1182 results found
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REI Forms Integrations
When generating new REI forms through the tenant card, most documents have to be renamed before they can be sent out due to invalid characters, this should be part of the integration and is just one extra step that we shouldn't have to do. I've also noticed that when generating MA's through REI forms it doesn't pick up all owners names & they have to be added manually.
8 votesWe're pleased to advise that changes to the document name character restrictions are currently in development. We'll let you know once this has been released.
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Creditor statement as PDF attachment
I am an electrical contractor. Some of our customers use PropertyTree, some use other programs.
With Property Tree the creditor statements come through as a link to the PDF in the email body rather than a PDF attached to the email like other programs like Property Me do.
Because Property Tree creditor remittance emails do not have an attached PDF we have to manually download the PDF and then on-send into our accounting software. With other propgrams we can auto-forward without the need to do it manually.
Can you please provide your customers with an option to send the creditor…6 votes -
Bank Reconciliation, you should be able to delete the last reconciliation
The last reconciliation should be able to be deleted or edited so any error such as the date can be corrected, not for any reconciliatons prior to this.
3 votes -
Daily Tenant Download Report - Automatically Sent to Management Staff
Daily Tenant Download Report - Automatically Sent to Management Staff.
I have a staff member conducting our daily bank reconciliation and doing the tenant download report. It would be great if there was a feature to send the tenant download report automatically to our management staff.3 votes -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????5 votes -
Opening communications
When you exit communications if it could stay on that page where you are up to instead of refreshing Home, becoming frustrating when you have to open the communication to check if thats the email you are looking for.
OR better way to search communications.
4 votes -
Auto assign the inspecting agent linked to a property for brand new inspections populated for new tenants
When a new tenant is entered it automatically generates the first inspection date but doesnt automaticaly assign the inspecting agent to this inspection. We would like it to be automatically assigned when this date is populated as it often gets missed unless we do the report for the unassigned inspections.
3 votes -
Suspended Arrears Report
Create a report so that a department head (administrator) can search for arrears which are suspended indefinitely. This would be highly valuable as suspended arrears can compromise the legal position of an agency if serious tenant default occurs, and can compromise the owner's insurance position.
2 votes -
Add property key number to the task management in key category report
It would be good if the property key number were included next to the property address when creating the report in task management & selecting the key category.
1 vote -
Tags
It would be fantastic if the tags under the Property, Tenancy and Landlord Profile could be hyperlinked so take you to all properties/tenancies/landlords listed with that tag
3 votes -
Owner statement frequency
We would love the ability to choose the frequency of an owner statement dependent on our owner's requests. Eg. we have owners that only want 1 statement per month, but want a mid-month and end of month payment, so receive 2 statements, and other owners that are happy to receive 2 statements per month. This selection could be saved on the owner profile so when processing the owner payments, it would only need to be run once and Property Tree would know the owner preferences.
28 votes -
lease break label
When a tenancy is vacating and you select 'lease break', a label shows up at the top of the tenancy profile, which is good; however, once the move out date has been reached, the label changes to 'vacated'. Is there anyway 'lease break' can remain there as well?
3 votes -
duplicate contact check
Can we have a button to merge contacts to removed duplicates set up in property tree.
2 votes -
PropertyTree should upload current owners/landlords to Agentbox every 24hrs
Most agencies use Agentbox, can propertytree please link to Agentbox and upload all current and new owners every 24hrs like mailchimp.
1 vote -
Alternative methods for searching emails other than the subject line
Require additional search options for emails, allowing users to search using criteria such as sender, date, keywords, or attachments instead of relying only on the subject line.
24 votes -
Star ratings for energy efficiencies - Documentation location
With the new laws coming in for energy efficient ratings for properties in 2026. We need to keep a list of appliances ie a/c, hws, solar etc for each property and their ratings. As this will be a requirement for marketing and advertising purposes. Where can this be kept, compliance tab? Been looking around on Property tile - as the appliances are related to properties it would be great to have a section to be able to keep record of this information. If anyone is already doing this? How are you doing it and where are you keeping info which…
1 vote -
We need to be able to save a copy of the Strata By Law to the strata details under the property
As part of the new legislation we need to be able to retrieve strata By Laws to provide this to the tenant. We should be able to save the document against the strata details under the property.
8 votes -
Tabs remain visible when scrolling
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes -
holiday accomadation
In Jurien Bay we have 19 Holiday properties, simply I think it would be more efficient and less time consuming to type the name they have given their properties then the whole address.
As what is advertised on the website sometimes gives a different address or causes confusion for the guests, I think for both the office and holiday goers it would speed up process and make our workflow a lot easier.
Thank you for your time.1 vote -
Remove emergency contact from being automatically included in mail merge from Profile
When selecting 'Mail merge multiple' or 'email all' from the owner's screen, emergency contacts, accountants and other are all automatically included in the correspondence and it's a manual step to remove which can very easily be forgotten or missed. Can it be an option to add these contacts in instead of being automatic as a lot of information sent to Owners is sensitive?
7 votes
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