Prop Sys Global Documentation
Welcome to the Prop Sys Global user manual. This comprehensive guide will help you navigate and utilize all features of our powerful real estate management platform.
Complete Real Estate Management Solution
Prop Sys Global is designed for real estate professionals of all sizes, offering robust property management tools with an intuitive interface.
- Complete sales and rental management
- Property portfolio management
- Customer relationship management
- Contract and agreement management
- Advanced reporting and analytics
- Customizable to your business needs
Account Registration Process
The registration process is straightforward and guides you through setting up your Prop Sys Global account step by step.
Registration Steps:
- Visit the Prop Sys Global website and click "Sign Up"
- Enter the details for Orientation and Residency
- Enter the details for Basic Information of User and Company
- Overview and Confirm the Details
- Verify the Email with OTP, and Complete the Registration
Registration Flow:
Start the Registration
Click on link "Sign Up", and Click on the button Start Registration
Orientation and Residency
Select Orientation and Residency, Choose your Company orientation, is it company or Individual?, select a value, Select your residency, are you national of resident?, select what is the business mode?, is it sale or rent, choose the value. and Click on "Continue" button to proeceed to the next step.
Basic Information
Enter all the required information according to the company, and according to the individual, including Full Name, Email, Password, Country, TRN, Registration Number, Tax Identification Number, upload the required documents and click the button "Continue to Review"
Confirm
Confirm all the given information, and click on the button Complete Registration.
Verify Email
You will get the 6 digit OTP on your email, just put it in the "Verification Code" texbox and click on the button "Verify Email"
After successful email verification you will be redirected to the Dashboard.
System Configuration
After registration, configure your system settings to match your business operations and preferences.
Setup Components:
- Company profile and branding
- Company Details
- Company Settings
- Email and Password Management
- Documents Uploading
Setup Process:
Profile Settings
in the dashboard left side bar, there is a link, "Profile" click on that, here you will see combined settings with forms view, Upload company logo, give Full Name and Email (that are already filled, as you have given that during registration. but you can edit here.), click on Update Profile Button to update, if you have made any changes.
Company Details
Enter the company Details, some information will be already filled during registraion, but you can fill the other settings, i.e. Company Name, Phone, Website, Country, State, City, Manager Name, Manager Email, TRN Number, Tax Identification Number, Registration Number and Address. Click on Update Company Details Button to update, if you made any changes.
Company Settings
Set up the system Currency, Timezone, Date Format, Language, Number Format, Invoice auto number, Invoice Tax inclusive, Enable VAT, and Default VAT Rate (%), Click on Update company Details button if you have made any changes.
Change Password
You can change the password here, by entring the current password and new password with confimr password field. Click on Change Password button to update, if you have made any changes..
Upload Documents
Upload the company Documents, you can Replace and Delete the Documents here.
Properties Management
Manage all client relationships, preferences, and interaction history.
Floor Management
Create, Update and Delete the Floors
Units Management
Create, Update and Delete the Units.
Offices Management
Create, Update and Delete the Offices.
Property Management
The Properties module allows you to add and manage all real estate properties in your portfolio, whether for sale or rent.
Property Features:
- Complete property information storage
- Multiple media uploads (photos, videos, documents)
- Detailed specifications and amenities
- Location and Area Details
- Ownership Details
- Pricing and Availability
Property Main Page:
Table view of Properties
To view the properties in table view, click on the button Table View.
Cards View of Properties
To view the properties in Cards view, click on the button Cards View.
Create Property
To create a new property, click on the button Create Property. It will open a new page with form view.
Fill the Property Form with residential or commercial options
To create a new property, click on the button Create Property. It will open a new page with form view.
Fill all the required fields in the form including Property Name, Property Type (Residential or Commercial), Property Category, Property Status, Location Details (Country, State, City, Address), Area Details (Area Size, Unit), Ownership Details (Owner Name, Contact Info), Upload Media (Photos, Videos, Documents), Property Specifications and Amenities, and finally Pricing & Availability.
If you have selected the commercial property type, additional fields for Business Type and Commercial Features will appear. if you want to add office, select office from dropdown, the new fields will appear for office details. Click on Add floor if you want to add the floor details including units and offices manually, and Click on AI Assistant to auto generate the floor details including units and offices using AI.
Finally, click on the Save Property button to save the new property.
Overview the Property Details
To overview the property details, after saving the property, you will be redirected to the property details page, where you can see all the information about the property including Media Gallery, Property Specifications, Location Details, Area Details, Ownership Details, and Pricing & Availability.
Property Details Page
The Property Details Page provides a comprehensive overview of all aspects of the property, including Media Gallery, Property Specifications, Location Details, Area Details, Ownership Details, and Pricing & Availability.
Floor Management
Floors Can be Created in Same property module when user selects the Property Category from the dropdown as Commercial and Property Type as Office, then he Can Create the Floor, under the Floor he can create the units and under the units he can create offices. He can create the floors manually as well as using AI. if he is creating only one or two floors, then manual option is good, but if he has to create more number of floors and units he can use AI. When the user clicks on Generate with AI button, it will show the popup and will ask that how many floors he want to create, then how many units and in the last how many offices he want to create. then after clicking generate, it will create the floors, units and offices at once.
Floor Management Features:
- Floor-specific details and specifications
- Multiple unit management per floor
- Area allocation and layout details
- Maintenance tracking per floor
- Floor status and availability
Select Category & Type
Create Manually
Create with AI
Unit Management
Unites Can be Created in Same property module when user selects the Property Category from the dropdown as Commercial and Property Type as Office, then he Can Create the Floor, under the Floor he can create the units. He can create the units manually as well as using AI under Floors
Unit Management Features:
- Unit-specific details and specifications
- Rental rate configuration
- Tenant assignment and history
- Maintenance tracking per unit
- Unit status and availability
Select Category & Type
Create Manually
Create with AI Floor
Create with AI Unit
Offices Management
Office Can be Created in Same property module when user selects the Property Category from the dropdown as Commercial and Property Type as Office, then he Can Create the Floor, under the Floor he can create the units, and under the units he can create the offices. He can create the offices manually as well as using AI under Units.
Offices Management Features:
- Office-specific details and specifications
- Rental rate configuration
- Tenant assignment and history
- Maintenance tracking per office
- Office status and availability
Select Category & Type
Create Manually
Create with AI Floor
Create with AI Unit
Create with AI Office
Complete the AI Creation
Sales Transactions
Manage all property sales transactions from offer to closing.
Property Listings
Create and manage property listings for sale.
Legal Agreements
Create and manage sales and purchase agreements.
Creating Sale Record of Property
User can create the Sale Record of property by clicking the Sales Management > + Add Sales button.
Sales Record Features:
- Fill the Sale Form including Customer Name, Property Name, Sale Price, Payment Method, Sale Date, Agent Name, and Notes.
- Click on Save Sales button to save the sale record.
- To update, click on the pencil icon in the actions to Edit in Sales Index page, it will show the popup/modal, user can change the values by click the button "Update Sales"
Sales Index
Sales Create
Sales Update
Creating Listing Record of Property
User can create the Listing Record of property by clicking the Listings Management > + Add Listing button.
Listing Management Features:
- Fill the Listing Form including Property Name, Listing Price, Listing Date, and Notes.
- Click on Save Listing button to save the listing record.
- To update, click on the pencil icon in the actions to Edit in Listings Index page, it will show the popup/modal, user can change the values by click the button "Update Listing"
listing Index
listing Create
listing Update
Creating Sales & Purchase Agreement of Property
User can create the SPA by clicking the Sales & Purchase Management > + Add New Agreement button.
Sales & Purchase Agreement Features:
Follow these steps to create an agreement:
1. Select a Selling Option
Before adding any items, you must choose the type of agreement from the Selling Option dropdown (e.g., Sale, Purchase, or Rent). This is a required step.2. Add Items to the Agreement
You can add items in two ways:A) Drag a Single Item:
Click and hold any item (a full property, a floor, or a unit) from the "Available Properties" list. Drag it over to the "Sale Purchase Agreement" panel on the right and release it in the dropzone. The item will be added directly to the agreement.B) Select and Drag Multiple Items:
Use the checkboxes next to each item in the "Available Properties" list to select one or more items.Note: Selecting a parent property (e.g., a building) will automatically select all its children (floors, units, etc.). A counter will appear next to the parent showing how many sub-items are selected.
Once selected, click and drag any of the selected items into the dropzone.
A confirmation pop-up will appear, listing all the items you are about to add. Click "Add Selected Items" to confirm and add them to the agreement.
3. Manage the Agreement List
The items you add will appear in the "Sale Purchase Agreement" panel, organized hierarchically.Each item displays key details like its name, type (Property, Floor, Unit), price, and area.
To remove an item from the agreement, simply click the red 'X' button on the right side of that item.
4. Review and Proceed
As you add or remove items, the Agreement Summary at the bottom will automatically update the following:Total Purchase Value: The combined price of all items.
Properties: The count of top-level properties.
Items: The total count of all individual items.
Selected Parts: The count of sub-items (floors, units, offices).
Once you are satisfied with your selection and have chosen a selling option, the "Proceed to Agreement Details" button will be enabled. Click it to save your selection and move to the next step of creating the agreement.
SPA Index
SPA Create
SPA Show
SPA Download
Rental Property Management
To manage to property we have discussed here in details.
We are using the same module of properties for Sales and Rentals both, the difference is price type that can be "For Rent" or "For Sale", on the base of this pricing the system differentiat the properties.
Rental Management Features:
For Sellers: The system provides a comprehensive property management platform where sellers can list their entire property portfolio—whether residential buildings, commercial complexes, or mixed-use developments—with detailed hierarchical organization of properties, floors, units, and individual offices. Through an intuitive drag-and-drop interface, sellers can create customized sale or rental agreements by selecting specific properties or even individual components like particular floors, specific units, or single offices, with the system automatically tracking all parent-child relationships and generating professional agreements complete with purchaser details, pricing, terms, and comprehensive documentation for seamless transaction management.
For Renters/Tenants: The platform offers renters access to a diverse inventory of available properties where they can browse through complete buildings or selectively choose specific spaces that match their needs—whether that's an entire floor for corporate expansion, specific units for branch offices, or individual offices for startups. The drag-and-drop selection process allows renters to precisely configure their rental agreements by mixing and matching different spaces across multiple properties, with the system automatically calculating total costs, managing lease terms, rental periods, and maintaining clear documentation of the rented spaces and their hierarchical relationships within larger property complexes for transparent occupancy management.
Contract Creation & Management
The contract management system provides a structured 6-step wizard for creating comprehensive rental agreements with flexible space selection and detailed financial configuration.
Contract Creation Workflow:
6-Step Contract Creation Process:
Contract Duration
Set contract start and end dates with automatic applicant assignment (logged-in user). Configure basic contract timeline and duration parameters.
Contract Type Selection
Choose from five contract types: Single Space (one specific property/floor/unit/office), Multiple Floors (2+ floors same property), Multiple Units (2+ units same/different floors), Multiple Offices (2+ offices same/different units), or Mixed Selection (any combination).
Customer Information
Select existing customers from dropdown or add new customers via modal without leaving the form. View and verify customer details including name, email, phone, and company information.
Payment Details
Configure financial terms including rent amount, special discounts, automatic contract value calculation, VAT application, Ejari options (Add/Inclusive/Not Required), security deposit settings, and additional requirements like landlord signatory and stamp requirements.
Sales Lead Assignment
Assign sales responsibility by selecting salespersons from dropdown or adding new salespersons via modal. Track contract ownership and sales team accountability.
Review & Complete
Final verification of all contract details including customer information, contract terms, financial breakdown, and additional requirements. Set initial contract status (Draft/Active/Expired/Terminated) and submit with confirmation.
Contract Management Features:
For Contract Creation: The system provides a comprehensive 6-step wizard that guides users through the entire contract creation process with session-based data persistence, ensuring no data loss between steps. Users can create flexible contracts for single spaces or complex multi-space arrangements with automatic hierarchy tracking, real-time financial calculations, and integrated customer/salesperson management through modal forms.
For Contract Management: Once created, contracts are displayed in a centralized dashboard with complete overview including contract numbers, applicant details, financial amounts, dates, and color-coded status indicators. Users can view contract details, edit existing contracts, download PDF versions, and manage contract lifecycle from draft to active, expired, or terminated states with proper authorization checks and audit trails.
Finally user can download the Contract PDF.
Technical Implementation:
- Session-based multi-step form with data persistence
- Real-time financial calculations and validations
- Modal integration for adding customers/salespersons without page refresh
- Automatic contract number generation
- PDF generation and download functionality
- Color-coded status management with proper workflow
- Progress tracking across all creation steps <
Step 1
Step 2
Step 3
Step 4
Step 6
Step 6
Automated Rent Payment Reminders
Never miss a rent payment again! Our system automatically sends friendly payment reminders to your tenants before their due dates.
How It Works:
- Automatic Setup: Reminders are created automatically when you create a new contract
- Smart Scheduling: Tenants receive reminders 30, 15, 10, 5, and 1 day before payment is due
- Professional Emails: Beautiful, professional emails with all payment details included
- No Manual Work: The system runs automatically every day - you don't need to do anything!
- Tracking: See when reminders were sent and how many times
What Your Tenants Experience:
First Reminder (30 days before)
Friendly early reminder showing the upcoming payment amount and due date
Follow-up Reminders
Additional reminders at 15, 10, and 5 days before due date
Final Reminder (1 day before)
Urgent reminder with highlighted due date to ensure timely payment
Complete Information
Each email includes contract details, amount due, due date, and property information
Rent Reminder Notification
Getting Started
Create a Contract
When you create a new rental contract, the reminder system is automatically set up. You don't need to do anything extra!
System Runs Automatically
Every day, our system checks for upcoming payments and sends reminders automatically. It works while you sleep!
Monitor Reminders
View the Reminders section to see which emails were sent and when. Track your communication history easily.
Enjoy On-Time Payments
Watch your on-time payment rate improve as tenants receive professional, timely reminders.
Frequently Asked Questions
Do I need to set up reminders for each contract?
No! Reminders are automatically created when you create a new contract. The system handles everything for you.
Can tenants reply to the reminder emails?
Yes, tenants can reply to the emails if they have questions. The emails come from your company's email address.
What if a tenant has already paid?
The email clearly states "If you have already made the payment, please disregard this reminder."
Can I customize the reminder schedule?
Currently, the system uses the optimal schedule of 30, 15, 10, 5, and 1 day reminders. This ensures tenants have plenty of notice.
What information is included in the reminders?
Each reminder includes: tenant name, amount due, due date, contract number, and property details.
Pro Tips
Verify Email Addresses: Ensure tenant email addresses are correct when creating contracts
Monitor History: Check the reminder history to see communication patterns
Tenant Feedback: Tenants appreciate the professional, automated reminders
Customer Management
Manage all client relationships, preferences, and interaction history.
Quotation Management
Create, track, and manage price quotations for clients.
Sales Team Management
Manage agent profiles, commissions, and performance.
Customer Management System
The customer management module provides a comprehensive solution for managing all customer information with modal-based operations for seamless user experience.
Customer Management Features:
Customer Operations:
Add Customer
Create new customer records through modal forms without page refresh. The system includes form validation and loading indicators for better user experience.
View Customer Details
Quickly view complete customer information through modal popups. All customer data fields are displayed in an organized format for easy reference.
Edit Customer
Update customer information through modal forms with pre-populated data. The system automatically loads existing customer data for editing.
Delete Customer
Remove customer records with confirmation dialogs to prevent accidental deletions. The system includes safety checks before permanent removal.
Customer Dashboard:
Overview Interface: The customer index page provides a clean, tabular view of all customers with essential information including name, email, and phone numbers. Each customer is displayed with badge-styled names for better visual hierarchy and quick identification.
Action Management: The system offers four primary actions for each customer record: View details through eye icon, Edit with pencil icon, Delete with trash icon, and integrated SweetAlert confirmations for safe deletions. All operations are performed through modal interfaces without page reloads.
Modal Operations:
- Add Customer Modal: Complete form with validation and loading indicators
- Edit Customer Modal: Pre-populated forms with dynamic action URLs
- Show Customer Modal: Dynamic content injection for customer details
- Delete Confirmation: SweetAlert dialogs with custom styling
Technical Implementation:
- Modal-based CRUD operations without page refresh
- Dynamic form population using JSON data attributes
- SweetAlert integration for delete confirmations
- Loading indicators and progress states
- Responsive table design with hover effects
- Badge-styled customer names for better UX
- Centralized modal management in separate include files
Integration with Contracts:
Customers are seamlessly integrated with the contract management system, allowing quick selection during contract creation. The modal-based customer addition enables users to add new customers during contract creation without interrupting the workflow.
Index page
Create
Update
Delete
Professional Quotation Management
Create and manage professional price quotations for property rentals with customizable templates, client management, and automated pricing calculations.
Quotation Features:
- Customer selection and management
- Office/cabin selection with floor and unit filtering
- Customizable payment terms
- Automatic rent calculations
- View and edit existing quotations
- Digital documentation
Quotation Creation Process:
Customer Selection
Select an existing customer from the database or create a new customer profile.
Payment Terms
Define custom payment terms and conditions for the quotation.
Office/Cabin Selection
Add offices or cabins to the quotation by selecting floor, unit, and specific office.
Configuration & Pricing
Set suitability, view preferences, and monthly rent for each selected office.
Review & Submit
Review the complete quotation and submit to generate the final document.
Quotation Management:
- View existing quotations with full details
- Edit quotation information and office selections
- Track customer and property information
- Manage payment terms and conditions
Technical Implementation:
The quotation system is built with Laravel PHP framework and uses:
- Dynamic form handling with JavaScript
- Modal-based interfaces for office selection
- AJAX requests for data loading
- Bootstrap for responsive UI components
- JSON data storage for office selections
Index Page
Create Quotation
View Details
Edit Quotation
Sales Team Management
Manage your real estate agents and sales team with comprehensive tools for performance tracking, commission management, and team coordination in the UAE market.
Salesperson Features:
- Complete agent profile management with UAE-specific fields
- Customizable commission rate structures
- Specialization tracking (Residential/Commercial/Both)
- License and Emirates ID verification
- Bank account management for commission payments
- Profile image and professional documentation
- Status management (Active/Inactive/Suspended)
Salesperson Management Process:
Profile Creation
Create comprehensive agent profile with personal information, contact details, and professional credentials including Emirates ID and license number.
Professional Setup
Configure specialization area, commission rates, join date, and upload profile image for professional presentation.
Bank & Emergency Details
Set up bank account information for commission payments and emergency contact details for administrative records.
Activation & Management
Set status to active and manage ongoing performance, commission tracking, and team coordination.
Field Specifications:
Required Fields:
- Name - Full name of salesperson
- User ID - Associated system user account
Professional Information:
- Email - Professional email address (Unique)
- Phone & Alternate Phone - Contact numbers
- Emirates ID - UAE identification number (Unique)
- License Number - Real estate broker license (Unique)
- Commission Rate - Percentage-based commission (0-100%)
- Specialization - Residential, Commercial, or Both
Administrative Details:
- Status - Active, Inactive, or Suspended
- Join Date - Employment start date
- Address - Physical address
- Emergency Contact - Emergency phone number
- Bank Details - Account number and bank name
- Profile Image - Professional photograph
- Notes - Additional information
User Interface Features:
- Responsive table view with all key information at a glance
- Quick action buttons for view, edit, and delete operations
- Modal-based forms for creating and editing salespersons
- Image preview and upload functionality
- Status badges with color coding for quick identification
- Detailed show page with comprehensive information display
- SweetAlert confirmations for delete operations
Security & Permissions:
- User-based access control - users can only manage their own salespersons
- Permission middleware for view, create, edit, and delete operations
- Route protection and authorization checks
- Secure file upload for profile images
Index Page
Create Salesperson
Show Details
Delete Salesperson
Financial Transaction Management
Track and manage all financial transactions including payments, receipts, transfers, and adjustments with complete audit trails and real-time balance updates.
Transaction Features:
- Multi-currency transaction support
- Automatic ledger entry generation
- Transaction categorization and tagging
- Attachment support for receipts and documents
- Recurring transaction scheduling
- Real-time balance calculations
- Transaction reversal and correction
Transaction Processing:
Transaction Initiation
Create new transaction with amount, date, accounts, and description.
Validation & Approval
System validates accounts, amounts, and required approvals based on transaction type.
Ledger Update
Automatic double-entry ledger posting with debit and credit entries.
Balance Reconciliation
Real-time account balance updates and reconciliation reports.
Expense Tracking & Management
Monitor and control business expenses with advanced categorization, approval workflows, and budget compliance tracking.
Expense Features:
- Expense categorization with custom categories
- Receipt image capture and storage
- Multi-level approval workflows
- Expense policy enforcement
- Budget vs actual tracking
- Vendor management integration
- Tax calculation and reporting
Expense Management Process:
Expense Submission
User submits expense with details, category, amount, and receipt attachment.
Manager Approval
Designated manager reviews and approves/rejects expense claims.
Accounting Review
Accounting team verifies compliance and processes for payment.
Payment & Reconciliation
Payment processing and ledger reconciliation.
Bank Account Management
Centralized management of all bank accounts with automated reconciliation, statement processing, and multi-currency support.
Bank Features:
- Multiple bank account management
- Automated bank statement imports
- Bank reconciliation automation
- Multi-currency account support
- Bank fee tracking and analysis
- Interest calculation and accruals
- Bank transfer management
Bank Reconciliation Process:
Statement Import
Import bank statements in various formats (CSV, OFX, QIF).
Transaction Matching
Automatic matching of bank transactions with system records.
Reconciliation
Manual review and reconciliation of unmatched transactions.
Report Generation
Generate reconciliation reports and audit trails.
General Ledger Management
Complete double-entry accounting system with real-time ledger updates, transaction tracking, and financial reporting capabilities.
Ledger Features:
- Double-entry accounting system
- Real-time ledger updates
- Account-level transaction history
- Period closing and opening
- Trial balance generation
- Audit trail maintenance
- Multi-dimensional reporting
Ledger Entry Process:
Transaction Posting
Automatic ledger entry creation for every financial transaction.
Debit/Credit Validation
System ensures debit and credit amounts always balance.
Account Balancing
Real-time calculation of account balances and totals.
Reporting
Generate financial statements and ledger reports.
Manual Journal Entry Management
Create and manage manual journal entries for adjustments, accruals, depreciation, and other accounting corrections with full audit control.
Journal Entry Features:
- Manual journal entry creation
- Multi-account transaction support
- Entry reversal capabilities
- Approval workflow integration
- Attachment and reference support
- Recurring journal entries
- Historical entry tracking
Journal Entry Process:
Entry Creation
Create journal entry with debit and credit accounts, amounts, and description.
Validation & Approval
System validates accounting equation and routes for approval.
Posting to Ledger
Approved entries are posted to general ledger with audit trail.
Review & Adjustment
Periodic review and adjustment of journal entries as needed.
Account Structure Management
Design and maintain your company's chart of accounts with hierarchical structure, account types, and financial reporting categories.
Chart of Accounts Features:
- Hierarchical account structure
- Custom account numbering system
- Account type classification
- Balance sheet and income statement accounts
- Account activation/deactivation
- Import/export capabilities
- Financial reporting categories
Account Setup Process:
Account Planning
Design account structure based on business needs and reporting requirements.
Account Creation
Create accounts with codes, names, types, and hierarchy levels.
Validation & Testing
Test account structure with sample transactions and reports.
Implementation
Activate chart of accounts for live transaction processing.
Invoice Management & Billing
Create, send, and track professional invoices with automated payment reminders, recurring billing, and integrated accounting.
Invoice Features:
- Professional invoice templates
- Recurring invoice automation
- Multi-currency invoicing
- Payment term management
- Automated payment reminders
- Online payment integration
- Invoice aging reports
Invoice Lifecycle:
Invoice Creation
Generate invoice with line items, taxes, and payment terms.
Delivery & Tracking
Send to customer and track delivery status.
Payment Processing
Record payments and apply to outstanding invoices.
Accounting Integration
Automatic ledger posting and revenue recognition.
Financial Reporting & Analytics
Generate comprehensive financial reports, analytics, and business intelligence with customizable parameters and export capabilities.
Reporting Features:
- Balance sheet and income statement
- Cash flow statement generation
- Trial balance reports
- Aged receivables and payables
- Budget vs actual analysis
- Custom report builder
- Export to PDF, Excel, CSV
Report Generation Process:
Report Selection
Choose report type and set date ranges and parameters.
Data Processing
System processes financial data and applies filters.
Report Generation
Generate formatted report with charts and analysis.
Export & Distribution
Export reports and distribute to stakeholders.
Transaction Approval Workflow
Streamlined process for requesting, approving, and processing financial transactions with multi-level authorization and audit trails.
Transaction Request Features:
- Multi-level approval workflows
- Electronic signature capture
- Budget compliance checking
- Real-time status tracking
- Automated notifications
- Document attachment support
- Audit trail maintenance
Request Approval Process:
Request Submission
User submits transaction request with details and supporting documents.
Manager Review
First-level manager reviews and approves/rejects request.
Finance Approval
Finance team verifies budget availability and compliance.
Transaction Processing
Approved requests are processed and posted to accounting system.
Business Intelligence Dashboard
The Dashboard provides a comprehensive overview of your real estate business performance with customizable widgets and real-time analytics.
Dashboard Features:
- Real-time performance metrics
- Customizable widget layout
- Sales and rental pipeline tracking
- Revenue and commission analytics
- Team performance overview
- Market trend analysis
Dashboard Customization:
Widget Selection
Choose from available widgets including sales charts, pipeline, and performance metrics.
Layout Configuration
Drag and drop widgets to create your preferred dashboard layout.
Date Range Setting
Set time periods for data analysis and reporting.
Save Configuration
Save your dashboard layout for future use.
Dashboard Widgets:
| Widget | Description | Data Source |
|---|---|---|
| Sales Pipeline | Visual representation of sales stages | Sales Module |
| Revenue Chart | Monthly revenue and commission tracking | Accounting System |
| Property Inventory | Available properties by type and status | Property Management |
| Team Performance | Agent sales and listing performance | Salespersons Module |
| Market Trends | Local market price and inventory trends | MLS Integration |
Subscription & Billing Management
Manage your Prop Sys Global subscription plans, billing information, and access levels with transparent pricing and easy upgrades.
Subscription Features:
- Plan comparison and selection
- Billing history and invoices
- Automatic payment processing
- Plan upgrade and downgrade
- Usage analytics and limits
- Renewal and cancellation management
Subscription Management:
Plan Selection
Choose from Basic, Professional, or Enterprise plans based on your needs.
Billing Setup
Enter payment information and billing preferences.
Plan Adjustments
Upgrade, downgrade, or cancel plans as business needs change.
Index Page
Subscribe the plan
Team & Staff Management
Manage your entire real estate team with comprehensive tools for user management, role assignment, and access control.
Staff Management Features:
- User account creation and management
- Role-based permission system
- Team hierarchy and reporting structure
- Performance tracking and analytics
- Bulk user operations
- Access audit logs
Staff Onboarding Process:
User Creation
Create new staff accounts with basic information and login credentials.
Give permissions
Assign appropriate and specific permissions.
Staff
Create Staff
User Roles & Permissions:
| Role | Permissions | Access Level |
|---|---|---|
| Administrator | Full system access, user management, billing | Highest |
| Manager | Team management, reporting, limited settings | High |
| Agent | Property management, client management, own data | Medium |
| Staff | Limited access, specific tasks only | Low |
Smart Notification System
All the notifications will be automatically generated, user can mark as read. The notifications can be system generated or Admin generated.
Notification Features:
- Multi-channel notifications (email, SMS, push)
- Customizable alert preferences
- Smart filtering and prioritization
- Scheduled notification delivery
- Notification history and archives
- Bulk notification management
Notification Configuration:
Channel Setup
Configure email, SMS, and push notification channels.
Event Selection
Choose which system events trigger notifications.
Priority Setting
Set notification priorities and delivery timing.
Testing & Activation
Test notification delivery and activate the system.
Get Help
Reach out to our support team for assistance with any issues.
Watch & Learn
Access our library of video tutorials for visual guidance.
What's New
Stay informed about the latest features and improvements.