67 results found
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Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
4 votes -
Pop ups if current profile is going to be affected by this action
Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.
4 votes -
Change of ownership - insurance details transfer to new owner
During a change of ownership, the vendors insurance information transfers to the new ownership and should not. Insurance policies relate to the owners not property.
4 votes -
Storage cage icon or word
It would be extremely beneficial to have storage cage/units as a property detail in addition to the other attributes such as beds, baths and car spaces etc. This could be signified by an icon or even the word 'storage'
3 votes -
move the bond & deposits field
move the bond & deposits field closer to lease and rent or make it part of this field so that it is completed and updated when prospects are converted or easily completed when rent increases are done.
3 votes -
Strata tab identification
In the Property section to have a STRATA tab in the drop down box.
3 votes -
Ability to have multi-line charges for Residential Tenancies (not invoiced)
In Rest we had the ability to set up 3 different rental columns for Residential Tenancies that could be set to weekly/fortnightly/monthly which was great for the likes of Rent + Carpark or Boarding Houses with regular charges. This way handled these types of tenancies better than recurring invoices
3 votes -
Add Appliance Tab/Section Under Property File
Would like to be able to keep file of the type and brand of appliances, heating, cooling under the property profile e.g. in cases of hydronic heating, electrical HWS, refrigerated cooling. Would make it quick and easy to send out the correct trades/companies without needing to sift through previous maintenance or property photos (and where people will automatically look for this information).
3 votes -
Terminated properties on vacancy dashboard
It would be a good idea to have a space listing all your terminated properties on the vacancy dashboard so you can see not only your vacating but also your 90 day termos coming up etc.
3 votes -
Short Term Holiday Rentals
Do we have a time frame yet when Property Tree is going to be more user friendly with holiday management? ie ability to only enter tenants as prospects?
3 votesWe do have holiday booking enhancements in our roadmap for Property Tree however I am unable to provide a time frame for this. Are you currently using the prospect profiles for short term rentals? If not, you may find this knowledgebase article helpful https://propertytree.elevio.help/en/articles/92857 Thanks, Ange - Product Team
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Automated email to Owners when Bank Account Details are updated
Send an email to Owners confirming that Bank Account Details have been updated
2 votes -
Invoice History
I'd love to see a section in the financials of all Invoice history for that tenancy or ownership instead of having to go through the ledger or scroll through the financials tap hunting for an invoice.
2 votes -
Field to record birthday, link to auto comms
Can a field for birthdates be put in so that we can then automate birthday communications to clients from the system?
2 votes -
To be able to delete contacts for strata managers, strata companies etc
Option to delete strata manager or strata company contacts in the case of double ups, no longer manage etc
2 votes -
Creditor payments per property in property
In Rest you were able to go straight to the property and bring up all transactions / creditor payment made for that property instead of viewing through owner ledger and searching.
2 votes -
Pop up box for registered for GST or not
Could we have a pop up box for Commercial tenancies which informs us if the tenant is registered for GST or not.
2 votes -
Arrears in + instead of $0.00
eg: if renter has a part payment and is vacating, show a positive under the rent (Total Arrears) instead of showing $0.00 show a + to indicate overpayment
2 votes -
Option Granny Flat in the property details
Please add option Granny Flat in the property details. Thanks.
2 votes -
Ability to choose property as Rural instead of Residential
Regional agents manage rural property with some acreage attached. Would be good to have an option to have them listed as rural instead of residential.
1 vote -
Differentiate PT accounts
We would like to be able to differentiate between two separate PT accounts, so when switching between accounts they look visibly different. This may be in the form of a different background colour (this was an option in REST).
1 vote
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