1087 results found
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Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
1 vote -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
7 votes -
90- 120 day Lease and Rent Review Report Auto Filter Category
Feature Update:
"Leases" Tab on Dashboard
With the updated Legislative changes in VIC, having the automatic filter for lease and rent reviews changed from 91+ days to
90-120 days is the improvement suggestion.This will allow the system to automatically draw the correct data into the report without having to filter the report post generating it.
1 vote -
Management Notice period area
It would be ideal if under the Landlord profile per property if the Management notice period was visible ie 30/60 days notice instead of having to look at the management agency agreement
1 vote -
Can you arrange for a key number search option once properties have been archived.
Often when a key number has been removed due to the property being sold or management no longer in place, there is sometimes a need to find out what the key number was historically but there is no way of finding this out once property removed and archived. It would be great to have a search option to show what a properties previous key number was.
1 vote -
Improve the search engine
Improve the search function to search all data. If I enter a suburb, bring it up. I hate that I have to type in the entire address. Or a tenant or owner surname, again I have to type the entire name. Other software you can type anything in the data and it searches. Any part of a name, address, code or even mobiles.
1 vote -
Owner Statement Auto Email add merge field for property manager name and email
To be able to amend the text and add merge for property manager name and email for any queries. At this time many owner hit the auto reply and it goes to the person whom is running the office end of month. The first day of the month is quite often sorting and forwarding to property managers. e.g. owner will reply thanks, how is the lease renewal progressing?
0 votes -
The ability to delete compliance history
Currently, if something is accidentally entered or marked as completed incorrectly, there’s no way to remove it from the system.
For example, we have a migrated “Smoke Alarm” category that we no longer use. There are three properties where this category was marked as complete, and it can’t be deleted from the property tab. As a result, we now have a redundant category cluttering the list that we don’t and will never use.
2 votes -
Automated Rent Reminders
There is currently an Automated Arrears Notices in place with Days After.
It would be great to be able to set up Automated Rent Reminder with the ability to send "Days Before"2 votes -
automate water usage from property
Mark a property as yes/no water usage is charged and have this automatically filter to the tenancy (perhaps with the ability to override for extenuating circumstances). This way each new tenancy will always reflect the property rather than having to look it up with each new tenancy and recall why water usage is/isn't charged (would also be good if it was a NO that a reason could be entered so that future property managers arent left scratching their heads
1 vote -
Personalise Property tree
Have the ability to set up our own preferences for setting up new tenancies eg be able to toggle "tenant pays water usage" to be automatically "yes" each time a tenant is set up
1 vote -
Suspended Arrears Report
Create a report so that a department head (administrator) can search for arrears which are suspended indefinitely. This would be highly valuable as suspended arrears can compromise the legal position of an agency if serious tenant default occurs, and can compromise the owner's insurance position.
1 vote -
duplicate contact check
Can we have a button to merge contacts to removed duplicates set up in property tree.
2 votes -
Ownership statements actual PDF instead of a link to a PDF
The information behind a link can be changed at any time or the link can be "broken" at any time. This doesn't generally happen in well run companies, but if there was a legal dispute between owner and an agent, it would be possible for the agent side to break or alter the information behind any link.
In order to give owners more confidence that ownership statements cannot be altered I far prefer a statement to be sent as a PDF. That way the facts are frozen in time and if there was any dispute between agent and owner the…
4 votes -
Trigger for Tenant Receipts
Have the ability to send a tenant receipt when funds have cleared not when the bulk direct debit batch is processed.
Send an email to the tenant to advise the direct debit has been processed and once the funds are cleared, you will be issued with a tenant receipt. Once the clearance days has passed and banking has been completed, have the option to send tenant receipts for cleared funds.
This avoid having to manually send it when doing the bulk direct debit (which sending them is manual and can be forgotten) and also it is manual to send the…
1 vote -
Pay Agency
Do not allocate the management fee until the rent as cleared.
I am finding that with direct debit, the management fees are being allocated to the agency and if you pay the agency these are paid out before the funds are cleared.
PT does not release uncleared funds to an owner so why release the management fees to the agency when the rent has not cleared.
1 vote -
Remove Uncleared Funds
Remove uncleared funds from the landlord end of month statement.
Feedback from clients is that it is not relevant to have this on the statement as the funds are not cleared so how is it relevant to report at end of month. If the funds clear it will appear in the next month which is how it should be.
I have also had this feedback from clients who have large portfolios have their accountants have requested the same thing.
1 vote -
Taking tenant receipt - held for tenancy balance incorrectly shows owner balance
When taking a tenant receipt the new 'Held for Tenancy Balance' field is incorrectly showing the amount currently held for the ownership, not the tenant held funds amount. PTree, please correct.
1 vote -
Hi Team, A recommendation, there has to be a feature to turn on auto reply to tenant and owner when we are away in Pt when they email us
Hi Team, A recommendation, there has to be a feature to turn on "automatic reply" to tenant and owner when we are away in Pt when they email us
2 votes -
Tab
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes
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