1126 results found
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Owner Withheld Funds - Set the Month(s) to hold funds
It would be wonderful if we could nominate a particular Month to withhold funds, for example, owner insurance is due on 30th April each year, along with Council Rates, my owner has requested to hold funds for February & March preceding to enable there to be enough money to cover. If we could enable this on request (sometimes 6 months in advance) it would be easier to remember
19 votes -
A report that tells you which properties have NOT had a routine inspection done
Have a report that tells you which properties have NOT had a routine inspection done between two particular dates
44 votes -
Tenancies - Alternative to Archive
We have a problem with Arrears and Vacancies on the Dashboard not giving the true picture.
The reason is largely due to Bond Claims pending action.
To ensure Bond reconciliations are accurate, we have a policy that tenancies are not archived until the bond is settled. Otherwise, the bonds will not reconcile with the RTBA’s list for our Office/Agency (Victorian Bond Authority).
As a result, the Vacancies and Arrears data is skewed by these “active” tenancies.
I was wondering if we could have an alternative to “archive” for these tenancies?
We want the bond to come up on the PT…
12 votes -
Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
110 votes -
Communications Centre: 'Completed' folder to display on left hand side
The completed messages in the Communications Centre is accessed through the filter icon at top. It would be great if this was moved to be sitting as 'Completed' on the left hand pane along with "My Inboxes" "Sent" and "Failed'
4 votes -
Allocate Portal Messages to other users
Have the ability to allocate portal messages to other users
13 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Intergrate Docusign so it records any leases etc that is sent for an electronic signatures
Intergrate Docusign to record that an email has been sent for electronic signature.
12 votes -
Ability to preview the Sales Statement and add other email addresses (not just agency)
Ability to preview the Sales Statement without sending them to the Company Email. Currently, the only option is to send the Sales Statement to the Agent, which uses the Company Email. However, that causes an issue if the Salesperson doesn’t have access to the Company Email. If we can preview it before sending it, it allows us to double check the information.
8 votes -
Additional Sales Merge Fields
There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice
31 votes -
Communication Tab on Sales Profile
It would be great to have a Communication Tab on the sales profiles like the property management profiles. At the moment we can only see communications through the communication history
18 votes -
Automated Communications for Sales Statement
There is currently no Automated Communication template for the Sales Statement
27 votes -
Unread portal messages when opened by wrong team member
If someone accidentally opened another team members portal message it would be great to be able to unread this message so it still looks like it needs to be opened.
89 votes -
More filters when generating reports
Ability to filter reports by Suburb/Street Name, Bed/Bath/Car (on Find Profile, Rent Reviews, Tenancy Leases). Tags are good but we end up duplicate this information that is already in the profiles
14 votes -
Being able to mark a file under document management to display on owner and tenant portal on the tenant screen
When we save a file under document management under the tenant, we want to mark it visable to both the tenant and owner in the same screen. At the moment we have to tick on the tenant and then go to the owner and tick the box there for the owner portal.
8 votes -
Filter outstanding commercial rent invoices from overdue invoices list
Add a filter to exclude commercial rent invoices from the list of overdue tenancy invoices. Commercial invoices are sent to tenants 14 days before they are due so they end up showing as overdue when we want to just check on overdue water usgae or outgoings invoices
27 votes -
Please separate out commercial invoices and commercial statements
It's so confusing for commercial tenants receiving a statement everytime a new invoice is generated and sent. Would like to just sent the new invoice, and then have the option to send statements when we want to
66 votes -
Option to Bulk SMS when bulk editing inspections
We really want the option to bulk SMS when bulk editing inspections
21 votes -
Ability to live chat with owners and tenants from PropertyTree
Ability to live chat with owners and tenants, and have that conversation recorded in PropertyTree. Be able to select when in office, away or busy with option to suggest response/quick response to common queries
14 votes -
Option to tick "No Strata as Owner Managed"
Option to tick "No Strata as Owner Managed" so that we know it's just not missing strata information
10 votes
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