1130 results found
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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.
3 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.
3 votes -
saving files into Property Tree
Having to constantly save files onto the computer before being able to drag and drop into Property Tree and attaching PDF files to emails is time wasting.
Being able to freely drag from Outlook or my desk top would be much better than constantly having to save into Documents3 votes -
New Drop Down under Inspection Type
Inspection Type - if " Remote " can be added.
3 votes -
app
Coming up to the Easter long weekend our team has suggested how handy it would be to be able to lodge work orders directly from the app. It seems to have mostly everything else that we need but this is one major thing that would benefit us !
3 votes -
3 votes
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Management Authority Overview should be able to view list by property suburb, so staff with portfolio can see what they have in a suburb
Each staff that has a portfolio, want to search and have a list by suburb, not just by owner or start of an address.
This helps with seeing how many in a suburb each staff manage, they can attend all properties in a suburb ect.
3 votes -
Needing Visible Label for STRATA in Property Details
In the Property Tab it would be great if under property Details there was provision for STRATA property to be identified next to Property Type, number of bedrooms, number of bathroom , number of parking. There are so many new houses now which look like are free standing Torens Title BUT are Strata Title... which causes so much confusion because By Laws are not thought to be asked for. Please can this be considered to alert all us property managers about STRATA properties...
3 votes -
Communications being able to be deleted
To have an admin function where communications can be deleted that were sent out in error and we do not want the record on their card. For example a breach notice
3 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.
3 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.
3 votes -
Better Search Function
It is very frustrating that the SEARCH in communication is VERY basic. We can't search via SENDER, or have too many words, or little words. The filter option is also very basic. Keyword is only what's on the Subject Line. It's very frustrating trying to search for old email and we potentially don't quite remember the title of the email, or the title of the email was something generic like Ownership Statement. If it can search Subject line, Sender line, email content, or combination of different areas.
3 votes -
SMS Unsubscribe Report
Property Tree has the option to generate a report for contacts that have unsubscribed to email however not SMS.
3 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.
3 votes -
Auto email work orders for compliance items ie fire, thermoscan, backflow checking
It would be great if work orders could be automated for the regular compliance items as it is so time consuming. Things like 6 months fire checks, annual backflow testing, annual thermoscans.
3 votes -
3 votes
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communication Inbox - open profile on new webpage
When opening and reading a email, you have the hyperlink for the name and address above the body of the email that you can click on.
When you click on these hyperlinks it takes you to that page which is great but it is in the same window.
It would be great to either be able to have that hyperlink automatically open a new window with the details or be able to right click and 'open new tab'.
This way you can review the email and work on the details in another screen.
I am aware you can duplicate the…
3 votes -
automate water usage from property
Mark a property as yes/no water usage is charged and have this automatically filter to the tenancy (perhaps with the ability to override for extenuating circumstances). This way each new tenancy will always reflect the property rather than having to look it up with each new tenancy and recall why water usage is/isn't charged (would also be good if it was a NO that a reason could be entered so that future property managers arent left scratching their heads
3 votes -
applying a credit and showing on the owners ledger
When applying a credit to a tenant, either for rent or against an invoice.
If they have paid for something on behalf of the LL, which the landlord could claim, it would be great if this could reflect on both the owners statements and also on the tenants to reflect why the credit was applied.3 votes -
Auto assign the inspecting agent linked to a property for brand new inspections populated for new tenants
When a new tenant is entered it automatically generates the first inspection date but doesnt automaticaly assign the inspecting agent to this inspection. We would like it to be automatically assigned when this date is populated as it often gets missed unless we do the report for the unassigned inspections.
3 votes
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