989 results found
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Breach Inspections
The option to add breach inspections as a type of inspection for example; routine, breach, ingoing, outgoing. Allowing breach inspections to be uploaded and sent to owners through the system. Send automated reminder notice to tenant. Keeping them grouped with other inspections for the tenancy. Which would also be beneficial when going to court with the report function. Making this task easier and more efficient.
7 votes -
Owner statement as a PDF instead of a link
Ownership Statements to send as a PDF attachment instead of a link in the email
57 votesWe're currently looking into replacing the links in emails sent from Property Tree with PDF attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
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Sales reports
Sales reporting - there are no reports you can generate for KPI's. All the data is put in for Listing and Selling Agent and dates of agency agreements but you cannot generate a report (monthly, quarterly) showing individual agents commissions etc.
If we put all the data in, why can we not generate reports like this?3 votes -
Priority codes for maintenance
When allocating a maintenance request to a contractor need to be able to specify urgency for the job. Priority 1 within 24 hours, Priority 2 within 48 hours, etc. This could be done by adding tags to the maintenance requests that we can select prior to allocating and issuing a work order.
6 votes -
Water compliance
Within the Water Usage section have notes appearing or a tick box to include -
- properties where only fixed charges are charged
- properties where owner does not wish to charge water
- properties that are not separately metered
- Owner supplies water notice14 votes -
Completed Maintenance Report Including Invoice Details
We need to generate a report showing all completed maintenance jobs, broken down by property and including the job details, creditor and invoice details. Sorted by owner or portfolio.
6 votes -
Mail Merge - additional filter options
Would love the ability to filter mail merge by lease dates and rent review dates so the system can pick up expired leases and we can communicate directly with those owners. The same for leases coming up for renewal without having to set up the automated system. Also, is there a way of omitting owners that don't want a renewal and would not appreciate a reminder?
4 votes -
Make re-occurring work orders for gutter cleaning, lawn mowing etc
Make re-occurring work orders for gutter cleaning, lawn mowing etc
7 votes -
Enable the ability to edit BPAY Reference Number
Please enable the ability to edit BPAY Reference Number before generating the bank file when paying creditors. This is available in other software products
4 votes -
Property Details Notes Tab - record customised information
Include a property detail notes tab
Property main tab - Details mini tab - Property details section - Add notes option here.
This is where specific information for properties can be added such as meter locations, inclusions/exclusions and general information for each individual property making accessing this information easy in the one place.8 votes -
Show Held Funds balance on receipts
Show the held funds balance of a tenant on their receipt when they make a payment. It shows when an invoice is issued but it would be good if they could see the new balance when a payment is receipted to held funds.
4 votes -
EOFY Report Layout - Owners
It would be good to have the ability to set a specific Income & Expenditure Report Type (Consolidated or Property Breakdown) for some owners that have multiple properties.
5 votes -
Rent Arrears Strikes
A system or notification option that showes how many times a renter has been issued a notice to vacate for rental arrears, to easily show what strike within a 12 month period the renter is up to.
3 votes -
Report in BI or Trust & Reports to Capture Rent Decreases
A report in BI or Trust & Reports to Capture Rent Decreases
• Property address
• Owner
• Date decreased
• Previous fee amount
• New fee amount3 votes -
Inspection Summary Report - Filter by Property Type
Ability to filter the inspection summary report by property type to see Residential properties only, especially when checking for any properties that do no have inspection dates
2 votes -
Saved Edited Merge Letters
Could there be a way to save the edited version of a Merge Letter? The letter template only is saved into Communications so no record is kept of what was actually typed and sent.
2 votes -
Profile heading for a property for sale
Profile Heading - add a profile heading like "Break Lease" in the property card so it is visible to see what property is for sale. It is then easier for other users to find when not their portfolio.
"FOR SALE"
4 votes -
Search by Suburb
Be able to pull a report to search properties by Suburb for example the profile list
11 votes -
Daily Arrears SMS Messages
Currently arrears SMS messages are only sent when set up ie day 3 and 7. A way where the arrears messages could be send daily from day 3 for example, so that we dont have to set up 15 different SMS daily messages in the auto communications tab. This would benefit if there are any serial offenders or tribunal matters where it may go over 15 days, as they currently just STOP getting alerted at all which makes it worse.
9 votes -
BCC over Communication Platform
Add BCC to the communication platform so the "To" recipient will not review the others whereas necessary for internal reference and communication
17 votes
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