87 results found
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Complete quote requests, not cancel them.
Currently when a quote request is sent, the quote comes back, you attach it to the request. If it is decided not to go ahead with that quote, you press the "complete Job" button on the quote request, but it does not complete it, it cancels it and automatically sends the cancellation to the contractor. Then I get phone calls from the contractors saying they have already been to the job and quoted. Its very frustrating. We just need to be able to complete it off from the maintenance list without cancelling or emailing the contractors.
19 votes -
Work Order Auto Reminder to Trade
Trades to receive automatic reminders following up outstanding work orders in the system. It would be great if this was setup and sent to the trade first thing in the morning on a weekly basis until work has been completed and job has been closed off.
179 votes -
Add email address to quote requests
Can we please have a field to add the property managers/user email to a quote request? Without it, a creditor only has the propertytree@propertytree email address and doesn't know who to send the quote to within the agency.
15 votes -
Inspection Summary Report--Column option to show Maintenance Request count
On the Inspection Summary report, add additional column options to show active Maintenance/Quote Requests.
This would be useful for the Inspection Manager to know at time of inspection.
3 votes -
Downloadable Open Maintenance requests for Creditors
Currently there is no way of downloading a PD file/ list with open maintenance requests by creditor. At the moment you can only copy/paste into your own word file or "print screen". Would be fantastic to have this option- would make it easier with open jobs to follow up on.
9 votes -
SMS Thank you
an automation where the system sends a sms thank you to the tenant once the inspection has been updated to conducted.
2 votes -
Breach Inspections
The option to add breach inspections as a type of inspection for example; routine, breach, ingoing, outgoing. Allowing breach inspections to be uploaded and sent to owners through the system. Send automated reminder notice to tenant. Keeping them grouped with other inspections for the tenancy. Which would also be beneficial when going to court with the report function. Making this task easier and more efficient.
4 votes -
Priority codes for maintenance
When allocating a maintenance request to a contractor need to be able to specify urgency for the job. Priority 1 within 24 hours, Priority 2 within 48 hours, etc. This could be done by adding tags to the maintenance requests that we can select prior to allocating and issuing a work order.
6 votes -
Completed Maintenance Report Including Invoice Details
We need to generate a report showing all completed maintenance jobs, broken down by property and including the job details, creditor and invoice details. Sorted by owner or portfolio.
6 votes -
Make re-occurring work orders for gutter cleaning, lawn mowing etc
Make re-occurring work orders for gutter cleaning, lawn mowing etc
7 votes -
Inspection Summary Report - Filter by Property Type
Ability to filter the inspection summary report by property type to see Residential properties only, especially when checking for any properties that do no have inspection dates
2 votes -
Maintenance Plus API Improvement
The ability to click through from the maintenance tab (link) to B&A if this is what is being used, again reduces the additional clicks/steps in the process to navigate through the program.
2 votes -
Inspection provider automatically close job in Property Tree
This will be a a significant time saver and reduction of ‘10’+ extra clicks along with the sync time delay.
Currently having to complete in both inspection provider and PT.
The ability if the Inspection API and PT speak would mean, ‘Finalised’ in inspection provider updates the inspection status in PT to ‘closed’ - saving PM's and teams non required clicks/time.
7 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
26 votes -
Upload multiple images at once in a maintenance request
Upload multiple images at once in a maintenance request
9 votes -
Ability to Bulk Complete or Bulk Cancel Maintenance jobs
The Ability to Bulk Complete or Bulk Cancel Maintenance jobs
5 votes -
Highlight maintenance notes in the work order screen
Maintenance notes should be highlighted to draw attention to them when raising a work order - This is where key instructions or limits applied are noted.
3 votes -
Pre-tick "owners" only when sending routine reports to owners
Pre- tick sending inspection reports to "owner" type only in inspection emails to ownership entity. It currently pre-ticks to send to all ownership entities eg. Emergency contacts.
4 votes -
See maintenance on archived property
Maintenance to be available to see on archived properties without having to unarchive and then find previous maintenance
7 votes -
Please add a widget to the dashboard for maintenance that allows portfolio allocation
Please add a widget to the dashboard for maintenance that allows portfolio allocation
4 votes
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