1208 results found
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Ability to move a note from property to tenant or landlord, etc.
Ability to move a note over to the tenant shell, landlord shell or property shell if put on the wrong shell within a tenancy/property.
1 vote -
Note for water charging connected to the tenancy that pops up when you are putting in the invoice on invoice automate
That way then for the tenants that can only be charges above a certain amount of usage you have a way of being reminded.
1 vote -
Time based fee triggers
Please add time based fee triggers for property transactions. Eg we require admin fees to be entered under the property for some of our managements and only for the common property for unit blocks owned by one ownership. Would be great if we can have this set up to trigger on a certain day of each month prior to end of month being run so they will appear on these owner statements.
29 votes -
Interactive lease and rent review tab
Instead of having a "view report" or a workflow for lease renewals where you can't add comments you then have to create a task - if there was a lease or a rent review tap - and the properties that are due for the month come up (preferably in sooner to later expiry - currently in any order - then you can tick when you have asked the renter their intention - update in real time and you can see it on the screen - again with the rental provider - the current rent - the rent to be increased…
1 vote -
Collect data of person that didn't received mail merge
When sending a mail merge, sometimes it goes wrong with the tags or filters.
And it causes some of the recipients not to receive the mail (not in the delivered list and not in the failed list).We should know how many people are in error and resend to them.
As of now, Property Tree can't collect the data.
Please add this as a feature.1 vote -
Tenant & Creditor Invoice Notes displayed in Invoice Genius
It would be great to have any Tenant & Creditor Invoicing Notes to be displayed in Invoice Genius.
3 votes -
Pop up on rent increase if dated within 12 months of last increase
With the new legislation coming into effect, is it possible to have an alert when entering a new rent schedule that the last rent change was within the last 12 months? The user then has the option to continue with the new rent schedule or cancel. thanks
33 votes -
Ability to add an Ad Hoc task to a Workflow
Ability to add an Ad Hoc task to a Workflow - as we all know unexpected things crop up all the time, being able to add a one off task to a work flow would be very helpful
I have a work around in the meantime - add a task called' Ad Hoc' to the Workflow when setting it up, then everything in it can be edited if it is required.
4 votes -
Workflow automation on multiple workflow templates
Currently you can only add a workflow automation to one workflow template.
If we have varied "New Tenancy" workflows as they require different tasks for different property programs, you can only add the automation to one workflow.
It would be beneficial to be able to add automation to multiple workflow templates and link them to portfolios/properties.
1 vote -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
9 votes -
separate bank accounts available for landlords who own several properties,
Have ability to separeate payments to different bank accounts for landlords who wn several properties, as bank accounts can vary between mortagegs and offsets, save landlords juggling their money. I did see having bank accounts against property, not ownerships, and I agree.
1 vote -
1 vote
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Auto fill tenants email in maintenance request
On Quote & work order can you please have a tick box for tenant: so they can be cc in Maintenance without having to manually enter
2 votes -
saving files into Property Tree
Having to constantly save files onto the computer before being able to drag and drop into Property Tree and attaching PDF files to emails is time wasting.
Being able to freely drag from Outlook or my desk top would be much better than constantly having to save into Documents3 votes -
remove ticked checkbox to charge a fee when doing a tenant credit within the receipting page
Within tenancy receipting you can now create a credit. When you create a credit from this screen the tickbox charge a fee is automatically ticked.
This needs to not be ticked like it is when creating a tenancy credit through the tenancy funds option.
If it is not ticked it then WONT charge a management fee (which is what we want on a credit)1 vote -
Inbox - allow inbound emails from other email addresses not linked to a profile
Allowing external parties who are not on your contact list to email your PropertyTree inbox.
This allows for anyone who is not a contact can email the PT Comms Inbox e.g. if the landlord engages a valuer who emails us.
PropertyMe and Ailo have this.
We are losing emails and people getting angry because they are sending them through but no one is receiving them as it does nothing. There is no email advising that the email is Undeliverable. Nothing so it just gets lost.
1 vote -
Feature Request: Support for Tenants Without a Surname
Tenants Without a Surname
Some people have only one name (a single name) because of cultural, historical, or legal naming traditions. In these cases, the individual’s single name is their complete legal name and is correctly reflected on official identification documents such as passports and driver's licences.
The system currently requires the Family Name field to be completed before a tenancy record can be created. This creates an issue for tenants who do not have a surname, as their official identification documents do not include a family name due to their cultural naming conventions.
It would be beneficial for the…
1 vote -
Feature Request: One-Click Copy Button for Tenant Details (Name, Phone, Email)
I would like to submit a feature request/product improvement regarding lease renewals.
Currently, when processing a high volume of lease renewals, I frequently need to copy tenant details (specifically their Name, Phone Number, and Email). Having to navigate between different tabs or sections to gather these details creates unnecessary steps in our daily workflow.
To streamline this process, I would like to suggest two potential solutions:
Integrated View: Display basic tenant contact information (Name, Phone, Email) on the same page as the lease and rent details.
One-Click Copy Button: Add a quick-copy button next to the tenant profile section (top-left)…
1 vote -
communication
under owner and tenant provide - communication tab to also show Opened column without clicking into the communication.
1 vote -
Rent increase notification to agent only , similar to lease renewal notifications
Rent increase notification to agent only , similar to lease renewal notifications
1 vote
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