1204 results found
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Split past & current tenant arrears on dashboard
For the purpose of seeing both vacated & current tenants arrears at a glance
2 votes -
Automated Lease Expiry/ Lease Renewal message to owners and tenants about specific recommendations on upcoming renewals.
Hey Team!
It would be handy to customise lease expiries/ lease renewals communications on specific tenancies, such as a "task" orientated set up specific for lease expires/ lease renewals on individual properties.
Basically what I want to do, would be to customise an email to an owner recommending an increase amount and renewal for 12 months, however rather then creating our own email and sending it every month in advance to every owner, it would automatically be sent on a specific date that we set.2 votes -
Ad hoc letter needs option for the Property Manager to be the sender so they receive letters from their agent not junior staff
We are finding if needing to send a message through to owners with attachments or a body of text that can be edited (eg. rent review/lease renewal suggestion ad hoc message) which is specific to their property the email message includes our admin as the sender. I think it is really important to have something like this coming from the person managing their property rather than the staff with less experience displayed as the person sending the message, it would also create less confusion so when they reply it comes straight back to the property manager
2 votes -
EagleCRM
Hi, just wondering if we could bing the integration with EagleCRM, we've been heavily working on this CRM and PropertyTree, and we wish that we could get this two working seamlessly with Database exchange. many thanks
2 votes -
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 -
Tenants water calculations
PT to calcualte the tenants water usage & create invoice automatically when entering water usage in the property file
1 vote -
Add a notes section to inspections so a not can be let as to why a scheduled inspection was cancelled
Add a notes section to inspections so a not can be let as to why a scheduled inspection was cancelled
1 vote -
To enable Bulk Deletion of comms in the failed tab
It would be great if we can bulk delete the communications that have failed, but have been resolved and it is the same person rather than closing each one. Because you have to wait a few seconds between each one while property tree tells you it has been completed, and doing it one by one is time consuming. It would be good if we are able to hold down the shift key and pick a bunch of them to close.
1 vote -
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements.
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements. At the moment it separates the property but they run one after the other and on separate pages.
1 vote -
Workflow Search Results – Add “Next Task Due Date” Column
On the Workflow Search Results view, where all open workflows can be viewed, it would be extremely helpful to have the option to add a “Next Task Due Date” column to the results.
The existing Workflow Due Date column is very useful, however, the overall workflow due date does not always provide an immediate indication of when the next action within that workflow is required.
Having the next task due date displayed as an optional column would allow users to see, at a glance, which workflows require attention next, without having to open each individual workflow to check the tasks…
1 vote -
Section in Lease & Rent on tenancy file to show previous rent amount after increase has taken effect
Under the tenant's file in the lease and rent tab, the section that shows a rental increase that has taken effect should have an extra column or section that shows the previous rental that it went up from, so we can better track how the rental has increased over a couple of years.
1 vote -
Show bond amount due on tenant statement
Would also be good if the bond had a due date that automatically was the rent increase date
1 vote -
Document Sharing from owner profile to tenant profile
It would be extremely useful to have the ability to share documents from the Owner Profile directly to the Tenant Profile when a document has been automatically loaded onto the owner profile from a separate action, without having to upload the same document separately to the tenant profiles.
For example, documents such as compliance certificates through the compliance tab, invoices, inspection reports and other relevant property documents are often uploaded automatically from tasks or third party applications to the Owner Profile only. It would be beneficial if, when viewing the document, there was an option such as "Show on Tenant…
1 vote -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Ownership Profile field for landlord/owner background information
We'd like to suggest a dedicated "Owner Profile" field on the ownership record itself, rather than being buried in a Note.
Property managers regularly build up useful background knowledge about our landlords, things like their spouse/partner's name, where they live, how they prefer to be contacted, their preferences around leasing, whether they purchased the property through us, or general context about their portfolio. Right now the only place we capture this is a Note titled "Owner Profile," which isn't easily visible and makes it harder to find and reference at a glance.
Having a freeform text field directly on the…
1 vote -
Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
1 vote -
1 vote
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Expand Sales Automated Communication to send anniversary email 1 year after settlement
It would be great to be able to set up our own automated communications for sales, especially ones that we can have prompted to send after a settlement and one that includes the statement as an attachment.
Ideally would be good to be able to prompt a happy anniversary email to the buyer to go out 1 year after a settlement even after the sales is archived.
1 vote -
Sort by entire address
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Be able to create inspection lists in property order.
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote -
Sort by entire property address
Be able to sort property addresses properly. Owner Statements with multiple properties or entire complexes look terrible. No order.
Another tab required for Building Level. Need to be able to sort by street addresses, street number, building level, Unit number.
Ownership profile - properties out of order
Property profile - list properties - out of orderIn Rest could manually put in order
1 vote
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