1176 results found
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Property Details Notes Tab - record customised information
Include a property detail notes tab
Property main tab - Details mini tab - Property details section - Add notes option here.
This is where specific information for properties can be added such as meter locations, inclusions/exclusions and general information for each individual property making accessing this information easy in the one place.9 votes -
Daily Arrears SMS Messages
Currently arrears SMS messages are only sent when set up ie day 3 and 7. A way where the arrears messages could be send daily from day 3 for example, so that we dont have to set up 15 different SMS daily messages in the auto communications tab. This would benefit if there are any serial offenders or tribunal matters where it may go over 15 days, as they currently just STOP getting alerted at all which makes it worse.
9 votes -
apply signatures to receipt/document templates
Have templates saved with signatures so for example when receipts are issued, they are signed.
9 votes -
including effective arrears report for commercial
The ability to run an arrears report for Commercial using effective date as well as periodic the same as residential
9 votes -
Show Property Address on Charges - Multi Owner
Currently if an owner has multiple properties all on the one statement, any charges such as letting fees do not specify which property they are for. It would be very helpful if this could be specified to avoid owner queries.
9 votes -
compile the invoices for the tax year to be sent with the I&E statement
May PT compile the invoices for the tax year to be sent with the I&E statement?
9 votes -
sale statement - vendor name
The Sale statement should show all vendor names in the top section where name and address is listed - currently it only brings the primary contact through
9 votes -
Split & Merge Invoices in Invoice Genius
Ability to upload 1 document with multiple pages (invoices) to Invoice Genius, then split into individual invoices, like in FileSmart.
And also being able to merge invoices9 votes -
Display Property Manager in Invoice Genius
Display the Property Manager’s name in Invoice Genius on the ‘Bulk Processing’ screen, next to the Property address, so we can identify the PM and bulk forward invoices (similar to FileSmart).
Also display the PM on the invoice screen once the invoice has been opened and Property selected, which will be helpful for any invoices that were not bulk processed users currently have to have 2 screens open, to find out who the PM is, before they can forward the invoice9 votes -
I would like to be able to create a list of all sales in a date range and listed in chronological order.
I would like to be able to create a list of all sales in a date range and listed in chronological order. Currently if I try to create such a list, the only was is with a sales ledger which lists the details in order of the vendor's first name.
9 votes -
Rental Increase should automatically update the direct debit with the new amount
Rental Increase should automatically update the direct debit with the new amount
9 votes -
Bulk Edit existing Fees
At the moment you can use the Fee Editor to Bulk Edit Fees, if there is no Fee amount or % applied already. However, you can't do that if there is already a Fee amount or % applied and there is an outstanding fee within the database.
It would be helpful to be able to bulk edit any existing Fee amounts and % too, and also select either some Fees or all Fees.9 votes -
Feedback wanted: Global Search changes
Our product team are currently discussing enhancements to how you can use the Global Search and we'd love your feedback. This includes
- Ability to search for phone numbers and email addresses
- Ability to search for separate contacts
- Reordering search results, at the moment it the results order is: Tasks; Owner; Property; Tenant; Vendor; Buyer; Creditor however would this work better for you if Tenancy results appeared first, all Contact results, or Property results? Also whether it displays the first 10 matches only with the option to click "more" so that the results to scroll through for each category is shorter?
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9 votes -
Integration with IRE
Integration with Inspect Real Estate
9 votes -
In notes Property under keys, allow for photos to be dropped in.
Being able to drop in photo's we can exactly what keys we are either holding as well what keys building managers are holding and what we have given out. This will be a great help.
8 votes -
date of birth for contacts
add a date of birth tab for contacts so we can generate lists for birthday messages as customer service
8 votes -
More Merge Fields for Commercial Rent Reviews
Merge field for rent reviews – can we have the “Next Rent Review date” field that would pull from Lease, Rent & Outgoings as an option for a merge field? At present we can only use the “Rent Effective date” which is not always accurate if we have backdated CPI for example.
8 votes -
Multiple Lease Terms - similar to fixed rent increases
The ability to enter all terms at the lease start would be beneficial rather than just using a note that needs to be amended
8 votes -
Workflow Bar Visibility
Have ability to toggle "Workflow Bar" on screen at all times, regardless of if you are completing an action so that you do not need to navigate to and from the page to see Workflow. For example: at the moment, the workflow bar only appears if completing an "action" but there are only 4 actions available (being edit lease & rent, edit vacate, add rent & schedule, and send email) None of these actions relate to setting up a new management, therefore the workflow bar cannot be utilised when it would be great to have it on screen. Particularly for…
8 votes -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
8 votes
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