifecycle.

CRM lead Form View With Convert To Opportunity Button

Convert qualified CRM leads into opportunities with a single click to streamline the property sales and rental pipeline.

Convert to Opportunity Wizard With Create opportunity Button

Convert qualified leads into sales opportunities through a guided wizard, ensuring a smooth transition from inquiry management to the sales pipeline.

Opportunity Form View In Won Stage With Create Contract Button

Generate property contracts directly from won opportunities, ensuring a seamless transition from sales negotiations to contract management.

Generated Contract Form view With Contract Details Tab

Manage complete contract information, including rental terms, billing details, contract duration, and agreement conditions from a centralized contract details tab.

Generated Contract Form view With Plan Details Tab

Configure and manage contract plans, billing intervals and recurring payment schedules through the dedicated plan details tab.

Generated Contract Form view With Internal Note Tab

Maintain internal remarks, important observations, and contract-related communications to improve coordination and record keeping throughout the contract lifecycle.

Generated Contract Form view With Signature Tab

Capture and manage authorized signatures directly within the contract to ensure secure approval and agreement validation between involved parties.

Generated Contract Form view With Amenities Tab

View and manage property and unit amenities associated with the contract, ensuring tenants have clear visibility of the facilities and services included.

Generated Contract Form view With Terms And Condition Tab

Define and manage contract-specific terms, obligations, policies, and agreement conditions to ensure clarity and compliance for all parties involved.

Generated Contract Form view In Confirmed Stage With Contract Documents Tab And Documents Smart Button

Manage and access all contract documents from a centralized location.

Generated Documents List View

View and manage all contract-related documents in a single list.

Generated Documents Form View

Manage detailed information and attachments for individual contract documents.

Contract Portal Form View (Log In As a Customer)

Provides a customer-facing portal view of contract details after login for easy access and transparency.

Contract Form View In Activate Stage With Create Invoice Button

Generate customer invoices directly from active contracts for streamlined billing management.

Generated Invoice Form View

View and manage customer invoices generated from property contracts.

Contract Form View In Activate Stage With Create Commission Bill Button

Generate commission bills directly from active contracts for accurate commission management.

Generated Commission Bill Form View

View and manage commission bills generated from property contracts and sales transactions.

Opportunity Form View With Create Quotation Button (Odoo Standard)

Generate property quotations directly from opportunities to accelerate the sales process.

Generated Quotation Form View With Order Lines (Odoo Standard)

Manage quotation details, products, pricing, and order lines before confirming the property transaction.

Product Form View (Odoo Standard)

Note: For this product, you must select Create on Order = Project & Task, create a Project Template, manually create tasks and milestones as per quantity, and set Invoicing Policy = Based on Milestones.

Quotation Form View With Customer Signature Tab

Capture and manage customer signatures directly within the quotation for approval and confirmation.

Quotation Form View With Sales Commission Use Setting Tab

Configure and apply sales commission settings directly within the quotation for accurate commission calculation.

Quotation Form View With Sales Commission Level Tab

Define and manage commission levels within the quotation for structured commission distribution and tracking.

Quotation Form View With Tenant Details Tab

Manage tenant information directly within the quotation for accurate property sales and rental processing.

Quotation Form View With Owner Details Tab

Manage property owner information directly within the quotation for complete ownership and transaction visibility.

Sale Order Form View With Milestone and Projects Smart Button (Odoo Standard)

Track related milestones and project activities directly from the sale order through dedicated smart buttons.

Milestone List View (Odoo Standard)

View and track all project milestones associated with property sales and service activities in a centralized list.

Sales Commission Worksheet Form View With Create Invoice Button and Sale Commission Lines Tab

Manage commission calculations, commission lines, and generate commission invoices directly from the sales commission worksheet.

Sales Commission Worksheet Lines Form View

Sales Commission Worksheet Lines Form View

Generated Invoice View from Sales Order (Odoo Standard)

View and manage customer invoices automatically generated from confirmed sales orders.

Invoice View In Posted Stage With Pay Button (Odoo Standard)

Register and process customer payments directly from posted invoices using the integrated pay button.

Pay Wizard With Commission Details And Create Payment Button

Review commission details and generate customer payments directly through the payment wizard.

Generated Payment Form View With PDC Details

View and manage payment records along with associated post-dated cheque (PDC) details.

Maintenance Requests Form View With Notes Tab (Odoo Standard)

Maintain maintenance-related notes, updates, and communications for better issue tracking and coordination.

Maintenance Requests Form View With Instructions Tab (Odoo Standard)

Define and manage maintenance instructions to ensure accurate execution of repair and service activities.

Maintenance Requests Form View With Maintenance Plan Materials Tab And Create Material Requisition Button

Plan required maintenance materials and generate material requisitions directly from maintenance requests.

Generated Material Requisition Form View With Requisition Lines

Manage requested materials, quantities, and requisition lines required for maintenance activities.

Maintenance Requests Form View With Maintenance Equipment Checklists Tab

Manage equipment inspection checklists to ensure proper maintenance preparation and service execution.

Maintenance Requests Form View With Property Contract Tab

View and manage the related property contract directly from the maintenance request for complete contract visibility.

Maintenance Requests Form View With Create Job Order Button

Generate job orders directly from maintenance requests for efficient maintenance task execution and tracking.

Generated Job Order Form View

View and manage maintenance job orders, assigned resources, and work execution details from a centralized form.

Certificates Form View With Other Information Tab

Store and manage additional certificate details, references, and related information in a dedicated tab.

Certificates Form View With Achievements Tab

Record and manage certificate-related achievements, milestones, and recognition details in a centralized location.

Certificates Form View With Property Contract Tab

Link and manage related property contract details directly within the certificate form for better reference and tracking.

Licences Form View With Other Information Tab

manage additional licence details, notes, and related information in a dedicated section for better record tracking.

Licences Form View With Achievements Tab

Track and manage licence-related achievements within a dedicated tab for better record visibility and evaluation.

Licences Form View With Property Contract Tab

Link and manage related property contract details directly from the licence form for seamless contract reference and tracking.


Sales Property Management Example

Property Form View With Get Inquiry Button

Enable users to quickly generate and manage customer inquiries directly from the property form for faster sales and rental processing.

Get Inquiry Pop-Up With Property Information

Capture customer inquiries through a dedicated pop-up while automatically displaying the selected property's key information for accurate lead creation.

Automatically generated CRM lead Form View With Tenant Details Tabs

Manage prospective tenant information within the CRM lead to streamline property sales, rental discussions, and customer qualification processes..

Automatically generated CRM lead Form View With Property Contract Tabs

Track and manage property contracts directly from the CRM lead, providing complete visibility into the customer’s property transaction lifecycle.

CRM lead Form View With Convert To Opportunity Button

Convert qualified CRM leads into opportunities with a single click to streamline the property sales and rental pipeline.

Convert to Opportunity Wizard With Create Opportunity Button

Convert qualified leads into sales opportunities through a guided wizard, ensuring a smooth transition from inquiry management to the sales pipeline.

Opportunity Form View In Won Stage With New Quotation Button (Odoo Standard)

Generate property quotations directly from opportunities to accelerate the sales process.

Generated Quotation Form View With Order Lines (Odoo Standard)

Manage quotation details, products, pricing, and order lines before confirming the property transaction.

Generated Quotation Form View With Sales Commission Use Setting Tab

Configure and apply sales commission settings directly within the quotation for accurate commission calculation.

Generated Quotation Form View With Sales Commission Level Tab

Define and manage commission levels within the quotation for structured commission distribution and tracking.

Sale order Form View (Odoo Standard)

Create and manage customer sales orders with product details, pricing, and order status tracking in a centralized form view.

Sales Commission Worksheet Form View With Create Invoice Button and Sale Commission Lines Tab

Manage commission calculations, commission lines, and generate commission invoices directly from the sales commission worksheet.

Sales Commission Worksheet Lines Form View

Sales Commission Worksheet Lines Form View

Generated Invoice View from Sales Order (Odoo Standard)

View and manage customer invoices automatically generated from confirmed sales orders.

Invoice View In Posted Stage With Pay Button (Odoo Standard)

Register and process customer payments directly from posted invoices using the integrated pay button.

Generated Payment Form View With PDC Details

View and manage payment records along with associated post-dated cheque (PDC) details.

System Menus, Views and Configuration

Sales Commission Settings

Establish baseline configurations and rules for your commission tracking.

Tiered Commission Structures

Define multi-level commission rates to incentivize your sales and rental teams.

Property Management Setup

Centralize your core property settings for streamlined administration.

Property Kanban View

Visually track and manage your real estate portfolio with an interactive drag-and-drop board.

Property List View

Access a comprehensive, filterable breakdown of all your registered properties.

Property Analytics (Bar Chart)

Gain quick insights into your property distribution and financial metrics.

Property Trend Analysis

Monitor property growth and historical trends over time using dynamic line charts.

Property Distribution Overview

Visualize the composition of your portfolio by category or status through pie charts.

Property Pivot Reporting

Generate multi-dimensional, customizable reports for in-depth portfolio analysis.

Property Activity Tracking

Schedule tasks, calls, and routine follow-ups to stay on top of management duties.

Property Amenities Setup

Easily assign and showcase specific facilities available at each property.

Property Terms & Conditions

Standardize legal agreements and operational rules directly on the property record.

Property Document Management

Centralize all critical files, lease agreements, and attachments.

Detailed Property Descriptions

Maintain rich text specifications for internal routing or external marketing use.

Comprehensive Property Form

A centralized, 360-degree view of all vital property information and smart buttons.

Unit Kanban View

Easily monitor the occupancy and availability status of individual units visually.

Unit List View

Efficiently browse and bulk-edit through all your available and occupied sub-units.

Unit Analytics (Bar Chart)

Evaluate unit-level financial metrics and performance with clear bar graphs.

Unit Performance Trends

Track unit availability and revenue generation cycles over time.

Unit Occupancy Distribution

Instantly visualize the ratio of vacant versus occupied units across your portfolio.

Unit Pivot Reporting

Cross-analyze detailed unit data to uncover actionable statistical insights.

Unit Activity Tracking

Manage unit-specific maintenance tasks, client viewings, and scheduled actions.

Property Tags Setup

Apply custom tags for rapid filtering and organization of your real estate catalog.

Amenities Management

Create and maintain a standardized list of features (e.g., pool, gym, parking).

Unit Types Configuration

Define specific unit categories (e.g., Studio, 2BHK, Commercial Space) for easy assignment.

Document Types Configuration

Standardize your filing system by defining specific categories for legal and compliance documents.

Property Categories Structure

Build a hierarchical classification system to separate residential, commercial, and industrial properties.

Building Wings & Sections

Accurately map complex building structures by defining distinct wings or blocks.

Contract Configuration Options

Set up the foundational rules and validation parameters for your lease agreements.

Contract Plans Overview

View and manage all available subscription and lease plans in one centralized place.

Contract Plan Formulation

Define the billing cycles, pricing templates, and specifics of individual lease plans.

Contract Types Management

Categorize your agreements into distinct types, such as short-term rentals or long-term leases.

Contract Tagging System

Label and color-code active contracts for quick visual identification and sorting.

Contract Workflow Stages

Design custom workflows to track contracts from drafting to signature and renewal.

Contract Stage Setup

Configure specific behaviors, requirements, and access rights for each contract phase.

Employee Location Tracking

Monitor the physical assignments and deployment locations of your field workforce.

Department Location Allocation

Allocate specific properties or spatial zones to internal company departments.

Rental Product Configuration

Seamlessly link physical properties and units to invoiceable products.

Recurring Billing Cycles

Establish automated invoicing rules for monthly, quarterly, or annual rent collection.

Directory Categorization Tags

Categorize your property directories for more efficient external stakeholder management.

Document Search Tags

Add metadata tags to attachments for robust global searchability across modules.

Property Purchase Documents

Keep track of all vendor agreements, bills, and procurement files related to property upkeep.

Preventive Maintenance Checklists

Create standardized inspection and maintenance to-do lists for your facilities team.

Asset & Equipment Tracking

Monitor HVAC, machinery, and other vital property assets to ensure operational uptime.

Equipment Classification Categories

Group facility assets by type for easier warranty tracking and maintenance scheduling.

Job Order Classification

Classify repair and service requests to route them automatically to the correct technical teams.

PDC Journal Settings

Configure specialized accounting journals to securely handle post-dated rent cheques.

Insights

Contract Kanban Pipeline

Move contracts through their lifecycle stages using an intuitive visual board.

Contract Data Grid

Access a highly filterable list view of all your lease and rental contracts.

Contract Expiration Calendar

Visually track expiration dates, renewal periods, and key contract milestones.

Contract Pivot Analysis

Build dynamic matrices to summarize contract revenues and statuses effortlessly.

Contract Analytics (Bar Chart)

Compare contract volumes and financial metrics across different property portfolios.

Contract Growth Trends

Forecast rental income and monitor contract acquisition trends over time.

Contract Type Distribution

View the visual breakdown of your contracts by stage, type, or assigned property.

Contract Activity Scheduler

Manage upcoming contract renewals, negotiations, and scheduled tenant calls.

Help Desk Kanban Pipeline

Efficiently triage and resolve tenant support tickets through customized workflow stages.

Help Desk Ticket Registry

Review all pending, active, and resolved support requests in a tabular format.

Support Analytics (Bar Chart)

Measure technical team performance and ticket resolution volumes.

Ticket Volume Trends

Analyze the influx of maintenance and support requests over specific periods.

Issue Distribution Breakdown

Identify common property issues by visualizing tickets grouped by category or priority.

Help Desk Pivot Reporting

Cross-reference ticket data to find bottlenecks in your property maintenance process.

Support Activity Tracking

Monitor scheduled interventions, follow-up calls, and technician dispatch tasks.

Tenant History Visual Tracker

Quickly access visual cards detailing past and current tenant occupancies.

Tenant History Logs

Maintain a comprehensive log of all tenant movements, historical leases, and data.

Tenancy Timeline Calendar

View tenant move-in and move-out dates on an easy-to-read calendar interface.

Tenancy Analytics (Bar Chart)

Compare tenant retention and turnover rates across different properties.

Tenancy Duration Trends

Track average lease lengths and historical occupancy trends over the years.

Tenant Demographic Distribution

Analyze your tenant base or property preference distributions at a glance.

Internal Purchase Requisitions

Track internal requests for property maintenance supplies and equipment procurement.

Property Directories Log

Manage contact databases for vendors, contractors, and relevant property stakeholders.

Directory Profile Details

Store detailed contact information, service agreements, and critical notes for each stakeholder.

Smart Button Document Access

Instantly retrieve all related files and attachments directly from the property or contract record.

Centralized Document Repository

A unified view of every document, lease, and file stored across the property management system.

User-Specific Documents

Quickly access the files, contracts, and attachments assigned specifically to your user profile.

User Configuration Form View

Configure and manage user roles, groups, and module-level permissions to control access, security, and functional permissions within the system.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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