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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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47 results found

  1. On the tenant card have 3 boxes that you can mark with an "X" for referencing the number of breaches, rent arrears, communication issues, accessing the premises, behaviour or other issues that you've had with that tenant. Once you click on the box it will enter an "X" and ask for the reason you are putting a mark next to their name.

    5 votes

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  2. It would be nice to be able to see the reason the Tenancy has Held funds at a glance or a hover over the amount,

    At the moment one needs to go into the Tenancy Ledger to find the reason, or run a report to find the reason.

    5 votes

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  3. When you enter "Next Rent Review" date, you automatically get an alert reminder when that day has been reached, because currently you have to manually enter an alert under notes or pull a rent review report, an automatic reminder would be more simple and user friendly.

    5 votes

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  4. Would be great if Property Tree would automatically create a task against the tenancy 90 days prior to the lease ending and a task when the rent review is due.

    4 votes

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  5. Since the tasks upgrade has happened we are finding we are having to double handle a lot of things. especially maintenance, to be able to follow up
    when entering maintenance we used to just put a note in with a follow up date, now we have to create a maintenance request, a task and a note which is creating a lot more work and becomes confusing when having to redirect to different pages to update dates and notes.

    4 votes

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  6. The following labels should be auto-applied to every non-vacating/non-terminating tenancy:

    • "Initial Lease"
    • "Renewed Lease"
    4 votes

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  7. When receipting via Auto Bank Reconciliation Receipt would it be possible for pinned notes to receipt screen to appear here too?

    4 votes

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  8. Show notes & alerts due 6 months in advance. HIGHLY IMPORTANT as this is used as a reminder to do list!

    3 votes

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  9. The ability to Set a general reminder for the PM eg. Followup Renewals sent *** date without having to link it to a profile.

    or

    Followup all rent arrears etc

    Simple but effective. Similar to REST Professional

    3 votes

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  10. When notes are pinned to Tenancy receipt is it possible to have an alert noise of some sort. Many times the blue line with the note is missed and payments are allocated incorrectly. This also applies to Ownership - Creditor Invoice. It needs to have the ability to be turned on or off as some may not like it making noise all the time.

    3 votes

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  11. Make the action note pop up bigger.
    The current pop-up is too small to read and track the entire conversation without constantly scrolling.

    3 votes

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  12. When recording email threads that have been sent through another platform, such as Gmail, there is limited room in the notes to paste/document this conversation which makes it difficult for record keeping.

    3 votes

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  13. As one of the tiles for the Dashboard, have tasks that are due and overdue for the day

    2 votes

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  14. Can we please have the 'date created' listed on each task showing on the task tab in the individual profiles, not just on the task management report. We need this feature to easily identify how long a task has been hanging around without having to resort to bringing up the full report each time. This feature was previously available in the notes tab.

    2 votes

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  15. Recurring notes / alerts / reminders - To be able to set a reminder alert to send out increase notifications to commercial tenancies.

    2 votes

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  16. Can you please create a function whereby we can add a random note to pin to the top of our dashboard in a red banner, like 'Close Period' reminder you give us. It would be invaluable for daily use. Thanks.

    2 votes

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  17. Rather than clearing note & alert notifications one by one, an ability to clear them in bulk on PT would be amazing

    2 votes

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  18. A system or notification option that showes how many times a renter has been issued a notice to vacate for rental arrears, to easily show what strike within a 12 month period the renter is up to.

    2 votes

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  19. Would love the ability to change the task category in bulk...........

    1 vote

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  20. The alarm bell in the top right corner should "visually vibrate" or blow in and out of size, or create a pop-up reminder notification for Tasks. Also once task marked as DONE, they should automatically save to PT and clear from the active tasks list bar.

    1 vote

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