Core Features
Bookings & Payments
Manage the complete post-sales lifecycle from initial booking to final possession. Track payment milestones, generate cost sheets, and monitor outstanding amounts.
Booking Lifecycle
Booked→Agreement→Loan Applied→Loan Approved→Registered→Possession
Creating a Booking
To book a unit for a lead:
- Go to Dashboard → Bookings and click "+ New Booking"
- Select the lead who is booking
- Select the project and unit (only Available/Blocked units shown)
- Enter agreement amount and booking amount
- Optionally add discount amount with reason
- Click "Create Booking"
🔄 What happens automatically:
- • Unit status changes from Available/Blocked → Booked
- • Lead stage changes to Booking
- • Activity is logged on both the lead and unit timeline
- • Audit trail is created for compliance
💳 Payment Tracking
Track milestone-based payments for each booking:
| Milestone | Typical % | Description |
|---|---|---|
| Booking Amount | 10% | Token paid at time of booking |
| Agreement | 15% | Due at agreement signing |
| 1st Slab | 10% | Completion of plinth level |
| 2nd Slab | 10% | Completion of 5th floor |
| 3rd Slab | 10% | Completion of 10th floor |
| 4th Slab | 10% | Completion of structure |
| Plaster & Flooring | 10% | Interior finishing begins |
| Possession | 15% | Final payment before handover |
| Final Settlement | 10% | Registration and stamp duty |
Payment Statuses
PendingPartialPaidOverdue
❌ Cancellations
Bookings can be cancelled with a reason. When cancelled:
- • Booking status → Cancelled
- • Unit status → Available (auto-released)
- • Lead stage → reverted to previous stage
- • Full audit trail maintained for compliance