Transactions, tasks and dates
Roadmaps, tasks, conditions, deposits and closing.
Conditions, deposits and closing dates in depth
Every field for conditions, waivers, deposits and closing, who gets reminded and when, and what your client sees.
What the Dashboard and Tasks show
What Overdue, Today, No date, Needs attention and the counts mean on the Dashboard and the Tasks page, and why they agree.
How do I see what's due today?
Open Dashboard. The To do card lists Overdue, then Today, then No date. Tasks, filtered to Due today, shows the same list.
My tasks are empty, or template tasks are missing
Check the deal's status, the template, the Mine and Team switch and the Sync button. Finished deals get no tasks by design.
Where do I enter conditions, the deposit and the closing date?
On the deal page, use Conditions, Add condition for each condition, and Transaction details, Edit for the deposit and closing date.
How do I hand a deal or a task to a teammate?
Change the Deal owner at the top of the deal, or tap a task's initials and pick someone in Who it is for. Assistant tasks can go to one person.
How do I track expenses and see what a deal made?
File receipts and kilometres on Expenses, put costs against a deal in its Costs & margin card, and export the year for your accountant.