122 results found
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The auto-communication trigger for lease expiry notices should be increased from the current maximum of 99 days to 120 days to align with TT
As a rent increase notice in Victoria is required at least 90 days in advance, we need to liaise with both parties to confirm their intentions regarding the lease renewal.
4 votesYou can have triggers for all automated communications up to 999 days. The UI does not show this clearly, and we'll work on improving this, however, this means you can add the 120 day trigger to the owner lease expiry now.
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Add option to select assigned agent for routine communication
Option to have automated routine communications to be sent from assigned inspecting agent, instead of point of contact or company.
15 votesUnder Configuration > User Management > Business Roles you have the option to select which Business Role is to be the Inspection Contact. This can be a different business role than the Property Management Contact. The Business Role that is selected as the Inspection Agent will be who the Inspection Communication will send from when Point of Contact is chosen as the Send From option. If you need assistance to check this or set it up, please reach out to our superstar support team. Thanks, Product Team
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Adding property address to subject line - ownership statements
We have a few owners that are requesting the subject line to be changed for Ownerships statements. These owners have multiple properties and find it frustrating to have to search each email to find the statement they are looking for. Could we please look at adding the property address into the subject line, so that owners can see at a glance what property the statement pertains to?
5 votesThanks for your feedback. You can have the Property Address(es) appear in the subject line of the Ownership Statement email. To do this, go to Configuration > Automated Communications > Accounts and select to edit the Ownership Statement email template. Ensure the cursor is in the subject line and then select the Property Address merge field. If you require further assistance with this, please reach out to our superstar support team.
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LL or TT to be able email into Communications directly
A landlord or tenant can only REPLY to an email that is initiated out of Property Tree. If the landlord or tenant wants to start a new email conversation, they have to use our Outlook email and then we have to save the communication thread into Property Tree under Documents.
What is the point of having Communications turned on if a landlord or tenant cannot email you into Property Tree directly to start a new conversation thread. A landlord or tenant should not be forced to sign up to the portal to send a message.
It means I have to…
1 voteAny of your contacts can email you using your dedicated Property Tree email address - this is how it knows to come into Property Tree and will link directly to the relevant profile. We currently have other tasks in progress regarding Portals and bringing emails into Property Tree from Outlook. However, to email directly into Property Tree, it's that dedicated email address that your contacts need to use.
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The addition of Lease Agreement as an option under Type when uploading a document to a Task
On the Task for a New Lease or Extension if you upload a copy of the Lease onto the documents section on the Task the system defaults to make the attachment type a “Tenancy Task”. Which means the Lease does not appear in the Documents section when applying the filter to select “Lease Agreements”.
Rather than uploading the Lease a second time directly onto the documents section it would be great if we could manually change the “Type” to “Lease Agreement” on the document details section which currently is not an option when it is on a task.5 votesDocument Types can be added under Configuration > Lists Editor
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The addition of "plans" as an option to select in the Type menu when uploading a document onto the Documents tab
The addition of "plans" as an option to select in the Type menu when uploading a document onto the Documents tab
5 votesThanks for your feedback. Document Types can be added under Configuration > Lists Editor
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Put payment details on invoices.
put the payment details on invoices that are sent out from the system
2 votesYou can can choose to add trust information to the Tenancy Invoices under Configuration > Company & Trust Details > Edit Trust Account. There is a checkbox for adding this information to Receipts and/or invoices.
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adding property address on statement subject line
We have a few owners that are requesting the subject line to be changed for Ownerships statements. These owners have multiple properties and find it frustrating to have to search each email to find the statement they are looking for. Could we please look at adding the property address into the subject line, so that owners can see at a glance what property the statement pertains to?
4 votesYou can add the property address to the Ownership Statement template under configuration > automated communications. Edit the Ownership Statement template. Pop your cursor where you want the merge field to be in the subject line and then select the merge field in the list. Note - if the merge fields appear greyed out, pop your cursor in the body of the email template first, then into the subject line.
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Ownership Anniversary
A report that could be generated to show ownership anniversary dates (management gained date) that is not through lost & gained managements. Or a filter on lost & gained management report that filters out archived properties.
4 votesYou can create custom reports that can be filtered within Business Insights (part of the complimentary access). You have the management gained and authority dates available to utilise.
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Quote Orders
It would be good to be able to have the owners name on the 'quote orders automatically' just like the work orders. Currently we have to type it onto the quote orders
2 votesYou can add the Ownership name to the Quote Order within Configuration > Automated Communications > Property Management > Quote Request (and edit the template).
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A feature to enter water meter reads at the beginning of tenancy and at the end of tenancy to assist with invoicing as this is currently don
Having a feature where we can enter the initial meter reads for new tenancies and final meter reads for vacating tenancies to assist with Invoice automate to correctly bill usage especially when new and ending tenancies fall between billing periods. Currently manually calculating and billing the new tenancies for first water usage (and final water) and Invoice Automate seems to be billing on an average estimate from start date of tenancy and not according to actual usage.
4 votesThe consumption tab on the Property can be used for this information. Once you have entered the Water Meter, it allows you record as many different readings to that same meter for you to refer to. You could choose to use it just for the start/end of a Tenancy (the tenancy name can be reflected in the description).
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ADDING A POOL COMPLIANCE OPTION TO COMPLIANCE REGISTER
It would be helpful for quick check for a Pool Compliance option in the Compliance Register
2 votesTo add a new compliance category, go to configuration > property compliance category and select the plus button to add.
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Read receipts
Is there a way that we can see when the owners/tenants open an email or sms opposed to delivered?
3 votesYou can see the opened date/time of emails within the communication history (managements > communication history). There is a column called Status Details - if you do not see this, you can select it using the three dots option to the right side of your search results. We will be surfacing this information in the communication platform in the future. For SMS, we can only get a delivery status from the service providers, which means the SMS was delivered to the recipient - there is no ability to receive a status when the SMS is opened.
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3 ways of authentication
Hello
Yesterday my google authenticator 'froze'. I was unable to sign into PT.
I would like to suggest alternatives if one doesn't work.
If the authenticator doesn't work, alternatives can be offered - sms and email notifications for example.
Other apps use this method and it was very helpful yesterday.
yours sincerely
Gayle Curtis - Schmith Realty1 voteWe recommend setting up all types of authentication options available. You can do this by selecting your Profile (Initials icon top right corner of PT), and then Security & Recovery. This will take you through to Okta, and you can enable the other authentication options that are available.
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routine inspections
I would like to be able to add the actual inspector of the property as a merge field on the auto communications. Currently our communications come from the Senior PM, but the PM (another person) is completing the inspection. If times need to be changed the correspondence should be able to be navigated to the inspector of the premises rather than the Senior PM.
1 voteThe point of contact for inspections is dictated by what is set up under User Management > Business Roles. A user need to then be added to the Business Role against each Property. If there is no user set against the business role, the inspection auto comms will be sent from the Property Manager point of contact.
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Leasing Agent
It would be great if the leasing agent is able to see the dashboard of the whole portfolio. Our leasing agent needs to see vacate lists etc and this would minimise a lot of time. The only way for us to currently do that is having a business role as a property manager however this then puts the leasing agent against all the properties in bricks and agent which caused a lot of issues
1 voteOn the dashboard - to see the whole portfolio (and not just one persons portfolio) you can have the portfolio filter blank, just remove the name from the portfolio and this will no longer filter by that person
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Delivery Status on Communications
It would be great if we could see if someone opened an email out of PT.
5 votes -
Allow attachments to email in communication platform
Allow attachments to email in communication platform. We can receive attachments so why can't we send attachments?
1 voteWhen replying or forwarding an email in the communication platform you can select the paperclip icon to attach anything to the email you are sending.
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It would be lovely to be able to include more than 1 tenant contact details to a maintenance request. If you select all tenants only the pr
It would be great to be able to include more than 1 tenant contact details to a maintenance request. If you select all tenants only the primary tenants details show
1 votePlease add the merge field for "All Contacts For Access" to the template. You can do this in Configuration> Automated Communications > Property Management > Work Order template (or other maintenance templates too).
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gst added as default to electricity invoices
Electricity invoices to default to add GST. Currently default setting is no gst.
When entering invoices and code to electricity it is defaulting to no gst.
Never known an electricity invoice to not have GST.1 voteYou can select what accounts attract GST (or not) under Configuration > Accounts. There is a checkbox regarding GST when editing (or adding) and account. When the account type is attached to the creditor, it will auto populate that GST field based on this setting.
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