14 Role-Specific Mobile Workspaces

One Application, 14 Dedicated Workspaces

Real estate operations encompass multiple distinct field and office roles: telecallers dialing cold leads, sales executives meeting clients at construction sites, sourcing managers recruiting independent brokers, and post-sales agents collecting milestone payments. Rather than fragmenting into multiple applications, BrokerOS runs a single unified mobile application. Upon login, the dashboard shell (apps/mobile/app/(dashboard)/_layout.tsx) reads the employee’s role from their server session and dynamically generates an optimized bottom tab bar and screen hierarchy.

The mobile navigation engine relies on two central constants defined in apps/mobile/constants/navigation.tsx:

ALL_POSSIBLE_SCREENS: Declares every registered screen route, title, icon, and authorized roles.
getNavLinksForRole(userRole): A pure mapping function that returns the exact tab items allowed for the authenticated role.

// Inside apps/mobile/app/(dashboard)/_layout.tsx
const userRole = roleCode || 'UNKNOWN';
const navLinks = getNavLinksForRole(userRole);

return (
  <Tabs ...>
    {ALL_POSSIBLE_SCREENS.map((link) => {
      const isVisible = navLinks.some((nl) => nl.name === link.name);
      return (
        <Tabs.Screen
          key={link.name}
          name={link.name}
          options={{
            title: link.title,
            tabBarLabel: link.title,
            // Hides unauthorized routes completely from deep linking
            href: isVisible ? undefined : null,
            tabBarItemStyle: { display: isVisible ? 'flex' : 'none' },
            tabBarIcon: ({ color, size }) => renderTabIcon(link.icon, color, size),
          }}
        />
      );
    })}
  </Tabs>
);

Unauthorized tabs receive href: null and display: 'none', preventing unauthorized users from accessing or deep linking into prohibited routes.

Role-by-Role Workspace Directory

1. Pre-Sales Telecaller (`PRE_SALES`)

Focused entirely on high-throughput phone outreach, queue execution, and disposition logging.

Bottom Tab	Route	Functionality
Dashboard	`pre-sales/index`	Daily call queue, auto-dialer launcher, progress against daily call target.
Leads	`pre-sales/lead-management`	Lead catalog with stage, temperature (HOT/WARM/COLD), and search filters.
Analytics	`pre-sales/analytics`	Personal connect rate, total call minutes, and completed follow-ups.
Settings	`pre-sales/settings`	Recording folder picker (SAF), audio sync status, and account settings.

2. Pre-Sales Manager (`PRE_SALES_MANAGER`)

Provides operational supervision over telecaller teams without personal call queues.

Bottom Tab	Route	Functionality
Overview	`pre-sales-manager/index`	Live team KPI overview, connect rates, and aggregated lead volume.
Leads	`pre-sales-manager/lead-management`	Team-wide lead pipeline with reassignment actions.
Employees	`pre-sales-manager/employees/index`	Real-time agent status cards (On Call dot, Idle, Offline) and call targets.
New Leads	`pre-sales-manager/new-leads`	Unassigned lead pool for round-robin or manual distribution.
Analytics	`pre-sales-manager/analytics`	Comparative performance charts and missed follow-up tracking.
Settings	`pre-sales-manager/settings`	Team-wide calling thresholds and script guidelines.

3. Sales Executive (`SALES_EXECUTIVE`)

Field-oriented workspace centered on physical site visits, inventory matrices, and bookings.

Bottom Tab	Route	Functionality
Dashboard	`sales-executive/index`	Today’s scheduled visits, task reminders, and personal sales leaderboard.
Leads	`sales-executive/lead-management`	Qualified prospects assigned for site visits and negotiations.
Approval	`sales-executive/approval`	Status of submitted price discount requests and executive waivers.
Booking	`sales-executive/booking`	Unit booking creation form and payment token confirmation.
Inventory	`sales-executive/inventory/index`	Real-time project unit matrix (Available, Reserved, Sold).
More	`sales-executive/more`	GPS site visit verification launcher and performance summaries.

4. Sales Manager (`SALES_MANAGER`)

Oversees closing velocity, reviews discount negotiations, and tracks field teams.

Bottom Tab	Route	Functionality
Overview	`sales-manager/index`	Project revenue velocity, site visit conversion rates, and monthly targets.
Employees	`sales-manager/employees/index`	Live field agent map showing GPS location and on-call statuses.
Leads	`sales-manager/lead-management/index`	High-value negotiation pipelines and escalated prospect records.
Approval	`sales-manager/approval`	Inbox to approve or reject discount requests within delegation limits.
Inventory	`sales-manager/inventory/index`	Master inventory availability across towers and configurations.
Booking	`sales-manager/booking`	Finalized booking records and payment schedule reviews.

5. Sourcing Manager (`SOURCING_MANAGER`)

Manages the external Channel Partner (CP) network and broker recruitment.

Bottom Tab	Route	Functionality
Overview	`sourcing-manager/index`	Total recruited brokers, active CP leads, and commission volumes.
Brokers	`sourcing-manager/broker-management/index`	Directory of external brokers with RERA, GST, and PAN status flags.
Commissions	`sourcing-manager/commissions`	Brokerage settlement records and payout milestone tracker.
Inventory	`sourcing-manager/inventory/index`	CP-flagged inventory projects (`isCpProject = true`).
Analytics	`sourcing-manager/analytics`	Top performing brokers and sourcing conversion ratios.

6. Closing Manager (`CLOSING_MANAGER`)

Dedicated on-site closing role assisting external brokers with visiting prospects.

Bottom Tab	Route	Functionality
Overview	`closing-manager/index`	Today’s expected broker-client visits arriving at project site offices.
Inventory	`closing-manager/inventory/index`	Real-time unit availability for on-the-spot booking locks.
Leads	`closing-manager/lead-management/index`	Prospects referred by external channel partners.
Brokers	`closing-manager/broker-management/index`	Directory of active brokers linked to on-site prospects.
Handover	`closing-manager/handover`	Client onboarding records transition to post-sales departments.

7. Channel Partner (`CHANNEL_PARTNER`)

Restricted external portal view for registered agency heads and partner brokers.

Bottom Tab	Route	Functionality
Overview	`channel-partner/index`	Partner agency summary, active clients, and accrued commissions.
Customers	`channel-partner/customer-management/index`	Prospective buyers referred by this agency.
Employees	`channel-partner/employees/index`	Sub-agents and team members within the partner brokerage.
Inventory	`channel-partner/inventory/index`	Authorized CP inventory projects with downloadable marketing brochures.
Analytics	`channel-partner/analytics`	Partner commission ledger and payment verification history.

8. Post-Sales Executive (`POST_SALES`)

Handles the post-booking client relationship through possession handover.

Bottom Tab	Route	Functionality
Overview	`post-sales/index`	Milestone collection progress, pending demand notes, and document status.
Leads / Clients	`post-sales/lead-management`	Customer accounts converted from confirmed bookings.
Inventory	`post-sales/inventory/index`	Unit specifications, parking allocation, and floor plan sheets.
Commissions	`post-sales/commissions`	Builder inbound commission collection tracking.
Handover	`post-sales/handover`	Snag lists, possession verification, and key handover signatures.

9. Post-Sales Manager (`POST_SALES_MANAGER`)

Manages collection schedules, legal document verification, and builder inbound payouts.

Bottom Tab	Route	Functionality
Overview	`post-sales-manager/index`	Department collection KPIs, overdue demands, and escrow balances.
Employees	`post-sales-manager/employees/index`	Executive workload, document verification queues, and audit trails.
Leads / Clients	`post-sales-manager/lead-management`	Client portfolio across projects and unit categories.
Commissions	`post-sales-manager/commissions`	Inbound commission settlements due from real estate builders.
Analytics	`post-sales-manager/analytics`	Collection aging analysis and milestone completion forecasts.

10. Finance Executive (`FINANCE`)

Monitors customer payments, receipts, and commission disbursements.

Bottom Tab	Route	Functionality
Finance	`finance/index`	Payment verification requests, ledger audits, and settlement batches.

11. Business Manager (`BUSINESS_MANAGER`)

Operational management tracking cross-department velocity and multi-project KPIs.

Bottom Tab	Route	Functionality
Business Mgr	`business-manager/index`	Cross-project sales velocity, inventory burn rates, and revenue aggregates.

12. Director (`DIRECTOR`)

Executive dashboard for brokerage owners and executive partners.

Bottom Tab	Route	Functionality
Director	`director/index`	High-level brokerage valuation, top performers, and escrow balances.

13. System Administrator (`ADMIN`)

System configuration and operational monitoring.

Bottom Tab	Route	Functionality
Admin	`admin/index`	User management, role provisioning, and system diagnostics.

Available in the top header regardless of the active role:

Notifications Center (notifications.tsx): Real-time FCM and Socket.IO alerts with interactive deep links.
Team Chat (chat/index.tsx, chat/[id].tsx): Real-time team messaging and lead profile sharing.
Sign Out: Clears hardware-backed tokens, halts background location services, and unregisters telephony listeners.

The App

Auto-Dialer (Telecalling)

Field Operations

14 Role-Specific Mobile Workspaces

One Application, 14 Dedicated Workspaces

Dynamic Navigation Engine

Role-by-Role Workspace Directory

1. Pre-Sales Telecaller (`PRE_SALES`)

2. Pre-Sales Manager (`PRE_SALES_MANAGER`)

3. Sales Executive (`SALES_EXECUTIVE`)

4. Sales Manager (`SALES_MANAGER`)

5. Sourcing Manager (`SOURCING_MANAGER`)

6. Closing Manager (`CLOSING_MANAGER`)

7. Channel Partner (`CHANNEL_PARTNER`)

8. Post-Sales Executive (`POST_SALES`)

9. Post-Sales Manager (`POST_SALES_MANAGER`)

10. Finance Executive (`FINANCE`)

11. Business Manager (`BUSINESS_MANAGER`)

12. Director (`DIRECTOR`)

13. System Administrator (`ADMIN`)

14. Global Header Utilities

​One Application, 14 Dedicated Workspaces

​Dynamic Navigation Engine

​Role-by-Role Workspace Directory

​1. Pre-Sales Telecaller (PRE_SALES)

​2. Pre-Sales Manager (PRE_SALES_MANAGER)

​3. Sales Executive (SALES_EXECUTIVE)

​4. Sales Manager (SALES_MANAGER)

​5. Sourcing Manager (SOURCING_MANAGER)

​6. Closing Manager (CLOSING_MANAGER)

​7. Channel Partner (CHANNEL_PARTNER)

​8. Post-Sales Executive (POST_SALES)

​9. Post-Sales Manager (POST_SALES_MANAGER)

​10. Finance Executive (FINANCE)

​11. Business Manager (BUSINESS_MANAGER)

​12. Director (DIRECTOR)

​13. System Administrator (ADMIN)

​14. Global Header Utilities

One Application, 14 Dedicated Workspaces

Dynamic Navigation Engine

Role-by-Role Workspace Directory

1. Pre-Sales Telecaller (`PRE_SALES`)

2. Pre-Sales Manager (`PRE_SALES_MANAGER`)

3. Sales Executive (`SALES_EXECUTIVE`)

4. Sales Manager (`SALES_MANAGER`)

5. Sourcing Manager (`SOURCING_MANAGER`)

6. Closing Manager (`CLOSING_MANAGER`)

7. Channel Partner (`CHANNEL_PARTNER`)

8. Post-Sales Executive (`POST_SALES`)

9. Post-Sales Manager (`POST_SALES_MANAGER`)

10. Finance Executive (`FINANCE`)

11. Business Manager (`BUSINESS_MANAGER`)

12. Director (`DIRECTOR`)

13. System Administrator (`ADMIN`)

14. Global Header Utilities