Housing Society Management
Housing Society Management Software Checklist
A useful housing society ERP demo follows one plot, one buyer and one payment from the first booking to possession. Use this checklist to test the handoffs your sales, finance, legal and resident services teams rely on.
The demo walkthrough
What to test.
Start with one plot and two staff accounts
Ask the vendor to create a plot in a specific phase, block and street. Have a sales user find it, open a booking and review its status, then switch to the second account to see what that role can view or change. Ask where the team would find the booking and approval history six months later.
Follow an instalment from due date to receipt
Use a booking with a down payment and an instalment schedule. Ask the finance user to review payment proof, confirm one payment, and then open the receipt and customer ledger. Test an overdue instalment separately so the team can see which records and reports reflect the balance.
Run a small balloting and allotment exercise
Prepare a test list with one eligible and one ineligible application. Ask how eligibility is recorded, who can approve the run, how results are reviewed, and where staff can find the link between an allotment and the underlying application. Use test data and have your own team agree on the eligibility rules before the demo.
Ask legal, possession and resident services to take over
Walk through a transfer or possession case with an outstanding requirement. Ask the vendor to show the evidence, the review decision and the handoff. For a separate resident request, check that staff can see its assignment and that a resident sees only the information intended for their account.
Check the needs of a government housing team
Bring a sample case that crosses departments. Ask which staff can submit records, review evidence, approve internal steps and export reports. Confirm which official decisions still happen in a regulator’s system and how supporting documents are referenced in the project record.
Plan a small import before moving all records
Pick a sample block with a few active bookings and compare the imported plot register, customer balances and supporting documents against your source records. Record any differences and agree on who approves the migration before moving the rest of the portfolio.
Before the walkthrough
Bring these to the demo.
- A sample phase and block layout
- One sample booking and instalment schedule
- One allotment, transfer or possession case
- The roles that need approval or read-only access