Status

Click to select the sales advice status.

Example: Deleted, Cancelled, Pending Cancellation, Inactive, On Hold, Active.

Full Name

Full name of the client.

Report/Search Name

Report/search name of the client.

Category/Quality

Category: A field for assigning a lead category code.

Quality: A field for assigning a percentage to indicated the quality of the lead.

Deposit Paid

Date the deposit was paid.

Paperwork Complete

Date the paperwork was completed.

Title

Title of the contact.

Given Name

Given name of the contact.

Surname

Surname of the contact.

Full Name

Full name of the contact.

Telephone (AH)

After hours telephone number for the contact.

Business hours telephone number for the client.

Mobile

Fax

Email Address

Email address for the client.

Street Number

Street number of the client's home address.

Street Name (Line 1)

Street name of the client's home address.

Street Name (Line 2)

Second line of the client's home address.

Suburb

Suburb for the client's home address.

State

Australian state for the client's home address.

Postcode for the client's home address.

Council Name

Municipality or council for the land.

Zone Allowance

Zero allowance information relating to zone charges or policies.

Salesperson

Primary salesperson for the sales advice.

Region/Division

Region/division allocated to the salesperson.

Framework Job

Framework job number, once synchronised to Framework ECM. This field is locked and cannot be edited.

Notes/Legal Contact

A free text area to record any notes relating to the prospect, including legal contacts.

Developer

Name of the land developer.

Dev. Approval Required?

Developer approval requirements.

Dev. Contact Details

Land developer's contact details.

Dev. Phone Number

Land developer's phone number.

Registered?

Land title registration status.

Forecast Registration

Forecast date of the land title registration.

DP Number

Deposited plan number.

Road Complete?

The road complete status for the land.

Kerb/Gutter Complete?

Kerb and gutter complete status for the land

Settled?

Land settlement status.

Forecast Settlement

Forecast date for land contract settlement.

Exchanged?

Land contract exchange status.

Knockdown/Rebuild?

An existing dwelling on the land is required to be removed prior to the construction of the new home.

Demo. Quote Required?

A quote for a demolition of an existing dwelling on the land is required.

Had Land Prior to Visit?

Land ownership status prior to the sales process.

Area

Size of the block of land.

Frontage

Width of the block of land.

First Home/FHOG?

First Home Owners Grant (FHOG) entitlement or application.

Property to Sell?

Does the client have a property to sell prior to proceeding with the sale?

Cash Client?

Is the client paying by cash?

Lender/Budget Advice?

Does the client require financial referral or advice?

Lender

Name of the finance lender.

Pay Deposit at Contract?

Will the client pay a contract deposit at the time of contract signing?

Current Ownership

Details of the ownership status of the land.

Television?

Was the client referred to the company by television advertising?

Press?

Was the client referred to the company by press advertising?

Radio?

Was the client referred to the company by radio advertising?

Internet?

Was the client referred to the company by Internet advertising or Internet content?

Direct Mail?

Was the client referred to the company by direct mail advertising?

Display Village?

Was the client referred to the company by display village advertising or location?

Word of Mouth?

Was the client referred to the company by word of mouth advertising?

Signage?

Was the client referred to the company by signage advertising?

Number

Sales advice number, sequentially allocated. This field is locked and cannot be edited.

Date

Date the sales advice was created. This field is locked and cannot be edited.

Name

Sales advice name, sequentially allocated. This field is locked and cannot be edited.

Reference

Reference name of the sales advice, sequentially allocated. This field is locked and cannot be edited.

Sale Type

Allocated sale type. Click the Sale Type popup button to select.

Name

Name or description of the sales advice. This name should differentiate it from other quotations or sales advice documents.

Inclusions Template

Document template that specifically lists the inclusions relevant to the quote.

Price

Assigned or quoted value of the sales advice. This is not linked to the value of the quotation.

Price Effective

Date from which the quoted price is effective.

Receipt Number

Deposit receipt number.

Allocated Site Start

Forecast or expected site start date.

House Package

House package. Click the House Package popup button to select.

House Promotion

House promotion. Click the House Promotion popup button to select.

House Product

House product. Click the House Product popup button to select.

House Class

House class. Click the House Class popup button to select.

House Type

House type. Click the House Type popup button to select.

House Facade

House facade. Click the House Facade popup button to select.

House Series

House series. Click the House Series popup button to select.

House Siting

House siting. Click the House Siting popup button to select.

House Elevation

House elevation. Click the House Elevation popup button to select.

VPB Version

VPB version allocated to the sales advice. This can only be assigned when creating a new sales advice. Once assigned it cannot be edited. Click the VPB Version popup button to select.

VPB Area

VPB area allocated to the sales advice. This can only be assigned when creating a new sales advice. Once groups and items are assigned it cannot be edited. Click the VPB Area popup button to select.

Form Signed

Date the price registration form was signed.

Form Number

Price registration form number.

Home Manual

Date the home manual document was provided to the client.

House Type Image

Displayed image associated with the house type product information.

Budget

Amount the client has to spend.

Total

Value of the current document. This is derived from the document itself. This field is locked and cannot be edited.

Balance

Calculation of the difference between the Budget and Total document figures. This is derived from the document itself. This field is locked and cannot be edited.

Mandatory?

Flag set in a template that denotes whether the group must be included in a quotation.

Included?

Flag that determines whether the group's details and price are included in the quotation.

#

Sequential number of the group, based on order of appearance.

Name

Name allocated to the group.

Total Price

Total value of the items included in the group.

Mandatory?

Flag set in a template that denotes whether the item must be included in a quotation. This field is locked and cannot be edited.

Included?

Flag that determines whether the item's details and price are included the quotation's appearance and pricing.

#

Sequential number of the item, based on order of appearance.

VPB Ref.

Reference number of the original VPB item.

Description

Notes about the item.

Qty.

Quantity assigned to the item.

Price

Retail price of the item.

Published

Published price of the item.

Click to import an existing sales advice, or a Template.

This button launches an import process where a pre-existing template or quotation can be selected and added to the current sales advice.