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Run Handovers and After-Sales

After a sale reaches possession (or when a leased unit needs care), Handovers & QA covers checklists, defects, and maintenance.

Complete a handover​

  1. Open Real Estate → Handovers.
  2. Schedule the handover date for the unit / booking.
  3. Work through the checklist items on site.
  4. Complete the handover to generate the certificate PDF.
  5. Optionally send an owner portal invitation when possession is done.

Handover events can also sync related activity into CRM when both modules are licensed.

Inspections​

  1. Open Inspections.
  2. Use a built-in or custom template.
  3. Conduct the inspection and mark item conditions.
  4. Create a snag list from failed items.

:::info Inspection PDF Checklist and snag workflows are the system of record today. Full inspection PDF download is not fully wired yet. :::

Snagging​

  1. Open Snagging lists (or follow the link from an inspection).
  2. Capture defects with notes and photos.
  3. Move each item through resolve / reject / close until the punch list is clear.

Maintenance and chargebacks​

Maintenance requests​

  1. Open Maintenance.
  2. Create or pick up a request; add tasks and notes as work progresses.
  3. Long-open requests can escalate automatically so nothing stalls.

Maintenance charges​

  1. Open Maintenance Charges when a tenant should pay for approved work.
  2. Submit the charge for approve / reject / waive.
  3. When Accounting is set up, approved chargebacks can post as journals — see Accounting overview.

Run the sale journey

Progress the booking to possession before handover.

Use owner and tenant portals

Invite owners after handover; tenants can raise maintenance when the portal is on.

Manage utilities and common areas

Meters, utility charges, and shared facilities.