1117 results found
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Pinned Notes Options
We would like the ability to have the ''pinned'' items open by choice so that they appear at the top of the screen, perfect when we have to remember something like ''partner died, don't call him they broke up"
26 votes -
Show the tenancy 'Type' when creating a tenancy mail merge from profile
When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.
1 vote -
Configuration icon position
When on a laptop or small screen - can't access or click on the icon for configuration. No scroll function to bring it onto screen.
19 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens,.
In Sales, we need to be able to enter a Sale date and a Proposed Settlement date, and finally the Settlement date once this happens.
7 votes -
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes
Can Property Tree tasks and schedules integrate and populate into google or apple calendar similar to what VaultRE does with open homes (I.E when an open home is scheduled in VaultRE this sync/showed in our apple calendar)
6 votes -
Option to Add "No Bond Required" as Bond Reference for reporting
We have tenancies where it may be a leasehold, owners friend, family etc and a bond may not be payable but it will come up on the "no bond held" report.
It would be good if you could enter in "No Bond Required" in reference or as a drop down option so it had it's own report for filtering.
1 vote -
To be able to put photos of the property in property tree
So that we are able to look at the property photos to remind us what they look like - good for when we do rental increases
192 votesWe're pleased to advise that this is currently in Development alongside being able to advertise your properties online. We'll let you know once it's been released!
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Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
2 votes -
Be able to edit tenancy invoices without they system cancelling original and creating a new one
It is annoying that when you edit a tenancy invoice for whatever reason that the system cancels the original and creates a new invoice. You should just be able to edit it and I don't understand why you can't.
7 votes -
Ability to Archive Properties instead of Deleting
Ability to Archive Properties instead of Deleting
If a landlord gives back a management of a property or access is required for an old report for a property, there is no ability to make a property/inspection active again without contacting support.
Reports are not accessible on deleted properties.
Archived properties should not be included in the active property count.
16 votes -
Owner Statement/Tenant Details to show all Income items instead of all under Outgoings
When setting up details in the Property Tab the system only has Outgoings as the other option for income and groups this altogether under Budgeted Outgoings with the Description allowing you to put in a description ie. Outgoings; Car Parking; Storage; Signage etc. From the Tenant card when the Amount for actual Budgeted Outgoings and also Car Parking (for example) are entered, the amounts are all then totalled under Outgoings Amount and displayed like this on the Owner Statement. These should NOT be grouped together as Car Parking, Signage etc are a separate income stream and not classed as Outgoings…
5 votes -
Statements and Invoices on one pdf
Current statements do not include invoices, rather they are a separate document. Landlords have suggested to us that they would like to see their statements include invoices from creditors shown in the same pdf document as their month end statement.
224 votes -
Tenancy Summary that can be grouped
The need to create a meaningful tenancy summary that includes critical information is needed. The current summary does not include all information eg. Lease Commencement, Expiry, Term, Option details for every option, rent increases of all types, tenant name, trading name, Reported Sales, turnover thresholds, Net Rent, Outgoings total, Marketing Levy, next review date, first and last date to exercise option, the date by which a notice must be given and the like.
8 votes -
Strata Company contacts listed under the property section
List the company name, p[hone and email address of the strata manager who is looking after the building in the event that works or reporting items that are on the common property
5 votes -
Add notes to owner statements
Surprised this isn't idea considering it could be in REST. Would love to be able to add notes onto the owners monthly statements.
Thank you!45 votes -
lost management date
Have a separate lost management date.
we should be able to keep the authority end date as is and have a separate field for the lost management date4 votes -
Tenancy Rent Summary Report Merge Field needed
Tenancy Rent Summary Report Merge Field needed
2 votes -
Business Insights for Sales
It would be great if Business Insights could generate reports for Sales statistics too; e.g. property type, commission, marketing fees, sale price.
8 votes -
Rental Schedule - highlight 12 month anniversary date
Rental Schedule - has a yellow square for you to pick the anniversary date of the next increase.
Is there any way we could look into having a rental schedule from the last rental increase (12 months) that you could not issue a rental increase within that period. As NSW can only increase the rent once every 12 months.
5 votes -
There as Strata Plans that are attached to a Community Scheme
There as Strata Plans that are attached to a Community Scheme but there is no way to link the two in PT so if we have a pool certificate for a community and various stratas under the community there should be a way to link all the properties under the one community, not just for compliance reasons
1 vote
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