1182 results found
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forward communication for follow up
Create a forward or follow up button for communication within owner or tenant profile.
4 votes -
strata search
In the property card file, have a section we can enter SP number (not requiring to be a creditor). And a search function where we enter the strata plan number.
2 votes -
Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
2 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
Ability to bill an invoice to two different properties
When filing water bills in invoice genius, it would be great to have the ability to bill two properties when there is two meter readings. Instead of having to go to the tenant profile and manually create invoice.
2 votes -
Email replies in PT - better identify unread emails
I love how the communications tab on left side bar has a red dot to alert new email received or a reply to one sent. I was wondering if a red alert dot could also be shown on the email in the list itself, to easily recognise which email has been responded to.
3 votes -
Communications for Creditors
We would like to mass email creditors with regards to their Insurance paperwork. For landlord it's {OwnershipPrimaryGivenName}. Is there one for Creditors? Eg. {CreditorContactGivenName},
It will be great if Property Tree can populate the Insurance Expiry Date in Mail Merge. Eg. ({InsuranceExpiryDate})3 votes -
For the pet details to be included on the inspection report tasmania
New Pet Section: Included on the inspection report to indicate whether a pet is present at the property, allowing inspection managers to be informed prior to attending.
2 votes -
Managed by Tenant under Compliance Tab
Add "Tenant" as a managed by option on the compliance tab for the odd issues that the tenants are responsible for - pools etc.
3 votes -
original lease start on profile summary
Please add the Original Lease Start date on the tenant profile summary box so we don't have to click into the profile to check
2 votes -
Workflow Automation
It would be great if a workflow could be started automatically based on a task such as Add a new tenant and convert prospect. Would be great to customise these to suit our business needs.
2 votes -
Show how many Emails/SMS in inbox
Instead of a red dot show the number of emails / sms in the communications tab
6 votes -
Email Format and Font
When sending an email (new or reply) it has a really large gap when you hit enter to make another paragraph and it defaults to System Font, it would be great to be able to select your own font.
9 votes -
Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.3 votes -
Sales Ledger and Sales Marketing and Sundries Report
When generating a Sales Ledger and Sales Marketing and Sundries Report when processing EOM, the report is excessively long as it includes sales from previous years regardless of the accounting period (e.g. the month to be closed) being selected. These reports should only include sales included in the month that has been selected.
1 vote -
Business Role Access Permissions Report
A report showing all user permissions assigned to each business role, including both PT default and customised roles, would be highly valuable. This would facilitate permission audits and improve oversight of access controls, especially where multiple custom security roles exist.
1 vote -
Should be able to delete cateogories in notes
Should be able to delete cateogories in notes
1 vote -
Communication Inbox show PM name
It would significantly improve efficiency if the Property Manager was visible in the inbox view next to the Name and Address for email and SMS communications.
This would allow users to quickly determine whether a message should remain assigned to the company or be reallocated to the correct Property Manager—without needing to open each property to check.
For teams managing a high volume of communications, this small change would remove unnecessary steps and save considerable time across the day.
This enhancement would streamline workflows, reduce friction, and improve response times.Would love to see this considered—thank you!
2 votes -
workflow
The ability to simplify workflows and to reduce the amount of tasks within a workflow. One task that has more functionality ie. more shortcuts to actions in property tree and ability to have more than one hyperlink
1 vote -
Workflow due date
The team are getting overwhelmed with the amount of tasks within a workflow. It is time consuming and difficult to schedule them due to the way the workflows are set up with a start date. Would be great to have a due date to work towards that triggers the tasks within the workflow based on the completion date. For example a lost management workflow - could be 30, 60 or 90 days.
1 vote
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