1208 results found
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Ability to set up a task link in workflows
To automatically send of a smoke alarm compliance task for lease renewals and link to maintenance plus from the workflow (like the quick action buttons for lease dates, emails, etc).
2 votes -
BPay Facility to pay Settlement Agents from Sales Trust
Settlement Agents/Conveyancers are starting to use BPay facilities as it is a safer payment system and easier reconciliation for them. Currently PT is only set for cheque or EFT payments.
4 votes -
Communication Inbox show PM name
It would significantly improve efficiency if the Property Manager was visible in the inbox view next to the Name and Address for email and SMS communications.
This would allow users to quickly determine whether a message should remain assigned to the company or be reallocated to the correct Property Manager—without needing to open each property to check.
For teams managing a high volume of communications, this small change would remove unnecessary steps and save considerable time across the day.
This enhancement would streamline workflows, reduce friction, and improve response times.Would love to see this considered—thank you!
3 votes -
Tenants water calculations
PT to calcualte the tenants water usage & create invoice automatically when entering water usage in the property file
1 vote -
renter application and document auto delete after tenancy archived
As per new law the renter documents and application form required to be deleted after 3 years of tenancy finished.
There should be a option where we add renter documents in proeprty tree and once files archieved they should be automatically deleted2 votes -
automated communications
Inspection Notice: Residential Tenancies
The ability to change timing and communications information based on inspection type. Eg: Routine or IngoingThe information provided to an exiting tenant is different to an ongoing tenancy.
3 votes -
ACN
Under the ownership tag in property tree would love to have a section where if the property is owned by a corporation we can add the ACN.
Thank You,2 votes -
Add a notes section to inspections so a not can be let as to why a scheduled inspection was cancelled
Add a notes section to inspections so a not can be let as to why a scheduled inspection was cancelled
1 vote -
ability to create a prospect for a commercial tenant
ability to create a prospect for a commercial tenant so that you can add deposits and documents to the tenancy prior to lease signing
2 votes -
Saving a draft email when the system shuts down in the middle of an email.
Saving a draft email when the system shuts down in the middle of an email.
4 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
37 votes -
Add Strata Company/Contact Creation Within the Property Strata Screen
It would be a significant improvement if Property Tree allowed users to create or add a new strata company/contact directly from the Strata section within a property's details, rather than requiring users to leave the property, navigate to the Contractors module, create the contact there, and then return to the property.
A workflow similar to the Sales module would be ideal, where users can create a new conveyancer directly from the relevant screen without interrupting the setup process.
2 votes -
Tenants Manual water calculations can be calculated under the usage and update automatically to the property file
Tenants manual water calculations
2 votes -
To enable Bulk Deletion of comms in the failed tab
It would be great if we can bulk delete the communications that have failed, but have been resolved and it is the same person rather than closing each one. Because you have to wait a few seconds between each one while property tree tells you it has been completed, and doing it one by one is time consuming. It would be good if we are able to hold down the shift key and pick a bunch of them to close.
1 vote -
Statements & EOFY automatically into documents
Would be great if owner statements and EOFY I&E could automatically be put in to the Documents tab so that Owners can see them. I've been told we need to load them in individually which is just not viable...
2 votes -
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements.
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements. At the moment it separates the property but they run one after the other and on separate pages.
1 vote -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
10 votes -
Workflow Search Results – Add “Next Task Due Date” Column
On the Workflow Search Results view, where all open workflows can be viewed, it would be extremely helpful to have the option to add a “Next Task Due Date” column to the results.
The existing Workflow Due Date column is very useful, however, the overall workflow due date does not always provide an immediate indication of when the next action within that workflow is required.
Having the next task due date displayed as an optional column would allow users to see, at a glance, which workflows require attention next, without having to open each individual workflow to check the tasks…
1 vote -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
11 votes
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