Before you begin
- Select the company whose properties and work you want to review.
- Make sure the underlying tenancy, payment and repair records are current enough to guide today’s work.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Keep rent follow-ups, repairs, renewals and appointments visible without relying on memory.
What the workflow coordinates
The interface brings task counts, portfolio summaries and exception links into the dashboard, with employee colors and filters in the office calendar.
What people review
People review the underlying context, decide priority, assign responsibility and confirm that the work was done.
Read the portfolio summary
Open Dashboard as Demo Owner or choose the Administrator role. Read the current monthly rent roll, occupancy, collected rent and vacant units; figures are demonstration records and can change.
You can explain the scope of each headline figure before acting on it.
You can explain the scope of each headline figure before acting on it.
Find your next action
Open My tasks to see work assigned to the signed-in person. Use Today, Upcoming, Overdue and Done. The shared Office calendar is a separate page and is not exposed to every role.
The next action has a named task, property and due time.
The next action has a named task, property and due time.
Investigate operational alerts
Read Repairs needing attention and Operational alerts. Follow the linked ticket to check its urgency, response deadline, staff owner and appointments before deciding the next action.
Each alert you follow has been checked against its underlying record.
Each alert you follow has been checked against its underlying record.
Review leasing and tenancy milestones
Review Needs attention and Leases ending soon. The current fixture can have no leases ending in the selected window; an empty section is a result, not a missing screenshot.
Renewal, signature and handover follow-ups are identified separately.
Renewal, signature and handover follow-ups are identified separately.
Coordinate the day’s appointments
Open Office calendar. Switch Day, Week, Month or Agenda and use employee, property, task-type and status filters to narrow the work.
Planned work has an appropriate time and responsible person.
Planned work has an appropriate time and responsible person.
Use your personal queue to follow through
Open My tasks in the selected role. Read the task and its record context before using Start or Mark done. Those state-changing controls were not submitted during this documentation review.
Your personal queue reflects the work you have chosen to handle.
Your personal queue reflects the work you have chosen to handle.
What you should have at the end
You have a prioritized daily queue and know which detailed records need attention; the dashboard remains the overview rather than the place where every issue is resolved.
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.
Useful answers
Why do occupancy and vacancy not necessarily add up to every unit?+
Reserved space is shown separately from occupied and vacant space. Check the building or unit register before treating every non-occupied unit as ready to let.
Should I act on a headline total alone?+
Open the relevant invoice, tenancy, repair or task first. The detailed record provides the ledger, dates, owner and status needed for the next decision.