Property Development

Zavanti provides the only solution available on the market today that addresses all the unique requirements of Property Developers. We recognise there are many constituent parts involved in running a Property Development business. For this reason, Zavanti provides you with a fully integrated system where everything you need is in one place!

You may currently have an ERP for your financials and job costing, another vendors’ Feasibility solution, another’s CRM, a contract management solution and rely heavily on Microsoft’s Excel for the collation of corporate information that is far too critical to be left to a simple unintegrated desk top application. Clearly, this is not overly practical or cost-efficient for your business.

The Zavanti Solution – Property Development

Zavanti provides you with a full suite of tightly integrated capabilities that deliver the functionality required by each of your specialised functions.

As a result, you won’t have to worry about the integration between systems and any associated costs. You won’t have to be concerned about changes in one vendor’s solutions impacting on another’s, consequently increasing your ongoing costs and reducing your ongoing ROI. Due to the Zavanti Software suite integrating all of these functionalities into one system, your business processes will be made easier and more streamlined.

We understand you likely don’t have the time or resources to worry about these technical issues, but probably find yourself facing these more often than not. Our team take complete care of all of this for you, and deliver a solution that can seamlessly work across departments, companies and functions all within the same solution!

Subsequently, Zavanti ERP has been designed from the ground up to provide detailed financial, sales and operational control for businesses in the real estate and construction industries. Undoubtedly, Zavanti understands that Property Developers have unique requirements, driven by the nature of the work that you undertake and your business models. We can help you simplify and streamline your business processes – contact us today!

What makes us different

  • Focus on Property, Construction and Services industries
  • Single solution for sales & financials
  • Flexible to meet your needs today
  • Centralised property asset database
  • Multi-company and multi-project
  • On-premise or in the cloud

Read more about Zavanti Property Development suite

Zavanti – Property Developer

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Zavanti’s Property Development Software CRM tool has been specifically designed to support all the processes required to manage the Development, Marketing, Sales & Leasing and ongoing Property Management requirements for all participants in the Property industry.

We understand that Property Development is not just about being able to efficiently plan, design and develop saleable properties. A critical component in all Feasibility models is the expected revenue to be earned through the marketing and sales of the final product. This may occur even before a “sod has been turned”.

Zavanti CRM for Property Development provides all the tools and capabilities that Property Developers require for the development of marketing campaigns. This system will automatically capture registration of interest from prospective purchasers & actively manage the sales process through to completion, contract signing and any post sales warranty period.

This Property Development CRM also caters for external sales agents and provides an Agent portal to allow all property activity to be visible in real-time for effective sales management. This results in a significant reduction in administration overhead for Developers and Agents alike.

This system supports both “build and hold” and “build and sell” models, and can also be utilised by those organisations that are responsible for Property Management (Read more).

Likewise, all communication with contractors and suppliers can be managed through the lifecycle of any development.

Once deployed, Zavanti CRM supports all your daily business activities. To enable this, Zavanti CRM can be presented to users as part of their Microsoft Outlook environment, simplifying business processes for all users who are engaged with internal and external communications with Prospects, Customers and Suppliers.

Integrated with the Zavanti Property Development Software suite, the Zavanti solution will meet the most demanding needs of any Property Developer.

For more information regarding the Zavanti Property Development suite, please view:

Zavanti – CRM for Property Developers

Standard features of Zavanti CRM include:

  • Stock Management – Maintain all details of your property assets utilising the Zavanti hierarchy from Estates, Stages, Lots and Improvements. There is the capability of expanding through sub-division, and for Commercial and Retail owners and managers – you can consolidate and sub-divide as necessary.
  • Marketing – Allows users to create instant marketing campaigns through e-mails, a letter, phone call, or the creation of a marketing campaign that will run over several weeks or months. Zavanti CRM allows you to plan and track your marketing efforts end-to-end, as well as review previous marketing campaigns.  Tracking the cost of these activities enables you to report on cost per enquiry against each campaign, and evaluate your campaign effectiveness.
  • Sales and Leads – Manage all enquiries and ensure successful follow through to sales.
  • Maintain Distribution Lists – This function allows you to automatically route service requests and cases to the appropriate representative, or to queues for resolutions, escalation, or reassignment.
  • Documents – Maintain a searchable library of sales & marketing literature that can be used online or offline.
  • Direct Email Communications – Create and send e-mails to targeted prospects and customer groups. Create and send print communications using Microsoft Word Mail Merge.
  • Email Tracking – The automated tracking of customer e-mails ensures an accurate record of customer-related communications is maintained, as well as which e-mails are associated with customer records.

Zavanti allows you to define your property hierarchy to suit the type of development assets that are relevant to you. This enables complete ongoing management of these properties. The hierarchy would generally include:

  • Company
  • Estate
  • Stage
  • Lot, Project or Improvement

This capability allows you to set up any Development Model “chart of accounts” and then relate this chart to the General Ledger financial model in the manner you desire. This is made possible, as the solution is a seamlessly integrated solution with Accounts Payable, Accounts Receivable and the General Ledger.

We recognise that the property development process can be complex with many entities involved. Zavanti has built-in key functions such as sales processing, Accounts Payable invoicing and the ability to create your intercompany loan journals to efficiently manage your group activities. For instance, the Accounts Payable Invoice function allows you to record the liability for the invoice to a supplier in company A, but to dissect the cost to a Company, Estate and Stage in company B.

It is the Inter Company Loan Sets that allow you to build the relationship between the companies and maintain the loan accounts.

Budgeting

Zavanti allows you to keep budgets against each estate and stage, and in the case of improvements this is against each estate, stage, project and improvement.

Budgets can be created from your Project Feasibility by importing your selected results from Zavanti Feasibility or you can copy budgets from other projects or use templates. Read more about our Project Estimating capabilities.

Forecasting

Zavanti provides enhanced forecasting capabilities. This allows users to see projected costs up to 10 years into the future on month-by-month reports, and highlights any discrepancies against budget.

Property Stock Management

Zavanti understands that you undertake and need to keep track of different types of developments. Stock Types may be used to define these different developments (i.e., a commercial site within a commercial precinct), or differing sizes of land, (e.g., High-density allotments, average or large allotments). They can also be used for subtotalling land and as selection criteria on the stock report.

Stock Types can be used within a Stock Category (e.g., the Category may be Residential, and the Type Large Block). However, your Stock Types are not limited to residing within a particular category – they may be used across all categories.

For reporting purposes, Zavanti will allow you to see profit and trading reports by different types of stock, and you will certainly want to see these figures by the type of land usage (for instance, Town House land as opposed to standard land).

Sales Status

Zavanti allows you to maintain Sales Status so you can define such things as processed sales, sales in field, contract exchanged, etc. This status is reflected in the Stock Listing, so you are always aware of your current sales progress.

Sales Sources

Sales sources can be used for purposes such as determining which area/suburb a purchaser comes from. It can be useful for such things as market research, management reports etc.

Funding

The Funding capability within Zavanti ERP provides the capabilities to manage all facets of your development funding, from actual fund transactions (such as draw downs, interest and finance costs), to forecasting your requirements to complete the project.

Funding allows you to compare the balance of each facility with the corresponding bank account in your cash book. This enables you to prove the integrity of your funding facilities and, in turn, the cash book balance of your liabilities.

Intercompany

We recognise that the property development process can be complex with many entities involved. Zavanti has built-in key functions, such as Sales processing, Accounts Payable invoicing and the ability to create your intercompany loan journals to efficiently manage your group activities. The Accounts Payable Invoice function allows you to record the liability for the invoice to a supplier in company A, but to dissect the cost to a Company, Estate and Stage in company B.

It is the Inter Company Loan Sets that allow you to build the relationship between the companies and maintain the loan accounts.

Cost of Sales

Zavanti allows you to decide whether you want to use single or multiple cost of sales and/or management fee rules to calculate the Lot Cost of Sale. Zavanti automatically calculates and records cost of sales, greatly easing the process. Zavanti also handles the complexities of calculating GST on sales.

These project estimating and quoting modules provide the front end for your business; they manage the cost estimating, client quote preparation and inventory for your business.

Zavanti provides enhanced forecasting capabilities through the project estimating and quoting functionalities. This allows users to see projected costs up to 10 years into the future through month-by-month reports, and highlights any discrepancies against budget.

Estimating

Zavanti ERP provides an Estimating module that allows the user to create an estimate that will carry through from the Feasibility stage to Job Completion.

Zavanti Estimating inserts your budgets into the Job once it is created, and allows the automatic creation of Purchase Orders. You can import your results from Feasibility as your initial estimates. This capability also allows you to update forecasts as your project moves forward, merging actuals to date and updated budgets.

The Zavanti ERP software also allows you to copy estimates from one company in the database to another. You can also maintain an archive of estimates to review how your team has performed over time.

Forecasting

Zavanti provides enhanced forecasting capabilities. This allows users to see projected costs up to 10 years into the future in month-by-month reports, and highlights any discrepancies against budget.

Inventory

The Inventory module allows you to track items you have as your stock. The Inventory Management function within Zavanti ERP allows the user to:

  • Create a Stock Group, a Stock Item and a Non-Stock Item
  • Assign Supplier prices to new stock items
  • Assign Supplier prices, Cost Centres and Client Prices to new Stock Items
  • Print General Inventory, Client and Supplier Price Listings
  • Create, enter and post Stock Take
  • Create Item Type
  • Re-calculate Client Selling prices
  • Re-calculate Supplier Buy prices

Sales Orders

Zavanti Sales Orders provides a means to give our clients a document that itemises the components they would like to purchase from us. In essence, a sales order is the inverse of a purchase order. The use of Sales Orders will typically be for non-job related sales. Zavanti Sales Orders support a wide variety of cost+ scenarios.

Sales Orders are used to:

  • Create or amend a Quote
  • Create a Sales Order from a Quote
  • Generate Picking Slips and Delivery notices
  • Create Delivery Dockets
  • Invoice the Client
  • Complete the delivery

These modules provide the core functionality for the project costing and job management of your business through having control of all costs and revenues split by job for each and every client. These include optional modules for the control of the approval process for purchasing, for job variations and for staff time recording.

Job Costing

Zavanti Project Management and Job Costing are central to the creation and management of projects and sub-projects. Control your costs, keep track of your time and billing, boost revenues and manage jobs more efficiently.

The initial budget for the Job will be the estimate. The current budget acts as a baseline to the project. When an estimate is applied to a job, we can choose to create purchase orders from the estimate. Once Purchase Orders are issued against a Job, variations can be raised (if required) to change the budgets.

If required, Authority Level checking is applied on each job to allow the Project Manager to set restrictions for other users. This might include setting maximum dollar values for the entry of variations, overruns on budget, etc.

Zavanti Job Costing also fully supports the following features:

  • Feasibility Import
  • Invoicing
  • Purchasing
  • Task Management
  • Journal posting
  • Timesheets
  • Comprehensive Reporting
  • Retentions

Purchase Orders

As we progress through the Life cycle of a job, we need to determine our financial commitments. Zavanti ERP provides a ‘Purchase Orders’ module that can create purchase orders automatically from an estimate, and allows us to commit costs via purchase orders.

Once the budgets have been created, you can proceed to ordering materials for your project.

An Order is a request to a Supplier for stock or services. Zavanti allows you to keep track of pricing, deliveries and how much of the delivered stock has been invoiced or returned.

Purchase Orders can also be subjected to an approval process, which will depend upon the users authority levels.

Vouchers (Invoice pro formas)

Vouchers are designed to allow users to enter details of an invoice. Its’ main aim is to capture the date of receipt, and to fast-track the Accounts Payable process by allowing any user to perform data entry of the details of the invoice. Vouchers are used to record the receipt of invoices, and can be linked to Contract or Progress Payment Certificates.

Sub-Contractor Management

The ‘Sub-Contract Management’ module allows you to track contracts with sub-contractors. We can allocate contract budgets, link your contracts to your contacts, print contract-related reports and so forth. Variations can be entered against Contracts, as well as against a Job. Often a subcontractor will incur additional costs, and these are entered as variations to the original contract.

When creating Progress Claim Certificates, variations can also be claimed by percentage or dollar value. Approved variations are automatically included.

Users have the option to include “Discussion” and “Rejected” variations on Subcontractor Progress Claim Certificates.

Contract Management also supports Extensions of Time, for example due to bad weather, unforeseen construction circumstances, or at the client’s request.

You can also maintain registers of defects in Contract Management to assess the quality of deliveries from your contractors.

Timesheets

Timesheets are integrated with Job Costing to allow for the capture and reporting of time for employees and contractors, as well as for items of equipment against specific projects. Timesheets can be integrated with Payroll to allow automatic creation of payruns. Users of Zavanti CRM have the ability to use our mobile timesheet module to enter timesheets from any web browser or mobile device.

These provide the backend accounting and finance modules. These include: General Ledger, Accounts Payable and Receivable, Payroll and Fixed Assets.

General Ledger and Cash Book

The Zavanti General Ledger is the core of all accounting and finance reporting and management. Capture your Profit, Balance Sheet and Cash Transactions to produce accurate financial information for a single company business through to a consolidated multi-company enterprise.

The General Ledger module holds the Chart of Accounts with the below user-configurable four primary groups:

  • Income
  • Expenses
  • Assets
  • Liabilities

Within the subsidiary ledgers, Cost Centre codes are set-up for each activity, and the relationship of the Cost Centre to the Chart of Accounts is defined, as they provide the main link to the General Ledger.

The Zavanti ERP software suite is fully integrated. This means that if a cost or revenue item is entered in the Job Costing module, this cost is reflected in our General Ledger Profit/Loss Statement.

The Zavanti General Ledger includes:

  • Automatic posting of journals generated from the sub modules
  • Standing journals which can be automatically run on a periodic basis
  • Automatic creation of intercompany journals
  • Bank Reconciliation, allowing you to match-off your presented cheques and daily banking to your Bank Account Statement
  • Reconcile the subsidiary accounting modules to your control accounts
  • Tax Listing report on either an Accruals or Cash basis

Extensive reporting capabilities allow you to view the overall financial position of your enterprise.

In addition, the General Ledger Financial Report Writer allows the user to consolidate companies for output to the report via one button rather than manually selecting each individual company.

Accounts Payable

Zavanti Accounts Payable is designed to provide you with a powerful, yet flexible means of managing supplier and subcontract accounts. Accounts Payable is typically a Back Office accounting and finance function.

The Accounts Payable functionality includes invoicing, as well as easy and comprehensive enquiry functions. The Accounts Payable module keeps all related data, cheques to invoices, invoices to General Ledger journals (and back the other way), all at the click of a mouse.

Reporting subcontractor payments to the ATO is simply a process of generating the necessary electronic “Tax Payments Annual Report‟ (TPAR) file for lodgement with the ATO.

In Accounts Payable, you can maintain suppliers and sub-contractors including insurance details.

Accounts Receivable

Manage your client accounts with greater efficiency, incorporating invoicing, standing orders, statements and comprehensive enquiry functions. The Accounts Receivable capability provides your business with a powerful and flexible way to manage your client accounts.

The Accounts Receivable function allows all related data, cheques to invoices, invoices to General Ledger journals (and back the other way) to be readily available at the click of a mouse. Designed with the Property Development and Construction business in mind, the Accounts Receivable is a must for your software suite.

Accounts Receivable allows users:

  • To create and maintain Debtors
  • Standing Orders, which is a facility to allow the user to set-up a regular order of goods and/or services for your existing customers/clients
  • Invoicing, which can be created in either Batch or Real Time mode
  • Credit Notes, which can be entered against an invoice
  • The receipts function allows you to process account payments made by clients

Payroll

Zavanti payroll allows you to keep track of all of your employee’s payroll needs, including licensing and training obligations. Zavanti Payroll is fully integrated with Zavanti Timesheets. The Payroll function of Zavanti ERP has been designed to give you a simple and easy-to-use way of maintaining your employees’ pay details and human resource information. The system has been designed to give you complete control and flexibility over how you build and manage your Payroll and Pay Run details. The Zavanti suite simplifies your accounting and finance payroll processes.

The Zavanti ERP Payroll module can run as a standalone Payroll Module, or can be integrated to the Job Costing module to capture timesheet hours entered against a Job or Project.

Zavanti Payroll provides for:

  • Accruals
  • Allowances
  • Awards
  • Contributions
  • Deductions
  • Fringe Benefits
  • Tax Table maintenance

Pay areas can be used to define groups of employees classed by certain criteria. They are useful for categorising employees by trade, by department or any other attribute. A good example of how a pay area may be applied is if you have decentralised your pay areas to state or regional offices.

Pay rates can be pre-configured on the system so that when an employee’s standard pay is created or an entry is made into a timesheet, it will be possible to quickly choose the pay rate to apply.

Zavanti ERP provides a range of integrated reporting capabilities, starting with our Power Writer for creating detailed reports in excel format. Our range of reporting capabilities are outlined below.

Power Writer

Power Writer is a dedicated report writer for the Zavanti ERP application. Power Writer’s strength lies in the ease of obtaining periodic information on any company, estate, stage, project or job in the Zavanti ERP system. Power Writer exports information from Zavanti ERP to Excel. In Microsoft Excel, this data can be analysed and charted.

Financial Report Writer

This is an integral component of our General Ledger for financial reporting, as this function allows the client to create a range of reports on operating results and balance sheets to meet management and external reporting requirements. There is also the opportunity for you to build upon our templates of reports.

Dashboards and Charts

Integrated with Zavanti CRM or stand alone, there is the capability to create reports using Microsoft Reporting Services. These are customisable for users to meet their specific reporting needs. Use of Microsoft Reporting Services allows the delivery of these reports through web browsers and mobile devices.

Zavanti Reports

The Zavanti solution comes with nearly 400 standard reports and templates for all users, which include invoice formats, purchase orders, sales orders and a complete range of documents used by our clients. In addition, certain reports include integration with word templates for creating documents such as contracts.

Export to Excel

For ease of analysis, you can simply export any data table in Zavanti to Excel through the click of a button!

The Zavanti software suite provides advanced administration and security features. This means you can easily integrate this suite into your business processes, allowing easy access to all required information and documentation through a secure platform.

User Security

System Maintenance allows the creation and cessation of users and fully configurable security settings. Zavanti ERP also allows for the inclusion of “User Groups”, which is a collection of users all sharing the same authority level and access rights. This allows for System Administrators to quickly and efficiently manage all users within the software.

User security is also defined within Systems Maintenance for all users of the Zavanti ERP. Users can be restricted to only view (such as job properties) and not be able to update any information on the job. Users could also be restricted from being able to edit tax amounts for any transactions, or seeing payment details for any suppliers or supplier.

Providing that a User has been given access, they are then able to change their own password.

Authority Levels (if required) are set-up in Systems Maintenance. These levels indicate what can and cannot be done by a user. Each user is assigned an Authority level.

Auditing

Auditing can be turned on to allow a User to report on access by all users.

The audit reports will display information relevant to database changes for the tables set up as ‘Audit On’.

Integration

The Zavanti Integration Module is a capability that enables the transfer of information to and from other external systems and Zavanti ERP. This high-level administration and security function means you can quickly and easily store your business documentation and information all in the one Zavanti suite.

Archiving

The archiving capability allows you to archive various transactions by removing transactions based upon user-defined criteria. As a result, the live database size is reduced, allowing for efficient maintenance of the database and improved response times when retrieving information for users through reports, search functions etc.

This capability is invaluable for customers who have been using the solution for many years.

Taxes

Tax Codes are maintained in the System Maintenance module, which can be applied to all or specific companies as required. This enables management of companies in different tax jurisdictions through a single solution.