1182 results found
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Remove emergency contact from being automatically included in mail merge from Profile
When selecting 'Mail merge multiple' or 'email all' from the owner's screen, emergency contacts, accountants and other are all automatically included in the correspondence and it's a manual step to remove which can very easily be forgotten or missed. Can it be an option to add these contacts in instead of being automatic as a lot of information sent to Owners is sensitive?
7 votes -
Total overall arrears to show in mailmerge for commercials
We want to create an email mailmerge for a commercial tenant to show their arrears for rent, budgeted outgoings and any other invoice. We also want to highlight the overall total of their arrears figure. However there is no template field that gives the overall arrears figure.
6 votes -
Have the end of month reports created in Property Tree only emailed to the admin email address (much like the weekly agency summary).
Have the end of month reports created in Property Tree only emailed to the admin email address (much like the weekly agency summary). The report is confidential and we only want admin staff to access it.
2 votes -
Trigger for the let fee to be on first rent receipt, not when a tenancy is loaded.
When a new tenancy is loaded and the let fee is triggered, could it be possible to create a trigger option for when the first rent is receipted by the new tenants? Owners have been a little upset sometimes that the let fee is charged prior to them receiving their rental payment...I know we can choose to manually do the let fee, however we would love a trigger option for this if possible.
6 votes -
We need to be able to save a copy of the Strata By Law to the strata details under the property
As part of the new legislation we need to be able to retrieve strata By Laws to provide this to the tenant. We should be able to save the document against the strata details under the property.
8 votes -
Find Profile - Filter by Property Type (Commercial / Residential)
Under "Managements" -"Find Profile" a "Type" of profile to select should be Commercial. Currently we can only choose "Properties" which filters ALL properties. "Type" of profiles to search to be added could read Residential or Commercial. Adding Tags to properties not ideal.
5 votes -
Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
80 votes -
Archive for documents tab
When in documents tab it would be of great use to have an archive folder so that old or expired documents can still be accessed however current documents would be quicker and easier to find.
5 votes -
Individual tenant reminders
It would be great to have the ability to set up automatic payment reminders for individual tenants only. For example, I have one tenant (as most of us do) who never pays rent on time and frequently falls into arrears. Every Tuesday, I manually check her profile to see if she paid rent on Monday, and if not, I send her a reminder text that the rent was due yesterday.
It would be incredibly helpful to have an option to automate this process—specifically, to set up a reminder for a particular tenant only if their rent is more than one…
3 votes -
Payments List Report to be in order of property address not owner's name
It would be great if this report was in property address order under creditors paid rather than owner's name.
2 votes -
column order in search results to work
when looking at say Tenancy leases search you have the ability to say click on 'rent' and the little arrow changes to up or down. However the order it puts it in makes no sense. It would be great if I could see lowest rent to highest rent or vice versa.
2 votes -
Adding an alert or notification to PM's when a lease is going to expire
Adding lease expiring alert/notification functionality. Currently Property Tree functionally allows for emailing tenants and owners this notification, but there is nothing to alert a PM that the lease ending, which would really help a PM manage their own portfolio.
This would take away for the manual need to add reminders to separate platforms such an email calendar, which isn't efficient and creates extra work for a PM. It would also eliminate human error.
A simple alert when at a time of the PM's choosing (ie. 3 months prior, 6 weeks, 1 month etc - I also think this function should…
3 votes -
assign agent for routine inspection
• Add point of contact email address as a template field
3 votes -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
GST registered or not strata plans
In Creditor Profile there is the Strata Details section which is where should be able to make the strata plan GST registered or not, the next section is Company where the strata management company details are and in that there is a way to exempt GST but as each strata management manages multiple strata plans some plans may be GST registered and some not
3 votes -
Option to auto-upload documents to Owner/Tenant Portal
Addition of an option to have documents such as lease agreements & routine inspection reports completed in Inspection Express to not only auto-feed back into PropertyTree but for such documents to be auto-ticked to be 'visible on portal'.
48 votes -
Missing Invoice Alert
We should received a notification email to list out all of the quarterly invoices that we are missing on for quarterly invoices like Sydney water, strata levies and other quarterly invoices that we should entered. This is very important to alert us as agents that we should be receiving these missing bills on a quarterly basis and to avoid interest charge on the invoices.
6 votes -
add maintenance jobs to the dashboard
Could we have a new icon for maintenance so we can see it on the dashboard instead of having to run a report?
11 votes -
Show tenant rental amount when selecting which Landlords to pay
When selecting which owners to pay, it would be great to have a column which shows what the tenants actual rent amount is. The amount and pay cycle (EG $500 weekly or $1000 fortnightly etc).
3 votes -
Management Fees as a flat fee that can be charged automatically
To be able to enter management fees as a flat fee. - IE. we have stakeholders that pay their management fees quarterly and annually.
We currently enter this in as a (manual) fee and then have to label each stakeholder whereas if it was an option to have a non-percentage flat fee this would also allow us to capture this in our fees reporting each month/year.
Currently it is very manual to capture this for reporting purposes.
2 votes
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