989 results found
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When sending a maintenance request, it would be great if you could add private notes
When sending a maintenance request, it would be great if you could add private note, i.e when you get updates from trades.
3 votes -
Tenant portal rent arrears error
A tenant has called me up and advised his portal shows he is in arrears. I ahve checked his account and he has a part payment which effectively pays him up to another date so he is not in arrears. Is there a way the portal can work of the effective dates. This has been asked before on the weekly reports that come throguh as well as it shows arrears but does not take into account most have paid extra to move forward so their effective date is not passed yet so they are not techicnally in arrears. This would…
5 votes -
In the "create invoice" section, add a section for a purchase order number and the facility to add a company address.
In the tenant card "create invoice" section, could you please add a section for a purchase order number and the facility to add a company address (different from the rental address). We have a lot of companies that require their head office address and their purchase order number on all invoices.
3 votes -
Completed Maintenance Report Including Invoice Details
We need to generate a report showing all completed maintenance jobs, broken down by property and including the job details, creditor and invoice details. Sorted by owner or portfolio.
6 votes -
Automated communication - more merge fields
Add merge fields into the Tenancies in Arrears automated communications to include the ownership name and tenancy lease start date so that Notice to Remedy can be sent as an auto communication instead of bulk mail merge.
17 votes -
Lease review reminder 3 months before lease ends
I recommend adding a lease review reminder 3 months before a lease ends to avoid human error.
This will give us le-way time to conduct a rental appraisal, negotiate with the owner etc.
I want to avoid accidentally overlooking a lease renewal to avoid going periodic.
With the new QLD tenancy laws this would be very handy as it could cause a problematic situation if it does go Periodic.
17 votes -
Increase size limit for document via API
Documents coming back from inspections currently capped at 30MG, this is not working for many large homes, pools etc.
Can this be increased? It is causing manual work currently that could be avoided.
7 votes -
Easier transparency on who applies payment withhold
Understand this can be seen if you go into the information audit.
It would be great if there were a better way to display this in future - on the profile. like how a note shows when it was put there.3 votes -
Property Manager Field in reports
Currently there is no field for PM in the reports within Trust & Reports.
When managing a team, having this filter would be advantageous - both for business and staff KPIs8 votes -
Property Manager Version of PropertyTree weekly agency overview
A weekly generated email to the Property Managers, similar to that of the PT weekly agency overview would be great.
Provide a view to each property manager and their portfolio on a Monday morning would be extremely beneficial in setting their week up for success.
8 votes -
Mail Merge Rental Arrears ability to include tenancy overview
Would like a template field for Tenancy Overview to enable an overview to be included in a mail merge for rental arrears sent to the tenant by email. I think this would help the tenants understand the arrears and avoid PM's having to send 2x separate emails.
26 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
8 votes -
Sale template fields
We need more template options in sales, we need sale commission, marketing etc., this will be a lot easier for generation account sales to solicitors
11 votes -
Recurring credit for commercial tenancies
It would be beneficial to be able to set up a recurring credit against rent or outgoings. This would better handle landlord incentives such as covid concessions and allow them to be recorded rather than just netted off against rent. The alternative now is to manually enter the credit monthly or net it off against the rent, losing the audit trail to some extent. The ability to categorise the credit type, similar to the way residential can, would also be beneficial.
18 votes -
Preview documents in the document tab
It would be very useful to be able to see each page in preview form of the documents uploaded into the property/owner/tenant card so we do not have to download each document to view it.
11 votes -
Owner invoices sent to owner even though not paid in PT
Can PT include documents marked as Owner Invoice when not being paid. For example we receive copies of water/council/strata when they are direct debited from the owner, but not included with the owner statements. Then when the owner is doing their tax the accountants want copies of the invoices. We then have to download and save them, then email them.
The other option is to be able to select the invoices we want to send and be able to email them direct to the owner like we can do from File Smart
18 votes -
apply signatures to receipt/document templates
Have templates saved with signatures so for example when receipts are issued, they are signed.
7 votes -
Expiry of compliance expiry update
Why doesn't the compliance expiry date update or advance like the compliance next service date when you close and create new?
Can this be updated so the two are in sync?
4 votes -
Property Tree Application - Access more functionality from mobile
It would be great to have PropertyTree on an application, not just the "Property Contacts" application where it's contacts only. It's critical to be able to record phone calls/sms's/notes when out on the road and also be able to just click on owners/tenants phone numbers from the site; so really combine PT Contacts app with the Propertytree website
25 votes -
Show more information in the inspection summary such as the last inspection date and agent name
Show the last inspection date in the inspection summary with the next inspection date, as well as the option for the the agent name and inspection frequency
28 votes
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