Inventory: keep each project's units up to date from the builder's list

Which units are still for sale, at what price, updated from the availability list the builder sends.

How to do it

1. 1

   Open Listings › Inventory and drop the builder's list: an Excel workbook (a sheet per project is fine), a CSV or a PDF. Or paste a link to the builder's live availability page or a Google Sheet and press Read the link; on a listing with an availability link, press Read the units from it. The page must show its units without signing in.

2. 2

   Each project in it is matched to its listing. Check the listing and how the list is read: The new list (the default: it replaces the old one, and units it no longer has are taken off), Everything still for sale (units it no longer has are kept, marked sold), or Only some units.

3. 3

   Read what changes (new units, price and status changes, units taken off or marked sold) and press Save to listing, or Save all matched.

4. 4

   To start again, open the listing's inventory and press Delete inventory: every unit goes, the listing stays, and the deletion is recorded with your name.

5. 5

   All units lists every unit across your projects at once: choose bedrooms, property type, status, builder, a price or a size, and press a unit to open its listing's units.

6. 6

   Below the drop area, every listing with an inventory: how many units are left, the lowest price and who updated it last. Search or use Filters as on Listings, then press See units to see a listing's units, filter them, and mark one reserved or sold as it happens. Every update records who made it and when.

7. 7

   Inventory is for your team: clients never see the unit list. Through Claude, send the file and say “update our inventory from this”; it shows what would change before saving.