Platform
One workspace for the whole property operation
Every organisation gets its own private workspace with roles for owners, administrators, staff and read-only viewers.
01
Property & land inventory
- Reference numbers, projects and locations
- Size, status and your own price fields
- Search, filter and export to CSV
Sample Estates Ltd (fictional) · Demo data
| Ref. | Project | Size (m²) | Status | Price |
|---|---|---|---|---|
| SE-A-001 | Riverside Phase 1 Plot cluster A | 450 | Available | $18,500 |
| SE-A-002 | Riverside Phase 1 Plot cluster A | 500 | Reserved | $20,000 |
| SE-A-014 | Riverside Phase 1 Plot cluster B | 600 | Allocated | $24,000 |
| SE-H-003 | Hillcrest Homes Block 3 | 320 | Under development | $61,000 |
| SE-H-007 | Hillcrest Homes Block 4 | 320 | Available | $61,000 |
| SE-G-021 | Greenfield Reserve North parcel | 1200 | Unavailable | — |
02
Document storage
- Private uploads, visible only to your organisation
- Categorise by property, project or type
- Secure, time-limited download links
Sample Estates Ltd (fictional) · Demo data
- 2 days agoRiverside survey plan.pdfRiverside Phase 1 · Survey
- 1 week agoHillcrest building permit.pdfHillcrest Homes · Permit
- 2 weeks agoSite photos – March.zipRiverside Phase 1 · Photos
03
Customer records
- Contacts, companies and notes
- Link follow-up tasks to a contact
- Your team maintains its own records
Sample Estates Ltd (fictional) · Demo data
- Sample Contact OneFictional Builders
Interested in Hillcrest updates
- Sample Contact Two—
Requested site visit schedule
- Sample Contact ThreeExample Surveyors
Supplier – surveying
04
Tasks
- Assign responsibility and due dates
- Track open, in-progress and done
- See overdue work on the dashboard
Sample Estates Ltd (fictional) · Demo data
- Upload updated survey plan for cluster BAmaka (sample) · due Mon
- Review drainage contractor quoteJames (sample) · due Tue
- Call back enquiry from sample contactAmaka (sample) · due Wed
- Prepare monthly expense reportOwner (sample) · due Fri
05
Expenses & reporting
- Record costs by category and property
- Monthly totals at a glance
- Export reports for your accountant
Sample Estates Ltd (fictional) · Demo data
March total (sample)$5,660
- Mar 02SurveyingBoundary survey (sample)$1,200
- Mar 09Site worksAccess road grading (sample)$3,400
- Mar 15Legal & adminDocument preparation (sample)$650
- Mar 21UtilitiesSite water connection (sample)$410
Talk to us about your property operations
Tell us how your team works today. We’ll show you the platform and outline a practical setup plan.