Developed / Estate Management System

A GoDirect developed solution

Estate Management System

EstateFlow brings properties, owners, tenants, levy invoices, payments and maintenance into one estate management workspace. Give your team a clearer operational picture across one estate or a growing portfolio.

EstateFlowProperties & residentsLevies & maintenance
For estate managers

A clearer working day.

Bring resident, property, financial and maintenance administration into a connected workspace.

For managing agents

Structure across estates.

Keep records associated with the correct estate while overseeing a wider portfolio.

For owners & residents

A more organised relationship.

Connect the property, responsible people, notices and maintenance requests in the management record.

Explore the features

The daily building blocks of estate administration.

Bring the right tools into one focused workflow. Configuration, branding and any additional development are agreed for your implementation.

01 / FEATURE

Multi-estate structure

Organise records around the estates you manage.

  • Manage more than one estate.
  • Associate records with the responsible estate.
  • Configure user access for the relevant responsibilities.
02 / FEATURE

Properties & units

Keep a structured register of the estate’s properties.

  • Create and maintain property or unit records.
  • Link the relevant owners and tenants.
  • Use the property as a reference across administration.
03 / FEATURE

Owners & tenants

Keep the people connected to each property clear.

  • Separate owner and tenant records.
  • Maintain contact and property associations.
  • Support organised resident administration.
04 / FEATURE

Levy invoices

Connect estate charges to the relevant account.

  • Create levy invoice records.
  • Review invoice information within the workspace.
  • Keep the financial record associated with the estate and property.
05 / FEATURE

Payments & balances

Track payments against the account record.

  • Record payments against invoices.
  • Support part-payment records.
  • Review the remaining balance and payment history.
06 / FEATURE

Maintenance requests

Bring maintenance into a managed record.

  • Capture maintenance requests.
  • Connect the issue to the relevant estate or property.
  • Review status and follow-up information.
07 / FEATURE

Resident communication

Keep notices and outbound communication organised.

  • Resident notices and bulk email tools.
  • Queued email delivery for operational messages.
  • Optional WhatsApp Cloud API configuration for agreed messaging needs.
08 / FEATURE

Documents & records

Keep supporting estate information easier to find.

  • Store relevant estate documents.
  • Use search and reporting to locate records.
  • Configure document access for the intended users.
09 / FEATURE

Roles & audit history

Support accountable administration.

  • Role-based access and estate separation.
  • Audit history for administrative review.
  • Privacy and access settings reviewed during implementation.
How it comes together

Connect the estate.
Simplify the administration.

01 / Set up

Build the estate record.

Add properties and connect owners, tenants and user responsibilities.

02 / Account

Manage levy activity.

Create invoices and record full or partial payments.

03 / Maintain

Follow the work.

Capture maintenance requests and review progress.

04 / Review

Communicate and report.

Keep notices, documents and management records available to the right people.

Connected estate records

The property is central.
The people stay connected.

Estate management combines physical properties, changing resident details, regular charges and operational work. EstateFlow provides a shared structure for those records so staff can follow the relationships more easily.

EstateFlow supports administration and record-keeping. Accounting, payment collection, messaging integrations and any additional resident self-service requirements are confirmed in the implementation scope.

Record Connected purpose
Estate & property Identify the location and management responsibility.
Owner & tenant Keep the relevant people associated with the property.
Invoice & payment Follow levy charges, payments and outstanding amounts.
Maintenance & notices Retain the operational history and communication context.
People & practical uses

Designed for the way
your team works.

Estate manager

Maintain property and resident records, coordinate maintenance and prepare operational communication.

Finance administrator

Work with levy invoices, payment records and account balances.

Managing agent / portfolio team

Oversee multiple estates with the agreed role and estate access structure.

System administrator

Manage users, settings, document access and the operational configuration.

Your implementation

A clear scope.
A practical rollout.

We start with your requirements, demonstrate the relevant workflow and agree the configuration, responsibilities and support needed for launch.

  • Estate portfolio, property or unit structure.
  • Owner, tenant and contact data preparation.
  • Levy invoice and payment-record requirements.
  • Maintenance capture and follow-up process.
  • Notices, email and any WhatsApp integration requirements.
  • Roles, document access, onboarding and support.
Before we get started

Estate Management System FAQs

Can we manage more than one estate?

Yes. EstateFlow is structured for multi-estate administration, with records and access associated with the appropriate estate.

Can we keep owners and tenants separate?

Yes. Owner and tenant records are maintained separately and linked to the relevant property or unit.

Does it support levy invoices and part payments?

Yes. Levy invoice and payment records include support for part payments so the account history and remaining balance can be reviewed.

Can we track maintenance requests?

Yes. Maintenance requests form part of the estate workspace and can be connected to the relevant estate or property.

Can we send resident notices?

The system includes resident notices and email communication tools. Messaging responsibilities, delivery configuration and any WhatsApp Cloud API setup are agreed during implementation.

Is WhatsApp automatically included?

The WhatsApp adapter requires your approved business setup and the official Cloud API configuration. Availability, provider charges and the agreed message workflow are reviewed before activation.

Does it replace our accounting package?

We demonstrate the invoice and payment-record workflow and compare it with your requirements. Accounting integrations or additional financial workflows are assessed and quoted separately.

How do we plan an estate rollout?

Share the number of estates and units, existing data, levy process and maintenance requirements. GoDirect will prepare an agreed configuration, onboarding and support scope.

Developed by GoDirect

Bring your estate
administration together.

Let’s explore the right setup for your business.

Request a demonstration ↗

Shopping Cart

No products in the cart.