97 results found
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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.
45 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
11 votes -
In notes Property under keys, allow for photos to be dropped in.
Being able to drop in photo's we can exactly what keys we are either holding as well what keys building managers are holding and what we have given out. This will be a great help.
6 votes -
date of birth for contacts
add a date of birth tab for contacts so we can generate lists for birthday messages as customer service
7 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
249 votesWe're pleased to advise this is now in development. We'll let you know once it has been released.
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ACN
Under the ownership tag in property tree would love to have a section where if the property is owned by a corporation we can add the ACN.
Thank You,2 votes -
strata search
In the property card file, have a section we can enter SP number (not requiring to be a creditor). And a search function where we enter the strata plan number.
2 votes -
original lease start on profile summary
Please add the Original Lease Start date on the tenant profile summary box so we don't have to click into the profile to check
2 votes -
Add Approved Occupant information under tenancy details
Add Approved Occupant information under tenancy contacts without having to put in contact information, just name and date of births.
1 vote -
Add Strata Company/Contact Creation Within the Property Strata Screen
It would be a significant improvement if Property Tree allowed users to create or add a new strata company/contact directly from the Strata section within a property's details, rather than requiring users to leave the property, navigate to the Contractors module, create the contact there, and then return to the property.
A workflow similar to the Sales module would be ideal, where users can create a new conveyancer directly from the relevant screen without interrupting the setup process.
1 vote -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
10 votes -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts6 votes -
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
58 votes -
Lost Management Reason Note or Text Box
It would be great to have a “lost reason” text box (similar to the property‑specific maintenance notes field) to add additional details explaining the reason for the lost management.
3 votes -
Notes on receipt
Include a more standout noting system when receipting tenants rent to ensure rent/advanced water is receipted correctly if paid in a whole payment. Too often is advanced water being receipted to part payment and tenants want it cancelled and re-allocated.
1 vote -
Deletion of data
I would like to suggest that documents are automatically deleted from the file if archived 7+ years - to be in alignment with privacy requirements
OR
Report to be generated showing files that have been archived for 7+ years so we can review and delete documents accordingly2 votes -
Attach Photos to Meters in Consumption (property profile) to assist others to locate them. Up to 3 photos. Next to Description.
Attach Photos to Meters in Consumption to assist others to locate them. Up to 3 photos. Next to Description.
I already put the location in the description filed but... Morons...
2 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.8 votes -
simple - quick archiving
Why is archiving properties/tenants/landlords such a nauseating process.
You can keep the checklist as an option, however there should be a quicker archive option.
2 votes -
bond when entering a new tenant
Is there a way to have the bond entry on the same field as the Lease & Rent information section? As it's down the bottom as a separate entry it's easy to miss if you don't scroll down. Not a huge deal but would be more efficient having it there where it can't be missed.
1 vote
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