1209 results found
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tenant contact details
It would be most helpful to be able to print a tenant status report that included tenant contact details such as names, emails and phone numbers like the old rest system could produce
2 votes -
Charge tenant fee by percentage
Would love the ability to charge a tenancy fee by percentage.
13 votes -
Auto email work orders for compliance items ie fire, thermoscan, backflow checking
It would be great if work orders could be automated for the regular compliance items as it is so time consuming. Things like 6 months fire checks, annual backflow testing, annual thermoscans.
2 votes -
Mail Merge Fields (Commerical)
Additional merge fields for email templates specific to Commercial Property Management (i.e. Lease (Further) Terms, Rent Review Date & method i.e. Market Review/CPI etc)
12 votes -
Invoice Automate
Ability to approve Invoices on-the-Go, i.e. Invoice Automate mobile app.
1 vote -
New column on the Inspection Summary report with name of previous inspecting agent.
It would be useful to have another column on the Inspection Summary report with name of previous inspecting agent.
As inspections are often alternated between the portfolio Property Manager and support staff, it is impossible to see at a glance / without changing / bulk assigning, or viewing old reports in the inspection program.
1 vote -
merge field for tenancy ID - mail merge templates
Currently there is no option to add a merge field for "tenancy ID" to mail merge templates.
We require this to alert all tenants to a new payment method, PayID.
1 vote -
Recording external expenses on statements
An option to include a method to track external expenses within Property Tree so that they are recorded on ownership statements and annual I&E Statements for tax purposes.
I have a few owners that like all their property expenses to be recorded in once place so they don't have to worry about saving seperate reciepts to give to their accountant.
E.G. recording a Bunnings reciept for a replacement shower head that was installed by the owner rather than a handyman/plumber.
2 votes -
Bank reconciliation reports drop down check box to select more than one or all reports as consolidated pdf download
Add check box to select one or more or all Bank Reconciliation component documents added to Bank reconciliation reports drop down that are then a compiled pdf download.
1 vote -
Type of lease (commercial or retail)
LEASE TYPE:
Please have an option when entering in lease details for commercial tenants to choose whether or not the lease is
- commercial or
- retail
22 votes -
3 votes
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automate water usage from property
Mark a property as yes/no water usage is charged and have this automatically filter to the tenancy (perhaps with the ability to override for extenuating circumstances). This way each new tenancy will always reflect the property rather than having to look it up with each new tenancy and recall why water usage is/isn't charged (would also be good if it was a NO that a reason could be entered so that future property managers arent left scratching their heads
3 votes -
Drag and drop on iPad
I can't drag and match on reconciliation on an iPad
Can this feature be enabled1 vote -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
remove archived tenants from drop down when making an email
If I'm send the owner an email for eg a rent increase remove the old tenant from the drop down menu. If they are archived why do I need to email them?
1 vote -
Statistics/Reporting
Hi few things,
- For the statistics report, the top section is always current data and if you want a certain time frame only the bottom section is for then.
It would be great if the whole report was for the period you select.
- User statistic reports, it would be great to have a report for users to track their actions/kpis - email sent, sms sent, work order created/completed, quote request, how many times maintenance notes are updated to track maintenance follow ups, task creation and completion (more importantly completion), and other general ones which the main stat report covers.
2 votes -
New Column on Tenancy Ledger to show Number of Days and Amount of Arrears
Rather than having to go through a tenant's ledger with them, it would be handy for tenants to have the number of days and amount of arrears displayed on the tenancy ledger, also perfect for property managers processing tenancy applications with ledgers from other agents using Property Tree. No need to go through every transaction in the ledgers if these are displayed, makes life easier.
324 votesWe're pleased to advise we have started development on adding the rent arrears amount to the Tenancy Ledger with the receipt details. We'll let you know once it has been released.
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An agent should be able to pick and set the default statement style for when entering a new owner
Owner statements
1 vote -
Property Listing Type
We sign up General Sale Authorities in our office which have no expiry period. It would be great if we could have an option in "Listing Type" to select General Sale Authority and the authority period displays N/A. We currently make an important note to display it's a General Authority. It would be helpful if B+D could reflect this in the listing screen under listing type. Thank you
1 vote -
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
When entering a vacate date in the system, pre-populate the vacate information into merge emails to the owner and landlord.
Vacate email should contain information such as confirmation of vacate date, rent owing, preferred cleaners/gardeners etc.
Other platforms have this functionality, and it should prompt the user in a pop-up when entering the vacate date on if they would like to send the vacate information email to the tenants and owners.
1 vote
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