Inventory and unit holds

Live inventory your whole team can trust, down to the unit.

Projects, towers, floors and units with price lists and payment plans; a rep can hold a unit for 20 minutes while the booking form is filled, and managers can withhold a whole tower or floor for the builder.

Projects, towers, floors, units

Set up each project with its towers, floors and units, typologies and areas, so everyone works from the same list.

The inventory view

See availability and the status of every unit at a glance, and mark units the way your sales team needs.

20-minute unit holds

A rep holds a unit for a client while the booking form is filled, so two reps never sell the same flat.

Builder holds on a tower or floor

Managers can withhold a whole tower or floor for the builder and release it later.

Price lists and payment plans

Keep price lists and payment plans on the project; the booking form reads them when a unit is booked.

Available units on the phone

The front desk and the phone app show what is available, so a rep on a site visit is not working from an old sheet.

How it works

Add the project

Create the project, then generate its towers and floors, upload the builder's unit sheet, or lay out plots.

Set prices and plans

Attach price lists and payment plans so bookings pick them up.

Sell with holds

Reps hold a unit while the form is filled; managers withhold stock for the builder when needed.

Frequently asked questions

What happens when a 20-minute hold runs out?

The unit goes back to available, so another rep can book it.

Who can withhold a tower or a floor?

Managers with access to the project. The withheld units are kept off the market until they are released.

Can I add units from a spreadsheet?

Yes. The inventory setup can read the builder's unit sheet for any building, as well as generate towers and floors or lay out plots.

Does the price list block a booking at a different price?

No. The price list is a reference; the cost sheet on the booking is what counts.

Read more in the help centre

Step-by-step guides for each part of this workflow.

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