1177 results found
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Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????5 votes -
Invoice Genius
In Invoice Genius, can you create a tick box to open the new invoice but with the same creditor? EG: Rates notices
5 votes -
Pet Inspections .
New pet laws NSW - having the option to carry out a pet inspection 3 months after the pet is approved and being able to track this would be very beneficial.
We all delay routine inspections but we would not delay a pet inspection and having this labeled and trackable would help5 votes -
Property Tree workorders to be able to accept photos in HEIC format. As newer iPhones have this photo format
Recently I discovered that my recent model iPhone is saving photos in a HEIC format and P/T workorders only appears to accept JPEG and perhaps PNG. Going forward I suspect I could change my iphone to save future images in JPEG format. However this seems like a backward step
5 votes -
Find Profile - Filter by Property Type (Commercial / Residential)
Under "Managements" -"Find Profile" a "Type" of profile to select should be Commercial. Currently we can only choose "Properties" which filters ALL properties. "Type" of profiles to search to be added could read Residential or Commercial. Adding Tags to properties not ideal.
5 votes -
Archive for documents tab
When in documents tab it would be of great use to have an archive folder so that old or expired documents can still be accessed however current documents would be quicker and easier to find.
5 votes -
Strata Plan report with linked properties
To be able to run a strata plan report to show the linked properties.
At the moment you have to look at each individual strata plan to find the properties.
REST had such great reporting and it is the biggest let down of Property Tree.
5 votes -
Search Maintenance Job for Key Words
I'd love to be able to search maintenance jobs for key words like 'screen door' or 'pest control' so that I can see which trades we have sent for what jobs, and compare them.
We often have owners say 'how much will that cost?' so it would be great to be able to search through jobs we've had done and see a list of all the jobs with those key words either in the title or the body of the work order.5 votes -
Automated communication - termination
An automated vacating email to the tenant 14 days prior to the termination date outlining the process around vacating - cleaning, bond return etc
5 votes -
Adding merge field to include both landlord names in PT template
When sending out a email to a landlord with merge fields, it would be good to have a field which picks up both landlord first names not only the primary landlord.
5 votes -
Compliance tab - show compliance in a list on one page
Could the compliance tab fit on one page please and not on 2 pages (or more)
5 votes -
Creditor Statements with multiple email addresses
Creditors
If there is a company email address for work orders and a separate email address for accounts (as a contact) only the accounts email address should receive remittances/statements.5 votes -
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements
Attach bills paid to statements in the order that they appear on the statement when printing the owner statements. Clients have asked if they can be generated in the order that they appear on their statement so they can easily cross check the statement and attachments.
5 votes -
Automated invoice arrears to show total outstanding amount
The automated invoice arrears correspondence only allows to merge fill the outstanding amount of that specific invoice. Can we please have the option to insert the total outstanding amount in these correspondences?
5 votes -
Arrears notes or actions with action review date
Ability to show remediation action for the arrears, so if a renter has a payment plan in place, or a VCAT hearing is pending or scheduled etc. This allows the property manager to focus on the ones that require immediate management vs the ones that are already actioned
5 votes -
Increase the uploadable file size to the documents tab
Increase the uploadable file size to the documents tab for larger condition reports or property contracts to be uploaded without needing to compress or split the document
5 votes -
Strata Company contacts listed under the property section
List the company name, p[hone and email address of the strata manager who is looking after the building in the event that works or reporting items that are on the common property
5 votes -
Rental Schedule - highlight 12 month anniversary date
Rental Schedule - has a yellow square for you to pick the anniversary date of the next increase.
Is there any way we could look into having a rental schedule from the last rental increase (12 months) that you could not issue a rental increase within that period. As NSW can only increase the rent once every 12 months.
5 votes -
Owner Statement/Tenant Details to show all Income items instead of all under Outgoings
When setting up details in the Property Tab the system only has Outgoings as the other option for income and groups this altogether under Budgeted Outgoings with the Description allowing you to put in a description ie. Outgoings; Car Parking; Storage; Signage etc. From the Tenant card when the Amount for actual Budgeted Outgoings and also Car Parking (for example) are entered, the amounts are all then totalled under Outgoings Amount and displayed like this on the Owner Statement. These should NOT be grouped together as Car Parking, Signage etc are a separate income stream and not classed as Outgoings…
5 votes -
Communications Email
Communications email to be alerted and show a track record through the communications tab on the portfolio, like other CRMs offer. This is great for when PM's are away or tracking important emails without having to search multiple outlets. Good for training as well.
5 votes
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