1208 results found
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Add Strata Company/Contact Creation Within the Property Strata Screen
It would be a significant improvement if Property Tree allowed users to create or add a new strata company/contact directly from the Strata section within a property's details, rather than requiring users to leave the property, navigate to the Contractors module, create the contact there, and then return to the property.
A workflow similar to the Sales module would be ideal, where users can create a new conveyancer directly from the relevant screen without interrupting the setup process.
2 votes -
Tenants Manual water calculations can be calculated under the usage and update automatically to the property file
Tenants manual water calculations
2 votes -
Maintenance Plus Tenant Contact Privacy Settings
It would be extremely beneficial to have a setting within Maintenance Plus that allows agencies to control whether tenant contact details are automatically included on maintenance work orders sent to tradespeople.
We have tenants who have explicitly instructed us that their personal contact details are not to be disclosed to third parties due to privacy and safety concerns. The current system, where tenant details are automatically populated on every maintenance task, creates a significant risk of agencies inadvertently breaching their obligations under privacy legislation or failing to comply with a tenant's expressed instructions.
Ideally, this would be configurable on a…
3 votes -
Statements & EOFY automatically into documents
Would be great if owner statements and EOFY I&E could automatically be put in to the Documents tab so that Owners can see them. I've been told we need to load them in individually which is just not viable...
2 votes -
3 votes
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3 votes
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Tenant held funds if paying past settlement date on a change of Ownership.
Being able to put a potential proposed settlement date in the tenant vacate section for a change of ownership, so that tenancy funds receipted automatically go to held once they pay past the proposed settlement date to ensure that funds for the new Owner aren't paid to the old Owner. Like we are able to do with vacating tenants if they pay past the vacate date where it automatically clicks into held.
35 votes -
deleting of notes
Once something in notes section of any card it is unable to be amended or change
9 votes -
automatic update to app
When changing time and dates on an inspection in Property Tree. When synced to MRi inspect if it would automatically change the time and date of the inspection on your app.
1 vote -
credit card debits
The primary method our tenants use to pay rent is via direct debit set up through property tree. At this stage, we are debiting funds directly from their bank accounts; however, we would like to explore the option of also allowing rent payments to be debited from tenants' credit cards.
6 votes -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
2 votes -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
2 votes -
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 -
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
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