149 results found
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Adding 'Pet' Column
Adding a 'pets' Column in the Inspection Summary
3 votesWe are pleased to advise that you can now add the Pets Column to the Inspection Summary Report.
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Workflow Automation
It would be great if a workflow could be started automatically based on a task such as Add a new tenant and convert prospect. Would be great to customise these to suit our business needs.
2 votesWe are pleased to advise that "new tenancy" is now an option within Workflow Automation. This allows the configured workflow to commence when a new tenancy is entered, or a prospect is converted.
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workflow emails from property
the ability to email a tenant or owner from a workflow. It seems it can only be done under the tenancy and not the property
2 votesWe're pleased to advise you can now set Email Actions on your Property Workflows to email the Tenancy, Strata Creditor or Any Profile.
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rea
REA Forms Integration for document creation
2 votes -
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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Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
63 votesWe're pleased to announce that you can now attach files from the documents tab when sending an ad hoc email from the profile or the communications platform. When selecting the attachments icon you have the option to upload from your device or attach from documents. This is available for Owners, Tenants, Creditors and Sales Properties.
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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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REI Forms Integrations
When generating new REI forms through the tenant card, most documents have to be renamed before they can be sent out due to invalid characters, this should be part of the integration and is just one extra step that we shouldn't have to do. I've also noticed that when generating MA's through REI forms it doesn't pick up all owners names & they have to be added manually.
8 votes -
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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Remove Revoked Users OR Read Only User from Communications Assignee List
Remove Revoked Users OR Read Only User from Communications Assignee List. This is making it very difficult to monitor emails when staff are away etc as alll users that have ever been entered into the system show in this list. It also shows us all of our read only agents etc. We cannot revoke access without reallocating any communications to the user anyway so would be great to have only active people show and maybe a revoked section if needed. OR at least have read only or revoked next to the users name and filter them to the bottom. We…
17 votesWe've moved archived users to the bottom of the assignee lists within the communication platform.
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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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