Description:

The Real Estate property pilot module is an all-in-one solution designed to streamline and enhance the management of real estate projects, buildings, and units. This module provides a comprehensive platform to handle everything from initial project proposals to contract renewals, making it easier to oversee and optimize the entire real estate lifecycle. It integrates seamlessly with other Odoo modules to ensure that all aspects of real estate management are covered efficiently.

 Features:

• ​  Project Management:

• Create and Manage Projects: Define and manage real estate projects, including project stages, budgets, and timelines.
• Track Project Progress: Monitor project milestones and track progress through integrated Gantt charts and task management tools

•   Property Management:

•  Create and manage property listings, including details like location, size, amenities, and rental price.
• Assign properties to specific agents or property managers.
• Track property availability and occupancy status.
•  Set up maintenance schedules and track maintenance costs.

•  Building Management:

• Building Information: Store and manage details about each building, including location, specifications, and facilities.
•  Maintenance Tracking: Schedule and track maintenance tasks and issues for each building.

• Unit Management:

• Unit Details: Manage individual units within buildings, including unit specifications, availability status, and pricing.
• Unit Assignments: Assign units to specific projects or clients, and track unit occupancy and leasing history.

• Contract Management:

• Proposal Generation: Create and send detailed proposals to customers, including pricing, terms, and conditions.
• Contract Creation: Convert approved proposals into contracts with customizable templates and terms.
•  Contract Renewals: Manage contract renewals with automated reminders and renewal options.
• Track contract renewals and terminations.
• Commission management: calculate and track commissions for agents or property managers

•  Financial Management:

•  Invoicing and Payments: Generate invoices based on contracts and track payments. Integration with Odoo’s accounting module ensures accurate financial management.
•  Budgeting and Cost Tracking: Monitor project budgets and track expenses against budgeted amounts.

•  Reporting and Analytics:

• Custom Reports: Generate reports on project status, financial performance, unit occupancy, and more.
• Dashboards: Access real-time dashboards to visualize key metrics and project insights.

• Integration Capabilities:

• Odoo Ecosystem Integration: Seamlessly integrate with other Odoo modules like CRM, Accounting, and Project Management for a unified experience.
• Third-Party Integrations: Connect with external tools and platforms for enhanced functionality.

• User Access Control:

• Role-Based Access: Define user roles and permissions to ensure that sensitive information is accessible only to authorized personnel.

• Document Management:

•  Document Storage: Attach and manage documents related to projects, buildings, units, and contracts, including legal documents and correspondence.

• Tenant Management:

• Create and manage tenant profiles with contact information, rental history, and payment information.
•  Assign tenants to specific properties.
• Track tenant lease agreements and expiration dates.
• Generate tenant invoices and manage rent payments.

Benefits:

• Streamlined project and contract management.
• Improved customer and unit tracking.
• Enhanced financial oversight and reporting capabilities.
• Seamless integration with Odoo’s suite of applications for a unified management experience.