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Homepage and Menus

Top Menu

The top menu is a blue bar located at the top of the page. The quick menu contains the system logo, icons, and on the far right, the profile picture and name of the logged-in user. Clicking on the system logo takes you to the dashboard. After the logo, there is a series of icons, each representing a link (shortcut) to the most commonly used parts of the system, in order:

  • Property list
  • Contact list
  • Opportunity list
  • Requests list
  • Landing pages list
  • Tasks list

Each of the above is explained separately in this guide. After these icons, there is a flag icon where you can change the system language. Following the language, there is an icon that toggles the system into Full-Screen mode. In case you activate this mode—covering the entire screen; you can always turn it off by pressing Esc (escape) on the keyboard. The last icon in the row toggles the dark (night) mode on and off.

Logged-in User Profile

Clicking on the logged-in user's name opens a dropdown menu with the following options:

  • Profile - for editing user profile information (and connecting your Google Calendar account)
  • Help
  • Billing (related to payments)
  • Customize bottom menu (on mobile) - choose the five shortcuts shown in the mobile bottom bar
  • Delete account - shown only to the agency owner; permanently erases the whole account (see Agency Settings)
  • Log Out (sign out of the system)

Main Menu

The main menu is a comprehensive menu from which you can access all parts of the system. It is organized into logical sections and is easy to navigate. Below is a brief list and explanation of all its parts.

  • Dashboard - leads to the homepage

  • Properties dropdown menu includes:

    • Add New Property – page for adding a new property
    • List of All Properties – page with a list of properties with detailed filtering
    • Property Map – page with a map showing property locations
    • All Projects – page listing developer (off-plan) projects
    • Projects – expands to the inventory of each off-plan project (optional module)
    • Property Revenue – page for tracking financial data and property income
    • Add New Property Type – page for adding a new property type
    • Property Types – page with a list of all added property types
    • List of All Documents – page with a list of all documents
    • Shared Properties from Others – page with a list of properties from other system users
    • Core Data (includes):
      • Regions / Counties – page for managing regions and counties
      • Cities – page for managing cities
      • Districts / Suburbs – page for managing districts and suburbs

  • Contacts dropdown menu includes:

    • Add New Contact – page for adding a new contact
    • List of All Contacts – page with a list of all contacts
    • AI Summaries – page with AI-generated contact summaries
    • Import Contacts from CSV – page for bulk importing contacts from CSV file
    • Show Opportunities – page with a list of opportunities (property-contact links)
    • Show Requests – page with a list of buyer/seller requests
    • Website Requests – page with a list of requests received from public websites
    • Contact Groups – pages for creating and managing contact groups
    • Documents – page with a list of all documents

  • Property management dropdown menu (optional module) includes:

    • Rentals Dashboard – overview of managed properties and leases
    • Add New Lease – page for creating a lease
    • All Leases – page listing all leases
    • Maintenance Tickets – page for tracking maintenance and repairs
    • Inspections – page for scheduling and recording inspections
    • Owner Balances – page showing what the agency owes each owner
    • Owner Statements – page for generating owner statement PDFs

  • Tasks dropdown menu includes:

    • Add New Task – page for adding a new task
    • Tasks - Board View – page with a list of tasks on a board
    • Tasks - Calendar View – page with tasks displayed on a calendar
    • Tasks - Table View – page with a list of tasks in a table
    • Archived Tasks – page with a list of archived tasks

  • Sharing Studio dropdown menu includes:

    • Create New Landing Page Link – page for creating a new landing page
    • List of All Landing Page Links – page with a list of all landing pages
    • Create Design – Share Studio editor for social media graphics
    • Designs – page listing all saved Share Studio designs
    • Create Landing Page Template – page for creating a landing page template
    • List of All Templates – page listing all added templates
    • Landing Page Analytics – page with detailed analytics of visited landing pages

  • Email Composer dropdown menu includes:

    • Send General Email – page for sending a general email
    • Send Email Including Details of One Property – page for sending an email with details of one property
    • Send Email Including Multiple Properties – page for sending an email with details of multiple properties (max. 3)
    • Send Email with Media – page for sending emails with media content
    • Ads Media – page for managing and adding marketing materials
    • Email Templates (includes):
      • Email Color – page for customizing email template colors
      • Add New Predefined Message – page for adding new predefined messages
      • All Predefined Messages – page with a list of all predefined messages
    • Sent Emails – page with a preview of all sent emails

  • Reports dropdown menu includes:

    • Tasks Report Generator – page with a task reports generator
    • Contacts Report Generator – page with a contact reports generator
    • Properties Report Generator – page with a property reports generator
    • Opportunities Report Generator – page with an opportunities report generator
    • Requests Report Generator – page with a requests report generator
    • Financial Report Generator – page with a financial report generator with detailed analysis

  • Settings dropdown menu includes:

    • Company Settings – page for editing company (agency) data
    • Lead Automation – page for configuring automatic follow-up tasks for website leads
    • Add New Team Member – page for adding a new team member (agent)
    • Team Members – page listing team members
    • System Roles – page for adding and listing added user roles and permissions in the system
    • Document Templates – page for creating document templates
    • Website Settings – page for editing public website settings (and the blog)
    • Data Export – page with options for data export