Real Estate Agency ERP for Services and Fees

Name the customer Owner client, the order Agency instruction and the item Agency service. Familiar labels help colleagues recognize Harborline’s commercial records when coordinating the marketing brief, presentation content and viewing-support fees agreed with the owner. These settings change record labels while preserving DNA’s standard sales and task functions.

Quote the marketing brief, presentation-content package and four viewing-coordination visits as distinct service lines. The owner can inspect what the agency will charge for this instruction, and the account colleague can discuss additional work against a concrete service scope. Open Details to inspect quantities, units, prices, discounts and totals before using the quotation’s action bar.

The owner liaison confirms the owner’s instructions, the content coordinator reviews presentation content and the viewing coordinator checks visit arrangements. These ordinary tasks keep the next responsible colleague visible while the agency handles property listings, viewing schedules and transaction procedures in its established tools. Open Task Details to check the assignee, priority and due date, then update its status on the board.

Review the fee invoice by marketing brief, content package and visit quantity. Each rate explains an agency service commissioned by Harborline, so the finance conversation focuses on the agreed service charges and the total shown in the invoice document. Use the Details tab and invoice action bar to inspect the document reference, status and line totals.