{primary.fa-info-circle} This is an optional module. Off-plan inventory management is enabled per agency. If you do not see the Inventory features described below, contact us to have the module activated for your account. The basic Projects list is available to everyone.
A Project represents an off-plan development built by a developer (for example a residential building or a complex of apartments sold before or during construction). The module lets you manage the whole inventory of a development: every individual unit, its status, its buyer, and its payment plan.
The structure has three levels:
{primary.fa-info-circle} Think of it this way: the unit type is the floor plan you market, and the units are the actual apartments a buyer can reserve and purchase.
To create a new project, go to Properties -> All projects and click Add new project. Enter the project name, contact information, optional links (website, brochure, virtual tour, etc.), and upload any project documents (brochures, contracts, price lists).
In the Blocks card you define the structure of the development:
These blocks, floors, and views become the options you use when adding units, so define them before you start adding inventory.
To connect a property (unit type) to a project, open the property and select the project in the Project / Developer field. Once a property belongs to a project, a units table appears on its overview page.
After a property is linked to a project, open the property overview to manage its units.
Adding units – Use the Add units form to create many units at once. You choose the block, the floors, and the views, and the system generates the units for you. The unit price is prefilled from the unit-type property price, but you can change it per unit. A bulk price step option lets you increase the price per floor by a flat amount or a percentage (for example, higher floors cost more).
Each unit has a status:
You can change a unit's status, assign it to a contact, and set a reservation date directly from the units table. Reserving, booking, or selling a unit automatically records activity on the buyer's timeline, and a sale is also recorded on the unit-type property timeline.
The Inventory page is the working view of a whole project. Open it from Properties -> Projects -> [project name] in the menu, or from the project list.
The inventory lists every unit across all unit types in the project, with filters by status, block, floor, and view. From here you can:
The Unit grid is a single read-only table that shows the entire development as a cross-tab. Open it with the Unit grid button on the inventory header (desktop only).
Click a chip to jump straight to that unit's payment plan (for booked/sold units) or its opportunities board (for available/reserved units). The grid gives you an instant visual picture of what is sold, reserved, and still available across the whole building.
{primary.fa-info-circle} The Unit grid is a desktop view. On mobile, use the Inventory table with filters instead.
When a unit is Booked or Sold, it gets a dedicated payment plan page (open it with the payment button on the unit's inventory row).
Generating a plan – The plan generator builds an installment schedule for you: a deposit, a number of even installments, and a final handover payment (the remaining balance). You can express amounts as a fixed value or as a percentage of the unit price.
Recording payments – As the buyer pays, record each payment against the matching installment row. The system tracks partial payments and overpayments, keeps a running paid amount, and stores an audit trail of every individual payment (including the payment reference). A row can never be overpaid.
{primary.fa-info-circle} Once any payment is recorded, the plan locks so the schedule can no longer be changed by accident. Paid rows cannot be deleted — to reverse a payment, record a refund.
Statement – You can export the unit's full payment statement as a PDF for the buyer at any time.
The Financials button on the inventory header generates a project-wide financial PDF that aggregates all units in the project:
This gives you and the developer a single-page overview of the commercial state of the whole development.