1203 results found
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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 -
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
41 votes -
Creditor Statement Template
When creditor statements are sent out, the user who processed the payment is listed in the signature on the body of the email. Currently, there is no way to change the name, or remove it. It would be great to be able to edit this.
41 votesWe're pleased to advise that this is now in development. We'll let you know once it is released.
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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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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
41 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,…40 votes -
Easily reassign a work order
When we assign a trade and send a work order to a trade, it would be handy to have the option to unassign and re-assign a new trade to the same without having to delete and re-create the job.
So often we have the tradie ring and say they're to able to attend, so it would be good to just remove them and send to someone else, rather than cancelling and re-sending.39 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:
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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.
39 votes -
Reply button for emails within communications tab in tenant/owner profile
To reply to emails within the communications tab without having to go into the communications page and searching for previous emails. Currently can only print emails from the tenant/owner profile and not reply to any emails.
39 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.
38 votes -
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc. New managements for example, being able to have the workflow from when you receive a new management agreement - so from the set up of the owner/property, etc. Obviously we don't have the owner/property in the system. The workflow template currently starts at saving the management agreement under the owner, and those final bits. I really think it is important to have a workflow that begins right at the moment we take on management of the property, as there is a lot…
37 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.
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 -
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
37 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
37 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 -
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.
36 votes -
Commercial Tenancy Details - need a field for Business name or Trading as
Require a field to have the Business name or Trading as.
This is often different to the Company name (Lease name)35 votes -
Enter property as fully or partially furnished under property details
Have a section under property details to identify the property as fully or partially furnished.
35 votes
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