991 results found
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Inspections: Warning when closing inspection and no report attached
Routine inspections should not be able to be closed in PT without first attaching the report.
There should be a warning pop up telling you that you cannot close inspection until report is attached.
This will help when staff leave that you know the reports are there and inspections have not just been closed without doing the inspections.
Would also help in disputes/tribunals as evidence7 votes -
Bulk mail merge, option to not send to duplicate emails for different owner profiles
to be able to sort the list of who is being sent emails, to be able to then remove owners that have duplicates as they have individual profiles for multiple properties
Even better to have it that property tree recognises that an email address is in the list multiple times and only send it once
3 votes -
Have the ability to pin/favourite files in document management so they always appear at the top
Have the ability to pin/favourite files in document management so they always appear at the top of the list. Currently they all appear in the order they were saved, so when you have a property you've managed for a long time, the most important files can be the very first ones ever saved
11 votes -
Allowing access for specific users to i card profiles, where a card may be of sensitive information and the
Allowing access to specified users of any card profiles (or blocking users) albeit Owner, Property, Tenant. Where a card may be of sensitive information and/or nature and there is a request that it not be public to all users. This is in line with the Privacy Act and is a request which we need to be able to do.
4 votes -
Email signatures with clickable links (hyperlink or QR Code)
Ability to add a clickable link into the user banners i.e. QR code link to be clickable not just scannable in the image. Extend format of files from just PNG and JPEG to Other formats that include links.
10 votes -
Inspection Only Properties section
Inspection Only properties, where these properties have their own category and add a tenant (not just prospect), start date etc. Invoice Owner once inspection is done. This would also stop the address coming up in the new viewing booking system.
5 votes -
Monthly Revenue Pie Graph - colour for each commission or fees to stay the same each month.
Monthly Revenue Pie Graph - colour for each commission or fee to stay the same for each month. The categories change colour each month.
3 votes -
Property Breakdown of fees
It would great if a report can be generated with just the TOTAL amount of fees charged for a particular period, by breakdown of each property.
8 votes -
Ability to send bulk entry notices for routine inspections
Ability to send bulk entry notices for routine inspections instead of having to create each one individually.
You should be able to select the upcoming inspections and send the entry notice to all tenants with the realworks integration.
6 votes -
Have an in construction status for profiles
Have options for status in PT like in REST - In Construction.
6 votes -
Auto Communication > Request Owner Approval of Maintenance Job Quote add merge field by default
Can you please add the Merge Field for {Text Field On Email Dialog} to the default Auto Communication template for 'Request Owner Approval of Maintenance Job Quote'.
Reason, when selecting to send such a Request, the free text field makes a user believe any entered text will be shared with the Owner. But it won't unless a user adds that merge field to the Auto Comm prior .
It makes the free text field misleading.
Alternatively, add a comment to that free text field, informing a user to add the merge field to their Auto Comm should they want to…8 votes -
Place a creditor invoice on hold when processing a creditor run
When paying creditors, it would be really useful to be able to place an invoice on hold from the 'Pay Creditor' screen. This would be particularly useful at EOM when decisions are made in terms of holding an account to pay with funds in the following month especially at EOM when you are processing creditor payments often.
4 votes -
More Filtering options for Mail Merge
When filtering for a Mail Merge there should be an option when you have the list of properties to be able to sort or further filter down to a street name or something similar then when you press send maybe have the option to check who is being sent to, that way you don't accidentally send to the wrong property.
4 votes -
When closing maintenance, an option to mark the invoice has been sent to the owner for payment
We want to be able to flag when an invoice has been sent to the owner for payment, it's confusing when looking at closed maintenance where no invoice is linked or entered as a disbursement so a tickbox "Invoice Sent to Owner" when completing the job would be helpful
11 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Rent Payments
When Receipting rent it would be good if you could use a short cut to the bottom receipt amount (+) like rest as now we have to add the weekly rent up and receipt the balance to invoice credit due to alot of tenants paying extra for water usage.
PT doesn't let us know if for example: tenant pays fortnightly rent and one is at the old rent and one week at the new.7 votes -
Business Insights - Average Fee Amounts
It would be ideal if Business Insights could provide an Average fee amounts in $. for a selected period as part of their Fees reporting. eg Average Letting Fee by $
6 votes -
Ability to preview the Sales Statement and add other email addresses (not just agency)
Ability to preview the Sales Statement without sending them to the Company Email. Currently, the only option is to send the Sales Statement to the Agent, which uses the Company Email. However, that causes an issue if the Salesperson doesn’t have access to the Company Email. If we can preview it before sending it, it allows us to double check the information.
8 votes -
Automate communication with tenants for cancelled invoices
Just as tenants are emailed invoices, there should be an automated email when cancelling said invoice so there is no need to do extra emailing for notification of the reason for cancellation.
6 votes -
Option to tick "No Strata as Owner Managed"
Option to tick "No Strata as Owner Managed" so that we know it's just not missing strata information
10 votes
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