1182 results found
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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 -
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
54 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 -
Compliance Tab added to Commercial Tenants for Insurance
Add a compliance tab to tenants for insurance details and expiry dates - like the one under the property
37 votes -
Owner Payment Batch List, show property address
It would be extremely helpful to have the property address appear on a Owner Payment Batch List particularly when processing month end on a large rent roll.
9 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…
17 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 -
Auto update compliance register
When we receive an invoice updating compliance, have a tick box (like the one we use to close maintenance) to update the date that the compliance is due.
35 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 -
Please separate out commercial invoices and commercial statements
It's so confusing for commercial tenants receiving a statement everytime a new invoice is generated and sent. Would like to just sent the new invoice, and then have the option to send statements when we want to
66 votes -
Customise User Access to a specific Trust Account
Ability to customise User Access to a specific Trust Account within the same PT database.
For example, there is more than 1 trust account configured (e.g. multiple Rental Trusts, or separate Rental and Sales), however, users should only have access to the data of one/some Trusts within PT, but not all.15 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 -
Ad hoc letter needs option for the Property Manager to be the sender so they receive letters from their agent not junior staff
We are finding if needing to send a message through to owners with attachments or a body of text that can be edited (eg. rent review/lease renewal suggestion ad hoc message) which is specific to their property the email message includes our admin as the sender. I think it is really important to have something like this coming from the person managing their property rather than the staff with less experience displayed as the person sending the message, it would also create less confusion so when they reply it comes straight back to the property manager
2 votes -
Tags to be sorted alphabetically
Can tags be sorted alphabetically? When you add a tag, it just goes to the bottom of the list.
5 votes -
Additional Merge Fields
Would like more merge fields to be able to add to communication templates such as Key Numbers, Inspecting Agent, Inspection Day of the Week, Days Overdue, Strata details, Alarm Code, Bond Top Up (outstanding amount being difference between required and held)
57 votes -
map fees to rei
Merge fees and charges from property tree to REI forms. This would save so much time when having to do new agency agreements for existing owners with the same fees and charges carrying over.
3 votes
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