Workflow

Real Estate Management — Properties: core details and media

Create/edit properties, complete every supported field group, manage rooms/files/images and review listing details.

55 connected guidesLive filterPermission-aware instructions
55 guides
Guide

Open the Properties register

Open the Properties registerReview property listings in the table/grid workspace.Admin Area → Property Operations → Properties

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Create a property listing

Create a property listingOpen the full property form and complete required ownership, listing and address data.Admin Area → Property Operations → Properties → New Property

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Edit a property listing

Edit a property listingUpdate an existing property without breaking owner, company, request or portal links.Admin Area → Property Operations → Properties → open property → Edit

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Delete a property listing

Delete a property listingDelete only after checking requests, contracts, tenancy, maintenance, compliance and files.Admin Area → Property Operations → Properties → Delete

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Review a property listing detail page

Review a property listing detail pageInspect all stored sections, media, owner, broker, map and actions.Admin Area → Property Operations → Properties → open property

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Set the property code and commodity code

Set the property code and commodity codeUse generated/manual identifiers without collisions.Admin Area → Property Operations → Properties → New/Edit → Basic Details

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Set listing type and transaction type

Set listing type and transaction typeChoose the supported property/listing classification used by filters and requests.Admin Area → Property Operations → Properties → New/Edit → Listing Details

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Set listing privacy

Set listing privacyChoose the supported privacy value that controls eligible visibility.Admin Area → Property Operations → Properties → New/Edit → Listing Privacy

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Assign the property owner

Assign the property ownerSelect an existing owner and verify loaded owner contact values.Admin Area → Property Operations → Properties → New/Edit → Property Owner

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Assign the estate-agent company and staff

Assign the estate-agent company and staffLink the listing to the responsible company/staff context.Admin Area → Property Operations → Properties → New/Edit → Agent/Company

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Set owner contact fields on the property

Set owner contact fields on the propertyRecord owner_name, owner_email and owner_phone where the listing form exposes them.Admin Area → Property Operations → Properties → New/Edit → Owner Details

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Enter the property address

Enter the property addressComplete address, city and country values used by lists, PDFs, reports and maps.Admin Area → Property Operations → Properties → New/Edit → Address

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Set latitude and longitude

Set latitude and longitudeStore map coordinates for marker and map views.Admin Area → Property Operations → Properties → New/Edit → Map

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Use the property map drawing tools

Use the property map drawing toolsDraw or adjust supported map geometry for the listing.Admin Area → Property Operations → Properties → New/Edit → Map

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Set beds and bathrooms

Set beds and bathroomsEnter beds, full baths and half baths.Admin Area → Property Operations → Properties → New/Edit → Rooms

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Set property size and land values

Set property size and land valuesEnter total square feet/source, lot acres, front yard and garden square metres.Admin Area → Property Operations → Properties → New/Edit → Measurements

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Set building dimensions and access

Set building dimensions and accessEnter door/eaves dimensions and accessibility features.Admin Area → Property Operations → Properties → New/Edit → Building Features

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Set construction and structural details

Set construction and structural detailsRecord exterior construction, foundation, basement, ceiling, finishing and new-construction status.Admin Area → Property Operations → Properties → New/Edit → Construction

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Set heating, air conditioning and fuel

Set heating, air conditioning and fuelRecord heating, heating_and_fuel, air_conditioning and gas-related values.Admin Area → Property Operations → Properties → New/Edit → Services

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Set electrical service and energy efficiency

Set electrical service and energy efficiencyRecord electrical_Service, energy_efficiency and egenry_efficient values.Admin Area → Property Operations → Properties → New/Edit → Energy/Utilities

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Set water, sewer and utilities

Set water, sewer and utilitiesChoose supported water/sewer/utilities values used by filters and details.Admin Area → Property Operations → Properties → New/Edit → Utilities

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Set included utility charges

Set included utility chargesRecord gas, hydro and internet included flags/details.Admin Area → Property Operations → Properties → New/Edit → Included Services

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Set appliances and equipment

Set appliances and equipmentRecord appliances_included, other_equipment, computer, cable_TV and related items.Admin Area → Property Operations → Properties → New/Edit → Equipment

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Set kitchen, fireplace and grill details

Set kitchen, fireplace and grill detailsRecord kitchen, fireplace, fireplace_description and grill values.Admin Area → Property Operations → Properties → New/Edit → Interior Features

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Set balcony, garage, parking and lift

Set balcony, garage, parking and liftRecord balcony, garage, garage-door/parking features, parking and lift.Admin Area → Property Operations → Properties → New/Edit → Access/Parking

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Set pool details

Set pool detailsEnter pool dimensions and pool features.Admin Area → Property Operations → Properties → New/Edit → Outdoor Features

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Set flooring and building features

Set flooring and building featuresRecord floor_covering and building_features.Admin Area → Property Operations → Properties → New/Edit → Features

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Set lot features and other structures

Set lot features and other structuresRecord lot_features, other_structures, adjoining_property and easements.Admin Area → Property Operations → Properties → New/Edit → Land/Legal Details

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Set disclosures and possession details

Set disclosures and possession detailsRecord disclosures and possession conditions.Admin Area → Property Operations → Properties → New/Edit → Legal/Availability

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Set furnished and tenant capacity values

Set furnished and tenant capacity valuesRecord furnished status and number_of_tenants.Admin Area → Property Operations → Properties → New/Edit → Occupancy

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Set schools, landmarks and hospitals

Set schools, landmarks and hospitalsChoose or add nearby school, landmark and hospital values.Admin Area → Property Operations → Properties → New/Edit → Nearby Places

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Add a property group

Add a property groupCreate a new group from the property form when the quick-add action is available.Admin Area → Property Operations → Properties → New/Edit → Group → Add

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Add a school, landmark or hospital option

Add a school, landmark or hospital optionUse the respective quick-add modal/action.Admin Area → Property Operations → Properties → New/Edit → Nearby Places → Add

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Set property description content

Set property description contentEnter description and long_description for internal/public details.Admin Area → Property Operations → Properties → New/Edit → Description

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Set listing price, rent and commission

Set listing price, rent and commissionComplete commercial values including commission and contract_payment where displayed.Admin Area → Property Operations → Properties → New/Edit → Commercial Details

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Set annual income and expense values

Set annual income and expense valuesRecord annual schedule income, income type, expenses, operating expenses and net operating income/type.Admin Area → Property Operations → Properties → New/Edit → Investment Details

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Set maintenance fee

Set maintenance feeRecord the maintenance_fee used in listing/commercial review.Admin Area → Property Operations → Properties → New/Edit → Commercial Details

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Set ownership and front exposure

Set ownership and front exposureChoose ownership and front_exposure values.Admin Area → Property Operations → Properties → New/Edit → Property Details

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Add room rows

Add room rowsUse the Add Room action and complete the generated row template.Admin Area → Property Operations → Properties → New/Edit → Rooms → Add Room

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Upload property attachments

Upload property attachmentsAdd files through the supported listing attachment action.Admin Area → Property Operations → Properties → open property → Attachments

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Upload alternate property attachment groups

Upload alternate property attachment groupsUse the additional attachment actions exposed by the view.Admin Area → Property Operations → Properties → open property → Media/Files

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Preview a property file

Preview a property fileOpen a stored file through the authorised preview route.Admin Area → Property Operations → Properties → open property → Files → Preview

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Delete a property attachment

Delete a property attachmentRemove only the selected property file.Admin Area → Property Operations → Properties → open property → Files → Delete

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Upload or delete a property listing PDF file

Upload or delete a property listing PDF fileMaintain the listing’s dedicated PDF attachment.Admin Area → Property Operations → Properties → open property → Listing PDF

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Send a property listing by email

Send a property listing by emailUse the detail-page email form with recipient, subject, content and PDF choice.Admin Area → Property Operations → Properties → open property → Send Email

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Assign a property to brokers

Assign a property to brokersSelect broker company/staff recipients and commission.Admin Area → Property Operations → Properties → open property → Assign Broker

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Review broker requests for a property

Review broker requests for a propertyOpen the property’s broker request table.Admin Area → Property Operations → Properties → open property → Broker Requests

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Delete a broker request

Delete a broker requestRemove an obsolete property-broker request.Admin Area → Property Operations → Properties → open property → Broker Requests → Delete

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Complete property media and exterior

Complete property media and exteriorEnter and verify the supported front exposure, front yard, garden, balcony, grill, pool dimensions, pool features, exterior construction, eaves height fields.Admin Area → Property Operations → Properties → New/Edit → Property Media And Exterior

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Complete property interior and comfort

Complete property interior and comfortEnter and verify the supported air conditioning, heating, heating and fuel, fireplace, fireplace description, floor covering, ceiling type, furnished, kitchen fields.Admin Area → Property Operations → Properties → New/Edit → Property Interior And Comfort

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Complete property access and parking

Complete property access and parkingEnter and verify the supported accessibility features, door height, door width, garage, garage door height, garage parking features, parking, lift fields.Admin Area → Property Operations → Properties → New/Edit → Property Access And Parking

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Complete property utilities and services

Complete property utilities and servicesEnter and verify the supported electrical service, gas included, hydro included, internet, cable TV, water, sewer, utilities fields.Admin Area → Property Operations → Properties → New/Edit → Property Utilities And Services

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Complete property investment figures

Complete property investment figuresEnter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.Admin Area → Property Operations → Properties → New/Edit → Property Investment Figures

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Complete property legal and land data

Complete property legal and land dataEnter and verify the supported ownership, easements, disclosures, possession, adjoining property, lot features, lot size acres, other structures fields.Admin Area → Property Operations → Properties → New/Edit → Property Legal And Land Data

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Complete property equipment and construction

Complete property equipment and constructionEnter and verify the supported appliances included, other equipment, computer, foundation, basement, finishing, new construction, building features fields.Admin Area → Property Operations → Properties → New/Edit → Property Equipment And Construction

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