1044 results found
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Commercial tenancy filtering so accounts teams get invoices/receipts while on-site staff get routine and maintenance notices.
I wanted to provide some feedback on how Property Tree could improve, particularly for managing commercial properties.
At present, the system does not allow us to filter which tenants receive specific types of notifications. For example, in many commercial tenancies, there is both an accounts team (who need to receive invoices and receipts) and on-site staff (who need to receive routine inspection notices and maintenance notifications). Currently, all parties receive everything, which creates confusion.
It would be extremely beneficial if Property Tree allowed us to set preferences or filters for each tenancy contact, so that we can choose:
Who receives…
3 votes -
New Tenancy Fees & Prospect Tenants
We have an issue where holding deposits are taken by Direct Debit but we have to convert the tenant from a prospect to load in the direct debit details. This is then charging our new tenancy fees.
We need to be able to convert the tenant but have the trigger for the fee be Original Lease Start Date.
Having to convert a tenant from a prospect to get an ingoing completed and lease generated (without having to duplicate the information) means we are charging an owner fees before the lease commences.
The only work around is to have duplicate fees…
2 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes -
Be able to view multiple phone numbers for contacts
Currently you can only see 1 number beside a contact. If a contact has multiple numbers eg a home & mobile, only 1 is visible at a time. Therefore you have to remember they have 2 and click edit to see the other number. Would be good to be able to view all numbers or at least have a drop down beside the number to prompt that they have multiple numbers
2 votes -
commercial tenant pays outs (not budgeted) plus agents % fee on all monies (rent + outs) receipted each month
I don't use budgeted outgoings. Tenant pays invoices when received every quarter eg council rates, water etc. Our % management fee is chargeable to tenants calculated each month on all monies invoiced for rent Inc. outs therefore our fee varies every month. Currently after many attempts with trainers the only workaround is I have to manually work out every month for every tenant my % management fee due on monies to be invoiced that month then add it to each tenancy's invoice before it is sent out. Very time consuming please help?
1 vote -
Be able to Extend Due Dates On Invoices That Are Part Paid
Enable entered due dates, to be extended, on invoices that are part paid, to avoid arrears notices being issued to tenants. Once a part payment is in the edit section is greyed out - we have been using the stop auto comms from going out section instead but extending due date would be good
1 vote -
Include invoices in EOFY Statements
Similar to how the EOM Statements are done but for EOFY. If we could have the option to include all the invoices from the financial year with their statement, that way landlords can just send one collated document off for their tax.
1 vote -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
7 votesIf using the communication platform, we are working on allowing new portal messages into the inbox.
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Control of when I pay bills. Not the system withholding.
When I do my end of month, the system withhold funds for invoices that I have set to be paid mid-next-month.
I don't want this months rent to pay those invoices.
I want next months rent to pay those invoices, that is why I have put next months date. However the system auto holds it.It would be good to have an override button for this.
1 vote -
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section. As we saved tenant and owners middle names they are currently being saved under the first name but to be more streamlined and tidy/easier to navigate it wuld be helpful to have a middle name section.
2 votes -
Edit work order PDF details
We would like the ability to edit the downloadable PDF work order link that is sent to the trades. Currently we can only edit the email communication sent to the trade and not the work order. We would like to include invoice instructions that come up on the PDF not just the original email as trades tend to print the work order and never look at the original email again.
52 votes -
Integration between PT and Eagle
Further integration between Eagle and PT to allow listings to push from Eagle to PT, save time, push and advance information, seamless functionality, less confusion. This would allow users of both to have better control and usabilty and would be a game changer.
1 vote -
Invoice Genius
Include a tick box for invoices entered to be visible to owner automatically without having to go in an manually tick this particularly as owners often want to view these at end of financial year.
4 votes -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
9 votes -
Automated maintenance reminder to LL
Suggesting an automated email and/or sms function that goes out to any owner that doesn't reply to a maintenance request after we hit "request approval".
eg. automated after 3 days for non-urgent maintennace if no response received (Hi Mr/Mrs x, we are following up on the repair request we sent through that you may have missed, please reply with your instructions etc etc)
2 votes -
Auto assign the inspecting agent linked to a property for brand new inspections populated for new tenants
When a new tenant is entered it automatically generates the first inspection date but doesnt automaticaly assign the inspecting agent to this inspection. We would like it to be automatically assigned when this date is populated as it often gets missed unless we do the report for the unassigned inspections.
2 votes -
Tags
It would be fantastic if the tags under the Property, Tenancy and Landlord Profile could be hyperlinked so take you to all properties/tenancies/landlords listed with that tag
2 votes -
lease break label
When a tenancy is vacating and you select 'lease break', a label shows up at the top of the tenancy profile, which is good; however, once the move out date has been reached, the label changes to 'vacated'. Is there anyway 'lease break' can remain there as well?
3 votes -
Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
3 votes -
Tenancy Payment Remittances
It would be great to have the option to send the Tenancy a Remittance when a Tenancy Payment is made to their account. This would list the reason/s why the payment is made, based on the description entered. For example, is it a refund of bond held in trust, a vacate credit etc.
1 vote
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