1003 results found
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Have commercial invoices attached as PDF, not a link
With automated invoice processing becoming more common, we have an increasing amount of commercial tenants requesting invoices be attached to an email as a PDF as well as a link in the email itself?
208 votesWe're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
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Remove Authentication required for adding ownership & creditor profiles
The SSO update is intended to improve security and ease access; but, every time we add ownership or a creditor, we must input an OTP. Assume we add 10 ownerships/creditors per day, means we must also generate 10 OTPs.
Code takes too long to arrive at times and is quite time consuming. Instead of always entering OTP, I believe we should have the choice to verify once and trust a device without constantly inputting OTP.
62 votes -
A trust account summary of tenant outstanding invoices & arrears to give at vacate
We need to provide a final trust account summary of what a tenant owes when they vacate.
The account summary must include tenant outstanding invoices, rent arrears, and credits so they are aware of what needs to be paid to finalise their vacate.19 votes -
Ability to recall mail merge emails
Ability to recall emails sent through property tree
12 votes -
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.
7 votes -
There should be BCC option when sending emails through communication
There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.
8 votes -
Archiving a tenancy when management is lost
When you have a lost management and this is ticked in the property, you should be able to archive the tenancy without putting in a vacate date as technically they have not vacated. This would be useful if the tenancy has a rent credit and the ownership has already received the funds.
12 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
32 votes -
When entering notes and pinning to profile pop up rather than just be pinned (so all staff are aware)
When entering notes and pinning to profile / receipts etc. a pop up appears rather than just being pinned (so all staff are aware and have to click out of the note before proceeding)
98 votes -
Send log for maintenance
Please create a log with dates, times and recipients for maintenance jobs.
At the moment the only info that is provided is the date the job was created. Nothing to show if/when it was sent and if you resend the job as a reminder and confirmation it was received. We also do not get notified if the email fails to send to the intended recipient.
Thanks for your consideration and any upvotes received! - Jamie
127 votes -
Birthday greetings automatic emails
sending automatic emails to clients for birthday greetings.
7 votes -
Ability for RRP to update Account details with 2FA
RRP able to update the account their rent is paid into via the owner app with 2FA, to avoid having to call the office.
We are seeing more and more RRP's looking for more secure options to share bank accounts details.8 votes -
Ability to add a forwarding address for a vacating tenant
Ability to add a forwarding address for a vacating tenant
10 votes -
Replace ‘Morning’ or ‘Afternoon’ with specific time frame format (like setup in PT)
While a user is setting up a specific time frame in PT (e.g. 10am – 4pm), MRI Inspect automatically sets up either ‘Morning’ or ‘Afternoon’.
Also, the report generated in MRI Inspect does not display the same time as setup in PT, nor does it display what’s auto setup in MRI Inspect.
Can you please make the TIME format in MRI Inspect the same as in PT (= specific time frame) and also allow a user to edit the date & time in MRI Inspect before creating the report.
This will allow recording the correct date & time on the…4 votes -
Landlord Withheld Funds
We are increasingly finding landlords budgets are tights. A few have asked if we could withhold funds on a monthly basis that carry over and accumulate. For instance if a clients has an expense they want to save for or quarterly bills they can withhold a set amount, say $100 for instance every month that would be held aside & accumulate for future use.
At present we can only put a hold on 1 set amount.12 votes -
Please have the outgoings reconciliation due date as a field for commercial tenants.
Please have the outgoings reconciliation due date as a field for commercial tenants.
That way I can easily track what outgoings reconciliations need to be done - like rent review dates.
10 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
14 votes -
Work Order Auto Reminder to Trade
Trades to receive automatic reminders following up outstanding work orders in the system. It would be great if this was setup and sent to the trade first thing in the morning on a weekly basis until work has been completed and job has been closed off.
204 votes -
It would be great to have a check box under the inspections summary that a Tenant has consented to photos being taken at routines
It would be great to have a check box under the inspections summary that indicates that a Tenant has/has not consented to photos being taken at routine inspections (and even better if it integrated with inspection manager)
2 votes -
Budgeting Features - Outgoings and Rents
Ability to enter budgeted amounts in addition to recording actual amounts so a Variation Report can be created monthly. This allows the system to be functional in providing timely and correct information.
9 votes
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