Mark invoices as paid or delayed for payment. — 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.

List of improvements and fixes in our most used Deals module. — 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…

Document generation, coloring and more. — 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

Start creating business plans inside REALPAD. Get your invoices approved on time. — 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. …

See what’s new in ERP and Deals modules. — 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. …

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.