A project system where no unit is double-booked — and every installment gets followed
Developers sell the biggest purchase of a customer's life — yet many still control units in Excel and chase down payments in chat. We build systems that connect unit inventory, bookings, contracts, installments, inspections, and transfers — one status per unit, every installment followed, every home reaching transfer day sooner.
- Units clear
- available, booked, contracted, transferred — live
- No missed installments
- every down payment scheduled and chased
- Faster transfers
- inspections, defects, and documents run on rails
- 10+ yrs
- cross-industry experience
The short answer
Which numbers should a rental property owner see weekly?
A rental owner should see three numbers weekly: vacancy with reasons, leases expiring within 90 days, and arrears by age. Vacancy never appears as an expense in the books, which makes it the easiest loss to overlook — and a renewal conversation opened early is a negotiation, while one opened in the final week is accepting terms.
Key facts
- Vacancy is an expense with no invoice — it must be made visible
- Leases due within 90 days should alert themselves, not wait to be found in a folder
- Arrears by age dictate who to chase first
- One tenant turnover typically costs over four months' rent — retention is always cheaper
Last reviewed:
Booking to transfer
A system covering booking day to transfer day
Every part is designed so sales, accounting, and site teams see one shared picture.
Unit inventory per project
Every unit carries its status, price, and current promotion — locked the moment it's booked. No double-booking, no wrong prices.
Booking & contracts
Deposits, documents, and contract deadlines per unit move through defined steps — nothing stalls silently.
Down-payment installments
Every contract's schedule with automatic reminders to customers — and arrears flagged to the team immediately.
Customer history & CRM
Visitors, bookings, and cancellations all on record — undecided leads followed up systematically.
Inspection & defect tracking
Inspection appointments, defect lists with photos, and follow-through to closure — customers see clear progress.
Documents & transfer
Loan papers, bank steps, and transfer appointments per home — see what's stuck before the date arrives.
Sales commissions
Sales and agent commissions computed per each project's terms, paid on verified performance.
Per-project sales reporting
Bookings, transfers, arrears, and remaining units for every project — all on one page.
A unit file + chasing in chat
- Unit statuses update late and double-book
- Installments chased in chat; a forgotten one is lost
- Customer history lives with individual sales staff
- Defect lists on paper, never fully closed
- True project numbers assembled at month-end
A system connecting every unit
- Every unit locks live, always at the right price
- Every installment scheduled, reminded, and listed
- Every customer's history belongs to the project
- Defects carry photos, owners, and closure dates
- Bookings, transfers, and arrears visible daily
Common situations
Situations projects often face, and what changes with a system
Real project-sales situations, and what the system is designed to help with.
Two sales close the same unit at the project launch
A unit locks the instant it's booked in the system, and everyone sees the same live status. Even the busiest launch day runs without double-bookings or customers lost to front-line mistakes.
Several customers behind on down payments — discovered near transfer day
Every contract carries its schedule with automatic reminders on both sides. Accounts slipping show on a list from the first missed installment — followed up before they become big balances or abandoned deposits.
Transfer day arrives but the fix list isn't finished — the customer postpones
Every home's defects are recorded with photos and owners. You see which homes are genuinely transfer-ready and which are stuck in rework — transfer plans hold, and revenue lands on schedule.
Why good bookings transfer slowly
Why good bookings still transfer slowly
A project's revenue isn't made on booking day — it's made on transfer day. In between sit installments, loan papers, and rework that all slow down together without a system following them.
Request an initial assessmentAbandoned deposits start with one unfollowed installment
A customer who slips a payment and goes quiet usually ends in an abandoned deposit and a re-listed unit. Reminders and follow-up from the first installment protect both the customer and cash flow.
Transfer day is when revenue becomes real
Every delayed transfer defers revenue and adds financing cost. Seeing what blocks each home before its date means fixing in time and transferring on plan.
Customer confidence lives in after-sales work
Systematic inspections and genuinely closed defects are what customers tell friends — and the sales pipeline of the next phase.
Customer data must belong to the project
When a salesperson leaves, their leads and running deals must not leave too. The system keeps every deal ready for the team to pick up instantly.
FAQ
Questions developers ask most
The project-sales system questions we hear most often.
How is a project system different from a unit file in Excel?
A unit file shows whatever someone last remembered to update. The system locks units on booking, runs contracts and installments itself, flags arrears, and keeps every deal's history — sales, accounting, and management always see the same numbers.
We run several sales teams and agents — how are permissions handled?
Permissions are set per person and per project: sales see only their own customers and deals, managers see their teams, and commissions compute per each team's terms from verified sales data.
Customers pay down payments in different structures — supported?
Yes — equal installments, balloons, or negotiated schedules. Each contract gets its own schedule, customers are reminded via LINE or SMS before due dates, and receipts issue automatically on payment.
Can inspections and defects be worked on site?
Yes. Site teams record items with photos from a phone while walking the inspection with the customer. Every item has an owner and a due date, the customer sees a clear list, and closure speeds up because nothing falls through.
We have several projects and phases — how do we start?
Start with the project currently selling: load its unit inventory and live contracts, run one full booking-to-transfer cycle, then extend to all projects. Past customer data becomes the launch base for the next phase.
Learn more
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Chiang Mai team — we understand real project sales and transfer work.
