1048 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.
204 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.
174 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…
58 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
52 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.
48 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
222 votes -
Automated Arrears on weekends
Hello,
Automated arrears messages need an update, we require a feature for automated days which arrears messages can be turned off for the weekend automatically.Currently to turn off arrears for a weekend it has to be manually done on a Friday and then manually turned on Monday, if this is forgotten then it can potentially be in breach of the Tenancies act.
Having an automated turn on/off time would be great to ensure no potential issues arise.
Hopefully this could be a simple update that will significantly improve automated arrears through property tree.
59 votes -
Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
49 votes -
Option to auto-upload documents to Owner/Tenant Portal
Addition of an option to have documents such as lease agreements & routine inspection reports completed in Inspection Express to not only auto-feed back into PropertyTree but for such documents to be auto-ticked to be 'visible on portal'.
43 votes -
Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
27 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.
10 votes -
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
27 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
29 votes -
Time based fee triggers
Please add time based fee triggers for property transactions. Eg we require admin fees to be entered under the property for some of our managements and only for the common property for unit blocks owned by one ownership. Would be great if we can have this set up to trigger on a certain day of each month prior to end of month being run so they will appear on these owner statements.
24 votes -
original management authority date
We get our management agency agreements updated and resigned when we increases fees or make changes. It would be good if under the property section, then the DETAILS TAB and under PROPERTY MANAGEMENT INFORMATION there was
- Original authority start date
- Current authority start date
- Management gained date
- Gained Reason
17 votes -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
7 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
18 votes -
Pop up on rent increase if dated within 12 months of last increase
With the new legislation coming into effect, is it possible to have an alert when entering a new rent schedule that the last rent change was within the last 12 months? The user then has the option to continue with the new rent schedule or cancel. thanks
23 votes -
Inspection Scheduler
Improvement Suggestion: Streamline Routine Inspection Scheduling
Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.
Key Pain Points:
Missed Properties: No way to track if a property has been missed for scheduling
Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.
Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.
Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).
Proposed Improvements:
…
33 votes -
Invoice Fee displayed on active Tenancy Invoices. Option to Cancel fee on Invoice
It would be great to display on an active tenancy invoice if any fees are being charged, and the option to cancel / “X” the fee
Similar to the display when the tenancy invocie is being created. Currently, you would have to cancel the invoice to correct it, or charge the manual fee.10 votes
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