985 results found
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New property field request - Year Built
We would like to have a merge field available that allows us to record the year the property was built. We require this information to be able to track our portfolio and ascertain low medium and high risk for asbestos and lead contamination throughout our portfolio. This would be hugely helpful rather than have to record this information separately.
2 votes -
Sorting Statements by Portfolio and listing manager name on statement
Sorting statements by Property Manager and putting manager name on statements
2 votes -
EOFY Summaries in a spreadsheet format
We have had a lot of owners request for their EOFY statements to be sent to them as an excel file rather than a PDF file.
It would be great to have this option to generate the statement as an excel file - if and when required.
2 votes -
When creating a new tenancy will be great to have the tenancy ID which is BPay compatible reference. REST use to have that and it was a gr
BPAY Compatible Tenancy ID
1 vote -
Strata Plan report with linked properties
To be able to run a strata plan report to show the linked properties.
At the moment you have to look at each individual strata plan to find the properties.
REST had such great reporting and it is the biggest let down of Property Tree.
1 vote -
Reply to an email and use a template
To be able to click on reply and select a template to use for your reply.
This would save going into the template, copying and then pasting in your reply.
A lot of replies to emails are template replies and having this feature would save time and make emails more professional. Thanks.
1 vote -
Keep communications being sent in a thread via Property Tree
For example if I send an owner an email about their routine from PT and the response is received to my outlook emails, can I link the owners reply back to my email in PT so that way i can keep the same thread going amongst other things like lease renewal responses from tenants and owners etc.
1 vote -
The Tenant bank account details to be linked for refund
The Tenant bank account details in the contacts should be linked to the tenant refund (including bond refund) automatically.
1 vote -
Right Click Address in Communications to Open in NEW TAB
In Communications, when selecting a message, the ability to right click on the address to open in a new tab!
1 vote -
under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
1 vote -
Recurring system for routine inspections.
Like Console Cloud, it would much more efficient if there is recurring system in Property Tree to avoid any properties that are missed to schedule for next one.
1 vote -
invoice genius property details to move with the invoice details. Some invoices do not have the property address in the first page of the
invoice genius property details to move with the invoice details. Some invoices do not have the property address in the first page of the invoice
1 vote -
Match and allocate arrears amount for tenant download
When using the tenant download, can funds be receipted automatically when the amount paid matches the arrears amount? At the moment, it rejects because it may not match the normal monthly rent as it's a part payment, and we have to receipt it manually
1 vote -
Audit Tab under profiles
I recommend an audit tab under each profile ( tenancy, property and owner) which will show a log of date, time and user of making any adjust under the profile.
for example, staff member 1 changed the rent schedule on 5/2/2025 at 11.55am. A log will show:
User: SM1 Change: rent schedule from $300weekly to $320weekly Date/Time: 5/2/2025 11.55am1 vote -
Adding merge field to include both landlord names in PT template
When sending out a email to a landlord with merge fields, it would be good to have a field which picks up both landlord first names not only the primary landlord.
1 vote -
Background colour
Can we have the option to change the background colour as currently it is very bright even though we reduce the brightness on the screen. The old Rest system used to let us do that.
Thank you.1 vote -
Show the tenancy 'Type' when creating a tenancy mail merge from profile
When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.
1 vote -
Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
1 vote -
Create BI Report by selecting archived tenants
Reports on Vacates for the Month/Year to show metrics. To be able to create this report in BI select archived tenants. This will show busiest months
1 vote -
Inspection reports
When Generating the Routine inspection Summary have the option to select to have the ownerships number on the report.
1 vote
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