1204 results found
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Make Maintenance Notes More Visible
It would be helpful if the Maintenance screen provided a visual indication when notes have been added to a job, without requiring users to click on the notes icon.
Currently, the only way to determine whether notes exist is to open the notes section for each maintenance request. This can be time-consuming, particularly when managing a large number of jobs, and important updates can easily be overlooked.
A simple indicator, such as a coloured notes icon, a badge displaying the number of notes, or a small preview showing the most recent note, would allow Property Managers to quickly identify jobs…
4 votes -
4 votes
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Be able to add a status to the tenancy leases page for expiring leases
When looking at the tenancy leasing page, especially when looking at upcoming lease expiries, it would be good to be able to add in a status to know where that is sitting all at a glance without having to figure out in the workflows. A status that says something like "with owner", "offer with tenant", "documents being signed" etc. It would then be easy to see where the lease renewal, rent review or lease expiries are sitting across the board at a quick glance.
4 votes -
forward communication for follow up
Create a forward or follow up button for communication within owner or tenant profile.
4 votes -
Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.4 votes -
BPay Facility to pay Settlement Agents from Sales Trust
Settlement Agents/Conveyancers are starting to use BPay facilities as it is a safer payment system and easier reconciliation for them. Currently PT is only set for cheque or EFT payments.
4 votes -
sms
SMS communications should be able to come from the property manager's phone number. Alternatively, you should be able to divert the allocated phone number's phone calls to your office phone. Currently, if a client receives a SMS, when they call the number it is disconnected.
4 votes -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
Ability to add an Ad Hoc task to a Workflow
Ability to add an Ad Hoc task to a Workflow - as we all know unexpected things crop up all the time, being able to add a one off task to a work flow would be very helpful
I have a work around in the meantime - add a task called' Ad Hoc' to the Workflow when setting it up, then everything in it can be edited if it is required.
4 votes -
Saving a draft email when the system shuts down in the middle of an email.
Saving a draft email when the system shuts down in the middle of an email.
4 votes -
Lost Management Reason Note or Text Box
It would be great to have a “lost reason” text box (similar to the property‑specific maintenance notes field) to add additional details explaining the reason for the lost management.
4 votes -
Trading Name field
Trading Name field under Tenancy Name
4 votes -
Expand email screen size
Requesting the ability to increase the size of the email template screen (similar to this option which is available in Notes by dragging down the triangle/dashes in the bottom right hand corner)
Driving me mad not being able to see the entirety of my email when composing.
THANKS :)
4 votes -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes -
Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
4 votes -
Multiple property access for tenants in portal
If a tenant vacates from one property and moves into a new property also with property tree, They can not access the new tenancy until the previous one is archived which sometimes can take time when finalising. They should be able to view both properties.
4 votes -
Access to communications via Property Tree App
Access to communications via Property Tree app for Property Managers to be able to access and respond to communications away from their laptop.
4 votes -
Commercial Transaction History
It would be good to see all invoices issued and/or cancelled as well as receipts on the tenancy history so we don't have search for invoices or link the invoice to the payment receipt for easy access.
4 votes -
Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
4 votes -
4 votes
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