850 results found
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Bond held report that can be filtered by portfolio
To be able to produce a bond held report that can be filtered by portfolio
14 votes -
Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance
Currently we cannot input budgets into property tree, we can only print out income an expense reports which means we have to manually do a spreadsheet to follow budget actual v projected.
5 votes -
In the Owner – Statements tab, when you click on it, all the statements should appear, not just the latest one
There’s only one reason why we would click on that tab, so we shouldn’t have to click on the magnifying glass again to see more statements.
15 votes -
Automated Communications for tenant invoice reminders
Have an option to be able to set Automated Communications to remind tenants that their invoice is due soon. Ie, 3 days before, an email is triggered
9 votes -
Labels for phone numbers
Currently, when you're adding a phone number to a contact (tenant or owner) you can assign it a label of (Fax, Mobile, Home, Work). Some of our contacts have multiple numbers that need to be distinguished with more than that.
It would be nice to have this as a custom field - for example "Emergency" or "After-hours".
2 votes -
Deactivating Bricks & Agents (Maintenance Plus) without having to close all jobs first
Bricks & Agents (Maintenance Plus) is a third party product that integrates into PT/MRI. We as PT/MRI Clients should be able to deactivate regardless of whether jobs are open or not in the maintenance tab section.
By PT/MRI not allowing this option it allows the third party application to hold us ransom to their product which we are no longer wishing to use.
Either -:
PT imports the job information in full form third party and allows deactivation without jobs requiring closure
PT allows deactivation without jobs requiring closure so that we can start using the property tree maintenance product…
3 votes -
Automated Invoice Reminders
You can only send an automated reminder for invoices once it's in arrears, suggest having a days' before option so 7 days before it's due, tenant gets an email reminder.
10 votes -
Option to edit routine inspection emails before sending to owners
Would be good to have the option to edit the template email before sending the routine inspection report to the owner.
11 votes -
Inspection Cancellation Reason
It would be great if all users were required to enter a short cancellation reason for all cancelled inspections.
3 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
2 votes -
Unlocking All Merge Fields
It would be great to see, Property Tree make all data fields availaible in Property Tree as merge fields in auto communications and e-mail/letter merge fields. Example being having the ability to show "Paid From" "Paid To" "Inhand Credit" "Effective Paid To" in the body of the auto receipt e-mail.
Reasoning behind this is the tenants in QLD are shown an Effective date on their receipt that includes the In hand credit however this is not explained on the receipt and tenants get confused by this.
Also having the ability to have all merge fields available in every document/Letter/E-mail would…
8 votes -
1 vote
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Drag Box in work orders
Having a drag box in the work order will allow photo's of jobs to be attached, making it easier for the tradies.
1 vote -
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and withi
Default font on Property Tree is too light and hard to read when all office lights are on. Office lights are usually white bright and within one hour it becomes a nighmare trying to read grey font. HELP please
3 votes -
2FA for Portal Logins
We've had an owner request the option for 2FA on their portal login given the nature of the information they are accessing online.
2 votes -
show unpaid tenant invoices on the tenant screen
On the main screen for tenants there should be a way to see any outstanding invoices, arrears do show but it should show all unpaid invoices sent to the tenant
3 votes -
Rent Review Date Agency Configuration & Automation
Allow the agency to set the frequency of the next rent review date to allow this to populate automatically based on a new tenancy end date. For example, we set ours to 120 days prior to the tenancy end date. Our team has to manually enter this when setting up a new tenancy, this should be able to be configured based on the agency's preference like inspections.
1 vote -
Dashboard – automatically display search results without having to click ‘Search’
When accessing a report page from within a Dashboard, it should automatically show the search result (report/grid) based on the filter selection made on the Dashboard.
However, to get the actual search result (report/grid) on the report page, a user has to click ‘Search’ first.
This is an unnecessary step, as the filter selection has already been made, and by clicking ‘View’ on the Dashboard, the user is confirming what search result they want.2 votes -
Nicer Font Choices
Please increase the font choices when sending mail from PT. Most of the font options there are not professional or useful. The standard 'System Font' is converted to Times New Roman which isn't appealing to the eye.
1 vote -
Have a please where you can put in a Credit Note from a Creditor and raise a credit in the tennant profile as well
When a tenant invoice has been paid direct to the creditor, and the creditor issues a credit note, this can currently be added to the tenancy, however not against the creditor.
1 vote
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