1008 results found
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Task/workflow management
In Property Management there are core functions such as listings, applications, entries, reviews/renewals, vacates and maintenance that are the basis of managing a portfolio. Therefore, if we use these as a basis, it then comes back to how is this managed, what does a process look like and what is required within the core function. Essentially, this is being able to categorise a task, i.e., lease renewal and then work on this task with all necessary updates, correspondence and documentation contained within. The ‘Request’ below had the ability to further categorise (type and item), snooze to follow up, assign to…
15 votes -
Tenancy Ledger Display
I would love to see any changes to a tenancy rent schedule be stamped on the tenancy ledger (regardless of whether or not it effects the tenancy paid to date). It would also be great if all vacate dates also appeared.
15 votes -
Monthly bond report
To be able to generate a report of all bonds held by both PT and held by the bond authority. We need this to be able to easily cross reference with the Bond Authority report for audit purposes. This needs to be in PDF (for auditors) & excel (for reconciling) with totals at the end of the report. At the moment, we export to excel and add totals but this is not always sufficient for auditors to check the PT report against the bond authority report.
The monthly report that is in Rest is great and perhaps could be used…15 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
15 votes -
Option to email Owner receipt
Would be good if there was an option to email the owners a receipt when they pay funds so they can receive confirmation their funds were received.
15 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
15 votes -
Tags on Fee Editor
Would be great to be able to add 'Tag' option to Fee editor, so that when adding or updating Fee/s you can select and bulk update by the relevant Tag.
This would be especially helpful when importing a Rent Roll (were fees are not imported as part of the import process) so you can manually update Fees by selecting the new rent roll Tag and selecting to update all Properties that use this Tag.
15 votesWe're pleased to advised that this suggestion is currently in Development. We'll let you know once it has been released.
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The ability to edit maintenance job emails before sending
The ability to edit work order emails at the preview stage.
15 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
15 votes -
More information recording in the information audit
Capture more information in the information audit, such as changing dates (leases, vacating), bond details, charging fees, editing bank account details. Would be good to be able to have this accessible by profile too
15 votes -
Ability to make notes on unknown receipts
Once an unknown receipt has been entered it would be great to be able to make notes as to what has been done to date for auditors
15 votes -
Additional Mail Merge Options On Sales Letters
We would love the following mail merge fields to be added to expedite & remove human error when producing Sales Advices & letters to solicitors.
"Amount held in trust" - especially as some buyers over pay the expected agreed upon deposits
"Listing Salesperson" & "Selling Salesperson"
"Conveyancer Work Number", "Conveyancer Email Address" & "Conveyancer Salutation"
"Commission Amount" & "Marketing Amount"
"Vendor Salutation" & "Buyer Salutation"
14 votes -
Ability to Archive Properties instead of Deleting
Ability to Archive Properties instead of Deleting
If a landlord gives back a management of a property or access is required for an old report for a property, there is no ability to make a property/inspection active again without contacting support.
Reports are not accessible on deleted properties.
Archived properties should not be included in the active property count.
14 votes -
email banners for ad hoc emails
since change of system this week, the auto attachment of company banner is removed from emails sent from actions., you now have to remember to attach your banner to emails so your signature appears on emails sent to clients, this has only just been removed with update and needs to be reinstated urgently or we are sending emails and having to remember to attach banner.
14 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.
14 votes -
Better visibility of Recurring Invoices on Tenancy + Owner Profile
Invoices on Tenancy Profile:
- Ability to see the Recurring Tenancy Invoices on the Tenancy profile, on the Financials tab > Outstanding Invoices, without having to first click on ‘View Recurring Invoices’.
- Selecting ‘View Recurring Invoices’ then unnecessarily takes you out of the Tenancy profile, which is not ideal if you just want to view what’s currently setup against the tenancy.
- Also, even if the Recurring Tenancy Invoice is not yet outstanding, however there is one scheduled and due in the future, it would be great to have that information on the screen.
- Adding columns displaying the…14 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
14 votes -
postal statements auto-print
For owners who are selected to receive posted statements at end of month - an option that autogenerates/sends these to print
14 votes -
Property Tree Calender
Implement a calender into property tree that will pull across all rent increases, inspections, vacating tenants etc, that way you can pull up your calender for the day, EXAMPLE: if you've selected 'notify rent increases 14 days prior' it will be there ready to go for you 14 days before it is due.
14 votes -
Inspection Change Audit
Information trail on who updates inspection times and reminders.
Example - agent moves all to an incorrect date and communications go out - we have no trail on who did this - unless user voluntarily admits to action.14 votes
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