1101 results found
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Suspend fees for a certain period
Ability to suspend fees for a set period (like dates for automated communications). At the moment they have to be deleted and then added back in. Other option would be to $0 out the fees (which currently you have to delete them and re-add them later), if we can enter a $0 charge then we can report on this to check/alter
44 votes -
Commercial Tenancy Ledgers to show credits
It would be highly beneficial for commercial tenancy ledgers to show a notation whenever credits are added to a tenancy via replacement invoice. At present, the only notation available is the replacement invoice and the reason does not show in the same way that it does on a residential ledger. Whilst the reason is visible within Property Tree on the receipting screen, this is not helpful when providing a ledger to a tenancy or reviewing a ledger in general.
43 votes -
Have lease dates and vacate appear when entering a tenant invoice
Have the tenant lease start and end date appear when doing a create tenancy invoice (currently does when oncharging from the creditor invoice or invoice genius). Also show if a vacate date is entered
43 votes -
merge fields for compliance
We would love to see merge fields for the compliance dates so that they can be easily inserted into lease agreements and disclosure statements - in particular, the last serviced date
42 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
42 votes -
Portal documents sort order
I have an owner with multiple properties over two agencies.
He wants to be able to sort or filter his documents in the 'my documents' section.
There is no option to do this and order the current order seems be be a bit random.
Would be nice to be able to select a property and only have its supporting documents available on the screen.41 votesNew Owner and Tenant Portals are currently in development, including App access for both Owners and Tenants. This development includes the ability to filter documents
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Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
40 votes -
Commercial Tenants paying Management Fee
• ability to charge Commercial Tenants any Fees, such as Management Fees that are 100% payable by tenants
• and have those fees recorded on Agency Income reports and stats
• the invoice date & due date are also very important, with a proper Tenancy Invoice Due Date, NOT “Tenancy Invoice Due Date ## Days” after issue – this formula does not work – not even with the current PT Recurring Creditor InvoiceCurrently,
• to charge such fees we need to create one-off invoices (because recurring invoices doesn’t work for this scenario). However, this is still not a solution,…39 votes -
variable outgoings reconciliation tool
Great to see and hear of the new features for commercial - would be great to have access to a variable outgoings reconciliation tool for commercial within PT
39 votes -
There should be BCC option when sending emails through communication
There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.
38 votes -
Property Tree Application - Access more functionality from mobile
It would be great to have PropertyTree on an application, not just the "Property Contacts" application where it's contacts only. It's critical to be able to record phone calls/sms's/notes when out on the road and also be able to just click on owners/tenants phone numbers from the site; so really combine PT Contacts app with the Propertytree website
38 votes -
Automatic Cancellation Email for Routine Inspections
I would like to request your assistance in developing a system to automatically send cancellation emails for routine inspections. Currently, there is no automated process in place, and this would greatly improve communication with tenants.
37 votes -
Inspection Scheduler
Improvement Suggestion: Streamline Routine Inspection Scheduling
Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.
Key Pain Points:
Missed Properties: No way to track if a property has been missed for scheduling
Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.
Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.
Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).
Proposed Improvements:
…
37 votes -
Notification of emails and sms received in property tree
Receive a text message or email notifying us of a message received in property tree.
37 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
37 votes -
Commercial Invoices - Management Fees
We need to be able to charge management fees on commercial tenant invoices, example pro rata rent increase invoices - like we could in REST - currently very manual & time consuming
36 votes -
Inspections for landlords wanting to attend
In the inspections tab - when scheduling - to be able to see if the landlord is wanting to attend all inspections
36 votes -
Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
35 votes -
Auto update compliance register
When we receive an invoice updating compliance, have a tick box (like the one we use to close maintenance) to update the date that the compliance is due.
35 votes -
Compliance Tab added to Commercial Tenants for Insurance
Add a compliance tab to tenants for insurance details and expiry dates - like the one under the property
34 votes
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