1057 results found
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Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
3 votes -
Recording external expenses on statements
An option to include a method to track external expenses within Property Tree so that they are recorded on ownership statements and annual I&E Statements for tax purposes.
I have a few owners that like all their property expenses to be recorded in once place so they don't have to worry about saving seperate reciepts to give to their accountant.
E.G. recording a Bunnings reciept for a replacement shower head that was installed by the owner rather than a handyman/plumber.
2 votes -
An option to set more than one primary recipient.
One property has two owners who have strongly requested they both receive all email communications. Currently we can only select one primary recipient in PT (which suits 99% of our owners) so we are relying on memory to do this manually. This is far from ideal.
It would be ideal to select all the recipients who want to receive email correspondence.
2 votes -
Commercial Transaction History
It would be good to see all invoices issued and/or cancelled as well as receipts on the tenancy history so we don't have search for invoices or link the invoice to the payment receipt for easy access.
3 votes -
Maintenance Snooze Date
It would be great if maintenance could have a due date on it so that it is only shown in the maintenance list if it is due, similar to a task? With the option to filter to see all maintenance as well. But at the moment when I look at my maintenance list I'm overwhelmed by what needs to be action, but often I'm waiting for quotes/approval and sometimes I don't need to action it for 2-3 weeks, so it would be great for it to be removed from the list until it is due to be actioned, so that…
11 votes -
Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
4 votes -
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondance not just one.
Have the option to make two Primary contacts, as mostly all the landlords want information and correspondence not just one. That way this speaks to inspection manager and routine inspection reports can be emailed to both landlords automatically instead of typing them in every time for properties.
7 votes -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
Bond Section - No Bond Required Option
We have a few tenancies where they hold no bond (mostly as owner requested not to/family friend etc)
We cannot edit the bond REF section to say 'No Bond Required' and or add a description unless the amount is greater than '0'.
We do not want to enter an amount as then it will have those funds as outstanding and we would like the reporting to be accurate.
Can there be a way to have a section for 'no bond' and or be able to write into what's available with the amount being kept as $0.
2 votes -
Maintenance jobs to show all correspondence to owner, tenant and trade in the job car
Maintenance jobs to show all correspondence to owner, tenant and trade in the job card so all in the one place
11 votes -
New Column on Tenancy Ledger to show Number of Days and Amount of Arrears
Rather than having to go through a tenant's ledger with them, it would be handy for tenants to have the number of days and amount of arrears displayed on the tenancy ledger, also perfect for property managers processing tenancy applications with ledgers from other agents using Property Tree. No need to go through every transaction in the ledgers if these are displayed, makes life easier.
304 votesHi Supporters, we appreciate your feedback on this suggestion. As the current Tenancy Ledger holds so much important information, we are scoping out a new rent arrears ledger option that will give you the information required in a clear simple format, making it easy to see/explain rental payments and arrears. Rest assured, this suggestion is of importance to us.
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Owners having the ability to self update compliance details through portal
An enhancement to the MRI Owners Portal that would greatly improve compliance and reduce manual follow-up for property managers. Enable owners to upload their landlord insurance documents and update policy details (including expiry dates) directly in the portal. The system could update compliance on the owner card and if applicable automatically send reminders to owners when their insurance is due for renewal.
Key Benefits:
Owners can self-service updates, reducing admin workload.
Automatic reminders (e.g. 60/30/7 days before expiry) help prevent lapses in coverage.
PMs can view status at a glance and export reports for compliance.
This feature would significantly improve…
2 votes -
communication Inbox - open profile on new webpage
When opening and reading a email, you have the hyperlink for the name and address above the body of the email that you can click on.
When you click on these hyperlinks it takes you to that page which is great but it is in the same window.
It would be great to either be able to have that hyperlink automatically open a new window with the details or be able to right click and 'open new tab'.
This way you can review the email and work on the details in another screen.
I am aware you can duplicate the…
3 votes -
Record rent schedule entry
When entering future dated rent schedule increases into PT, it should record the person's initials whom added in the change.
8 votes -
The ability to attach documents or relevant emails to notes created in Property Tree
Would be great to be able to attach a document EG an email, report or picture about an incident/arrears etc to a note created in the PT system that may be an on-going issue/have an ongoing story where chronological information contained in the 1 place is important
51 votes -
Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
2 votes -
Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog
Be able to enter a permanent note on inspection reports ie Dangerous Dog @ Property. Also some form of automation for maintence so trades are aware. Especially helpful if staff do not usually attend the property. Even if it was a pinned note but instead of selecting the current options of PPty Note, Ppty receipt or Creditor/Tenancy it could be an inspection or maintenance pinned note.
75 votes -
simple - quick archiving
Why is archiving properties/tenants/landlords such a nauseating process.
You can keep the checklist as an option, however there should be a quicker archive option.
Hope this doesn't fall on deaf ears.
1 vote -
MMS - Being able to have an image on an SMS blasts
MMS - Being able to have an image on an SMS blasts. I want to be able to send an SMS to clients with an image in the SMS, at the moment you can only put a link in.
1 vote -
Search field for the document section
Please add a search box to the "Documents" section under Ownership, Property, and Tenancy profiles.
It would really help in quickly locating specific files. The filter icon is not useful.1 vote
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