In this guide 6 sections
Real estate and construction trades share one object: a space that moves from free to held, sold, built or let, with money released in stages. GullySystem’s real estate CRM and construction software record that chain. The trades differ in drawings, leases and brokerage, so each adds its own records.
One space, many hands
A unit, a plot or a floor passes through many people. An agent shows it, a developer holds and books it, an architect draws it, a contractor builds it and a manager lets it.
Each keeps a private sheet. The same space then has several versions of its status, and two people can offer it at once.
Stages release the money
In every one of these trades, money moves in steps. Billing is tied to an event, such as a cast slab, a handed-over drawing set, a measured quantity or a rent step.
The invoice goes out when somebody notices the event. If nobody does, the gap is never billed.
- Slab or milestone demands for buyers
- Stage fees for architects and consultants
- Running account bills for contractors
- Rent steps and common area charges for landlords
Drawings, approvals and site records
A revised drawing sent by email does not reach a site that still holds the earlier print. A pour goes ahead with no signed check, and a visit leaves no dated note.
Record each issued set with its revision and recipients, and mark the earlier ones superseded. Keep checks, queries and snags on the same project file, so a dispute has a dated note to read.
Partners, brokers and tenants
Brokers and channel partners claim the same buyer. Tenants query every line of a common area bill. Both disputes come from records kept apart from the booking or the lease.
Time-stamp each buyer registration against its partner. Hold each lease with its escalation, lock-in and deposit, and bill from those terms.
- Partner or broker registered first, with the date
- Lease terms read from one register
- Deposits and dues on one tenant balance
Where the trades differ
A developer’s CRM follows enquiries, holds, bookings and demands. A contractor’s system follows indents, measurements and running bills. Leases, park charges and rent rolls are not covered by either on its own.
Design and scheduling stay in the tools engineers and planners already use. The project record holds what was issued, measured, certified and billed.
Project record map
Give each object its own row: a unit, a drawing, a bill and a lease. Add columns for who creates it, who changes it and where it is kept today. Rows with several keepers are the ones to bring into one record first.
Open a blank worksheet to printQuestions owners ask
Do developers and contractors need the same software?
No. A developer’s CRM follows enquiries, holds, bookings and demands, while a contractor’s system follows indents, measurements and bills. They can still share one project record where the business needs it.
Does the software make a project RERA compliant?
No. It records what you enter, such as registration numbers and payment schedules. Compliance stays with the developer and their advisers.
Can it handle rent and common area charges?
Not on its own. The CRM covers enquiries, holds, bookings and payment schedules. A lease register with rent, escalation and CAM billing is built as custom work.
Will it replace our design or scheduling tools?
No. Architects keep drawing in their own software and planners keep scheduling where they are comfortable. This records the issue, the approval and the bill.