Creating a Development
Create a Recurring Matter
As the app's name suggests, Off The Plan Recurring Matters leverages LEAP's Recurring Matter system to provide a streamlined experience to manage a development.
The first step to start work on a new project is to follow the inbuilt process for creating a recurring matter, complete with all the essential fields. Use the plus button in the top right of the app to begin creating a new development.
In the menu that opens, enter a name to identify the recurring matter with, choose the state in which the development is located, and hit 'Next'.
Enter Basic Project Details
On the subsequent page, enter the applicable development details, including the address and the development name.
If you're unsure of any of this information, it can be entered into the recurring matter at a later date.
Once complete, click 'Next'.
Enter Client Information
With these details completed, now we need to attach a vendor card. Use the search bar provided to search for the client. Once found, click to select.
If you hadn't yet created a card, do that first and search again. Click 'Submit' to continue.
Development Created
Once you see the screen below, the recurring matter has been created and you're ready to continue creating lots.
