875 results found
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Notes
Please return to the original note system where any pending note was able to be visually viewed by all staff members.
3 votes -
Journal entries
We really need to be able to put journal entries through for accounts that may have been miscoded or correct a gst error on an invoice paid.
2 votes -
Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance
Currently we cannot input budgets into property tree, we can only print out income an expense reports which means we have to manually do a spreadsheet to follow budget actual v projected.
5 votes -
Activity Log on Property / User Report
Would be handy to have an activity log not only just for user activity to monitor work efficiency, but also on a property page to see all maintenance / inspections / communication at a quick glance rather than digging through different tabs.
3 votes -
Change of ownership - Transfer documents and maintenance
when change of ownership is carried out, property documents and maintenance jobs need to transfer with it, the owner may change but the property issues and documents remain with the property always.
46 votes -
Have owners name/invoice details in the work order (not just the email)
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.
We have it set up so they get the owners details in the original email. However when work orders are going through to the contractors accounts department they are not receiving the owners details. We would like a field included on the work order to include owners details so invoices are received correctly.10 votes -
Property Tree Authentication Rules should be up to Agency
Level of authentication when updating different things in PT, should be configured by agency rather than a one rule for all accounts.
Currently PM's have to authenticate when adding a new Owner to PT, some agencies do not want this & would like to have option to switch it on, or off23 votes -
Mail merge show Tenancy Name not just recipient
To be able to have the mail merge list show the tenancy name as well as recipient as it is easier to recognize the tenant name in the case of commercial tenancies, ie, the business name, not the contact person
1 vote -
I & E Statement from Owner Profile
It would be ideal if we could create an I & E statement from the ownership - actions as one offs. Currently you need to go to create I & E and cannot select one owner until you have searched all owners.
Ownerships that end during the year due to sales or family returning to property, need these statements sometimes early or I like to create them when archiving the property and then its done and finalised.3 votes -
Automated Email or Text to Renters once trade has been assigned to a job
When sending a work order to a trade an automated email is generated to the renters advising them their request has been assigned and list the trade who will be in contact with them.
72 votes -
Expired and Missing Compliance
to have a search engine where you can search for expired compliance for properties on their own in case any have been missed when entering, and those that have no details for compliance at all.
3 votes -
Bulk work Orders from Compliance Register
From the Compliance register Search results
Have an additional action to Create Bulk work orders, that include all relevant information from the notes
So i can send multiple work orders for one trade in one easy action
Possibly even a tick box on each property in the report to exclude properties2 votes -
Where is shows tenancies vacating on the dashboard, there should be a section for “Terminations” to show tenants who are being terminated
Under “Vacancies” tab where is shows tenancies vacating, there should be a section for “Terminations” to show us a report of ALL tenants who are being terminated, as it is really hard to keep track of these!
1 vote -
Save EOFY statements against Owner profile for owners that receive by post
Owners that receive correspondence by post don't have their EOFY statements saved against the owner profile anywhere for easy reproduction/ viewing. It would be great if they auto save in communications or documents when being created at end of year.
10 votes -
rent review report for same landlord
Ability to generate a Rent Review Report which includes all tenancies for properties owned by the same Landlord
1 vote -
create tenancy schedule to include all properties owned by same landlord
Ability to create a Tenancy Schedule for multiple properties/tenancies owned by the same Landlord
8 votes -
Owners with multiples properties - Statement suggestion
When owners with multiple properties receive their Statements (as we deal with each property separately, a Statement for each one) it just says on the From: ABC Real estate and the subject is " Ownership Statement from ABC Realty. They want the subject to show the property address then when they are searching their emails they can find it easily.
Thanks
1 vote -
Rent Review Timeline/Checklist
It would be good if we could have it set up that when you look at your rent review reports that it is set up like a timeline or checklist for each property so you know where you are at e.g. overdue, with landlord, instructions receive, notice issued, updated next rent review date, confirmation sent to landlord. I seen something with PropertyMe and Managed and I wish PropertyTree had something like this instead of reports in PDF and spreadsheets.
4 votes -
Ability to filter owner automatic communications for routine inspections
At the moment we can only turn on or off automatic communications to all owners. There is no option to have it only for select owners.
We only have a handful of owners wanting to be invited to routine inspections and having the ability to turn on the automatic communications just for those owners would be ideal and save a long and tedious manual process of filtering the database to find those owners then send them an email.
21 votes -
Remove Authentication required for adding ownership & creditor profiles
The SSO update is intended to improve security and ease access; but, every time we add ownership or a creditor, we must input an OTP. Assume we add 10 ownerships/creditors per day, means we must also generate 10 OTPs.
Code takes too long to arrive at times and is quite time consuming. Instead of always entering OTP, I believe we should have the choice to verify once and trust a device without constantly inputting OTP.
48 votes
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