Holds: 20-minute unit holds and builder holds

The rep's hold

When a rep picks a unit for a client, BMexa holds it for 20 minutes so nobody else can take it while the form is filled. On the booking form the banner reads "Unit 402 · held by you · 18:42 remaining" with a Release button, turns amber under five minutes and says "Your hold on unit X has expired. Pick it again if it is still free." when the time runs out. On the phone app the inventory screen offers Hold for a client and Release hold for the same 20 minutes; the booking itself is done on the web.

• The hold ends when the rep picks another unit, cancels, closes or refreshes the form, or submits. After submit the unit belongs to the booking with no timeout.
• One held unit per client: a second unit for the same client is refused until the first is released. A rep may hold units for different clients at once; heads and admins may hold for anyone in their team, reps only for their own clients.
• A unit that is sold, held by someone else, or withheld by the builder is simply not offered: the unit list says, for example, "3 sold · 2 held by other reps in this tower are not listed."
• A rejected booking keeps its unit until it is resubmitted or cancelled.

Builder holds on a tower or floor

A builder hold withholds every free unit of a tower or a floor: for a landowner share, an investor deal, a later launch or a price revision. Held units show as Held by builder in the inventory, are never offered on the booking form, and go back on sale the moment the hold is released. Admins, CRM and sales heads with access to the project can place and release holds.

1. Open Real estate › Inventory, the project, and the Grid view.
2. Click the … menu on a tower header or on a floor number and choose Hold tower for builder or Hold floor N · Tower X.
3. Pick a Reason (Landowner share, Investor deal, Later launch, Price revision, or Other with a short note), add a Note and an Ends on date if the hold should release itself, and click Hold units.
4. The result says how many units were held and how many were skipped because they are on hold, on a pending form, under approval or booked. Skipped units join the hold by themselves when they come free.
5. To release, open the same menu and choose Release builder hold: "N units go back on sale as soon as you release this hold."

What a hold locks

• While a client has a held unit or a booking in progress (draft, under approval, rejected or being cancelled), the client cannot be transferred to another rep. A head is refused with the reason; only an admin can move them.
• If the rep is away, an admin or the site head uses the hand-over button on Users (declare unavailable) to pass the rep's open bookings, approval steps, held units and their clients to a colleague, with history.
• A tower with booked or held units cannot be rebuilt in the inventory wizard, and a tower under a builder hold must be released before it can be set up again.