1204 results found
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Bulk mail merge, option to not send to duplicate emails for different owner profiles
to be able to sort the list of who is being sent emails, to be able to then remove owners that have duplicates as they have individual profiles for multiple properties
Even better to have it that property tree recognises that an email address is in the list multiple times and only send it once
3 votes -
Monthly Revenue Pie Graph - colour for each commission or fees to stay the same each month.
Monthly Revenue Pie Graph - colour for each commission or fee to stay the same for each month. The categories change colour each month.
3 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.
3 votes -
New Bulk mail merge option
When creating a bulk mail merge to the ownership, an option up the top with 'filters' should be 'Scheduled Inspection'. Exactly like when you are sending a mail merge to the tenancy. My agency sends out Inspection notices out to the owners as well.
3 votes -
Terminated properties on vacancy dashboard
It would be a good idea to have a space listing all your terminated properties on the vacancy dashboard so you can see not only your vacating but also your 90 day termos coming up etc.
3 votes -
Unlimited typing space in notes
When recording email threads that have been sent through another platform, such as Gmail, there is limited room in the notes to paste/document this conversation which makes it difficult for record keeping.
3 votes -
Instant updates with the Inspection Manager Integration
Would be great to have the integration with Inspection Manager immediate once the inspection is completed. Only certain staff have full access. Currently we have to log in and sync with PT once they have completed the inspection which pushes it though.
3 votes -
Sale Statements- More options for info
The Sale Statement Tax Invoices are pretty basic, and there are a few things that are either not an option, or should be amended:
1- When sending a sale statement for the solicitor, it should read with the vendor name, then c/o- and the solicitor name after. Currently it only reads with the solicitor name, which I don't believe it should seeing as the agency agreement is with the property owner- not the solicitor.
2- When disbursing held funds at settlement, there should be an automatic or at least optional description field on the invoice for the vendor payment such…
3 votes -
Column headings on all forms should be display on each page
Column headings on all forms should be display on each page. For example, the owner ledger and tenancy rent summary have the headings displayed on the first page, however the information flows onto more pages and you cannot see the column heading on those pages.
3 votesUpdated and ready for votes
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First disbursement only released after tenancy starts
I would love the option to hold of disbursing the first rent until after the tenancy started as an automated function, not manually withholding and removing withhold.
2 votes -
Minimum Standards TAB
Create a Tab on the property file to have details about Minimum standards check similar to the compliance tab to see if it has been passed or failed and date/ also a section to be able to save report
2 votes -
Be able to invoice a vendor
Want to be able to invoice a Vendor Marketing and Sundries
2 votes -
withheld funds rent from date
When adding withheld funds to an owners account it would be helpful if there was a "rent from date" option that you could hold all rent from a certain date and the system automatically works out the charges to put on hold from that and what has been receipted.
2 votes -
BONDS
if the required amount of bond has been changed in tenancy profile can PT automatically send a tax invoice for the top up bond amount which will sit in tenancy financials tab until paid.
2 votes -
Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
2 votes -
Compliance tab on Creditor profile - show no date loaded
This is a fantastic feature, but we need a tick box please to also show all creditors that have no compliance date entered, otherwise how can we track whose we haven't received. Thank you!
2 votes -
Include Line Items for Creditor Invoices so Instalments can be entered at once instead of leaving the same screen and entering multiple time
Currently, when you manually enter a creditor invoice you cannot break down the invoice. In order to split the invoice you have to tick the 'same supplier' box and repeat the process multiple times. It would be helpful to allow 'line items' so that you can enter instalments (such as 4x council rates) at once instead of having to input these 4 times without leaving the same screen.
2 votes -
Automated Communications compliance expire / renewal required
Creditor Certificate of Compliance (public liability insurance) - 1 month prior to the public liability insurance expiring, there should be an automated email sent from the system to the creditor reminding requesting them to send an updated COC (public liability insurance).
Where a compliance responsibility rests with the owner, an automated email should be sent to them requesting an updated document be sent to us so we can update the compliance information.
Both of the above will improve efficiency in terms of ensuring compliance is up to date.
2 votes -
Search Bar In Documents Tab
It would be great to be able to search documents under tenancy, ownership and property tags "documents" tabs. This would make it easier to find documents eg. Routines, Agreements, Notices, Compliance Reports etc. Thanks!
2 votes -
Change pinned notes on profile to a bright red to flag there is a note - The blue is easily overlooked
To improve visibility, pinned notes on profiles should use a red colour rather than the standard blue PT colour scheme. This will ensure important information is immediately noticeable when accessing a profile.
2 votes
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