Getting started

bildflow runs a residential development from first enquiry to handover in one place: your projects and units, the sales pipeline, the buyers who purchase, and what those buyers and your estate agents see.

How bildflow is organised

Your company is a workspace. Inside it:

• A project is one building or development. A development with several towers is several projects.
• A unit is anything you sell inside a project — an apartment, a villa, a plot.
• A lead is an enquiry. When a lead buys, you convert it into a buyer, which creates their buyer portal login and links their unit.

Three kinds of people use bildflow:

• Your team works in the staff app (everything in the left sidebar).
• Buyers sign in to the buyer portal to follow their unit, documents, payments and messages.
• Estate agents use the agent portal — a shared link or their own login — to see live availability and download sales material.

Find your way around

• The sidebar holds Dashboard, Projects, My tasks, Leads, Campaigns, Buyers, Agents, Team, Reservations, Commissions, Messages, Bookings, Activity and Settings. Some items only show while their module is on, on a plan that includes them or to certain roles. At the bottom, Help and Support & privacy sit above Log out, and under Log out the app version links to What's new. Fields and Billing & plan are pages in Settings. Messages shows how many unread buyer messages are waiting. On a phone the sidebar opens from the menu button at the top left.
• Search sits at the top of every page. Press ⌘K (Mac) or Ctrl+K (Windows) to find a project, unit, buyer or lead by name, number, email or phone, or describe the units you want, such as "2-bed under €300k in Limassol". See Search.
• The bell shows your notifications — new leads, messages, bookings, payments. See Messages and notifications.
• The ? next to a page title opens the page of these docs that explains it.

Set things up in this order

The dashboard shows a checklist that follows the same order and ticks itself off as you go:

1. Create your first project with its name and location.
2. Add units to it, with price, floor, bedrooms and status.
3. Set up your brand — logo, colours, fonts and tone. The portals and AI output use it.
4. Define your unit fields such as pool, sea view or parking.
5. Capture a lead, by hand or from your website form.
6. Convert the lead into a buyer and share the portal with them.

Where to go next

• Set up your workspace — company details, storage and your trial.
• Team and roles — who can do what.
• Getting help — open a ticket if something is not working.