850 results found
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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.
6 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
2 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.
2 votes -
Adding a new creditor needs to appear immediately in Invoice Automate
When adding a new creditor in PT it takes too long in Invoice automate to be able to pay the invoice as they do not appear till a while later can this be worked on please?
1 vote -
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.
3 votes -
Paying selected creditors (and not all) has no option to show by certain due dates
When paying selected creditors (and not all) apparently it will pay ALL outstanding creditors irrespective of due dates. Which means entered instalments for Council rates will not work. This needs fixing as we are a large agency and need to pay statutory rates and taxes weekly - not all creditors - just statutory rates and taxes.
1 vote -
Task Category reverting back to 'All' on Task Management screen, after selection made on Task Notifications column
When selecting a Task Category within the Task Notifications column, then client ‘View All’, the Category selection on the Task Management screen reverts back to ‘All’.
It would be great if the behaviour is consistent/the same as when selecting ‘View’ on a Dashboard, which is taking you to the selected report while keeping the filters as selected on the Dashboard.
1 vote -
Dashboard – automatically display search results without having to click ‘Search’
When accessing a report page from within a Dashboard, it should automatically show the search result (report/grid) based on the filter selection made on the Dashboard.
However, to get the actual search result (report/grid) on the report page, a user has to click ‘Search’ first.
This is an unnecessary step, as the filter selection has already been made, and by clicking ‘View’ on the Dashboard, the user is confirming what search result they want.2 votes -
Add payment cycle of bi-monthly for tenant rental invoices
Add payment cycle of bi-monthly for tenant rental invoices
1 vote -
More triggers for Ownership Inspection Notice
Have the option to create an inspection notice for the ownership with all the same triggers as the tenant - tentative, proposed and confirmed. At the moment its just confirmed and this is very restrictive.
1 vote -
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.
2 votes -
centrepay for tenant download
Option to import centrepay file into property tree for tenant downloads.
3 votes -
Save email to creditor against property profile
Would be great to have an easy view for PM's to view emails sent to creditors. If this was saved against the property profile as well (not just creditor comms), this would make it easier for PM's to find all comms & be across what is going on in their portfolio
2 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.
7 votes -
Works Orders - Shorten Page
The work order format is too long, you need to scroll down to the send and completed button and if you put an information banner up along the bottom of the page you can’t see the buttons at all and risk not sending the work order out. I suggest a shortening of the page format so we can see the send and complete buttons without scrolling. The whole work order sending is very long anyway, too many steps and the scrolling down to send a work order is a step too far.
1 vote -
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.
3 votes -
Allow to colour code boxes
Options to colour code white boxes.
The multiple white boxes throughout the Agency tab are hard to identify such as Arrears, maintenance etc.
I would suggest the option to colour code the boxes, for example arrears box red, maintenance blue etc. Coming from Property Me this system is a lot harder to navigate.1 vote -
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
2 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.4 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.
4 votes
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