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Property Tree

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1026 results found

  1. Compliance tab on Creditor Profile

    We would like to see a "Compliance" tab on the Creditor profile, so we can add the Insurance/Certificate of Currency documents. thank you

    184 votes
    Ready for Votes  ·  30 comments  ·  Profiles  ·  Admin →
    How important is this to you?

  2. Automated Arrears on weekends

    Hello,
    Automated arrears messages need an update, we require a feature for automated days which arrears messages can be turned off for the weekend automatically.

    Currently to turn off arrears for a weekend it has to be manually done on a Friday and then manually turned on Monday, if this is forgotten then it can potentially be in breach of the Tenancies act.

    Having an automated turn on/off time would be great to ensure no potential issues arise.

    Hopefully this could be a simple update that will significantly improve automated arrears through property tree.

    20 votes
    0 comments  ·  Configuration and User Management  ·  Admin →
    How important is this to you?

  3. Approved Occupants

    Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property

    29 votes
    Ready for Votes  ·  2 comments  ·  Profiles  ·  Admin →
    How important is this to you?

  4. Improve Tasks

    The tasks is great, I love it but it could be so much better!

    I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.

    • Having a tile on the dashboard for tasks
    • Be able to create general tasks that are not linked to a property for say but to a person/user
    • Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
    • Maybe a task that can be created to attach with emails to follow up on
    • With the automated tasks, would be great…
    33 votes
    Ready for Votes  ·  1 comment  ·  Notes, Tasks and Workflows  ·  Admin →
    How important is this to you?

  5. New Column on Tenancy Ledger to show Number of Days and Amount of Arrears

    Rather than having to go through a tenant's ledger with them, it would be handy for tenants to have the number of days and amount of arrears displayed on the tenancy ledger, also perfect for property managers processing tenancy applications with ledgers from other agents using Property Tree. No need to go through every transaction in the ledgers if these are displayed, makes life easier.

    265 votes
    26 comments  ·  Transactions and Statements  ·  Admin →
    How important is this to you?
    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Hi Supporters, thanks so much for all your responses! We are getting close to having this ready for our development team. I'm hoping for a little bit more feedback if you have any on the following -


    1. An option when you generate the ledger for "Showing Transactions Only" (so cutting out the other items such as when invoices are entered). However, this would show credits as well. Although credits are not transactions these affect amounts due by the tenant. This would keep all of the current tenancy ledger columns.


    2. Also an option to Show Rent Arrears Details (so a running total for arrears and the days in arrears). When this option is selected and generated we would replace other ledger columns to then display the additional rent arrears details. Inserting more columns into the current tenancy ledger has been a challenge with the amount of information currently there.…

  6. Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog

    Be able to enter a permanent note on inspection reports ie Dangerous Dog @ Property. Also some form of automation for maintence so trades are aware. Especially helpful if staff do not usually attend the property. Even if it was a pinned note but instead of selecting the current options of PPty Note, Ppty receipt or Creditor/Tenancy it could be an inspection or maintenance pinned note.

    59 votes
    Ready for Votes  ·  11 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  7. Add point of contact email address as a template field

    Option to select point of contact email address as a template field for quote requests & work order automated communications.

    11 votes
    0 comments  ·  Communications  ·  Admin →
    How important is this to you?

  8. Add option to select assigned agent for routine communication

    Option to have automated routine communications to be sent from assigned inspecting agent, instead of point of contact or company.

    11 votes
    0 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  9. Pets displayed

    On the tenant card, it would be great if there was a pet icon if pets were approved as a quick reference

    260 votes
    Ready for Votes  ·  16 comments  ·  Profiles  ·  Admin →
    How important is this to you?

  10. Owner Statement - I & E Graph / Payment History

    We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.

    I would just like to reiterate my concerns with the wording/information on this report/table.

    I understand and have verified that the information is based on the Ownership Ledger dates.

    I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.

    My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.

    Thanks.

    12 votes
    Ready for Votes  ·  1 comment  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  11. Attach multiple photos to maintenance at once

    Ability to attach multiple photos to a maintenance request at once. The system currently makes you attach each file separately.

    66 votes
    Ready for Votes  ·  4 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  12. The ability to attach documents or relevant emails to notes created in Property Tree

    Would be great to be able to attach a document EG an email, report or picture about an incident/arrears etc to a note created in the PT system that may be an on-going issue/have an ongoing story where chronological information contained in the 1 place is important

    33 votes
    Ready for Votes  ·  0 comments  ·  Document Management  ·  Admin →
    How important is this to you?

  13. There should be BCC option when sending emails through communication

    There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.

    23 votes
    Ready for Votes  ·  2 comments  ·  Communications  ·  Admin →
    How important is this to you?

  14. days in arrears on renter card (when you hover over arrears)

    View when you hover over arrears that it also tells you days in arrears.
    Much easier way to view this than manually work it out

    100 votes
    Ready for Votes  ·  4 comments  ·  Profiles  ·  Admin →
    How important is this to you?

  15. Inspection Scheduler

    Improvement Suggestion: Streamline Routine Inspection Scheduling

    Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.

    Key Pain Points:

    Missed Properties: No way to track if a property has been missed for scheduling

    Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.

    Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.

    Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).

    Proposed Improvements:

    …

    7 votes
    Ready for Votes  ·  1 comment  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  16. Status updates on Work Orders

    Work orders should have "Status Updates" on work orders. Such as Quote Requested, Waiting on Approval, Work Order sent, Completed, Rejected, Hold, Owner Attending.

    This will make it easier when following up on work orders where the job is currently at.

    78 votes
    Ready for Votes  ·  5 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  17. Automated Email or Text to Renters once trade has been assigned to a job

    When sending a work order to a trade an automated email is generated to the renters advising them their request has been assigned and list the trade who will be in contact with them.

    136 votes
    Ready for Votes  ·  3 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  18. Owner statement frequency

    We would love the ability to choose the frequency of an owner statement dependent on our owner's requests. Eg. we have owners that only want 1 statement per month, but want a mid-month and end of month payment, so receive 2 statements, and other owners that are happy to receive 2 statements per month. This selection could be saved on the owner profile so when processing the owner payments, it would only need to be run once and Property Tree would know the owner preferences.

    20 votes
    Ready for Votes  ·  0 comments  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  19. Alternative methods for searching emails other than the subject line

    Require additional search options for emails, allowing users to search using criteria such as sender, date, keywords, or attachments instead of relying only on the subject line.

    16 votes
    Ready for Votes  ·  0 comments  ·  Communications  ·  Admin →
    How important is this to you?

  20. Communications messages should be able to be dropped and dragged into relevant areas in the system

    Is this something you will be improving? it seems to be a system flaw and not practical at all that messages to your communications area cannot be posted/dropped into other areas of the system. For example a request for maintenance . I should be able to drag the message into the job request area. Or tenant queries etc into Notes for the tenant

    21 votes
    Ready for Votes  ·  0 comments  ·  Communications  ·  Admin →
    How important is this to you?
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