1126 results found
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Easily reassign a work order
When we assign a trade and send a work order to a trade, it would be handy to have the option to unassign and re-assign a new trade to the same without having to delete and re-create the job.
So often we have the tradie ring and say they're to able to attend, so it would be good to just remove them and send to someone else, rather than cancelling and re-sending.35 votes -
Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
17 votes -
notification for failed emails
Notification to team member when an email or SMS communication FAILS and the reason so it can be rectified asap.
8 votes -
Email Format and Font
When sending an email (new or reply) it has a really large gap when you hit enter to make another paragraph and it defaults to System Font, it would be great to be able to select your own font.
4 votes -
Compliance tab on Creditor Profile
We would like to see a "Compliance" tab on the Creditor profile, so we can add the Insurance/Certificate of Currency documents. thank you
246 votesWe're pleased to advise this is now in development. We'll let you know once it has been released.
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Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
34 votes -
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
42 votes -
Do not auto fill due date for invoices
At the moment when the due date for invoices is automatically entered as the date you put it in. It would be helpful if this field was not automatically filled in and is a required field to be able to finish adding the invoice into Property Tree.
4 votes -
WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
9 votes -
Merge field for Total Arrears not just Rent Arrears
Merge field for Total Arrears not just Rent Arrears (Rent, outgoings, etc)
4 votes -
date of birth for contacts
add a date of birth tab for contacts so we can generate lists for birthday messages as customer service
6 votes -
In notes Property under keys, allow for photos to be dropped in.
Being able to drop in photo's we can exactly what keys we are either holding as well what keys building managers are holding and what we have given out. This will be a great help.
4 votes -
Be able to "turn off" automatic communication (arrears) to individual commercial tenants
Be able to individually select commercial tenants who you do NOT want an AUTO COMMUNICATION - rent arrears letter to go to. Commercial tenants often have tailored payment plans, or waiting for something to trigger a full payment or "credits" that have not yet been created (examples only). It would be great if you could tick a box like we do for "Receive Invoices" or "Receive receipts" in the set up section.
Surprising how upset they get when they receive an email (auto or not)
6 votes -
Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.2 votes -
Email Format / Layout
When you open a email in communications where there are multiple replies, it goes into different clickable sections separate each email like a conversation in outlook emails.
It puts the communication thread out of order and is not that user friendly.
When you look up emails in communications, you are then clicking on the email icons for that thread to try and find the email you are searching for. It makes the process a little clunky.
For readability and user friendliness, if it could read like a normal email in outlook without having to click into different sections of the…
8 votes -
Option to auto-upload documents to Owner/Tenant Portal
Addition of an option to have documents such as lease agreements & routine inspection reports completed in Inspection Express to not only auto-feed back into PropertyTree but for such documents to be auto-ticked to be 'visible on portal'.
46 votes -
Anti Money Laundering
Australia is strengthening its Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime, with major reforms (Tranche 2) starting 1 July 2026. These laws, overseen by AUSTRAC, require businesses to identify, mitigate, and report risks of illicit funds. New industries, including lawyers, accountants, and real estate agents, must implement AML programs and report suspicious activity. I recommend Property Tree creating another TAB in sales for this purpose.
4 votes -
sms
SMS communications should be able to come from the property manager's phone number. Alternatively, you should be able to divert the allocated phone number's phone calls to your office phone. Currently, if a client receives a SMS, when they call the number it is disconnected.
3 votes -
automated communications
Inspection Notice: Residential Tenancies
The ability to change timing and communications information based on inspection type. Eg: Routine or IngoingThe information provided to an exiting tenant is different to an ongoing tenancy.
3 votes -
automated communications
Inspection Notice: Residential Tenancies
The ability to change timing and communications information based on inspection type. Eg: Routine or IngoingThe information provided to an exiting tenant is different to an ongoing tenancy.
3 votes
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