Introduction

How to use the help

Find the right area and follow a case through to the next step. The help explains how properties, people, vouchers and money movements fit together. You can search it for a task or read a chapter from start to finish.

Structure of every topic page

For

Who the work route is intended for: property management, tenants, owners or contractors.

Entry point

Where to find the area in ImmoFlow, as a path through the navigation.

How to proceed

The steps in the order in which you carry them out.

Good to know

What the action does and what it explicitly does not yet do.

Colour code

In ImmoFlow, violet marks areas where the AI makes suggestions. The decision stays with you.

Sample data

The screenshots show sample data and the state of the demo. They are not binding templates for account assignment, tax treatment or legal steps.

Scope

The help explains the main work routes and how things connect. It is not a complete manual for every special situation.

Simultaneous changes

If someone else saved a record while you were editing it, ImmoFlow does not overwrite their version. The message «Not saved» names the fields changed in the meantime with their new value, and your input stays in the form. «Keep my input» lets you compare at your own pace; «Load current data» replaces the form with the new version, after which you apply your changes again.