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- Real Estate + CRM + Accounting
- Data model
The tables behind Real Estate + CRM + Accounting
Real Estate + CRM + Accounting ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Operating context
Organizations own counterparties and team members. Team members link to Users, and counterparties carry contact and eligibility context.
Instruction scope
Instructions link to organization, owner and counterparty, and retain the requested amount, revision and provider references.
Evidence and review
Execution evidence, review decisions, record attachments and operation receipts each link to their parent instruction. Review decisions and attachments also link to the responsible team member.
Property period
Property statements link to both the parent instruction and organization and carry the period, rent and ledger reference.
Reference rates
Exchange rates keeps effective currency rates separately from the instruction chain.
Every table, by feature
- Organizations and people5
- Instructions5
- Independent review5
- Provider execution4
- Property statements5
- Receipts and exceptions5
- Shared and settings1
- Organizations
Operating organizations that own property instructions, counterparties and team membership.
- Team members
People who prepare, review and administer property operations, linked to their platform identity.
Linked to Organizations, Users - Users
Users
Linked to Users - Counterparties
Property managers, tenants, lenders and service providers that instructions are raised against.
Linked to Organizations - Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties
- Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties - Counterparties
Property managers, tenants, lenders and service providers that instructions are raised against.
Linked to Organizations - Record attachments
Supporting documents attached to an instruction with visibility scope.
Linked to Instructions, Team members - Review decisions
Independent reviewer decisions recorded against an instruction revision.
Linked to Instructions, Team members - Operation receipts
Durable receipts for every guarded operation, keyed for safe retries.
Linked to Instructions
- Review decisions
Independent reviewer decisions recorded against an instruction revision.
Linked to Instructions, Team members - Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties - Property statements
Property operating statements submitted for reconciliation against an instruction.
Linked to Instructions, Organizations - Record attachments
Supporting documents attached to an instruction with visibility scope.
Linked to Instructions, Team members - Team members
People who prepare, review and administer property operations, linked to their platform identity.
Linked to Organizations, Users
- Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties - Execution evidence
Provider execution evidence lines reconciled against an instruction.
Linked to Instructions - Operation receipts
Durable receipts for every guarded operation, keyed for safe retries.
Linked to Instructions - Review decisions
Independent reviewer decisions recorded against an instruction revision.
Linked to Instructions, Team members
- Property statements
Property operating statements submitted for reconciliation against an instruction.
Linked to Instructions, Organizations - Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties - Review decisions
Independent reviewer decisions recorded against an instruction revision.
Linked to Instructions, Team members - Record attachments
Supporting documents attached to an instruction with visibility scope.
Linked to Instructions, Team members - Operation receipts
Durable receipts for every guarded operation, keyed for safe retries.
Linked to Instructions
- Operation receipts
Durable receipts for every guarded operation, keyed for safe retries.
Linked to Instructions - Instructions
Authorized property operation instructions with lifecycle status, requested amount and revision control.
Linked to Organizations, Team members, Counterparties - Execution evidence
Provider execution evidence lines reconciled against an instruction.
Linked to Instructions - Review decisions
Independent reviewer decisions recorded against an instruction revision.
Linked to Instructions, Team members - Record attachments
Supporting documents attached to an instruction with visibility scope.
Linked to Instructions, Team members
Keys and references
The instruction identity anchors related records. Operation receipts use a stable operation key with expected revision for guarded attempts. Provider event IDs identify execution evidence to check for uniqueness. A review decision names the source revision, reviewer and parent. Preserve external instruction and provider references when reconciling a submission.
Migration order
- Load Organizations and Users, then link team members to both.
- Load Counterparties under the right organization and review active status and eligibility notes.
- Load Instructions with their owner, counterparty, revision and requested amount.
- Attach record attachments and import related review decisions, execution evidence and operation receipts without changing their original identities.
- Load property statements under the correct instruction and organization; load exchange rates only when the effective rates are used.
Set up Real Estate + CRM + Accounting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.