Help centre
How every page in EstateOS works, and why: what it is for, who uses it, its steps, and the rules it follows.
How things run
My account
- My accountYour own details in the system: your photo, your mobile number and email, your password, and the system's language. Open it from your name at the foot of the menu.
- Development requestsAsk MG Tech for what you need in the system: a new page, a change to a page, a report. MG Tech looks into it and answers you here and in the bell.
Website
- Site setupThe office's public site: its look, its pages and their sections, its contact details, how search engines find it, and its own domain. Saving does not publish; “Publish the site” publishes the look and the pages together.
- Website newsThe office's news and announcements on the public site: written as a draft, published now or on a coming day, and pinned to the top if you like.
- EnquiriesWhat arrives from the “Contact us” form on the public site: who wrote, how to reach them, the enquiry's type, the campaign it came from, and whether it was dealt with.
- Enquiry typesThe “Enquiry type” choices on the website's contact form, each with an optional email that is told when an enquiry of that type arrives.
- Campaign reportWhere the website's visitors come from: visits and enquiries for each source and ad campaign, over a period you choose.
Area pages
Units
Projects
Leads
Inbox
- WhatsApp dashboardThe office's WhatsApp at a glance: the connection and the number's quality, the templates, what went out and what arrived, what came in, the campaigns, and the last failures with each one's reason.
- ChatsPeople's messages on the office's WhatsApp and the answers to them: replying in text, with a file or by voice, labelling and assigning, internal notes, and linking a number to a person on file.
- CampaignsOne message by an approved template to many: the staff, or a list from a file, now or at a time you choose, with a report of what arrived.
- Auto-repliesThe office's fixed answers to incoming messages: by a keyword such as “location”, or outside working hours, labelling the chat and assigning it if you like.
- Chat guideA menu the system answers the sender with: a welcome message and options to choose from, each a text answer, a file, a sub-menu or a hand-over to staff.
Taxonomy
- Cities and districtsThe office's cities and their districts: units and projects are filed under them, and the site's area pages are made of them.
- Unit typesThe office's unit types: apartment, villa, land… each with its plural.
- OwnersThe owners of the properties the office lists: their names and numbers, and their units and projects.
People
- StaffThe staff records, their accounts and their roles: add a staff member, give them a role until a date or with no end, and deactivate or restore them.
- Job titlesOne list of the staff's job titles: manager, supervisor, accountant…
- Roles and permissionsThe office's roles, the ready ones and your own, and each role's permissions, page by page.
System
- The office's brandingThe logo and the colour, shown in the staff app, and the colour on the public website too.
- Privacy noticeThe text people read about the data the office keeps on them, and the privacy contact a data subject turns to.
- Consent ledgerWhat a person has explicitly agreed to, when, and how the consent was obtained.
- Data subject requestsWhat a data subject asks about their data, its legal deadline, and the answer.
- Export the office's dataA full copy of everything the office keeps in EstateOS, as one compressed file.
- Billing detailsThe legal details printed on the office's tax invoices from MG Tech.
- Subscription and invoicesThe office's plan, the discounts in force, asking MG Tech for a quotation and accepting it, the invoices and paying.
- Action logWho did what, and when, across the office.
Messaging
- WhatsApp templatesEvery WhatsApp template of the office and its state at Meta: EstateOS's templates, the wordings from “Message templates”, campaign templates, and those made in Meta itself.
- Messaging connectionThe two accounts the office's messages are sent from: WhatsApp Business from Meta, and SMS from 4jawaly or Mora.