1153 results found
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Advertising Fee event trigger
As you did for the renewal fee to automatically charge when lease renewal dates are changed (as an event) could the same principles be applied for Advertising Fees one a prospect tenant has been converted to a current tenant
2 votes -
Bond Increase Amount
I believe we should be able to adjust/edit/delete the bond increase amount field when a user error has been made. For example - I prepared a new lease agreement and filled out the Rent Schedule. I included the amount for bond top up. I then found out the dates entered were incorrect. Why are we unable to edit or delete the bond increase? We can edit all other fields so why not allow for editing or deleting the bond increase amount?
1 vote -
To have inspection frequency loaded in property file not tenant
Inspection Frequency should be in property rather than tenant. When properties have different inspection frequencies, it should be loaded in the property, not the tenant as when tenants change, it is often missed if the property is meant to be inspected at a different schedule than the normal frequency.
1 vote -
Add Approved Occupant information under tenancy details
Add Approved Occupant information under tenancy contacts without having to put in contact information, just name and date of births.
1 vote -
Set time for adhoc email
Id like to be able to create an adhoc emails and select the time and date it is sent out.
Example - If I am at my desk at 5am or 10pm trying to get a few things done, I would like to be able to have the email sent out to tenants or owners between 9am-6pm only.1 vote -
Adding 'Pet' Column
Adding a 'pets' Column in the Inspection Summary
1 vote -
ability to create a prospect for a commercial tenant
ability to create a prospect for a commercial tenant so that you can add deposits and documents to the tenancy prior to lease signing
1 vote -
Add Strata Company/Contact Creation Within the Property Strata Screen
It would be a significant improvement if Property Tree allowed users to create or add a new strata company/contact directly from the Strata section within a property's details, rather than requiring users to leave the property, navigate to the Contractors module, create the contact there, and then return to the property.
A workflow similar to the Sales module would be ideal, where users can create a new conveyancer directly from the relevant screen without interrupting the setup process.
1 vote -
Statements & EOFY automatically into documents
Would be great if owner statements and EOFY I&E could automatically be put in to the Documents tab so that Owners can see them. I've been told we need to load them in individually which is just not viable...
1 vote -
automatic update to app
When changing time and dates on an inspection in Property Tree. When synced to MRi inspect if it would automatically change the time and date of the inspection on your app.
1 vote -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
1 vote -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
1 vote -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
For the pet details to be included on the inspection report tasmania
New Pet Section: Included on the inspection report to indicate whether a pet is present at the property, allowing inspection managers to be informed prior to attending.
1 vote -
Sales Ledger and Sales Marketing and Sundries Report
When generating a Sales Ledger and Sales Marketing and Sundries Report when processing EOM, the report is excessively long as it includes sales from previous years regardless of the accounting period (e.g. the month to be closed) being selected. These reports should only include sales included in the month that has been selected.
1 vote -
Business Role Access Permissions Report
A report showing all user permissions assigned to each business role, including both PT default and customised roles, would be highly valuable. This would facilitate permission audits and improve oversight of access controls, especially where multiple custom security roles exist.
1 vote -
Should be able to delete cateogories in notes
Should be able to delete cateogories in notes
1 vote -
workflow
The ability to simplify workflows and to reduce the amount of tasks within a workflow. One task that has more functionality ie. more shortcuts to actions in property tree and ability to have more than one hyperlink
1 vote -
Workflow due date
The team are getting overwhelmed with the amount of tasks within a workflow. It is time consuming and difficult to schedule them due to the way the workflows are set up with a start date. Would be great to have a due date to work towards that triggers the tasks within the workflow based on the completion date. For example a lost management workflow - could be 30, 60 or 90 days.
1 vote -
Notes on receipt
Include a more standout noting system when receipting tenants rent to ensure rent/advanced water is receipted correctly if paid in a whole payment. Too often is advanced water being receipted to part payment and tenants want it cancelled and re-allocated.
1 vote
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