130 results found
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Workflow Automation
It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.
18 votesWe're pleased to advise that Vacate Automation has now been added to workflows - this includes a standard vacate/move out, lease break as well as terminations.
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90- 120 day Lease and Rent Review Report Auto Filter Category
Feature Update:
"Leases" Tab on Dashboard
With the updated Legislative changes in VIC, having the automatic filter for lease and rent reviews changed from 91+ days to
90-120 days is the improvement suggestion.This will allow the system to automatically draw the correct data into the report without having to filter the report post generating it.
1 voteWe're pleased to advise this has been released.
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Taking tenant receipt - held for tenancy balance incorrectly shows owner balance
When taking a tenant receipt the new 'Held for Tenancy Balance' field is incorrectly showing the amount currently held for the ownership, not the tenant held funds amount. PTree, please correct.
1 voteWe're pleased to advise this has been resolved.
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Ownership Funds Report - Include Last Statement Date Column
I'm resubmitting this idea, as I still believe it to be very useful. Per original -Could we have the field/column "Last Statement Date" available when searching Ownership Funds. This would be extremely helpful after processing EOM Ownership Statements, as it would allow us to identify those that did not get paid (via Ownership Statement Group/Tag). We cannot easily identify when EOM Ownerships have not been paid for the month.
Additional use, would show inactive Owners, so that we can review any not paid within a period. Hopefully, more interest this time!17 votesWe're pleased to advise that you can now select to see the Last Statement Date and the Last Payment Date on the Ownership Funds Report. Use the 'columns' button on the report to select which columns you'd like to see.
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AI Communications
It would be good to be able to click and record an email wording and AI Word it in what ever tone we would like the email to come accross
4 votesWe're excited to announce that you can now use the Property Tree Assistant (AI) to help create your ad hoc emails!
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Automated communication - add more merge field
We need the "Rent Increase Date" merge field for automated communication, "Lease Expiry: Ownership" to notify the owner when the rent is due to increase.
1 voteWe're pleased to advise this is now available
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Email On behalf of other user
Adding the ability to have the email come 'from' the intended sender
Sometimes you have to send an email on behalf of someone, but it comes from the person who types it. The ability to send it from the intended sender with BCC options would also be great!3 votesWe're pleased to advise that you can now send an ad hoc email from another user. This information will be recorded against the communication so you can see who the email was sent from, and also who it was sent by.
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Allow tenancy schedules to be created by Owner as well
When creating tenancy schedules allow a field to create them by Owner
19 votesWe're pleased to advise that you can now filter the Tenancy Schedule by Owner.
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New legislation (01/05/2025)- Destroying personal information
With regards to the new legislation taking effect from 01/05/2025, to ensure compliance is met, tenant's personal information (name, contact details, ID, inspection reports) are to be destroyed before 7 years. Given PT currently only archives tenants, will the option be made available to delete/destroy tenant information before 7 years & is there be an easy way for saved documents containing personal information to be easily destroyed/deleted before 7 years to ensure compliancy is met.
17 votesWe're pleased to advise that you can now Edit, Remove or Add contacts to Archived Tenancy Profiles. Choose to remove contact information or remove the contact entirely. You can also remove files from the documents tab on archived tenancies
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Option to show date search for Archived tenancies
Option to show date search for Archived tenancies
1 voteWe're pleased to advise that you can now filter by Tenancy Status on the Tenancies Vacating Report.
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Updating existing tenancy via FLKitover any event driven fees are not currently setup to charge. Could you please setup an automatic charge
Updating existing tenancy via FLKitover any event driven fees are not currently setup to charge. Could you please setup an automatic charge for existing tenancy. As such, when we do renewal lease, Property Tree could trigger the renewal lease fee.
3 votesThis is now available through our partner APIs
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lease expiry automation additional merge fields
How hard would it be to add more merge fields into the automated emails?
I have asked this before but we would like an option to merge the BPay reference number into the tenancy invoice cover email; and
Our lease expiry emails outline the lease dates and the rent but there is no option for what payment period the rent is - it could be monthly, weekly or fortnightly. We have had clients complain about this and the only fix is leaving the rent completely out of the comms
2 votesWe're pleased to advise that both Rent Period and Rent Period New merge fields are available in the Lease Expiry Automated Communications (and Mail Merge Templates).
Please note - the Tenancy ID merge field has been added to the Tenancy Invoice Templates in a previous release.
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Arrears report including archived tenancies
Would love an option to select and include 'Archived Tenancies' with in the Tenants in arrears report.
2 votesWe're pleased to advise that you can now filter by Tenancy Status on the Tenancies in Arrears report
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Reply all to emails in communications tab
When replying to all in the communication tab, the email response does not go to the sender(not all recipients) just the people CC'd in the email. This only started happening when the Forward tab was included last week. Prior to that we could click on "reply-all" and everyone included in the original email was included in the response.
1 voteWe're pleased to advise this has now been rectified.
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Remove the "Manage your inspections here." hard coded message from routine inspection emails
Remove the "Manage your inspections here." hard-coded message from routine inspection emails so Tenants can't make changes to the set inspection time unless they contact the office.
1 vote -
Automated communication - add more merge field
Please add merge field "Tenancy Rent period" & "Rent Increase date" for Lease Expiry Tenancy & Ownership. This merge field is required when we send an automated lease renewal and rent increase email to tenants and ownership.
2 votesWe're pleased to advise that Rent Period and Rent Period New are now available merge fields in Mail Merge Templates and selected Automated Communications - Lease Expiry Tenancy; Lease Expiry Ownership and Scheduled Rent Change Tenancy.
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Allow fixed increases to be adjusted using a method eg 4% annually
All rent or outgoings to be adjusted using a method eg: 4% annually, rather than having to manually calculate the actual amount and set up multiple manual adjustments. This makes it impossible to reflect on how the rent has been increased over a period of time without having to manually calculate the difference, which is extremely time consuming.
7 votesWe're pleased to advise that you can now add a rent change by a percentage amount.
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Rent Reviews QLD
Recent changes in legislation now mean that Rent Reviews in QLD are linked to the Property and not the Tenancy. It would be helpful to all QLD users to have a Rent Review option under the Property Profile so that we have the correct information at hand without having to look back into archived Tenants etc.
4 votesWe're pleased to advise that a new "Property Last Rent Increase Date" merge field has been added to your Mail Merge Templates, alongside the ability to now merge the Last Rent Increase Date to your REI forms.
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Attach multiple photos to maintenance at once
Ability to attach multiple photos to a maintenance request at once. The system currently makes you attach each file separately.
81 votesWe're pleased to advise you can now add multiple photos to a maintenance job in Property Tree!
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Tenant Statement showing Rent & Invoices
Option to send a TENANT a statement showing outstanding rent and invoices.
Currently PT only generates an Invoice .. at the bottom of the Invoice it reads
Tenancy - Statement of Outstanding Items .. with a total outstanding $$$$.
This does not include any outstanding rent which is misleading.There should be an option to include RENT. This would save time and provide consistency in the way information (request for funds) is sent to the tenant.
9 votesWe're pleased to advise that you can now produce a Tenancy Statement via the Tenancy Profile > Actions Menu > Print / Send Statement. This can be used to generate a Statement for all Invoices/Fees and/or Rent.
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