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Real Estate Application

The document outlines various modules designed for project management, finance, and customer management, detailing their user interfaces and user experience flows. Key modules include cost control, document generation, e-banking XML file creation, customer management, bill uploading, reporting, and API integration for bill imports. Each module serves specific user groups and aims to streamline processes related to cost tracking, document handling, customer profiles, and financial reporting.

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amit kumar Singh
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10 views4 pages

Real Estate Application

The document outlines various modules designed for project management, finance, and customer management, detailing their user interfaces and user experience flows. Key modules include cost control, document generation, e-banking XML file creation, customer management, bill uploading, reporting, and API integration for bill imports. Each module serves specific user groups and aims to streamline processes related to cost tracking, document handling, customer profiles, and financial reporting.

Uploaded by

amit kumar Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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A) Real Estate Cost Control of Building Costs Module

📌 Users: Project Managers, Finance Team


📌 Purpose: Track and manage costs across different projects, phases, and categories.

1️⃣ UI Components

 🏠 Project Dashboard Page


o List of ongoing projects (Card View with Project Name, Budget, Progress
Bar)
o Filters: Project name, Status (Active/Completed), Date Range
o Navigation Menu:
 View Project Details
 Add New Cost Entry
 View Invoices
 Reports
 💰 Cost Entry Form
o Fields: Project Name, Expense Category (Material, Labor, Permit,
Admin), Cost Amount, Vendor, Invoice Attachment (PDF/Image),
Payment Status (Paid/Pending)
o Button: "Save Cost Entry"
o Auto-calculates budget vs. actual cost for real-time insights.
 📊 Budget vs. Actual Report Page
o Graphs:
 Bar Chart → Budget vs. Actual Cost (by Project Phase)
 Line Graph → Cost Trend Over Time
o Table: Detailed breakdown (Expense Type, Amount, Vendor, Status)
 🚨 Alerts & Notifications
o Budget Overrun Warning (Red Indicator on Dashboard)
o Email/Push Notifications for cost overruns.

📌 UX Flow:

1. User logs in → Views Project Dashboard.


2. Clicks on a project → Views Budget & Costs.
3. Adds a new cost entry → System auto-updates reports.
4. Gets notified if costs exceed the allocated budget.

🔷 B) Document Generation Module


📌 Users: Finance Team, Sales Team
📌 Purpose: Generate and store project-related documents automatically.

1️⃣ UI Components

 📑 Document Generation Dashboard


o List of pre-built templates (Proposal, Invoice, Contract, Payment Schedule)
o Search & Filter: Document type, Date, Customer Name, Project Name
o Button: "Generate New Document"
 📝 Document Form
o Auto-fills data from project database.
o Custom fields for additional details.
o Button: "Generate PDF & Save"
 📂 Document Repository
o Search and preview documents.
o Action Buttons: Download, Print, Email

📌 UX Flow:

1. User selects document type → Form auto-fills data.


2. Edits required fields → Clicks "Generate PDF".
3. Document is stored & linked to the relevant project/customer.

🔷 C) XML Files for E-Banking Import


📌 Users: Finance Team
📌 Purpose: Generate XML files for banking transactions.

1️⃣ UI Components

 🏦 E-Banking Dashboard
o List of bank transactions (Table View)
o Filters: Payment Type (Invoice, Supplier, Tax), Date, Amount
o Button: "Generate XML File"
 📜 XML Generator Form
o Fields: Bank Format (SEPA, Regional), Transaction Type, Amount,
Vendor, Account Number
o Preview XML Code
o Button: "Download XML"

📌 UX Flow:

1. User selects transaction details.


2. Clicks "Generate XML" → File is auto-formatted.
3. User downloads & imports into the bank’s system.

🔷 D) Customer Management for Flat Purchasers Module


📌 Users: Sales Team, Finance Team
📌 Purpose: Manage customer profiles, payments, and communication logs.
1️⃣ UI Components

 🏡 Customer Database Page


o List of customers (Card View with Name, Flat Number, Contact, Payment
Status)
o Filters: Project Name, Payment Status, Contract Status
o Button: "Add New Customer"
 📜 Customer Profile Page
o Tabs:
 Basic Details (Name, Contact, Flat Info)
 Payment Schedule (Past & Upcoming Payments Table)
 Documents (Sales Contract, Receipts, Tax Forms)
 Communication Log (Notes, Emails, Meeting History)

📌 UX Flow:

1. Sales team adds a new customer.


2. Payment schedule auto-updates based on contract.
3. Payment reminders & alerts sent for due payments.

🔷 E) Uploading Bills Module


📌 Users: Finance Team
📌 Purpose: Digitally store, categorize, and link bills to projects.

1️⃣ UI Components

 📤 Bill Upload Page


o Drag & Drop Upload Area (Supports PDF, Images)
o Auto-categorizes bill using OCR (Extracts Date, Vendor, Amount,
Category)
o Button: "Upload & Save"
 📜 Bill Repository
o Search & filter by project, vendor, date
o Action Buttons: View, Download, Delete

📌 UX Flow:

1. User uploads a bill → OCR extracts key details.


2. Bill is categorized & linked to the project.
3. User can retrieve bills anytime from the repository.

🔷 F) Reporting Module for Cost Control


📌 Users: Project Managers, Finance Team
📌 Purpose: Generate and visualize financial insights.

1️⃣ UI Components

 📊 Reports Dashboard
o Cards: Total Budget, Total Expenses, Remaining Budget
o Graphs: Budget vs. Actual, Cost Over Time, Expense Breakdown
o Table: Detailed Bill Report
 📜 Cost Forecasting Page
o Uses AI Predictions based on historical data.
o Button: "Generate Forecast Report"

📌 UX Flow:

1. User selects a project → Dashboard loads key financial data.


2. Can generate reports & forecasts with one click.

🔷 G) Import Bills via API


📌 Users: Finance Team
📌 Purpose: Fetch bills from external systems.

1️⃣ UI Components

 🔗 API Integration Dashboard


o List of API connections (Active/Inactive)
o Button: "Fetch New Bills"
 📑 Imported Bills Page
o Auto-mapped fields (Vendor, Amount, Date, Category)
o Button: "Approve & Import"

📌 UX Flow:

1. User triggers API call → Bills auto-populate in the system.


2. System validates & categorizes data.
3. Approved bills are saved & linked to projects.

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