1099 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.
239 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"91 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.
210 votes -
Have an option to list properties in alphabetical order, or numerical order on owner statement
Have an option to list properties in alphabetical order, or numerical order on owner statement rather than just the order of property ID, so easier to read, you could do this in REST, there was an option in property - REPORTING ORDER.
51 votes -
Automatic Cancellation Email for Routine Inspections
I would like to request your assistance in developing a system to automatically send cancellation emails for routine inspections. Currently, there is no automated process in place, and this would greatly improve communication with tenants.
36 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.
60 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
25 votes -
when sending emails to tenants and Owners, make the cc section available to add other staff meneber
when sending emails to tenants and Owners, make the cc section available to add other staff member, rather than having to type in their email address every time
28 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…
28 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…
64 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
65 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.
24 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.
66 votes -
Adding VCAT or Payment Plan to Vacate Tab
When viewing the arrears it would be beneficial to see not only the termination and vacating information but to see if a payment plan has been entered into or is pending a hearing with VCAT. By adding the categories in the vacate tab anyone can see at what stage the arrears are at and why.
12 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).
17 votes -
Workflows on the Dashboard
We'd like to be able to see an overview of the workflows and progress on the dashboard.
20 votes -
Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
71 votes -
add feature to be able to keyword search in notes for each profile
add feature to be able to keyword search in notes for each profile
8 votes -
Workflow Automation
It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.
16 votesWe are pleased to advise that we have released workflow automation for lease renewals and rent reviews today! Further automation development is currently in progress for vacating tenancies. We'll let you know once that has been released.
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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.
16 votes
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