1044 results found

1. Workflow Automation

   It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.

   8 votes

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2. original management authority date

   We get our management agency agreements updated and resigned when we increases fees or make changes. It would be good if under the property section, then the DETAILS TAB and under PROPERTY MANAGEMENT INFORMATION there was

   1. Original authority start date
   2. Current authority start date
   3. Management gained date
   4. Gained Reason
   19 votes

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3. General Inspection Notes Rollover

   The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection

   8 votes

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   Ready for Votes  ·  1 comment  ·  Inspections and Maintenance  ·  Delete…  ·  Admin →
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4. Pop up on rent increase if dated within 12 months of last increase

   With the new legislation coming into effect, is it possible to have an alert when entering a new rent schedule that the last rent change was within the last 12 months? The user then has the option to continue with the new rent schedule or cancel. thanks

   27 votes

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5. Conveyancer account change alert

   Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.

   20 votes

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6. Workflows on the Dashboard

   We'd like to be able to see an overview of the workflows and progress on the dashboard.

   7 votes

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7. Inspection Scheduler

   Improvement Suggestion: Streamline Routine Inspection Scheduling

   Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.

   Key Pain Points:

   Missed Properties: No way to track if a property has been missed for scheduling

   Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.

   Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.

   Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).

   Proposed Improvements:

   Automated Property Tracking: Implement a system to track and notify users of missed properties.
   Holiday Block-out Periods: Introduce block-out periods for holidays, inspectors' leave, and public holidays.
   Advanced Route Planner: Develop a more efficient route planner that can handle multiple properties (up to 15) and optimize routes and schedules in order.

   Please vote for this improvement suggestion. Together, we can make routine inspection scheduling more efficient and streamlined!

   Improvement Suggestion: Streamline Routine Inspection Scheduling

   Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.

   Key Pain Points:

   Missed Properties: No way to track if a property has been missed for scheduling

   Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.

   Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.

   Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).

   Proposed Improvements:

   … more

   34 votes

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8. Agency Statement emailed out as a PDF after Pay Agency has been completed

   Agency Statement emailed out as a PDF after Pay Agency has been completed

   7 votes

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9. Add a menu item to the ownership to create the Income and Expenditure statement

   An Income & Expenditure statement should be able to be created directly through the Ownership profile.

   9 votes

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10. Approved Occupants

    Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property

    56 votes

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11. Creating a merge link that shows only overdue invoices.

    Create a merge link that pulls only invoices in arrears, the current link "Tenancy_OutstandingInvoices" pulls amounts for all invoices, whether overdue or not.

    14 votes

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12. portal messages to come into communications

    When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?

    7 votes

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    1 comment  ·  Portals  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAngela Sutton (Admin, MRI Software) responded

    If using the communication platform, we are working on allowing new portal messages into the inbox.

13. Automated Owner Invoice Overdue Notifications

    Feature Request: Automated Owner Invoice Overdue Notifications

    Property Tree already offers strong automation for arrears, inspections and maintenance, but there’s a gap when it comes to ownership invoices.

    I’d like to propose an automated workflow that triggers when an ownership invoice becomes overdue, with the ability to send a branded email reminder to the rental provider. This would be particularly useful for items like landlord insurance renewals, smoke alarm subscriptions, compliance services and other owner-funded invoices that require timely payment to avoid lapses in coverage.

    The key elements that would make this feature valuable:

    • Event trigger: Invoice becomes overdue (customisable timing such as 1, 7 or 14 days overdue).
    • Filters: Ability to target specific invoice categories or keywords such as “insurance” or “compliance”.
    • Templates: Option to attach an owner email template and merge fields for invoice details.
    • Recipient options: Owner only, agency accounts, or both.
    • Activation: Rule can be enabled or disabled per office.

    This would reduce manual follow-up, minimise risk for rental providers, improve compliance outcomes and strengthen record-keeping. It also brings overdue owner invoices in line with the level of automation already available in other parts of the system.

    This would save significant time for property managers and ensure important services like insurance don’t lapse due to missed payments.

    Feature Request: Automated Owner Invoice Overdue Notifications

    Property Tree already offers strong automation for arrears, inspections and maintenance, but there’s a gap when it comes to ownership invoices.

    I’d like to propose an automated workflow that triggers when an ownership invoice becomes overdue, with the ability to send a branded email reminder to the rental provider. This would be particularly useful for items like landlord insurance renewals, smoke alarm subscriptions, compliance services and other owner-funded invoices that require timely payment to avoid lapses in coverage.

    The key elements that would make this feature valuable:

    • Event trigger: Invoice becomes overdue… more

    4 votes

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14. have different defaults for routine inspection frequency for different type of properties

    have different defaults for routine inspection frequency for different types of properties; or when owners want less frequently

    9 votes

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15. Improve Tasks

    The tasks is great, I love it but it could be so much better!

    I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.

    • Having a tile on the dashboard for tasks
    • Be able to create general tasks that are not linked to a property for say but to a person/user
    • Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
    • Maybe a task that can be created to attach with emails to follow up on
    • With the automated tasks, would be great to have a task template/work flow to make the office more paperless and to have a digital record of tasks being completed, such as a new tenant task/workflow, vacating tenant task/workflow, new business/property task/workflow, lease renewal task/workflow, re-letting a property task/workflow all customisable and unlimited amount of tasks per workflow template
    • Once a task is completed, it should be archived, much like maintenance

    If this could be done, it would make our worlds so much more efficient and we can see who is up to where if we are taking care of another staff members portfolio if they are sick.

    The tasks is great, I love it but it could be so much better!

    I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.

    • Having a tile on the dashboard for tasks
    • Be able to create general tasks that are not linked to a property for say but to a person/user
    • Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
    • Maybe a task that can be created to attach with emails to follow up on
    • With the automated tasks, would be great… more
    55 votes

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16. More Info in Property Details

    We need more information in the Property Details section:
    - a section to enter the location of the car space(s)
    - a field for number of storage cages and their location
    - tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
    - a section for material facts

    4 votes

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17. archiving occupants / co-tenants

    Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
    As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.

    7 votes

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18. Move Bond to Lease & Rent Information

    Can you please Move the Bond set up to the Lease & Rent Information. Or make the Bond set up a mandatory field when setting up a new tenancy. It can be easily missed how it is currently set up.

    4 votes

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19. 'Send for Signing' option for end of month reports.

    'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.

    4 votes

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20. Charge tenant fee by percentage

    Would love the ability to charge a tenancy fee by percentage.

    13 votes

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