144 results found
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Task Manager - Notify user(s) of update.
A lot of my workmates need frequent updates from me (I manage maintenance, but they manage the relationship with the tenant).
If I am assigned a task in Task manager, I'd love a function where I could select another staff member to be notified of particular updates to that task.
ie. Notify on edit. Notify on state change (to do/ in progress/ pending/ done). Notify on date change.
2 votes -
Task Manager - Simplified view/ Minimize cards to title.
I'd love to be able to see more tasks on a single screen without scrolling so I can get a more complete picture of what's on.
I propose a 'minimize' button, or 'simplified view option' that removes the description from the card so it just shows: Title, Entity, Due date, priority.
*You could also remove the 'Priority tag' (High/ Medium/Low) and simply highlight the top of each card with the respective colour (red, blue, green, white)
2 votes -
Task manager - Toggle workflow view
The Task Manager is great, but it can get overwhelming if you have a number of individual tasks and a few workflows going.
Possible solutions:
Toggle workflow view.
(so you can only see tasks that DONT belong in a workflow.)Collapse Workflows.
Include a collapse button on Workflow cards. When pressed all tasks associated with that workflow disappear except for the one you clicked (which then turns a different color or has a big "+" in the title so you know there are associated tasks.2 votes -
Ingoing/Outgoing inspection charge
Could you please add an Ingoing/Outgoing Inspection charge under the Commission/Fees section in the Property main menu, just below the Inspection Fee(routine)?
We have separate charges for routine inspections and for ingoing/outgoing inspections, so it would be helpful to have them listed separately.
Thank you!
4 votes -
Phone app should have diary for easy note making
The Palace phone app needs to be updated so we have the option to access the diary to make notes while out and about
The work order on the app doesn't work well and doesnt feed through to the supplier1 vote -
Add key number & access details to Palace inspection app and property inspection report please
Add key number & access details to Palace inspection app and property inspection report please
4 votes -
Download inspection option on inspection link
Email to owners regarding an inspection report gives a link to the inspection report which generates faster than generating a pdf of the report. (This change was done recently). We would like a download button or similar on this page so that the owner can convert this html page to a pdf for the owner to save for their records.
1 vote -
Android to have User caller ID function
As with iPhone already having this function in the Palace App, can we please have this function applied to Android users. Property Managers find this incredibly useful in knowing who is calling you given we have large and always changing portfolios
3 votes -
To show the owner sort code in the email reference for statements so the owner can be identified when replying to the email
To show the owner sort code in the email reference for statements so the owner can be identified when replying to the email
2 votes -
leisa@elderstoongabbie.com.au
Would be great to customise the Receipt - Tenant Multiple section of the transaction screen so it could be set up more specific for our office (eg. have one box as Receipt (other)(ledger) instead of having to click on the drop down and select it everytime we need to receipt to Tenant Invoice Credit.
2 votes -
Maintenance Fees Overides, we need a if this $$ then 10% or if that $$ then $10 option please
I know you can do a $10 overide on Watercare for example, but what we need is the option of "if then that". So where a water invoice is less than $100 then 10% maint fee applies, but if the invoice is above $100 it can be capped at $10 flat fee. Our BDMs like to offer special fees to customers.
1 vote -
Task Management - Start Dates for tasks
When creating tasks, please allow us to enter a start day. Tasks will only appear on the To Do list starting from the Start Day.
4 votes -
Diary Filters/Combined Diary
To be able to filter or view the Diary for a property that includes Owner Diary and Tenant Diary.
2 votes -
Automatic Age Update in Extended Details
In a tenant's profile, under the Extended Details link, the Date of Birth doesn't automatically update the age according to today's date. One has to go into the calendar and manually click on the birthdate to update the age.
Could an automatic update be incorporated to reflect a tenant's current age whenever we open the Extended details link or open the their profile?
This is especially key information for those of us working in the social housing sector where a tenant moving onto Superannuation at age 65 may require some adaptations to the tenancy or to their rent.2 votes -
leisa@elderstoongabbie.com.au
Invoice Owner when No Funds are Held - can we do an invoice that still comes up in Pending / Insufficient Funds to an owner (for removal of advertising, etc) when the owner has no money? Would be good for the invoice to be emailed to the owner as it would if the owner had funds, otherwise we need to do a manual invoice which is more double handing.
1 vote -
Administrator Report – Key Audit Includes key numbers, property addresses, and the ability to filter by agent.
Audit key report
Includes key numbers, property addresses, and the ability to filter by assigned agent. Very similay to what we can create with the advanced key report however the ability to filter by agent.3 votes -
Inspection Reports
- To enable photo viewing scrolling (users currently need to select and close each photo individually) -Both thumbnail and expanded photo display sizes made larger to view more clearly. -History of digital inspections contained within a single owner profile page. E.g if you created 4 digital inspections, links to all inspections be available to owners for easy reference (possibly with a 12 month expiry?). -A download button so owners can download a PDF version. -Photos and order to be in the same order as what is submitted on app
2 votes -
Automation Hub for Inspections
When sending inspection emails through automation hub, having the PM copied in so they receive the email also
3 votes -
Task Management Automatic Entity
When starting a Workflow, please allow us to select one Entity (A specific Tenancy, Property or Owner) at the top and have the associated tasks in the workflow automatically populate the Entity box with the relevant Entity based upon the templated Entity Type.
2 votes -
Edit supplier bank account
It would be handy if you could edit the supplier bank account from the online file as part of end of month. i.e. new supplier added and to be paid but bank account number not entered so if we had the option to edit/add bank account number before processing payment file this would avoid having to pay the supplier manually or going into the supplier, making and saving the necessary changes and re-creating the online file.
2 votes
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