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- Real Estate ERP
- Who it's for
- Commercial unit management
Commercial unit management
Commercial unit operators need a clear agreement for the named space and tenant, with the lease dates and amounts available to the people who run collection. ERP for Real Estate connects that agreement to the unit's property name, type and floor area. Property Manager uses the context to prepare the lease for Property Reviewer and to discuss the next operating decision.
How Real Estate ERP is set up for you
Review the exact term
Property Manager selects the existing tenant and unit, then presents the dates, monthly rent and deposit. Property Reviewer checks eligible activation and competing Active or Notice agreements. Compare the unit reserved for a future start with a space already occupied.
Review additional charges
Finance Officer prepares Utility, Service or Adjustment charges under the agreed procedure and checks their billing periods and due amounts. Keep their current states visible alongside Rent when explaining the tenant's collection position.
Keep service responsibility clear
Property Coordinator records the reported issue against the correct unit and requesting party. Assign the intended staff identity and check completion with Property Manager. Agree any contractor connection and financial handoff during implementation.
Commercial unit operators need a clear agreement for the named space and tenant, with the lease dates and amounts available to the people who run collection. ERP for Real Estate connects that agreement to the unit's property name, type and floor area. Property Manager uses the context to prepare the lease for Property Reviewer and to discuss the next operating decision.
Choose a property with a representative office or retail lease and a manually prepared Service charge. Rehearse the review decision and inspect the generated monthly Rent periods. Then reconcile a tenant payment through the agreed allocation access, explaining any amount still due from the actual records.
Include a service request that remains in progress so the manager can review unresolved work alongside the unit's agreement context. Agree the monetary basis and source accounting evidence before comparing financial amounts. Ask Finance Officer to explain the same tenant position that Property Manager will discuss with the customer. Confirm ordinary role access before extending to another property.
Inspect [charges and receipts](/erp-for-real-estate/modules/charges-and-receipts) and plan [connections](/erp-for-real-estate/integrations).
Features to start with
Lease operations
Prepare the agreement and give Property Reviewer the terms needed for the activation decision.
Charges and receipts
Explain dated rent charges and attribute confirmed tenant payments to the charges they settle.
Service work
Capture the reported unit issue, assign the person and record the actual completion date.
Roles on the team
- Property Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
- Property Manager
- Owns property operations setup, planning and assigned operational work.
- Finance Officer
- Prepares authorized financial drafts and reconciles confirmed receipts for this app.
- Property Coordinator
- Captures assigned property operations work and evidence.
- Admin
- Maintains staff identities and controlled receipt allocation access under the agreed setup responsibilities.
Set up Real Estate ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.