1208 results found
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Column headings on all forms should be display on each page
Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.
3 votesUpdated and ready for votes
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See easily if maintenance/work order has been sent
When you are doing work order, it would be really handy to be able to see if you have created a work order but not actually sent the work or quote order. At the moment it says it's open but you can't see until you go into each work order if it has been sent to not. we have had a couple of issues lately where they have not been sent and we think they have.
24 votes -
Add a new reason when cancelling a fee: "delay fee"
When cancelling a fee there are limited options and often we cancel fees in order to pay an owners outgoings then re-enter the fee afterwards. Can you add a new option 'delay'?
15 votes -
Change of ownership - insurance details transfer to new owner
During a change of ownership, the vendors insurance information transfers to the new ownership and should not. Insurance policies relate to the owners not property.
4 votes -
Add a Business Role filter to anywhere there is a filter for Portfolio
Add a 'Business Role' filter to anywhere there is a filter for Portfolio.
Including Find Pages, Reporting and all Dashboards
This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.
As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.
27 votes -
Rent review auto communications to owners
Ability to set up automated emails to go to owners for when a rent review is due
14 votes -
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
20 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
48 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
117 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
14 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
21 votes -
Automated Communications for Sales Statement
There is currently no Automated Communication template for the Sales Statement
28 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
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