1050 results found
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Add in "point of contact" for adhoc emails so admin can send emails through the system and have any replies come back to the actual point o
Add in "point of contact" for adhoc emails so admin can send emails through the system and have any replies come back to the actual point o
3 votes -
Additional tab in ownership profile or ability to flag important documents/notes so they always appear at the top of the list
i would like to enquire on how we can add an extra tab in the Ownership profile, purely for proof of ownership, managing authorities, photo id, landlord instructions. As we constantly need to track through 5 - 10 pages in the documents tab just to look for these?
in all - im requesting an additional tab next to communication or documents .. (under ownership tab) as these 4 we need the most when relisting a property.7 votes -
Automated Tasks
Would be great if Property Tree would automatically create a task against the tenancy 90 days prior to the lease ending and a task when the rent review is due.
15 votes -
assign task to 2 people
A function to assign a task to 2 people (in case they work as a pod)
16 votes -
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior
Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…
4 votes -
Bulk download all statements and I&E for owners.
Bulk download all statements and I&E for owners. Rather than sitting through and manually sending 45+ ownership statements.
4 votes -
Money In and Money Out totals
"Total Money in less Total Money out = Disbursed funds" to be added to owners statement emails or to the bottom of statements. Income and expenses are over 2 sections of the invoice and are required to be totaled.
3 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
40 votes -
Status updates on Work Orders
Work orders should have "Status Updates" on work orders. Such as Quote Requested, Waiting on Approval, Work Order sent, Completed, Rejected, Hold, Owner Attending.
This will make it easier when following up on work orders where the job is currently at.93 votes -
Configuration icon position
When on a laptop or small screen - can't access or click on the icon for configuration. No scroll function to bring it onto screen.
17 votesWe are currently reviewing the layout of the menu, chat and help icons with our UX designers and development team.
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Clarification Regarding Lease Renewal Option Dates
It would be great if there was an option to record both the first and the last day for a commercial/retail tenant to exercise their option to renew their Lease. This would allow us to identify tenancies with upcoming option periods and enable us to proactively engage with tenants before the options lapse. I understand there currently is an a option date available under Lease, Rent &Outgoings Tab, however no one can really explain which date to enter (different answers - Lease expiry date, first date to exercise option and last date to exercise option).
23 votes -
Swimming pool icon
Would be great if you could add a swimming pool icon next to bed / bath / car on the property tab. Would help running reports on property features etc
16 votes -
Tenancy Ledger to display total amount paid by the tenant
The Tenancy Ledger should be displaying the ‘total amount paid’ by the tenant (as per the bank statement), and then show the breakdown how it has been allocated (e.g. to rent, outgoings, gardening etc.)
REST ledgers show this, which makes it easier to read the ledger and compare transactions to the bank statement and/or the actual paid amount.
3 votes -
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
9 votes -
Inspection type to show option of Tenant Assisted Inspection
When creating a new Inspection for a tenant it would be great to be able to have Tenant Assisted Inspection as an option - currently it is only Routine, Ingoing and Outgoing. When looking at a tenant profile and an inspection is in the confirmed stage we can not tell if it is a Tenant Assisted Routine or an Agent Routine which is booked.
7 votes -
Set Ownership Payment date
Having the flexibility to set a payment date when rental providers request monthly payments only without specifying a specific amount.
3 votes -
Managing Bond Arrears - Due dates
I'd like to see the bond arrears page improve. Currently there is a screen that shows how much arrears is outstanding, it doesn't however tell you when the arrears is due. For instance, rent increases (and therefore bond increases) are listed for future renewals = not yet in arrears. Then have to cross-reference and double handle. Needs an additional column or filter to show what's due and when.
8 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 -
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it cant be done?
It would be good to be able to copy a mobile number from a creditor, tenant, owner from the mobile app. Currently it can't be done.
5 votes -
Inspection Cancellation Reason
It would be great if all users were required to enter a short cancellation reason for all cancelled inspections.
4 votes
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