1128 results found
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The ability to attach documents or relevant emails to notes created in Property Tree
Would be great to be able to attach a document EG an email, report or picture about an incident/arrears etc to a note created in the PT system that may be an on-going issue/have an ongoing story where chronological information contained in the 1 place is important
51 votes -
Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog
Be able to enter a permanent note on inspection reports ie Dangerous Dog @ Property. Also some form of automation for maintence so trades are aware. Especially helpful if staff do not usually attend the property. Even if it was a pinned note but instead of selecting the current options of PPty Note, Ppty receipt or Creditor/Tenancy it could be an inspection or maintenance pinned note.
75 votes -
Rent review notes
To have a notes option in the columns of rent reviews. We can make a note advising if we have actioned or to see the recommendation at a glance. We can also easily distinguish the ones we have actioned.
This is already a feature on the inspection summary page.5 votes -
MMS - Being able to have an image on an SMS blasts
MMS - Being able to have an image on an SMS blasts. I want to be able to send an SMS to clients with an image in the SMS, at the moment you can only put a link in.
1 vote -
Charge rent monthly based strictly on the number of days in each month
Charge rent monthly based strictly on the number of days in each individual month e.g. January = 31 days, February = 28 days, etc...
To be able to calculate a mid-cycle increase directly rather than a workaround.
1 vote -
Bulk Archive Buyer Profiles
Ability to bulk archive buyer profiles rather than archiving one by one
1 vote -
Outstanding bond to be shown on tenancy statements
Outstanding bond to be shown on tenancy statements
2 votes -
The ability to delete compliance history
Currently, if something is accidentally entered or marked as completed incorrectly, there’s no way to remove it from the system.
For example, we have a migrated “Smoke Alarm” category that we no longer use. There are three properties where this category was marked as complete, and it can’t be deleted from the property tab. As a result, we now have a redundant category cluttering the list that we don’t and will never use.
2 votes -
Add a Dedicated Car Park Field in the Property Tab
Particularly for apartments in the CBD where the car park numbers often differ from the unit numbers(e.g. #217, on level B3 ). We add the information in the note for our reference. If the information could be found out at one glance in the property tab, that would be helpful for PM, and it won't be easily missed. Thank you.
9 votes -
Automated Rent Arrears Emails Based on Overdue Days
I believe Property Tree should introduce a feature that automatically sends rent arrears emails to renters once rent is overdue beyond a nominated number of days (X), and continues sending reminders until the payment is received. We have been advised that reminders currently require manual configuration by entering specific days for each email to be sent, which is quite impractical and inefficient.
1 vote -
Bulk Download Documents In Communication Platform
Feedback:
Currently, when a client uploads documents via email and sends them through our communications platform, we need to download each file individually. Each document opens in a new web page, and then we have to click “download” again to save it to the computer.
As part of our annual tenancy reassessments, clients are required to submit multiple documents, which makes this process quite time-consuming and inefficient.Suggestion:
It would be helpful to explore options for bulk downloading or a more streamlined process that reduces the number of steps required. This would save time and improve the overall experience for…2 votes -
Access to communications via Property Tree App
Access to communications via Property Tree app for Property Managers to be able to access and respond to communications away from their laptop.
2 votes -
Notices - Tenancy Profile
Notices on the tenancy profile to suspend arrears communications for rent and invoices.
It would be nice to have a Description: section to add comments as to why this has been activated. (much like the termination one below it, we have to enter a reason)It allows any user to understand why it has been turned off or suspended for a period of time.
1 vote -
Delay Send Option for Communications Emails
Option to delay delivery of emails and mail merge communications, like outlook.
5 votes -
Sales Statements
Sales Statements provide a lack on information on them. I have just paid a Solicitor funds as Stakeholder but when I generated the statement, which should also be stored as a Statement, the Statement shows the Vendor as the Payee. The Statement does not show who the money was actually paid to, nor the reason for it eg Settlement, Stakeholder or anything else. Nor can we see entered bank details for the payee when preparing the final statement which is extremely important to check off.
4 votes -
1 vote
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Archiving Mail Merge Templates
Option to deactivate/archive a mail merge template without deleting it from the templates in full. At present having to rename so it drops to the bottom of the template list.
2 votes -
Owner Statement - I & E Graph / Payment History
We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.
I would just like to reiterate my concerns with the wording/information on this report/table.
I understand and have verified that the information is based on the Ownership Ledger dates.
I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.
My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.
Thanks.
16 votes -
Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
15 votes -
tenancy schedule vacant properties
Owners vacant properties to be included on the tenancy schedule as well as the tenanted ones.
2 votes
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