1044 results found
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Auto email to renter for work order
When a work work order is sent, it would be nice if the system automatically emailed the renter something like, 'TradeName' has been sent a 'work order / Quote request' for 'Subject line of maintenance'. Please expect contact shortly.
217 votes -
Automated Rent Reminders
There is currently an Automated Arrears Notices in place with Days After.
It would be great to be able to set up Automated Rent Reminder with the ability to send "Days Before"65 votes -
Pop up warnings for profiles
Adding the ability to create a pop up notification when you open a ownership, property or tenancy profile. Making it easier for users rather than having to search through notes for important info such as preferred tradesman and other important info that normally gets missed.
192 votes -
Edit work order PDF details
We would like the ability to edit the downloadable PDF work order link that is sent to the trades. Currently we can only edit the email communication sent to the trade and not the work order. We would like to include invoice instructions that come up on the PDF not just the original email as trades tend to print the work order and never look at the original email again.
52 votes -
Reference for Sales Bank Transfer
Reference allocation for ABA uploads and Bank Transferrs
There needs to be a way to be able to put reference numbers/names into ABA file bank transfers. I have done several transfers to Solicitors/ NSW Trustee etc and the money has been unable to be identified. I understand that you can do a transfer straight from the bank, if this is the solution, why use property tree at all. We strongly rely on references, including to vendors.When we used REST, we were able to do this. Simply being able to add a reference and the information comes across from the…
62 votes -
Automated messages to be sent out to rental providers when the tenants are in arrears
Automated messages to be sent out to rental providers when the tenants are in arrears
59 votes -
Option to CC/ BCC Property Manager in Auto Communications sent
It would be great to have the option to either CC or BCC the staff member in any Auto Communications sent out, or even create an auto generated email summary of all communications sent off for the day.
56 votes -
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc. New managements for example, being able to have the workflow from when you receive a new management agreement - so from the set up of the owner/property, etc. Obviously we don't have the owner/property in the system. The workflow template currently starts at saving the management agreement under the owner, and those final bits. I really think it is important to have a workflow that begins right at the moment we take on management of the property, as there is a lot…
15 votes -
Pay Ownership - Last Statement Date Column Option
Would be great to have the Ownership last Statement date available when paying Owners.
This would enable us to ensure an Owner will get a Statement each month, regardless of whether funds are available (such as when invoices have consumed the funds for the month).
12 votes -
Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
59 votes -
Change of tenancy
Similar to a change of ownership, it would be great if there was a change of tenancy option. This would be used when there are multiple tenants on a lease/in a property and one/some of them were to move out and others moved in. The change of tenancy option would allow for a record to be kept of the original tenants, the change over and all the details associated whilst also not having to delete any names or create entire new profiles and manage rent dates etc.
14 votes -
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
231 votes -
Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
14 votes -
Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
30 votes -
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
36 votes -
Option to auto-upload documents to Owner/Tenant Portal
Addition of an option to have documents such as lease agreements & routine inspection reports completed in Inspection Express to not only auto-feed back into PropertyTree but for such documents to be auto-ticked to be 'visible on portal'.
46 votes -
Workflow Feedback
Workflows is now available in Property Tree. To give feedback directly to the Product Team on this feature, please add your comments here
5 votes -
Easily reassign a work order
When we assign a trade and send a work order to a trade, it would be handy to have the option to unassign and re-assign a new trade to the same without having to delete and re-create the job.
So often we have the tradie ring and say they're to able to attend, so it would be good to just remove them and send to someone else, rather than cancelling and re-sending.23 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
33 votes -
Time based fee triggers
Please add time based fee triggers for property transactions. Eg we require admin fees to be entered under the property for some of our managements and only for the common property for unit blocks owned by one ownership. Would be great if we can have this set up to trigger on a certain day of each month prior to end of month being run so they will appear on these owner statements.
26 votes
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