1203 results found
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work orders
When you do a maintenance request it has a tick box for the creditor, PM why can it not have a tick box for the owner and tenant so a copy of the work order is automatically sent to them as well so they know we have sent off this request
1 vote -
I would like to know if under the Property Details if we could add more fields to include the Builder and Solar this would be very helpful
I would like to know if under the Property Details if we could add more fields to include the Builder and Solar this would be very helpful especially for new builds
1 vote -
Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well
Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well blue is not getting the point across.
1 vote -
Tenancy traffic light system
It would be great if we can have an optional tenant profile indicator to help us quickly identify the nature of a tenancy at a glance. For example, green = good tenancy (no concerns), amber = requires extra attention (occasional issues), red = complex (significant issues like arrears, repeated breaches etc).
1 vote -
Archive
For Agora Insights - Custom Reports
Suggesting a similar view as lost managements, where we can view true or false under the archive status if for a property that is lost in custom reports In Agora Insights. We download lost managements and require additional fields rather than what appear in the gains and lost management reports.1 vote -
SMS Send and Receive Pictures
Tenants and Agents need to be able to send and receive pictures through SMS Comms. I tested this and nothing comes through into PT but you also do not get an error message to say the picture did not send so a Tenant would think that the picture has been delivered.
1 vote -
Ability to add more tags onto Creditor profile
For example, Electricians can do Electrical, Solar & Airconditioning - PT only allows one tag ie Electrical. We need others attached to the one Creditor for easier searching by tags.
1 vote -
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 -
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 -
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 -
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 -
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 -
Bricks and Agent - Change of Property Manager
When their is a change of Property Manager the records in Bricks and Agent change, historical posting of jobs should remain under the name of who posted the job.
1 vote -
Owner contact Card
In the owner contact and under Statement Information, the statements and Expenditure Reports are currently combined. This should be separated with a choice of either of both as not all owners request an Expenditure Report as they don't want to be charged, at the moment it cannot be turned off as if it is then they don't receive owner statements
1 vote
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