Chapter 2
Projects
A project is what the agent sells: its units, prices, payment plans, pictures and facts. The agent quotes a price or says a unit is available only from what is here, never from memory, so keeping a project up to date is how you keep the agent right.
The project list
In the panelProjects
Every project of your organization, with its city, currency, the number of units listed and the total the project has.
- New project
- Adds a project. Its name, currency and city are enough to start: Smart upload fills in the rest.
- Smart upload
- Fills in a project, or updates it, from its brochure and units file. See below.
- View, Edit
- Open the project page, or its form.
The project page
In the panelProjectsView
The top of the page holds what is true of the whole project. Below it, tabs hold the units, buildings, unit types, payment plans, media, knowledge, research, the leads assigned and the project's own settings.
- Project
- Name, developer, the language of its content, its currency (every price in the project is in it), city, district and a map link.
- Delivery and finishing
- Finishing, furnished or not, the delivery terms as your contracts word them (such as "36 months from the signing of the contract"), an expected delivery date, and the total number of units in the project, even those not on sale yet.
- Selling points
- Amenities, and the points the agent leans on when it presents the project.
Content can be in any language. The agent reads it and answers each lead in the lead's own language.
Smart upload: the brochure and the units file
In the panelProjectsSmart upload
The fastest way to fill in a project. Add the project first with New project, then choose it here and drop in two files:
- The brochure, as a PDF: Klosr reads the project's details, buildings, payment plans and facts from it.
- The units file, as a PDF: the price list with every unit. Excel, CSV and images work too.
Klosr reads every page as a picture, so Arabic and English tables come out right. It takes a few minutes for a long file. Nothing changes in the project yet: the upload waits for your review.
A units file may hold only the current sales phase. Units that are not in it stay as they are.
Reviewing an upload before it is published
In the panelSettingsUpload historyProjects
When the files are read, the upload shows Ready for review. Open it to check what was found before anything reaches the agent.
- Files
- Each file, what kind it was read as, and its number of pages.
- Buildings and payment plans
- What the brochure says about them.
- Units
- One row per unit. Correct any cell in place. A cell Klosr was unsure of is marked for you to check. On an update, each unit is marked as new, changed (with the old and new value) or unchanged.
- Publish
- Writes the project and its units. From then on the agent sells from them.
- Edit project details
- Corrects what was read from the brochure before you publish.
- Cancel upload
- Drops the upload. The project stays as it was.
"Not available" in a price column means the unit is not for sale: it is saved as Unavailable, with no price, and the agent never quotes it.
Units and their statuses
In the panelProjectsViewUnits
Every unit with its code, building, type, floor, bedrooms, size, price and status. Sort by any column and filter by status, building or type.
| Status | What it means |
|---|---|
| Available | On sale. The agent can offer it. |
| Held | Kept for one lead while their deposit is pending. Nobody else is offered it until the hold ends. |
| Reserved | A deposit is paid. |
| Sold | The contract is signed. |
| Unavailable | Not for sale. It has no price and is never offered. |
Holds and deposits change the status by themselves. You change it by hand only for a sale made outside Klosr, or a unit taken off the market.
Buildings and unit types
In the panelProjectsViewBuildings
Buildings list each building with its floors, the units it has and how many are listed. Unit types group units of the same layout, such as "Type B3: three bedrooms with a maid's room". A floor plan attached to a type serves every unit of that type.
Payment plans
In the panelProjectsViewPayment Plans
A payment plan is a list of installments, each a percent of the price with the moment it is due: at contract, with construction progress, or at handover. One plan is the project's default. A unit can follow another plan, such as a launch offer on the lower floors.
The agent works out what a lead pays on signing from the plan, in code, so the figure is always right.
Media and floor plans
In the panelProjectsViewMedia
Pictures, floor plans, brochures, videos and documents the agent can send to a lead when it helps the sale. Each file can belong to the project, a unit type or one unit, and has tags.
Smart upload on this tab adds many files at once. Say what they are, such as floor plans, and name each file by its unit code (A-101.pdf): it is attached to that unit.
Links inside a PDF are removed before a lead gets it, so no file leads a buyer elsewhere. A "Book unit" link is pointed at Klosr, which takes the lead back to the agent.
Knowledge
In the panelProjectsViewKnowledge
The facts the agent can look up to answer a question: service charges, parking, construction, finishing, and anything else the brochure says. Each piece shows its source file, page and language.
The agent answers only from what it can look up. A question it has no answer for gets "I will check and get back to you", and a person in your team gets a task to find the answer. To prepare for the questions buyers ask, such as fees, resale or mortgages, upload a document with your true answers.
Project Research
In the panelProjectsViewResearch
Project Research searches the web for positive, sourced facts about the project and its area, such as nearby schools or new roads, and lists each one with its source for your approval. It never suggests prices, availability, units, payment plans or dates.
- A project is researched once. A run that fails does not count.
- Approve adds a fact to the project's knowledge. Edit and approve lets you correct it first. Reject drops it.
- Nothing reaches the project or the agent until it is approved.
Leads assigned
In the panelProjectsViewLeads assigned
The leads whose selling scope names this project, with their stage, heat, language, source and opt-in. The tab only lists them: a lead's scope is changed on the lead. A lead with no project in their scope can be offered any of your projects, but is not listed here, because nobody assigned them to this one.
A project's own settings
In the panelProjectsViewSettings
Some settings can differ for one project, such as the hold length or its own payment link. This tab shows what is in force for the project, where each value comes from (Klosr's default, your organization, or this project), and lets you set the project's own value or go back to the organization's.
How settings pass from Klosr to your organization to a project is explained in Settings.