1204 results found
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Change of ownership allocation of funds when invoices owing
Change of ownerships should override invoices due and hold funds for old ownerships. And should be for property manager to instruct to settle invoices to complete for change over to ensure funds that are owed to new ownerships aren't paid to invoices.
Its almost impossible to keep track of when you have a number settling and bills like water, rates and strata levies are ongoing.4 votes -
To find a creditor, not just by name but by profession or trade
When you want to look up a painter for example and do not have any names, you cannot find without a name of the tradesperson or company
4 votes -
Entering rent increases when payment dates have been changed previously
When entering rent increases, the auto payment date that is highlighted for payment cycles, to make it easier to identify the tenants rents cycles is only for the start of lease dates/cycles or original payment cycles, this is a glitch in the system that needs rectifying. it should be highlighted for the latest payment cycle agreed, we change many tenants ways of payments through their tenancy, it should replate to the latest one.
4 votes -
Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
4 votes -
Short Term Holiday Rentals
Do we have a time frame yet when Property Tree is going to be more user friendly with holiday management? ie ability to only enter tenants as prospects?
4 votesWe do have holiday booking enhancements in our roadmap for Property Tree however I am unable to provide a time frame for this. Are you currently using the prospect profiles for short term rentals? If not, you may find this knowledgebase article helpful https://propertytree.elevio.help/en/articles/92857 Thanks, Ange - Product Team
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Pop ups if current profile is going to be affected by this action
Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.
4 votes -
Change of ownership - insurance details transfer to new owner
During a change of ownership, the vendors insurance information transfers to the new ownership and should not. Insurance policies relate to the owners not property.
4 votes -
Communications Centre: 'Completed' folder to display on left hand side
The completed messages in the Communications Centre is accessed through the filter icon at top. It would be great if this was moved to be sitting as 'Completed' on the left hand pane along with "My Inboxes" "Sent" and "Failed'
4 votes -
Property Tree App – Access to Property Maintenance Notes
It would be extremely beneficial if the Property Tree mobile app provided access to the Property Maintenance Notes.
Our Maintenance Coordinator relies on the app in the field, but critical information such as owner-approved maintenance spending limits and properties requiring owner approval before works can proceed is only available in the desktop version.
Having this information accessible in the mobile app would eliminate unnecessary administration, reduce delays, improve efficiency, and help ensure repairs are managed correctly while on site.
3 votes -
Schedule correspondence/emails/messages to send at a later time/date
Not like an automated message, but a one off that you set up for someone to email out at a set time.
3 votes -
3 votes
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3 votes
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load inspection report on tenancy app/documents automatically
It would be good to be able to have the landlord and tenant inspection reports load straight onto their tenancy documents and mark them as visible on app from the inspection manager page, same area where you can email it off, would be good to "make available on app" at that same time.
3 votes -
Add Approved Occupant information under tenancy details
Add Approved Occupant information under tenancy contacts without having to put in contact information, just name and date of births.
3 votes -
Sending options for Routine inspection Reports on Inspection Manager
In Inspection Manager, it would be great to have the option to send routine inspection to ALL landlords and ALL tenants rather than just the main contacts. A drop down to add the others in would be good.
Would also be good to be able to mail merge into the email some more options like the notes we put in the "General Comments", "work to be carried out" etc, sections.
Additionally, it would also be great to toggle on, either in the main settings, or for each report, to send the report straight over to their documents on their tenancy…
3 votes -
Allow Email to Buyer action in sales workflow
Allow Email to Buyer action in sales workflow, currently only has vendor as the option.
3 votes -
Receipt rent for tenant but not pay owners until rent due.
QLD - Rent is not to be paid to the owner until rent is due (Advised by Auditor). If a tenant wants to pay a few months in advance only way I can find is to put to held and allocate as required.
If the pay owner page had a way to pay owner and agency up to a date range or pay all would be great.3 votes -
Maintenance Plus Tenant Contact Privacy Settings
It would be extremely beneficial to have a setting within Maintenance Plus that allows agencies to control whether tenant contact details are automatically included on maintenance work orders sent to tradespeople.
We have tenants who have explicitly instructed us that their personal contact details are not to be disclosed to third parties due to privacy and safety concerns. The current system, where tenant details are automatically populated on every maintenance task, creates a significant risk of agencies inadvertently breaching their obligations under privacy legislation or failing to comply with a tenant's expressed instructions.
Ideally, this would be configurable on a…
3 votes -
3 votes
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3 votes
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