Checklist
What to prepare before moving estate, plot, client, approval, and finance records into a structured system.
List every estate, location, estate boundary, plot count, and active team member before importing records. This gives your team a clean operating map before client or finance data is added.
Separate available, reserved, allocated, sold, revoked, and on-hold plots. Match each client to the exact plot, phone number, email, payment status, and supporting documents where available.
Decide who can create plots, approve allocations, revoke ownership, update finance records, and view audit logs. Pole works best when the company agrees the workflow before go-live.
Turn this practice into a daily workflow for plots, clients, approvals, payments, audit records, and field verification.
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