Building the lot grid

Purpose

The lot grid presents the entire development by building and by floor, with each lot displaying a colour corresponding to its status: available, under option, reserved, or sold. It serves as the daily working tool for the sales team, allowing them to see at a glance which units remain for sale.

Each lot opens in a panel that consolidates its characteristics, plan, linked unit, reservation, and options.

Where to find it

1. Development
2. Projects

Project page, “Lots” section.

Steps

1. Open the project, navigate to the “Lots” section, and click on “New lot”.
2. Enter the “Reference”, the “Building”, the “Floor (0 = ground floor)”, the type, the “Bedrooms”, the “Surface (m²)”, the “Terrace (m²)”, the “Price”, and the “Phase”, then save your changes.
3. Filter the grid by status, building, type, or phase in order to quickly locate the relevant lots.
4. Click on a lot to open its panel, then click on “Add the plan (PDF)” in order to attach its plan.
5. Click on “Create the unit” in order to create and link the corresponding unit within the portfolio.
6. Click on “Reserve” in order to open the reservation form, which is pre-filled with the project, the lot, the price, and the contact under option if applicable.

Good to know

• The plan must be a PDF file of 20 MB or less; it is then accessible to the buyer via their personal space.
• Creating a unit requires that a building is linked to the project within the “Linked buildings” card.
• The “Reserve” button is disabled for a sold lot; when a reservation already exists, the panel offers “Open the reservation”.

Related guides

• DevelopmentManaging development projectsCreate a new property development project, link its buildings, and track sold units, turnover, and construction progress in an overview.
• DevelopmentPlacing options and waiting listsTemporarily reserve a lot for a contact, add subsequent interested parties to a waiting list, and allow REOS to manage option expirations.
• DevelopmentManaging reservationsCreate the reservation of a unit, send the contract for signature, confirm it, and then record the deed or the cancellation.
• PortfolioManaging unitsDescribe each lot, track its commercial status, and retrieve offers, leases, sales, and opportunities related to it on its file.