Before you begin
- Confirm all companies sharing the owner account and the company currently open.
- Choose the account currency before any company creates its first invoice or payment.
- Agree where a shared default is appropriate and where a company needs a deliberate override.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Set common choices once while keeping separate companies recognizable in documents and daily work.
What the workflow coordinates
The UI describes shared calendar/quiet-hour handling, inherited defaults, new-tenancy checklist copying and future-record numbering. It fixes workflow status definitions, locks currency after financial records and stages external communication/integration behavior as simulations.
What people review
Administrators choose policy, scope and overrides, check the affected companies and verify save results; staff use the operational workflow rather than editing status definitions.
Start with the account and company boundary
Open Account settings and confirm the owner and companies to which the settings apply. The current account uses Demo Owner and ESTATEREAL Demo.
You know which changes affect the owner account and which company’s operational records are open.
You know which changes affect the owner account and which company’s operational records are open.
Prepare company identity and display units
Use Company profile for company identity, reply email, area unit and brand. Area display units can also be overridden on a property.
Company identity and area-display choices have been reviewed in the correct company.
Company identity and area-display choices have been reviewed in the correct company.
Choose currency before financial activity
A currency-conversion settings page was not exposed in the official demo. Do not follow the old prototype instructions. The previous currency-conversion settings screen is not exposed in this demo. Do not use the retired prototype as instructions for changing a financial currency.
Account currency
A currency-conversion settings page was not exposed in the official demo. Do not follow the old prototype instructions.
Confirm current availability before attempting this stage.
Configure the shared communication calendar
Use Working days & hours, Public holidays and Reminder schedule & quiet hours for the shared communication calendar. Read the timezone and any urgent-alert exception.
The shared reminder timing and quiet-hours exception are understood across every company.
The shared reminder timing and quiet-hours exception are understood across every company.
Review inherited operational defaults
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired. The current account navigation lists Overview, Working days & hours, Public holidays, Reminder schedule & quiet hours, Expense categories and Plan & billing. Earlier standalone category/status editors are not shown.
Default repair categories and service targets
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired.
Confirm current availability before attempting this stage.
Keep shared catalogues separate from new-tenancy setup
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired. Use the currently exposed Expense categories page for that catalogue. Asset registration and new-tenancy setup are separate record forms, not the former prototype settings pages.
Inventory and onboarding checklists
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired.
Confirm current availability before attempting this stage.
Use company workflow definitions deliberately
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired. Use Company settings → Leasing and Agreement templates for the current company workflow choices. The old numbering/status/allocation settings illustrations are retired unless the product exposes a matching page again.
Fixed workflow status definitions
This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired.
Confirm current availability before attempting this stage.
What you should have at the end
The account has a reviewed set of shared policies, while company identity and local workflow decisions remain traceable to their intended scope.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: A currency-conversion settings page was not exposed in the official demo. Do not follow the old prototype instructions. This standalone configuration/integration screen is not exposed in the current company or account settings navigation. Its prototype image is retired.
Useful answers
Which settings are shared by the owner’s companies?+
The current account menu exposes working days/hours, public holidays, reminder schedule/quiet hours, expense categories and billing. The page states that those settings apply across the owner’s companies.
Does the area-unit choice convert financial currency?+
No. Company/property area units control size entry and display; the current profile says sizes are stored in square metres. The former currency-settings prototype is not exposed.