1085 results found
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Company requesting Purchase Order be added to Commercial Tax Invoices
We have had a request from a Company to add Purchase Order Numbers to Tax Invoices. Can this please be added somewhere other than having to do Invoices Manually. Thank you
4 votes -
View current Lease / Management Agreement
Instead of having to filter through the documents tab to find the most current lease / MA, the current lease and MA should be able to be viewed by clicking on a document icon within the profile box (like that of the email icon)
3 votes -
Edit a tenant invoice when entered through creditor invoicing
Would like to be able to edit a tenant invoice when it's entered via create creditor invoice or invoice genius. Can currently do this when it's just a tenant invoice entered, but through the other way it's linked and we have to cancel the invoice and re enter it.
81 votes -
Label on Tenancy for Initial / Renewed Lease
The following labels should be auto-applied to every non-vacating/non-terminating tenancy:
- "Initial Lease"
- "Renewed Lease"
5 votes -
Sorting of properties - have street number before unit number
Efficient organisation is paramount for compliance and also the day to day handling of property data.
Current reporting of properties put unit number in front of the property number and street name. A better sorting outcome is achieved when the unit number is put after the street number and name. This ensures that no properties have been missed for any owner who has multiple properties or other reasons.
5 votes -
update phone app for agents
The agent mobile app for PT is very very basic.
You do not have access to key iD's alarm codes etc. Information that is often needed on the run.
THis needs to be update to include this info as easy to access.
it would be handy to have a more user friendly mobile app similar to the one used by Property Me with the ability to send and assign work orders, view contact info and property info and key numbers.24 votes -
Compliance dates to trigger job drafts from Property Tree to Bricks+Agent
We currently utilise Bricks+Agent for maintenance which is integrated with Property Tree.
We would love to have the following two features:
The compliance dates in Property Tree to create draft jobs (work orders), which would then generate work orders in Bricks+Agent.
When these recurring jobs are completed in Bricks+Agent, the compliance dates in Property Tree would then auto-update (e.g. +12 months, +24 months, etc.)
9 votes -
Rent Credit Type report
Currently you are able to create different rent 'credit types' eg deferral, abatement, rent free period etc however there is no report that surfaces the 'rent credit types' or reason for credits (the find transactions report displays credit type as 'Credit - Tenancy' only)
Can we add in a Report for Tenancy Credits which displays the fields Credit Type, Reason, Amount, etc or add this information to the existing 'Find Transactions' report?
24 votes -
An optional box to add exact reason for fee reversal (if not auto)
An optional box to add text/reason for fee reversal (if not auto-reversed)
3 votes -
Add management fee to the Gained and Lost report
It would be helpful to be able to see what management fee your gained and lost properties have
9 votes -
EFT Reference for agency payments
Add a EFT reference option for Agency, similar to that available on owner payment details.
This would be hugely beneficial for accounts team when reconciling general account
7 votes -
Management takeover feature instead of vacating tenant
when another agency takes over a property, instead of entering a vacate notice (as the tenant isn't actually vacating) I request a feature maybe on the three dots under tenancy that can say "management takeover"
In this page it will open up and you can enter the reason for loss, the new agency details.
52 votes -
Insurance Tab
If we had an Insurance Tab similar to the compliance tab we would be able to do a health check on our portfolios to ensure and encourage all rental providers have their landlord insurance policies in place. this would help identify rental providers with no insurance and mitigate risk to office and rental providers. From a business perspective this would ensure the health of our rent roll and provide value and service to our rental providers
8 votes -
Option to include Owners and tenants when sending work orders/quote requests
The owners and tenants should show as an option for selection to be cc'd on when emailing maintenance requests without having to manually type in the email addresses
51 votes -
Downloadable Open Maintenance requests for Creditors
Currently there is no way of downloading a PD file/ list with open maintenance requests by creditor. At the moment you can only copy/paste into your own word file or "print screen". Would be fantastic to have this option- would make it easier with open jobs to follow up on.
9 votes -
Read receipts for portal messages
In portal messages i think a good idea would be to have read receipts for the businesses side so we can see if other collegues have already viewed the message so we dont double cross on messages that have already been seen too
8 votes -
Maintenance - Add Creditor Details and Phone number to workorder
It would be helpful if the creditor details, name and TELEPHONE number are included on the workorder so when you cc the tenants they have the ability to follow up the creditor and ensure the job is booked in. Only currently able to add name of creditor
9 votes -
Tenancy Ledger Display
I would love to see any changes to a tenancy rent schedule be stamped on the tenancy ledger (regardless of whether or not it effects the tenancy paid to date). It would also be great if all vacate dates also appeared.
16 votes -
Rent Increase notices integration with REI Forms doesn't populate relevant fields
So when doing rent increases the system upgrade suggestions are as below.
- The system doesn’t populate the second and proceeding tenants.
- The system doesn’t populate the rent increase amount or date of increase even though the information is populated in PT
- The PT system names the file as Notice of Rent Increase11 Esher Street, BurwoodMaria Falguera & Leonardo Falguera_Ref-0045608940.p but wont allow you to save it in PT saying it includes invalid characters, then why doesn’t the system name it something compatible. They created the system.
So we have no choice but to save the notice to property…
16 votes -
Portal communications alert to be relevant to the property manager that is logged in
The envelope alert should only be shown when the message is relevant to the property manager/user that is logged in instead of showing alerts for any message that comes in to the whole company.
4 votes
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