1085 results found
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Allow a task to be linked to property compliance
Under the property compliance tab, allow an option to create a task straight from that so you aren't in effect duplicating data by then creating a task.
11 votes -
An option on Rental properties to generate a Sale.
Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.
13 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
11 votes -
2FA for Portal Logins
We've had an owner request the option for 2FA on their portal login given the nature of the information they are accessing online.
3 votes -
Income & Expenditure - select recipient
When a property manager / registerd PT user, requests a Income & Expenditure statement, it would be helpful if the email with the link to download the statement, goes to the person that requested it.
7 votes -
Tasks tab to include 'date created'
Can we please have the 'date created' listed on each task showing on the task tab in the individual profiles, not just on the task management report. We need this feature to easily identify how long a task has been hanging around without having to resort to bringing up the full report each time. This feature was previously available in the notes tab.
8 votes -
centrepay for tenant download
Option to import centrepay file into property tree for tenant downloads.
5 votes -
Reply button for emails within communications tab in tenant/owner profile
To reply to emails within the communications tab without having to go into the communications page and searching for previous emails. Currently can only print emails from the tenant/owner profile and not reply to any emails.
28 votes -
Invoice Arrears Days - number to be shown in "Tenancies in Arrears" view
When reviewing arrears from Dashboard and you go to "Tenancies in Arrears" it would make it much easier to manage arrears if we could see number of days in arrears as a column.
6 votes -
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
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