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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)

Mobile Bottom Bar

On a phone, a bar with five shortcuts sits at the bottom of the screen. You choose which five, and each user picks their own — your choice does not affect colleagues.

To change them, either:

  • open the user menu and choose Customize bottom menu, or
  • press and hold any icon in the bar.

Both open the same panel. Tap a slot, pick the screen you want, and it replaces what was there. If you choose something that is already in the bar, the two swap places.

The list you pick from only ever offers screens your permissions allow, and modules your agency has not enabled are not listed. If your permissions change later, any shortcut you can no longer use is quietly removed and replaced with a default.

{primary.fa-info-circle} Your choice is stored on that device, in that browser. Reinstalling the app or clearing browser data resets the bar to its defaults — just set it up again, it takes a few seconds.

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