989 results found
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Have owners name/invoice details in the work order (not just the email)
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.
We have it set up so they get the owners details in the original email. However when work orders are going through to the contractors accounts department they are not receiving the owners details. We would like a field included on the work order to include owners details so invoices are received correctly.22 votes -
Ability to Delete a Note
It would be good to have the ability to delete a note on an owner or tenancy file. Currently if I accidentally create a note to the wrong file I can't delete it, only edit it to say note created in error
22 votes -
Duplicate Invoice to show date last inputted
When a duplicate invoice is detected it should include the date it was last put into the system and/or paid, as service charges and levies are commonly the same amount, in intervals throughout the year. This stops us having to check it isn't currently in the system for payment.
22 votes -
Complete quote requests, not cancel them.
Currently when a quote request is sent, the quote comes back, you attach it to the request. If it is decided not to go ahead with that quote, you press the "complete Job" button on the quote request, but it does not complete it, it cancels it and automatically sends the cancellation to the contractor. Then I get phone calls from the contractors saying they have already been to the job and quoted. Its very frustrating. We just need to be able to complete it off from the maintenance list without cancelling or emailing the contractors.
22 votes -
Compliance Documents - File Name
When adding documents to Compliance tab under the new 'Register' feature the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
22 votesCurrently the file name does accept using a dash, full stop and underscore however does not allow for commas. We are discussing this with our development team
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Automated Communications for Sales Statement
There is currently no Automated Communication template for the Sales Statement
22 votes -
Have option for an automated communication to send when an inspection is cancelled
Have option for an automated communication to send when an inspection is cancelled
22 votes -
There should be BCC option when sending emails through communication
There should be BCC option when sending emails through communication. It is imperative as at times, "To" recipient will not review the others whereas necessary for internal reference and communication.
21 votes -
Communications messages should be able to be dropped and dragged into relevant areas in the system
Is this something you will be improving? it seems to be a system flaw and not practical at all that messages to your communications area cannot be posted/dropped into other areas of the system. For example a request for maintenance . I should be able to drag the message into the job request area. Or tenant queries etc into Notes for the tenant
21 votes -
lease review dates
Add Lease review dates ( same as Rent review)
21 votes -
Commercial Tenants paying Management Fee
• ability to charge Commercial Tenants any Fees, such as Management Fees that are 100% payable by tenants
• and have those fees recorded on Agency Income reports and stats
• the invoice date & due date are also very important, with a proper Tenancy Invoice Due Date, NOT “Tenancy Invoice Due Date ## Days” after issue – this formula does not work – not even with the current PT Recurring Creditor InvoiceCurrently,
• to charge such fees we need to create one-off invoices (because recurring invoices doesn’t work for this scenario). However, this is still not a solution,…21 votes -
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
GST Report: Ability to email this to the owner - Currently Print/generate is only available and just to email the report is very manual
21 votes -
Key number when searching for a property
When searching for a property rather than the property ID number appearing next to the address can this be changed to show the property key number? I rarely need the property ID but need key numbers multiple times a day, this change would save having to click into the property to get the key number. Thanks
21 votes -
update phone app for agents
The agent mobile app for PT is very very basic.
You do not have access to key iD's alarm codes etc. Information that is often needed on the run.
THis needs to be update to include this info as easy to access.
it would be handy to have a more user friendly mobile app similar to the one used by Property Me with the ability to send and assign work orders, view contact info and property info and key numbers.21 votes -
Option for dark background
Dark background option, for users to be able to choose which one best suits them. For the users who suffer from migraines and the white background is too harsh to look at.
21 votes -
Inspection notes on Inspection Summary
It would be helpful to be able to have the general inspection notes appear on the inspection summary report - ie, owner is attending with any comments. This means we can print the report to take with us
21 votes -
Show tenants current rent amount on the receipt
Show tenants current rent amount on the receipt. It shows on the receipt screen when entering and after it's been entered, but that does not pull through to the printed/emailed receipt
21 votes -
Reply button for emails within communications tab in tenant/owner profile
To reply to emails within the communications tab without having to go into the communications page and searching for previous emails. Currently can only print emails from the tenant/owner profile and not reply to any emails.
20 votes -
Documents Names being less restrictive
When adding documents to emails and documents tab under the the system has a very high level of requirements for file names. Only letters or numbers are accepted. Your not allowed any other characters such as commas, dash or any type of other punctuation. Surely this can be less strict considering most file names have full addresses and other items in file names.
20 votes -
Part-Payments for invoices & creditor invoices
Current process (below) is quite manual. Hoping for a build that you can part pay on invoice payment screen, this would minimize a lot of workflow process time, in turn business time/hours. Even a way to part pay accounts such as being able to click pay invoice and whatever is available will go towards the invoice.
- Find the invoice in the property file.
- Edit the invoice with how much is available to pay.
- Pay the invoice.
- Then re enter the invoice for the remaining amount.
20 votes
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