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Helpdesk Agent dev Tesoro CRM

Creating a Property: From Click to Live Listing

One click on Add Property and you have a draft listing. From there, you fill in what you have at that moment, name, type, address, price, photos, description. The rest comes later. The property remains Draft until you explicitly activate it.

  • A seller just gives you the mandate, you immediately register the basic info
  • You have 20 photos and want to upload them first, description comes later
  • A lead converts to a deal, you create the corresponding property
  • Working title
  • Transaction type (for sale / for rent)
  • Property type (apartment, villa, plot of land, …)
  • Address or GPS coordinates
  • Price (final or net)
  • Built area + useful area + plot size
  • Number of bedrooms + bathrooms
  • Photos

You can miss everything, Draft saves everything you do have.


The editing form opens directly after Add Property.
Property creation form
  1. Open Properties → click Add Property (or the + icon top right).

    Tesoro immediately creates the record with:

    • Random name (“Property #A7K2X9”), you change this in the next step
    • Status Draft, Display on Website off, yourself as assigned agent
    • Editing form opens automatically
  2. Fill in Essential Info at the top: see reference table below.

  3. Scroll to Location: address manually or click on the map to choose GPS coordinates. Street, City, State, Zip, Country are auto-filled.

  4. Set Pricing: Final Price, Commission, Owner’s Net Price. Commission calculator described below.

  5. Upload photos in the Add Image section, drag and drop multiple at once. See Property Media.

  6. Add Description and Title: multilingual if your company has configured additional languages. AI translation button available.

  7. Click Save in the header. On validation errors, the form scrolls to the first error.


FieldDescription
NameInternal recognizable name
Tesoro ReferenceAuto-generated (may be locked)
ReferenceYour external ref, auto-generated via Settings → Reference Numbers
StatusLifecycle. Default Draft. Full overview
Transaction TypeFor Sale, For Rent, Transfer, Rental with Option of Purchase
Property TypeApartment, Villa, Townhouse, Plot of Land, Finca, Detached, Semi-detached, Penthouse, …
ConditionNew, Good, Needs Renovation, …
Built Aream² built. Hidden for Plot of Land
Useful Aream² living space. Hidden for Plot of Land
Plot Sizem² land. Only for Villa, Detached, Semi-detached, Townhouse, Finca, Plot of Land
Terrace Aream² terrace
Bedrooms / BathroomsMax 100. Not required for Plot of Land
Distance to Beachmeters
Floor Typeground, floor, basement, …
Floor Numberspecific floor number
EquipmentOnly for For Rent / Rental with Option of Purchase
Land Registry ReferenceCadastral number, retrieve via icon
SlugAuto-URL, permanently locked after creation
RelationLink to company/developer
Assign ToOwner within team. Default yourself
Property OwnerThe seller or landlord, chosen from Contacts

Plus two checkboxes:

What
New ConstructionNew build or project under construction
Exclude from FeedDo not forward to external MLS feeds

At the top of Pricing: select Commission on Final Price.

  1. Enter Final Price (the price for the buyer).
  2. Enter Commission (%).
  3. Owner’s Net Price = auto-calculated (Final − Commission).

Final Price = editable. Owner’s Net Price = read-only.

Extra options:

What
Sync CommissionCommission + price stay synchronized on every change
Accept Counter OffersSeller is open to counter offers
Start PriceLabel changes to “Start Price”, indicates negotiation position. For rent: “Start Price per Month”

11 fields, address + cadastral info. Main ones:

Field
Street, City, State, Zip Code, Country
Area
Road Type
Number, Block, Floor, Door
Publication of Address

Interactive map: click or search → address fields and GPS coordinates are auto-filled. Much faster and without typos.


FieldValidation
Title3, 100 characters
DescriptionMin 3 characters. Rich text (bold, italic, lists)

Does your company have additional languages in Website Settings? Language dropdown top right in the section. Per language: own title + description.

AI button: translate automatically between languages. Saves hours for international listings.

Below the description. Works only with status Active, Under Offer, Reserved or Sold. Other statuses → auto off.

  • Labels: colored, company-wide managed (e.g., “Hot Lead”, “Price Reduced”)
  • Tags: flexible hashtags for filtering

Checkboxes for Sea View, Mountain View, Garden View, City View, … Filterable on website + portals.

Checkboxes: Swimming Pool, Terrace, Garage, Garden, Parking, Patio, Air Conditioning, Central Heating, Elevator, Security System, Gated Community, and more.

Plus Windows Location dropdown.

Free text field below the checkboxes. Type → get suggestions from previously used amenities, or Enter for new ones. Shared account-wide once added.

Text field at the bottom of the Amenities section. Internal only: never on website or portals.

FieldScale
Energy ConsumptionA to G
Energy EmissionA to G

FieldValidation
PlatformYouTube or Vimeo
Video LinkValid URL

Auto-generated, not typeable. Change format via Settings → Reference Numbers.

Property Type = Plot of Land → those fields are hidden (land has no buildings).

Status is something other than Active, Under Offer, Reserved or Sold. Change status, toggle becomes active.

Permanently locked after creation, URL stability. Even when renaming.