System Documentation & User Guides
Comprehensive operating guides across all modules. Search any workflow, filter by role, or read the downloadable guide.
Center Estates ERP — User & Operational Guide (PDF)
Complete downloadable operational manual for Property Managers, Accountants, and Administrators. Covers multi-estate scoping, unit readiness, tenant leases, utility billing, rent invoicing, and maintenance workflows.
Property & Tenancy
Multi-estate management, unit inventory, tenant onboarding, leases, and utility billing.
Property Registry & Context
/app/propertyOrganize properties into commercial, residential, or sectional titles with isolated scoping.
Tenancy & Leases
/app/propertyEnd-to-end tenant lifecycle management from initial KYC to lease renewals and terminations.
Utility Billing & Invoicing
/app/propertyAutomated monthly recurring invoices, water meter logs, and payment receipts.
Facility Management
Asset registers, preventative maintenance, vendor management, and work order dispatch.
Work Orders & Tickets
/app/facilityDispatch maintenance requests to in-house technicians or external contractors.
Dashboard & Overview
Role-based home pages with key stats, quick actions, and compliance data.
Role Dashboard
/appYour personalized home page showing relevant stats, quick actions, and project summaries based on your role.
Executive Dashboard
/app/client-dashboardHigh-level project overview for financiers and executives. S-curves, cost charts, and risk indicators.
Project Management
Create, onboard, and manage construction projects across their lifecycle.
Projects Register
/app/projectsView all projects across your portfolio. Filter by status, search by name, and access project-specific features.
Project Onboarding
/app/onboarding4-step guided wizard to set up new projects: metadata, stakeholders, documents, and review.
Site Reporting
Daily site activities, progress photos, issue tracking, and evidence capture.
Daily Logs
/app/daily-logsRecord site conditions daily: weather, materials, labour deployment, plant & equipment, visitors, and information received. Consistent logging builds compliance streaks.
Site Records
/app/site-recordsLog material deliveries and health & safety incidents separately from daily diary entries.
Photo Timeline
/app/timelineGPS-tagged progress photos grouped by visit date. Creates a visual history of site progress.
Tickets
/app/ticketsRaise and track site issues with risk/sensitivity escalation matrix.
Issues Dashboard
/app/issuesConsolidated view of flagged issues across all projects.
Milestone Verification & Certification
Review, approve, or reject Clerk of Works submissions. Engineer/QS certification workflow.
Verification Dashboard
/app/verificationsReview pending milestone submissions from Clerks of Works. Approve, reject, or request clarification.
Reports & Analysis
Auto-generated weekly reports with S-curves, compliance streaks, and AI-drafted narratives.
Reports
/app/reportsWeekly and monthly reports auto-generated from daily logs and milestone submissions. Export to PDF/Excel.
Finance & Cost Management
Comprehensive financial management: requisitions, certificates, IPC, BoQ, variations, retention, and advance payments.
Finance Hub
/app/financeCentral finance page with requisitions, certificates, disbursements, and retention summary. Filter by project.
Cost Dashboard
/app/projectsFull cost picture per project: CPI/SPI, budget vs forecast, BoQ state breakdown, retention, and advance payments.
IPC Generation
/app/projectsGenerate Interim Payment Certificates with full breakdown: previous certified, work done, variations, advance recovery, retention.
BoQ Cost States
/app/projectsManage the cost state machine: Budgeted → Ascertained → Committed → Certified → Paid. Single and bulk transitions.
Variations
/app/projectsCreate and approve variation orders. Tracks additions, omissions, PS crystallisation, and administrative items.
Provisional Sums
/app/projectsTrack provisional sum allowances with progressive ascertainment and variance tracking.
Contingency
/app/projectsManage contingency drawdowns with justification and approval requirements.
Advance Payments
/app/projectsTrack mobilisation advances and automatic recovery from certificates.
Consultant Payments
/app/projectsStructured payments to professional consultants (Architects, Engineers, QS, MEP).
BIM & Drone Integration
Building Information Models and drone data for independent progress verification.
BIM Models
/app/projectsView BIM models linked to projects. Milestone-BIM mappings with discrepancy alerts.
Drone Datasets
/app/projectsUpload and review drone imagery for independent site verification.
Quality Assurance
Quality test results tracking and review for materials and workmanship.
Quality Tests
/app/projectsReview quality test results for materials and workmanship. Linked to specific milestones.
AI Assistant
Conversational AI helper that answers questions about your projects and data.
AI Assistant
/app/assistantAsk natural language questions about your projects: status, milestones, tickets, photos, and more.
Store & Procurement
Procurement catalog with items, pricing, and purchase orders.
Store
/app/storeBrowse the procurement catalog. Manage items, pricing, and purchase orders.
Communication & Notices
System announcements, site instructions, and safety alerts.
Notices
/app/noticesView system-wide announcements, site instructions, and safety alerts posted by administrators.
Sales & Off-Plan Developments
Buyer management, off-plan unit allocations, installment schedules, agent commissions, and buyer self-service portal.
Off-Plan Unit Sales & KYC
/app/salesCapture prospective buyers, configure sales prices, reserve units, and issue formal reservation agreements.
Installment Schedules & Collections
/app/salesAutomated payment plans based on calendar schedules or construction milestone completions.
Sales Agent Commissions
/app/salesCalculate and disburse tiered commissions for internal sales reps and external agency brokers.
Buyer Self-Service Portal
/payDedicated client-facing portal for buyers to review their purchase balances and upload proof of payments.
Tenders & Bid Management
End-to-end tender lifecycle from RFP intake and criteria evaluation to gate reviews and formal proposal submission.
Tender Opportunity Pipeline
/app/tendersTrack upcoming public and private tenders with submission deadlines, bonds, and tender requirements.
Proposal Assembly & Gate Reviews
/app/tendersCollaborative drafting of technical and financial proposals with multi-stage governance signoffs.
Valuations & Advisory
Professional property valuations, field inspection capture, market comparables, and certified valuation reports.
Valuation Instructions
/app/valuationsLog instructions from banks, corporations, and private clients with formal surveyor dispatch.
Inspections, Evidence & Reports
/app/valuationsRecord physical field observations, link market comparable transactions, and generate certified reports.
Companion Operational AI
Intelligent daily nudges, field task dispatch, team performance metrics, and cross-departmental operations.
Daily Workload Nudges
/app/companionContextual morning briefings, workload task summaries, and operational reminders tailored to each staff member.
Team Tasks & Feedback Hub
/app/companionOperational task delegation across maintenance, leasing, and site teams with SLA performance monitoring.
Administration
User management, roles, tenants, and system configuration.
User Management
/app/usersCreate and manage user accounts. Assign roles, invite to tenants, edit profiles, and disable accounts.
Role Management
/app/rolesCreate custom roles with granular permissions. 44+ permissions across all modules.
Tenant Management
/app/tenantsCreate and configure tenant organizations with branding and settings.
System Settings
/app/settingsConfigure SMTP email settings for notifications and invitations.
Audit Trail
/app/audit-logComprehensive audit log of admin actions and system events across all modules.
Mobile App (Clerk of Works)
Field capture app for on-site progress recording, evidence capture, and daily logs.
Mobile Projects
Mobile app featureView assigned projects on your mobile device. Tap to select and access project-specific modules.
Mobile Milestones
Mobile app featureRecord progress per milestone with status, percentage, evidence photos, and observations.
Mobile Evidence Capture
Mobile app featureCapture photos and videos with automatic GPS tagging and geofence classification.
Mobile Observations
Mobile app featureAdd text observations with issue flagging (Note / Issue / Urgent).
Mobile Submission
Mobile app featureSign and submit milestone progress with Ed25519 cryptographic seal.
Mobile Daily Log
Mobile app featureComplete site diary with weather, materials, labour, plant, visitors, and H&S tabs.
Mobile Reports
Mobile app featureView S-curves, submission counts, and open issues on mobile.