1182 results found
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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 -
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondance not just one.
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondence not just one. That way this speaks to inspection manager and routine inspection reports can be emailed to both landlords automatically instead of typing them in every time for properties.
10 votes -
Multiple property access for tenants in portal
If a tenant vacates from one property and moves into a new property also with property tree, They can not access the new tenancy until the previous one is archived which sometimes can take time when finalising. They should be able to view both properties.
4 votes -
have different defaults for routine inspection frequency for different type of properties
have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently
9 votes -
It would be great in BI if we
It would be great in BI to report on the unlabelled field that appears in the "Property Details" area on the "Details" tab of a property? If you edit this area, its the field to the right of "Property Type".
1 vote -
automated report generation
able to automate report generation for rent arrears and be sent to property manager's email. this way, they will receive weekly reports on their emails.
1 vote -
suggestion to improve Property Tree by not allowing multiple properties to be attached to one owner profile.
Having the option to not allow multiple properties to be attached the the one owner/s profile, keeping each property separate.
When receipting rent or entering owner invoices to only be attached to the relevant property, keeping each income/expenses separate, with individual statements.
My suggestion to improve Property Tree is by not allowing multiple properties to be attached to one owner profile.
1 vote -
Selective Syncing via the PT-Eagle Integration
PT → Eagle sync operates on an all-or-nothing basis for eligible rentals
No filtering or opt-in controls available.It would be nice if we could select which listings we want to send via the integration would work in conjunction with the two-way sync UV
http://mri.uservoice.com/forums/953356/suggestions/510232002 votes -
Enabling to re-order workflows within management tasks.
Would like to be able to re-order workflow templates around. We are working on templates and when some are published I would like to move to the bottom so that the ones I am still working on show up the top or vice versa as unpublished. Or be able to alphabetise.
1 vote -
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 -
Search field for the document section
Please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles.
It would really help in quickly locating specific files. The filter icon is not useful.2 votes -
'Send for Signing' option for end of month reports.
'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.
5 votes -
Communications Platform: Reply Preview Option
It would be beneficial to enable full email content preview when replying within the Communications Platform, to use the entire screen space eliminating the need to scroll through the message . SMS message preview shows the whole screen but not email.
1 vote -
VIEWING COMMUNICATION THREAD FROM THE TENANY TAB
Currently, there is no view of email communication from the Tenancy tab when the communication has been a "forward" email made from 'Communication'
Therefore, when viewing communications to the tenant from the tenancy tab, you can't see there has been follow up emails to the tenant made from communication.
1 vote -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
9 votes -
Allow workflows to be assigned to "current user" rather than an assigned user
At present the workflow has to be either assigned to a business role, or a specific user. It would be easier to have the option to assign this to the current user, so that when someone adds a workflow, any unassigned tasks default to that user.
1 vote -
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
We have creditors that invoice which can be for two work orders. Need to be able to close off multiple work orders when entering invoice.
2 votes -
Tenancy invoice - rent owing
When sending a tenancy invoice if there is rent outstanding it should a appear in a seperate section like a reminder
1 vote -
Routine Inspection
Completing an audit on last inspection - instead it being all last inspection date.
Ideally we would like to update this last inspection date for a routine or ingoing or outgoing etc. NOT what was completed last on the system.
1 vote -
Integrate FLKitover
A similar integration with FLKitover, like we have with REI forms, would be useful. Not just API key, but a button to create an instant form through Property tree. This would minimise us leaving PT.
1 vote
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