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Company ManagementProject & Site Management

Manage Every Company and Site in One System

Set up your companies and project sites in Realitix — link every site to its company, manage site details, BOQs, and materials, all in one connected system.

Manage project site interface preview
Module 01

Manage Project

Create, organize, and manage every site running under your business — linked to the right company, with full control over details, documentation, and materials.

  • Add and classify sites

    Choose a site type so every project is categorized from the start.

  • Automatic company linking

    Every site stays tied to its parent company, even across regions.

  • Brochure & BOQ in one record

    Upload brochures and build the Bill of Quantities without leaving the project.

  • Site material tracking

    Manage overall site materials and keep BOQ details current as work progresses.

  • Search, filter, and edit anytime

    Find any site by name, company, or date — and update details whenever needed.

Module 02

Manage Company

Create, organize, and manage every company operating under your business — keeping companies, sites, and data connected under one structured system.

  • Add a company

    Create a company record with its core details — the base every site connects to.

  • Multi-company management

    Run several companies from one system, each with its own sites and data kept separate.

  • Complete company information

    View every detail in one place, without digging through separate files.

  • Flexible updates

    Edit company details anytime — no need to recreate the record.

  • Search, filter, and track totals

    Find companies instantly and see a live count of everything set up.

Manage company interface preview
THE STRUCTURE

Company & Site Hierarchy

Companies sit at the top, and every site lives under one — keeping reporting accurate and access controlled as you grow.

Single Source of Ownership

Every site traces back to the exact company that owns it — no orphaned records.

Clean Multi-Entity Separation

Multiple legal entities keep their sites, data, and reporting fully separated.

Scales With Your Portfolio

One company with five sites, or five companies with their own projects — same structure.

Accurate Reporting

Portfolio-wide reports stay reliable because every site rolls up correctly.

THE BIGGER PICTURE

How This Setup Connects to the Rest of Realitix

Company and Project Setup isn't a standalone step — it's the record every other module builds on top of.

Company
→
Project / Site
→
Procurement · Accounts · Users

Procurement & Materials

Every material request, BOQ, and purchase order ties back to the correct site and company.

Invoicing & Accounts

Invoices and GRNs stay linked to the right site, so finance knows exactly where they belong.

User Access

Users are linked to specific companies and sites, so access matches exactly what their role needs.

One Consistent Record

No re-entry or reconciliation — every module references the same setup.

Built for every real estate team.
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