867 results found
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Ability to enter a rent increase after a change of ownership
After a change of ownership is completed there can be reasons why the old ownership can't be archived (ie, tenant invoices owing to old owner). If this is the case, we cannot enter a rent increase for the current tenant under the new owner - there should be no restriction as this rent increase has nothing to do with the old ownership. We have been told that we have to archive the old owner and then enter a new owner, property and tenant record to re-enter the tenant invoices owing.
5 votesWe are currently reviewing this suggestion with the Product Team
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Categorize merge templates so they are easy to find when using the dropdown
We have so many mail merge templates that when we use the dropdown to select the template we have a big list of them to go through (currently in alphabetical order). Would be great to have custom categories for our mail merge templates so that all the rent arrears templates displayed together, and then all the lease templates etc.
4 votes -
Creditor Invoice Breakdown Screen
On the creditor invoice breakdown screen, it would be good to see a traffic light system highlighted on the $ amount.
Green = enough funds in owners account to pay it.
Amber = enough funds in owner account however there are other priority bills to pay so there may not be enough money to pay this creditor now.
Red = not enough funds in owner account to pay this bill now.9 votes -
Mail Merge Rental Arrears ability to include tenancy overview
Would like a template field for Tenancy Overview to enable an overview to be included in a mail merge for rental arrears sent to the tenant by email. I think this would help the tenants understand the arrears and avoid PM's having to send 2x separate emails.
24 votes -
Maintenance Notes
Once a note is entered against a maintenance job it would be good if there could be an indication that there is a note in there such as the same where it lists the number of pictures against the same maintenance job
30 votes -
Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
16 votes -
Ability to search Invoice number when receipting payments.
Ability to search Invoice number when receipting payments.
58 votes -
'Day Before' reminder for Rent Due
At the moment it's only for the days after, once the rent is overdue, but it would be ideal to have one for before the due date as well. For example; "Rent Due Tomorrow" with the description inside as "Friendly Reminder, your rent is due tomorrow, please make sure payment is made to avoid arrears on your ledger!"
52 votes -
Merge field for tenancy invoice amount
There is no option for tenancy invoice amount merge field to be added to the tenancy invoice email template. please get this added so the amount appears in the email and tenants don't need to click the link.
18 votes -
An alert should come up when sending out an invoice to a tenant who does not have emails or it should print automatically
An alert should come up when sending out an invoice via the create tenancy invoice to a tenant who does not have emails or it should print automatically. The button is "Create Invoice" so unless you look for the details you can think it has emailed, as it doesn't prompt to print.
14 votesUpdated and ready for votes
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Option to include Owners and tenants when sending work orders/quote requests
The owners and tenants should show as an option for selection to be cc'd on when emailing maintenance requests without having to manually type in the email addresses
48 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
16 votes -
Merge field for Inspection Type - Routine, Ingoing, Outgoing
Would be good to have a merge field available for inspection type, so that the auto communications for notifying or sending the report can capture what type of inspection is being scheduled or has been done.
6 votes -
Email, Message or SMS failure alert/pop up
Notify users when any emails, messages or SMS fail rather than having to go and check a list. Perhaps an alert at the top of the page which then produces a list of what needs to be checked. The impact of missing this information is huge, particularly with compliance.
275 votesUpdate: Additional fields have been added to the ‘Status’ drop-down under Communications History to give you more details on email delivery status, this is available to you now. We are continuing to investigate other areas to better notify you of any sending failures.
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Owners on hold to withhold payment to creditors
When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.
21 votes -
Pop ups if current profile is going to be affected by this action
Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.
4 votes -
Property Tree Application - Access more functionality from mobile
It would be great to have PropertyTree on an application, not just the "Property Contacts" application where it's contacts only. It's critical to be able to record phone calls/sms's/notes when out on the road and also be able to just click on owners/tenants phone numbers from the site; so really combine PT Contacts app with the Propertytree website
18 votes -
Direct line details for Property Managers
To have a field for the property managers direct line contact details as well as the mobile number
4 votes -
Could we have the option to colour code tabs for tenant, property and owner cards?
We could set for example:
Owner tab with a colour for GST registered and another for NON-GST registered
Tenant tab with a colour when it is a Retail LeaseThat could save having to search for the information especially when someone on leave or handing over the portfolio to someone else.
21 votes -
Ability to add an email signature not just a banner image
All email signatures currently are banners. This is very limited to having the entire content of an email signature within an image banner.
We need free text to create our own.
120 votes
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