1208 results found
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Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
2 votes -
Compliance tab on Creditor profile - show no date loaded
This is a fantastic feature, but we need a tick box please to also show all creditors that have no compliance date entered, otherwise how can we track whose we haven't received. Thank you!
2 votes -
Show bond amount due on tenant statement
Would also be good if the bond had a due date that automatically was the rent increase date
1 vote -
Document Sharing from owner profile to tenant profile
It would be extremely useful to have the ability to share documents from the Owner Profile directly to the Tenant Profile when a document has been automatically loaded onto the owner profile from a separate action, without having to upload the same document separately to the tenant profiles.
For example, documents such as compliance certificates through the compliance tab, invoices, inspection reports and other relevant property documents are often uploaded automatically from tasks or third party applications to the Owner Profile only. It would be beneficial if, when viewing the document, there was an option such as "Show on Tenant…
1 vote -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Ownership Profile field for landlord/owner background information
We'd like to suggest a dedicated "Owner Profile" field on the ownership record itself, rather than being buried in a Note.
Property managers regularly build up useful background knowledge about our landlords, things like their spouse/partner's name, where they live, how they prefer to be contacted, their preferences around leasing, whether they purchased the property through us, or general context about their portfolio. Right now the only place we capture this is a Note titled "Owner Profile," which isn't easily visible and makes it harder to find and reference at a glance.
Having a freeform text field directly on the…
1 vote -
Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
1 vote -
Include Line Items for Creditor Invoices so Instalments can be entered at once instead of leaving the same screen and entering multiple time
Currently, when you manually enter a creditor invoice you cannot break down the invoice. In order to split the invoice you have to tick the 'same supplier' box and repeat the process multiple times. It would be helpful to allow 'line items' so that you can enter instalments (such as 4x council rates) at once instead of having to input these 4 times without leaving the same screen.
2 votes -
1 vote
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Expand Sales Automated Communication to send anniversary email 1 year after settlement
It would be great to be able to set up our own automated communications for sales, especially ones that we can have prompted to send after a settlement and one that includes the statement as an attachment.
Ideally would be good to be able to prompt a happy anniversary email to the buyer to go out 1 year after a settlement even after the sales is archived.
1 vote -
Sort by entire address
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Be able to create inspection lists in property order.
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Sort by entire property address
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Be able to sort property addresses properly. Another tab required for Building Level. Need to be able to sort by street addresses and number
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Trying to do water meter reads and inspections in high rises with a list out of order, very inconvenient.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
9 votes -
Documents and notes
Documents and notes can only be deleted by certain users
1 vote -
Not displaying contract/conjuction agent splits on vendor statements (privacy issue)
Not displaying contract/conjuction agent splits on vendor statements (privacy issue and not really appropriate). The ledger shows the breakdown for auditing but the sales statement to the purchaser shouldn't show the agent splits when paying as a creditor. The funds currently come out of the trust account on settlement but the split could be done in the agency funds account so they still come from trust funds (not general account) and not visible on the vendor's statement.
1 vote -
Automated Communications compliance expire / renewal required
Creditor Certificate of Compliance (public liability insurance) - 1 month prior to the public liability insurance expiring, there should be an automated email sent from the system to the creditor reminding requesting them to send an updated COC (public liability insurance).
Where a compliance responsibility rests with the owner, an automated email should be sent to them requesting an updated document be sent to us so we can update the compliance information.
Both of the above will improve efficiency in terms of ensuring compliance is up to date.
2 votes -
Search Bar In Documents Tab
It would be great to be able to search documents under tenancy, ownership and property tags "documents" tabs. This would make it easier to find documents eg. Routines, Agreements, Notices, Compliance Reports etc. Thanks!
2 votes -
Change pinned notes on profile to a bright red to flag there is a note - The blue is easily overlooked
To improve visibility, pinned notes on profiles should use a red colour rather than the standard blue PT colour scheme. This will ensure important information is immediately noticeable when accessing a profile.
2 votes -
Put approved/preferred contractors on to the tenants shell that then shows on their app with contact cards, etc.
Make it individual to each tenancy so we can link the contractors listed on their leases.
2 votes -
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
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