Real Estate Management — Email, PDF branding and integrations
Use module email templates, merge fields, PDFs, Google Maps, CRM hooks and optional compliance links.
Review Real Estate email templates
Review Real Estate email templatesInspect module templates installed into the CRM email-template system.Admin Area → Setup → Email Templates → Real Estate
Open guide →GuideUse Real Estate merge fields
Use Real Estate merge fieldsInsert supported module/customer/property/request fields in templates.Admin Area → Setup → Email Templates → Real Estate template
Open guide →GuideSend property, request, contract, invoice, payment and maintenance emails
Send property, request, contract, invoice, payment and maintenance emailsUse the send action from the source record.Admin Area/Broker Portal → open source record → Send Email
Open guide →GuideUnderstand Real Estate global SMTP dependency
Understand Real Estate global SMTP dependencyConfigure mail through core CRM settings.Admin Area → Setup → Settings → Email
Open guide →GuideUse Real Estate PDF organisation text
Use Real Estate PDF organisation textUnderstand the hook that can alter organisation text in supported PDFs.Generate a supported Real Estate/core PDF
Open guide →GuideUse Real Estate PDF logo branding
Use Real Estate PDF logo brandingUnderstand the hook that can supply a Real Estate/company logo.Generate a supported Real Estate/core PDF
Open guide →GuideGenerate a property-status PDF — Email, PDF branding and integrations
Generate a property-status PDF — Email, PDF branding and integrationsCreate status evidence from the saved status record.Admin Area → Property Operations → Property Status → PDF
Open guide →GuideGenerate request PDFs
Generate request PDFsCreate buy/rent request output.Admin Area/Broker Portal/Client Portal → request → PDF
Open guide →GuideGenerate contract, invoice and payment PDFs
Generate contract, invoice and payment PDFsUse the supported core-derived outputs in broker workflows.Broker Portal → open contract/invoice/payment → PDF
Open guide →GuideGenerate maintenance and supplier-job PDFs
Generate maintenance and supplier-job PDFsUse admin/supplier actions to produce work evidence.Admin Area → Maintenance & Jobs → open request/job → PDF
Open guide →GuideUse Google Maps places/marker integration
Use Google Maps places/marker integrationSearch locations and display markers in property forms/maps.Admin Area → Property Operations → Properties → Map
Open guide →GuideUnderstand Google Maps region configuration
Understand Google Maps region configurationKnow the supplied scripts request region EG.Property map pages
Open guide →GuideUse optional Compliance Monitor links
Use optional Compliance Monitor linksOpen linked property status/certificate pages when the data/module is available.Client Portal → Property & Compliance
Open guide →GuideUse CRM customer-profile tabs
Use CRM customer-profile tabsOpen property links, landlord/supplier payouts and related module tabs.Admin Area → Customers → open customer
Open guide →GuideUse project, task and reminder links where exposed
Use project, task and reminder links where exposedOpen core CRM records linked from real-estate workflows.Admin Area → relevant property/request/contract/invoice
Open guide →GuideUnderstand module route compatibility and portal themes
Understand module route compatibility and portal themesUse the rendered links rather than constructing controller URLs manually.Admin/client/broker/public pages
Open guide →GuideTroubleshoot Real Estate email delivery
Troubleshoot Real Estate email deliveryCheck recipient, template, global SMTP, generated attachment and logs.Source record → Send Email and Setup → Settings → Email
Open guide →GuideTroubleshoot Real Estate PDF branding/output
Troubleshoot Real Estate PDF branding/outputCheck source data, template/hook context, image file and PDF engine logs.Source record → PDF
Open guide →GuideTroubleshoot Google Maps
Troubleshoot Google MapsCheck API key restrictions, billing/API enablement, page script/network errors and coordinates.Admin Area → Settings → Google Map API Code and property map
Open guide →