Developments & new homes
This guide has been reviewed against our global client base and classed as relevant to all regions
A development/new homes site is added as a master record which holds details for the whole site - the site can be marketed via the site master or via sub plots or individual plots - sales of land can also be stored within in an individual property record
From the AgencyCloud main menu, click Property and select Development and Land Sites
Before adding a site, the developer must be entered into AgencyCloud (as outlined below)
This ensures that the developer is entered onto the new site and subsequent sub-plots/plots that are created for it
Failure to do this (by adding the developer retrospectively) can result in future invoicing issues
1. Add new site First need to select (or add) the developer:
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2. Access Attributes, enter site details & number of units A new property screen is shown, this is the site master record From Attributes, click the edit icon (pencil):
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3. Complete site master record Enter details on the site master as outlined below
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4. Enter site office details Site office details can be enteredÂ
Enter site office details including:
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5. Using sub plots Sub plots can be created from the site master record to divide the site into more manageable groups; this is particularly useful for large sites For example, a site of 25 properties with five different property types could be divided into five sub plots From the site master record:Â
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6. Using individual plots To give each plot an individual record under the site master or sub plot, individual plots can be created This is recommended in the following situations:
From the Development and Land Sites screen:
Select:
If the plot is no longer being marketed (i.e. it is reserved or under offer) only a selection of the possible edits listed above need to be actioned |
7. Reporting As well as usual reporting options, two additional report types are available for new developments Both reports display information for one site using Microsoft Excel From the Development and Land Sites screen:
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