989 results found
-
recurring notes / reminders
Recurring notes / alerts / reminders - To be able to set a reminder alert to send out increase notifications to commercial tenancies.
2 votes -
Ability to raise compliance in bulk across all properties
Once compliance is created in config, there should be a way for this to be bulk applied to property profiles
2 votes -
When searching for a street address e.g. 20/20 Sample Street, for the address to come first before anything else
When using global search for a street address e.g. 20/20 Sample Street, for the address to appear in the search results first before anything else
2 votes -
Auto populate the property address in subject line when emailing renter or rental provider via platform
Auto populate the property address in subject line when emailing renter or rental provider via platform
2 votes -
Ad hoc letter needs option for the Property Manager to be the sender so they receive letters from their agent not junior staff
We are finding if needing to send a message through to owners with attachments or a body of text that can be edited (eg. rent review/lease renewal suggestion ad hoc message) which is specific to their property the email message includes our admin as the sender. I think it is really important to have something like this coming from the person managing their property rather than the staff with less experience displayed as the person sending the message, it would also create less confusion so when they reply it comes straight back to the property manager
2 votes -
Residential Rent Credits need to go into Communications
We need to be able to tick a box to email residential renters when they get a rent credit eg sales inspection fee and for this to show in the communications tab.
Because residential rent is not invoiced the Email Invoice box with renter email address's pre-ticked does nothing when you click Create Credit, you have to send them an ad-hoc email which is time consuming.2 votes -
Income & Expenditure Statements to record the wording Ownership or Ownership Name prior to the Displayed Ownership Name
To update the Income & Expenditure Statement template to include the wording 'Ownership' or 'Ownership Name' before the Ownership Name/ID is displayed.
2 votes -
To be able to delete contacts for strata managers, strata companies etc
Option to delete strata manager or strata company contacts in the case of double ups, no longer manage etc
2 votes -
Add property manager field to 'Create creditor invoice'
It would be so helpful when "creating creditor invoice" to see the property manager whom manages the property - giving a clear indicator if the property is commercial or residential. this would really make the data entry process quicker and reduce mistakes
2 votes -
Installments in Invoice Genius
Ability to set Installments in invoice genius, without holding the full amount
E.g council rates
Whilst the plug in of invoice automate provides this and a lot more automation, having this ability in core Property Tree would be beneficial for us.
2 votes -
Additional fee triggers for automation
Please add additional trigger options for inspection fees!
Currently we either have to manually charge fees for each entry and exit inspection, or have the fee trigger set as 'inspection closed', which means every time we do a routine inspection and close it off it triggers 3 fees, the routine inspection fee, an entry inspection fee and a final inspection fee, which we then have to manually delete the two we don't need.... so either way, we're manually processing things!
Please consider adding extra triggers for the entry and final reports so that all fees can automate appropriately?
2 votes -
Have Commercial Invoices created through Invoice Genius attached to Tenancy Documents on PT
Commercial Tenant invoices created through invoice genius should be attached to Tenants Documents on PT as well as Tenancy Invoice showing on Ownership profile - this will give a clear overview as to who paid what without having to go through individual ledgers every time.
2 votes -
View current Lease / Management Agreement
Instead of having to filter through the documents tab to find the most current lease / MA, the current lease and MA should be able to be viewed by clicking on a document icon within the profile box (like that of the email icon)
2 votes -
Pop Up for Dashboard
Can you please create a function whereby we can add a random note to pin to the top of our dashboard in a red banner, like 'Close Period' reminder you give us. It would be invaluable for daily use. Thanks.
2 votes -
Display Property Manager next to Property in Strata Plan
When you open up the strata plan info in PT, it should have the who the Property Manager next to the list of properties we manage in that strata plan.
2 votes -
Ability to Bulk Clear Notes & Alert Reminders
Rather than clearing note & alert notifications one by one, an ability to clear them in bulk on PT would be amazing
2 votes -
Have an option per User to allow for emails to be received outside of Property Tree
We use the communications platform for emails, which works for staff that are logged into Property Tree all day, however for users that don't access Property Tree regularly (ie, Directors), we want to be able to send an email(s) and know that if it's replied to that it will come back to our external email. We can currently only have this on or off for the whole company, but it needs to be available at a user level.
2 votes -
Apply to all when receipting payments
When applying receipted payments in Property Tree manual receipt screen, there should be an 'apply to all' button, rather than having to receipt against each line item
2 votes -
Tribunal report - statement for all the water rates charged throughout the tenancy
Tribunal Report should have the statement for all the water rates charged throughout the tenancy so it becomes easy for us to check for what tenants are charged so far.
2 votes -
Be able to automatically charge management fee on property receipts
It will be great if we can add fee for property receipt by percentage.
We receive a lot of rental contributions from the property developer, these contributions are rent, and we need to charge fee the same way as receiving rent from tenant.
2 votes
- Don't see your idea?