odoo-addon-pms-base 19.0.1.0.0.20

Manage properties

Property Management System

This module is the base module for the Property Management System (PMS) suite.

It provides the foundation for managing real estate properties, including:

• Properties: Track residential and commercial properties with address, timezone, area, floor information, tags, and images.

• Rooms: Define rooms within each property with type, capacity, and area.

• Amenities: Catalog amenities grouped by type (toiletries, connectivity, kitchen facilities, laundry, parking, pets, etc.).

• Services: Link service products (cleaning, internet, parking, etc.) to properties for operational tracking.

• Stages: Configure lifecycle stages (New, Available, Cancelled) for property pipelines with Kanban support.

• Teams: Organize properties into teams for management and reporting.

• Tags: Classify properties with color-coded tags.

• Settings: Enable or disable features (rooms, amenities, services, teams) per company and configure the unit of measure for areas.

This module also provides access rights (User / Manager), security rules scoped per company, and integration points for optional PMS extensions (accounting, contracts, reservations, website, CRM, and more).

Table of contents

• Configuration

  • Initial Setup

  • Managing Stages

• Usage

  • Creating Your First Property

  • Properties

  • Rooms

  • Amenities

  • Services

  • Teams

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

Initial Setup

1. Go to Properties ‣ Configuration ‣ Settings.

2. Under Property Information, enable the features you need:

   • Show Rooms — manage rooms within each property.

   • Show Amenities — catalog amenities by type and assign them to properties.

   • Show Services — link service products to properties.

   • Show Teams — organise properties into management teams.

   • Area (UoM) — select the unit of measure used when entering area values.

3. Under Accounting, Reservations, and Integrations, install optional PMS extension modules as needed.

4. Click Save.

Managing Stages

Default stages (New, Available, Cancelled) are created on installation. To customise them, go to Properties ‣ Configuration ‣ Stages. Stages with Folded in Kanban checked will be collapsed in the Kanban view.

Usage

Creating Your First Property

1. Go to Properties ‣ Properties and click New.

2. Fill in the property name, reference, address, timezone, and area.

3. Assign an owner (a contact from your address book).

4. Add tags and amenities as needed.

5. Set the stage to Available once the property is ready.

Properties

Navigate to Properties ‣ Properties to view and manage your property portfolio. The list and Kanban views let you filter by stage, team, owner, and tags. Use the search panel to filter by team directly from the Kanban view.

Click on a property to open its form and access:

• Information tab: area, floor, number of rooms by type, amenities.

• Chatter: log notes and track changes.

Rooms

If Show Rooms is enabled, navigate to Properties ‣ Properties ‣ Rooms to manage rooms within a property. Each room has a type, capacity, and area.

Amenities

If Show Amenities is enabled, navigate to Properties ‣ Configuration ‣ Amenities to define amenities. Amenities are grouped by type (Toiletries, Connectivity, Kitchen facilities, etc.) and can be assigned to properties.

Services

If Show Services is enabled, navigate to Properties ‣ Configuration ‣ Services to link service products to properties. Services represent recurring or on-demand offerings such as internet access, cleaning, or parking.

Teams

If Show Teams is enabled, navigate to Properties ‣ Teams to group properties by management team. The team Kanban dashboard shows a property count button that opens the filtered property list for that team.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Commit [Sun]

• Open Source Integrators

Contributors

• Alexandre Díaz

• Pablo Quesada

• Jose Luis Algara

• Commit [Sun]:

  • Dario Lodeiros

  • Eric Antones

  • Sara Lago

  • Brais Abeijon

  • Miguel Padin

• Gray Matter Logic:

  • Maxime Chambreuil <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/pms project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.