Inventory: keep each project's units up to date from the developer's list

Which units are still for sale, at what price, updated from the availability list the developer sends.

Who it is for

Every planAgency ownerAgency adminAgency realtorIndependent realtorDeveloper

Where to find it

  • Agency dashboard: Listings › Inventory
  • Realtor dashboard: Listings › Inventory
  • Developer console: Listings › Inventory

How to do it

  1. Open Listings › Inventory and drop the developer's list: an Excel workbook (a sheet per project is fine), a CSV or a PDF.

  2. Each project in it is matched to its listing. Check the listing and how the list is read: The new list (the default: it replaces the old one, and units it no longer has are taken off), Everything still for sale (units it no longer has are kept, marked sold), or Only some units.

  3. Read what changes (new units, price and status changes, units taken off or marked sold) and press Save to listing, or Save all matched.

  4. To start again, open the listing's inventory and press Delete inventory: every unit goes, the listing stays, and the deletion is recorded with your name.

  5. Open a listing on the same page to see its units, filter them, and mark one reserved or sold as it happens. Every update records who made it and when.

  6. Inventory is for your team: clients never see the unit list. Through Claude, send the file and say “update our inventory from this”; it shows what would change before saving.

Or ask Claude

“Here is this week's availability for Lawncrest, update our inventory”

With the Key Deal connector, Claude does the same from a sentence. How the connector works

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