ERP now offers ability to mark fully approved invoices as Ready to be paid or Delayed for payment. With combination of marking invoices as Paid / Not Paid and Booked / Not booked after they’ve been fully approved, we give you full control on approved invoices in company. You don’t have to ask for status updates anymore. Just navigate to Invoices tab and find invoices you are interested.

Keep in mind that marking invoices like this will only change their state in Finances module, in other words before they reach accountant. We help you get organized with unpaid invoices, actual booking of invoices is different job.

Hide a project in filters

If given project is not active at the moment, you can hide it in filters in whole CRM system. Just navigate to Settings > Projects > Select project and disable it.

Display prices of lost deals

When you close a deal as a lost, you can still see it’s original price in deals table. This price is shown in Total price column just like active deals. Just remember to filter deals list by Lost state.

Extended project overview report

Third table in project overview report for sold and unsold units now displays:

• Price range of units in given row (min — max price)
• Average price of unites in given…

• Reclaim operators can generate documents for general contractor. This document serves as first notice to contractor that buyer issued a new reclaim. Before using it, make sure you have this template uploaded in Document templates in CRM settings.
• Changed order of call-to-action buttons in reclaim tab for more user convenience.
• New type of defect attachment called Other document
• If you do not send reply to customer about how reclaims goes, this defect is colored blue in list of defects.
• If deadline to fix defect is less than 7 days away, this defect is colored orange.
• Alternative deadline for planned defect fix was available only when there exists a local inspection on such defect. Now it’s available if there is a Expert opinion as well.

Creating and editing business plans in ERP

From now on, you can create and edit business plan inside Financials module. No need for imports from puzzle-like Excel sheets!

Start by navigating to Financials > Administer ERP > Projects. There, you can see list of project with associated plans like shown below. Click on link to go to Active plan or Add a new one and start creating or editing your plans!

Budget export in financial module

ERP is now able to export budgets for all projects in one Excel sheet. To use this export, you must be ERP administrator with administrative permissions. Then navigate to Financial module > Administer ERP > Projects.

Finances

Automatic project selection for invoice in ERP

When creating new invoice, auto-select project field based on selected company.

Single line mode for invoice by default

From now on, we will display single line mode invoice detail by default. This means, when one creates new invoice, she/he can select project and chapter within this step. Only when invoice has multiple invoice lines, she/he enter multiline mode to enter additional lines.

This speeds up invoice creation for reception and any other administrative employee.

News in orders

• ERP users are able to see Orders tab
• When you create a new invoice or invoice line, it will automatically creates new order with order line with unified naming.
• Users have permissions for…

We’re proud to announce that REALPAD now simplifies yet another important area of real estate sales cycle: management of customer claims.

Real estate developers can now store all the customer warranty claims and automate their processing. We’ve just introduced a new tab in deal detail where users can keep track of all the warranty claims. If their customers reveal any issues with the apartment, be it broken pipes or painting, users can now keep all the information about these issues in the “Reclamations” section. They can manage state of each reclaim, add defect protocols, feedback, inspections and finally lead their customers to satisfaction and close the case.

The feature is currently used by two of our customers. We’ll keep you updated on how it helped these early adopters improve satisfaction of their customers.