STAGING — test data only

Property Inventory & Management

Username

Password

Properties

Everything on Stone Hill’s books, for rent and for sale.

Total Properties

0

For Rent

0

For Sale

0

Available Now

0

Status

Bedrooms

Community

Maximum price

Photos

Societies

The master list of communities, and the properties linked to each.

Business Development

The agreements behind the inventory — what each society has signed, on what terms, and when it runs out.

People

Staff, their logins, and owner and society accounts.

Import past deals

Upload PDFs of past deals, check what was read, then add them.

Add Property

Basics

Inventory No.

Title (automatic)

Listing Type

Status

Property Type

Society*

Pricing & Terms

Price (₹)

Owner Commission Basis (agreed at onboarding)

Owner Commission Value

Security Deposit (₹)

Maintenance (₹/mo)

Available From

Preferred Tenants

Min Lease (months)

Price Negotiable

Ownership

Possession

Property Age

Under Mortgage?

Occupancy Status

Show in Inventory As

Agreement Start Date

Management Fee %

Advance Held (₹)

Invoice Due (days)

Current Tenant Name (auto-added to Tenants)

Current Tenant Phone

Location & Unit

Address / Locality (free text)

Block No.

Flat No.

Floor No.

Configuration

Bedrooms*

Bathrooms*

Furnishing

No. of Balconies

No. of Car Parkings

Facing (select all that apply)

NorthEastWestSouth

Area

Apartment Size (society standard — fills Super Built-up)

Super Built-up Area (sq ft)*

Carpet Area (sq ft) (optional)

Plot Area (sq yd / sq ft)*

Internal — Owner & Notes (never shared with clients)

Owner Name*

Owner Phone*

Notes

Photos & Videos

Photo shoot

Why not yet

Note for the photography team (staff only — never on the website)

Add Society

Society Name

Locality / Area

Builder / Developer

Total Units

Year Built / Possession

Other names / aliases (comma separated)

Block names (comma separated — shown as a dropdown when adding properties)

Apartment sizes in sq ft (comma separated — fixed sizes, shown as a dropdown when adding properties)

Configurations (one per line — "3 BHK: 1760, 2048". Sizes here are added to the list above automatically)

Amenities

Assigned Employee(s)

Notes

Add Agreement

Fill this in from the signed agreementChoose the PDF or a clear photo. Claude reads it and fills the form; anything it is unsure of is marked amber. Nothing is saved until you press Save — and the file is kept as the agreement copy.

Society

Agreement Type

Status

Signed Date

Start Date

Expiry Date

Deal Structure

Revenue model

Monthly Rent (₹)

GST treatment on rent

GST rate (%)

Revenue Share (%)

Minimum Guarantee (₹) (floor amount payable to the society)

Security Deposit (₹)

Escalation (%)

Escalation every

Payment Frequency

Payment Amount (₹)

Contact Name

Contact Role

Contact Phone

Agreement copy (PDF or image)

Notes

Raise invoice

Who is being billed

Name

Phone

Email (for sending the invoice)

How it is billed

Invoice type

Company name (as registered)

GSTIN

Amount (₹)

Close Deal

Deal Stage

Stage

Expected Close Date

Party Details

Tenant / Buyer Name

Contact

Handled By

Financials

Final Amount (₹)

Deposit (₹)

Closing Date

Move-in Date

Brokerage / Commission

Brokerage Basis (Buyer / Tenant side)

Brokerage Value

Why is the tenant / buyer not being charged?

From Buyer / Tenant (computed)

Brokerage Basis (Seller / Landlord side)

Seller Side Value

From Seller / Landlord (computed)

Total Brokerage

Approve this brokerage

Payment

Documents

KYC & deal documents (ID proofs, PAN, agreements — PDF or photos, up to 8 MB each)

—

Notes

Add Employee

Name

Designation / Role

Phone

Takes new leads — include this person when leads are assigned automatically

Telecaller — leads arriving with no usable location land here first to be qualified, then transferred out. Usually untick "Takes new leads" for this person.

Commission %Of brokerage on deals they handle, counted when the money is received.

Manager override %For a manager: this % of the brokerage (before GST) on every deal the rest of the team closes, counted when the money is received. Leave empty for everyone else.

Email

Notes

Also create a login for this person

Username

Role

Temporary passwordShown once after saving so you can pass it on. They should change it after signing in.

Add a transaction

Transaction date

Kind

Property / unit

Tenant / buyer / client

Invoice number

Deal type

Revenue before GST (₹)

Society's share (%)

Note

Payouts

Record a payment

Amount (₹)

Paid on

Period from

Period to

Their invoice (recorded as a bill in Zoho Books)

Their invoice number

Their invoice date

Their GSTIN (if registered)

Does that amount include GST?

Record this as a bill in Zoho Books

Their invoice number is used when they gave one. Without it, the bill is numbered the way yours already are — society name and date.

Reference / notes (UTR, cheque no, remarks)

Add User

Full Name

Username

Email (for the morning digest)

Role

Linked employee (so this person sees their own leads and follow-ups)

Phone

Commission %

Email

These go on the new employee record — everything is editable later under Employees.

Linked Owner (from Property Management)

Linked SocietyRevenue share % (society's cut of brokerage on their transactions — leave 0 if none)

Module Access (preset by role — adjust as needed)

Password

Login switched offThey can’t sign in, and any open session ends at once. Their name stays on past work, and you can switch it back on here.

User Types

Permission templates (what each type can see and do by default)

Type Name Module Access

Add

Media

Share property

“Open in WhatsApp” sends the text only. On a phone, “Share with photos” attaches the property photos directly. “Download client PDF” makes a brochure (photos included, no owner contact) you can attach anywhere.

Open in WhatsApp

Inspection

Property

Type

Date

Status

Inspector

Tenant present

Condition checklist

Summary

Est. cost of works (₹)

Owner approval needed

Overall findings / notes

Inspection

Matching properties

Property

Publish to website

Public title

Public description

Exactly what the website will show

Kept private

Convert lead to deal

This lead isn’t linked to a property. Pick the property the deal is for — the deal form then opens pre-filled with the lead’s details.

Property

Add lead

Name

Phone

Email

Source

Interested in

Property of interest

Budget

Locality

Requirement — used to match your inventory

Property type wanted

BHK

Budget min (₹)

Budget max (₹)

Society / Project of interest

Preferred localities (comma separated)

Purpose

Move-in / possession by

Home loan

Assigned to

Status

Follow-up date

Do not contact — the customer asked us not to call or message them

Activity

Portal data — every field the portal sent

Add a note

Import leads

Paste leads from a portal dashboard or spreadsheet — or click CSV template below for the exact format. Duplicates (same phone & source, or same portal ID) are skipped.

Header row, columns in any order: name, phone, email, source, listing, budget, locality, notes, id. source: 99acres / magicbricks / walk-in / referral / website / other. listing: rent or sale. budget: number (e.g. 40000 or 12000000).

Format

CSV JSON

Data

Import employees

Paste rows from a spreadsheet — or click CSV template for the exact format. Duplicates (same phone, or same name & email) are skipped.

Header row, columns in any order: name, role, phone, email, notes. Only name is required.

Data (CSV)

Import properties

Paste rows from a spreadsheet or pick a CSV file — or click CSV template below for the exact format. Press Preview to check every row against what you already have; nothing is saved until you press Import.

CSV file

…or paste the rows

Preview

Preview

Esc