1204 results found
-
Ability to print out Job note in PDF format
We need the ability to be able to print out the Job Notes as these are important and sometimes required to discuss with the owner.
3 votes -
An optional box to add exact reason for fee reversal (if not auto)
An optional box to add text/reason for fee reversal (if not auto-reversed)
3 votes -
map fees to rei
Merge fees and charges from property tree to REI forms. This would save so much time when having to do new agency agreements for existing owners with the same fees and charges carrying over.
3 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)
3 votes -
SMS and email sent on same trigger day
When setting up auto-communications, can an email and SMS be triggered to go on the same trigger day? Currently they can't be triggered to be sent on the same day which is useful for arrears and scheduling inspections
3 votes -
Xero Integration with Ownerships
Incorporate Xero for our owners who want to streamline their accounting process of the rent and gst collected.
3 votes -
Auto Comms / Mail merging for Owners with outstanding invoices
Auto Comms / Mail Merging feature
The ability to create a Mail Merge Document outside of the Ownership statement
So that we can ask the owner to contribute funds to cover the outstanding invoices not paid. Lets be proactive not reactive... its too late when we send the statement as the bills are now possibly overdue and interest can occur
Or an Auto Comms same thing one that we could trigger by days3 votes -
Option to enforce Maintenance Invoices must be linked to a work order before being processed
Invoices from a creditor can NOT be processed unless linked to a Work Order.
This would stop work orders against properties remaining open as invoices couldn't be processed unless linked to job and would ensure work orders are raised to get jobs done not just phone calls.
3 votes -
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt
during "Create Receipt" for "Tenancy" - allow a message to be emailed along with the generated receipt.
For example, we can remind tenant to pay outstanding invoices, or balance due to vacating date.
3 votes -
Ownership/Tenancy Fees - attach a receipt
When charging fees to Owners or Tenancy need to be able to attach receipt (if applicable).
3 votes -
Auto Communication - custom options for things like Reticulation and Water
Can you please add in auto communication the ability to send emails on a specific dates to owners / tenants?
For example each year we send the tenants a bulk communication for the following:
*Reticulation should be turned off today due to water corporation rules.
*Water should be turned on today as the sprinkler ban is over.It would be great to be able to create custom templates in auto communication based on a specific date / need for owners and or tenants so you can set and forget.
Currently we have auto comms set up but there does not…
3 votes -
internal communication
Have an area in communications for staff to communicate important information regarding the property/tenant so everyone can see what is happening, eg "advised plumber that the owner authorised replacement of hwu". Everyone can see that it has been actioned.
3 votes -
Tenant Download - Recently Processed Files
For annual audit purposes we need to be able to access Recently Processed Files further back than five months.
3 votes -
Add option to add recycled water reading/dual water readings
We have a fair few homes that have a standard water meter reading and also a recycled water meter reading that is charged as water consumption. It would be great to have a space to put dual water readings in the water usage section.
3 votes -
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is
Remove "yearly" from rent calculator. Not accurate. PT support suggested flexible dates for annual rent calculation as the yearly figure is not accurate.
3 votes -
Critical Date Changes recorded
A log is required for critical date changes. This includes lease, management and rent review dates. Extremely important especially if there is a PM with a beef and is leaving who loses the care factor. It makes people more accountable.
3 votes -
Sales Advertising Reports
We need a consolidated report which is able to be separated by each sales rep (by tag maybe?) which shows all advertising spent to date for each of their own listings. I was able to produce this report in REST and would send it to each Rep monthly so they could keep track of their spending and not go over budget or if needed, contact their Vendor and request further funds.
3 votes -
Pop up box for registered for GST or not
Could we have a pop up box for Commercial tenancies which informs us if the tenant is registered for GST or not.
3 votes -
Wording - Statements
We have just had a complaint about the wording on the Tax Invoices issued. When a new Tax Invoice is issued it has all the others issued prior listed as outstanding when in actual fact they are not outstanding. They are due in the future. Is there a way of changing the wording on this Statement that is issued to the Tenants
3 votes -
Sales reports
Sales reporting - there are no reports you can generate for KPI's. All the data is put in for Listing and Selling Agent and dates of agency agreements but you cannot generate a report (monthly, quarterly) showing individual agents commissions etc.
If we put all the data in, why can we not generate reports like this?3 votes
- Don't see your idea?