1085 results found
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Agency fee part payments
Would love to see an option to prevent part payment of agency fees & instead hold funds until sufficient to pay the fee in full.
Would stop owners questioning multiple payments toward letting fees etc.17 votes -
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.
17 votes -
add a field for rent review figure and a merge field for it
We would love to have a rent review field and a mergefor it, so when we use our email /letter templates the figure will merge - would streamline the whole rent review/lease expiry process for our team
17 votes -
Task Calendar or To Do List
I want to be able to view my daily/upcoming tasks in a calendar on my dashboard
17 votes -
Ability to see Split of Arrears on Dashboard as a % portion of total arrears
Currently the rental & fees arrears on the PT dashboard are shown as a total % of 100%. It would be great if this could be shown as a % of the total arrears percentage.
17 votes -
Add email address to quote requests
Can we please have a field to add the property managers/user email to a quote request? Without it, a creditor only has the propertytree@propertytree email address and doesn't know who to send the quote to within the agency.
17 votes -
Pinned important notes banner to appear in a different colour so can’t be missed
Pinned important notes banner to appear in a different colour so can’t be missed
17 votes -
Add property manager to profile before saving
When adding new property, please have a tab to select business role/property manager rather than having to select it after you have saved the property and tenancy. As this then makes it go to unassigned automatically and creates a lot of difficulty.
17 votes -
Bpay details on invoice
Have the ability to show bpay option on tenant invoice. Currently it only allows for Direct Credit account number details
17 votes -
Base rent amount - update property when rent increase occurs
It would be good if the base rent amount in the property card under financials updates with the rent in the tenancy card.
17 votes -
Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
17 votes -
journal Funds for Sales and Tenancy Funds
currently there is the ability to do a Property Journal or an Owner Journal.
It would be very useful to also have journals for:
Tenancy Funds Journals: to allow journaling between tenancy funds where tenant may have different properties or moved from one property to another
Sales Journals: to allow journaling from Marketing & Sundries to Sales Deposit and vice versa
17 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
17 votes -
Add point of contact email address as a template field
Option to select point of contact email address as a template field for quote requests & work order automated communications.
16 votes -
Owner Statement - I & E Graph / Payment History
We have once again received a query from an Owner regarding the : STATEMENT HISTORY EXPENSES VS INCOME (6 MONTHS) PAYMENT HISTORY (6 MONTHS) Table and Graph.
I would just like to reiterate my concerns with the wording/information on this report/table.
I understand and have verified that the information is based on the Ownership Ledger dates.
I believe, however, this is misleading for the Owner’s Statement, as this is not the information per “STATEMENT HISTORY”.
My suggestion is to either change the Title or perferable change the information to correspond with the Ownership Statement dates.
Thanks.
16 votes -
assign task to 2 people
A function to assign a task to 2 people (in case they work as a pod)
16 votes -
Swimming pool icon
Would be great if you could add a swimming pool icon next to bed / bath / car on the property tab. Would help running reports on property features etc
16 votes -
Inspection section on dashboard
On the dashboard have an inspection summary.
Show stats like:
Inspections Overdue (Confirmed and passed their inspection date)
Inspections incomplete (Tentative and passed tentative date)
Inspections confirmed for the next 30, 60 & 90 days;
Inspections cancelled per month
Properties with no inspections
Number of days since last inspection closed16 votes -
Invoices Tab for Owner
Under owner have a tab INVOICES which shows all invoices paid or pending in one list - not having to look through statements or recent transactions
16 votes -
Map planner for routine inspections
Adding routine inspections of a particular date to the map journey planner in property tree to plan your inspections. Or be able to see all your routine inspections in a list and be able to select them and have the map journey planner check the best route to see if I would like to book those inspections for those properties.
16 votes
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