989 results found
-
Bank Reconciliation Reminder
To reduce any Bank Rec issues because it hasn’t been done for a while, it might be good to get pop-up reminders, alerting Agents to take action.
For PT users who are not required to do Bank Recs at all, it would be good to have a turn on/off option for such reminders (controlled by MRI on the Admin Portal, not accessible for users). Maybe get users to sign/agree on that.9 votes -
Email signatures with clickable links (hyperlink or QR Code)
Ability to add a clickable link into the user banners i.e. QR code link to be clickable not just scannable in the image. Extend format of files from just PNG and JPEG to Other formats that include links.
9 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
9 votes -
Automatic Communication (copy agent in)
When setting up an Auto Communication, it would be good to have an option to copy in the user/point of contact. I.e setting up lease expiry emails to tenants. It would be good to be alerted somehow when this email is automatically sent to tenants so we can follow up if there is no response.
9 votes -
Allocate Portal Messages to other users
Have the ability to allocate portal messages to other users
9 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
Option to tick "No Strata as Owner Managed"
Option to tick "No Strata as Owner Managed" so that we know it's just not missing strata information
9 votes -
Forward Any Email Received
It would be great to be able to forward any email received in the communications tab not just the latest email as part of an email thread. This would enable you to forward previous correspondence that has attachments. Currently, any attachments previously received do not get forwarded as part of the email thread unless they are attached to the most recent email received.
8 votes -
Granular restrictions on user security configuration
The ability to restrict users from being able to edit ownership details without prohibiting them from being able to upload documents against owner profiles. The two security measures are currently linked under the one option in the security configuration.
In addition being able to restrict access from users being able to delete documents without prohibiting them from being able to upload documents.
Overall an overhaul of the security provisions is required to be able to allow better supervision over changes in Property Tree.
8 votes -
Ability for RRP to update Account details with 2FA
RRP able to update the account their rent is paid into via the owner app with 2FA, to avoid having to call the office.
We are seeing more and more RRP's looking for more secure options to share bank accounts details.8 votes -
Business Insights for Sales
It would be great if Business Insights could generate reports for Sales statistics too; e.g. property type, commission, marketing fees, sale price.
8 votes -
Work orders and pictures be sent as pdf attachments rather than links.
We have found that strata companies and now many of trades will not click on links. This is causing us duplication of work as we resend the work order as an attachment.
8 votesWe're currently looking into replacing the links in emails sent from Property Tree with attachments (across the product - statements, invoices, receipts, work orders etc). We'll let you know once this goes into Development.
-
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
8 votes -
Disclosure Statement mail merge field
Ability to have disclosure statements as a mail merge field
8 votes -
Export CSV for Reconciled Items, Unreconciled Items & Adjustments
Having the ability to export CSV for 'Reconciled Items', 'Unreconciled Items' & 'Adjustments', from the Bank Reconciliation screen and also from the Trust & Reports screen, would make any troubleshooting for Bank Rec Variances a lot easier.
8 votes -
Have a Ledger for Commercial Properties showing receipts only, not invoices & receipts.
Ledger for Commercial Properties showing receipts only, not invoices & receipts.
8 votes -
Landlord Apps
We would like to see landlord portals available on an app instead of logging in to the website.
8 votes -
Commercial rent reciepts to include paid-to-date
Commercial rent receipts
Update to include the effective paid-to-date (or Balance owing on part paid rent invoices), similar to what you have for residential?8 votes -
Ability to edit invoice template
We would like to be able to edit the Commercial invoice format template.
We would like to be able to insert unique bank account details for certain invoices and not for others since our bank has given a unique EFT account number for each client. Commercial clients usually scan the invoices and we are unable to have a unique bank account on each invoice now.
8 votes -
Inspection Summary Report changes
Hi User Voice Supporters - We're after some feedback relating to pending updates for the Inspection Summary. Please see below and add any feedback into the comments.
Filters would include
Inspection Type, Status, Date, Property Type, and Assigned to; the Suburb filter would become 'Property' allowing for wider filtering capabilities - search for suburb or address.Available columns in the Inspection Summary list (that you can choose to include or hide as you like)
Type
Status
Date
Time
Days since last inspection (New)
Property
Key
Tenancy
Primary Contact (New)
Primary mobile
Move out date
Lease end date
Assigned to
Property…8 votes
- Don't see your idea?