1130 results found
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Bulk Download Documents In Communication Platform
Feedback:
Currently, when a client uploads documents via email and sends them through our communications platform, we need to download each file individually. Each document opens in a new web page, and then we have to click “download” again to save it to the computer.
As part of our annual tenancy reassessments, clients are required to submit multiple documents, which makes this process quite time-consuming and inefficient.Suggestion:
It would be helpful to explore options for bulk downloading or a more streamlined process that reduces the number of steps required. This would save time and improve the overall experience for…2 votes -
Access to communications via Property Tree App
Access to communications via Property Tree app for Property Managers to be able to access and respond to communications away from their laptop.
2 votes -
Archiving Mail Merge Templates
Option to deactivate/archive a mail merge template without deleting it from the templates in full. At present having to rename so it drops to the bottom of the template list.
2 votes -
tenancy schedule vacant properties
Owners vacant properties to be included on the tenancy schedule as well as the tenanted ones.
2 votes -
Statistics/Reporting
Hi few things,
- For the statistics report, the top section is always current data and if you want a certain time frame only the bottom section is for then.
It would be great if the whole report was for the period you select.
- User statistic reports, it would be great to have a report for users to track their actions/kpis - email sent, sms sent, work order created/completed, quote request, how many times maintenance notes are updated to track maintenance follow ups, task creation and completion (more importantly completion), and other general ones which the main stat report covers.
2 votes -
Include "EFT Reference" section when paying out Unknown Funds
Have an option when paying out unknown funds to include an EFT Reference that is displayed on the bank statement of the person receiving the money. This is especially important when paying out unclaimed money to revenue as payments to them must include a reference number which they provide.
2 votes -
Key code
Some properties have access codes as well as keys. There is only a space for a key number. Can you add an option for codes.
2 votes -
Please create a section to duplicate properties. e.g. one owner with 20 units in one property
Please create a section to duplicate properties. e.g. one owner with 20 units all on one property instead of entering every unit one by one.
2 votes -
Improve the search engine
Improve the search function to search all data. If I enter a suburb, bring it up. I hate that I have to type in the entire address. Or a tenant or owner surname, again I have to type the entire name. Other software you can type anything in the data and it searches. Any part of a name, address, code or even mobiles.
2 votes -
The ability to delete compliance history
Currently, if something is accidentally entered or marked as completed incorrectly, there’s no way to remove it from the system.
For example, we have a migrated “Smoke Alarm” category that we no longer use. There are three properties where this category was marked as complete, and it can’t be deleted from the property tab. As a result, we now have a redundant category cluttering the list that we don’t and will never use.
2 votes -
Suspended Arrears Report
Create a report so that a department head (administrator) can search for arrears which are suspended indefinitely. This would be highly valuable as suspended arrears can compromise the legal position of an agency if serious tenant default occurs, and can compromise the owner's insurance position.
2 votes -
duplicate contact check
Can we have a button to merge contacts to removed duplicates set up in property tree.
2 votes -
Tabs remain visible when scrolling
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes -
Allow inspection notification al
Allow the 3 inspection notification's to be sent to tenants in all inspection settings. Currently they stop on proposal, second and third reminder are not sent unless the inspection is manually changed to confirm.
2 votes -
New Tenancy Fees & Prospect Tenants
We have an issue where holding deposits are taken by Direct Debit but we have to convert the tenant from a prospect to load in the direct debit details. This is then charging our new tenancy fees.
We need to be able to convert the tenant but have the trigger for the fee be Original Lease Start Date.
Having to convert a tenant from a prospect to get an ingoing completed and lease generated (without having to duplicate the information) means we are charging an owner fees before the lease commences.
The only work around is to have duplicate fees…
2 votes -
Be able to view multiple phone numbers for contacts
Currently you can only see 1 number beside a contact. If a contact has multiple numbers eg a home & mobile, only 1 is visible at a time. Therefore you have to remember they have 2 and click edit to see the other number. Would be good to be able to view all numbers or at least have a drop down beside the number to prompt that they have multiple numbers
2 votes -
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section. As we saved tenant and owners middle names they are currently being saved under the first name but to be more streamlined and tidy/easier to navigate it wuld be helpful to have a middle name section.
2 votes -
Automated maintenance reminder to LL
Suggesting an automated email and/or sms function that goes out to any owner that doesn't reply to a maintenance request after we hit "request approval".
eg. automated after 3 days for non-urgent maintennace if no response received (Hi Mr/Mrs x, we are following up on the repair request we sent through that you may have missed, please reply with your instructions etc etc)
2 votes -
Add a nickname for creditors for searching purposes
Add a section that will show up in search bars / creditor invoice bars for custom acronyms or codes for creditors instead of only having the full name search. Like a 'nickname'.
Examples:
'PCA' for Property Compliance Australia
'LCC' for Logan City Council
'SATS' for Smoke Alarm Testing Services2 votes -
Tenancy ID merge field for Rent Increase Auto Communication
An enhancement to our auto communication templates for rent increases. It would be incredibly useful to include the Tenancy ID as a merge field in these templates.
This addition would streamline our process, especially in cases where tenants are paying their bond top-up directly to us. Having the Tenancy ID clearly referenced helps ensure payments are correctly allocated and reduces the risk of confusion or mismanagement.
We believe this small change could make a big difference in efficiency and accuracy.
2 votes
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