1050 results found
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inspection summary
It would be ideal to be able to send tenant AND owner comms from the bulk edit wizard within Inspection Summary.
2 votes -
Need to be able to upload larger Ingoing Reports from Proptech to PT Docs
Large files cannot be uploaded such as Ingoing Reports from Proptech.
4 votes -
Creditor Statements with multiple email addresses
Creditors
If there is a company email address for work orders and a separate email address for accounts (as a contact) only the accounts email address should receive remittances/statements.4 votes -
Show the tenancy 'Type' when creating a tenancy mail merge from profile
When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.
1 vote -
Signing Request Reports to be available in a PDF option
Signing request Reports to be able to be generated in a PDF Format rather that a .docx Word Document
9 votes -
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements. Clients have asked if they can be generated in the order that they appear on their statement so they can easily cross check the statement and attachments.
4 votes -
Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
14 votes -
Allow Multiple Templates in Auto Comms Inspection Report: Ownership as 3 types of inspections (exits, entries and routines)
Please allow Multiple Templates in Auto Comms Inspection Report: Ownership as we deal with 3 types of inspections (exits, entries and routines). 1 template does not cover all and there is no option to add others. We have to close of exits and sent them manually as the 1 template doesn't cut it. Same with entry condition reports. Thank you
6 votes -
Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
2 votes -
Tenancy Rent Summary Report Merge Field needed
Tenancy Rent Summary Report Merge Field needed
2 votes -
Create BI Report by selecting archived tenants
Reports on Vacates for the Month/Year to show metrics. To be able to create this report in BI select archived tenants. This will show busiest months
1 vote -
More statement styles for Commercial to display GST clearly
Provide a statement style for commercial property that display GST & rent separately as current statement is hard to read for owners and accoutants
8 votes -
Inspection reports
When Generating the Routine inspection Summary have the option to select to have the ownerships number on the report.
2 votes -
bank details to be entered by separate authorised user when creating new creditors
one user have access to create new creditors, however, not the bank details section. This is to be added by another authorised user. Or one user able to create the creditor inc bank details, however, needs to be authorised and approved by another authorised user.
1 vote -
Routine inspection fees separate from ingoing inspection fees
Currently if you have a routine inspection fee in place but don't charge for ingoing or outgoing inspections you manually have to delete the fee it would be nice if you could match the fee to the individual inspection rather than it be applied to all routine, ingoings and outgoings.
5 votes -
Sales: Show condition dates on screen
When checking due dates for Building/Pest Inspection, Finance approval etc, you have to go into the edit pencil beside BUYER: Deposit paid, Settlement date. We should be able to see important condition dates on the same page.
5 votes -
Schedule routine inspections on Common Properties
The ability to schedule routine inspections for common properties without a linked tenant.
1 vote -
mail merge templates need to be more user friendly
Mail merge templates for emails need to be more user friendly. Currently if you want to add an image you need to copy from an image on the internet - you should be able to copy an image off your computer. You also cannot add things like editable tables to the mail merge. To be able to provide comprehensive data to landlords adding a table would be ideal. The mail merge templates should function more like a normal word document merge.
1 vote -
Text messages sent from User
Currently if you send text messages from Property Tree to tenants or owners only the property manager receives the reply.
It would be great if it could be implemented for the User to get the reply (or at least have it as an option).
8 votes -
When updating compliance you should be able to add the new compliance certificate
When updating compliance, you should be able to add the new compliance certificate
9 votes
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