90 results found
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Work order
At this present time, no matter who creates the work orders, all work orders created under the portfolio, are listed under the property manager..... so all responses go directly to the pm.
Why cant the work orders come from who is creating them, that way THEY get the responses back to their email and it is noted who has done them
2 votes -
Cancellation of upcoming Routine Inspection when entering in vacate date
Include a pop up when entering in a vacate date of whether the agent would like to remove an upcoming routine inspection or not.
28 votes -
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 -
Quote Request - Merge field for Creditor Company Name
Please add the creditors business name on the quote request email. Sometimes we CC'ed ourselves on the quote to outlook email. Its impossible to search or find the particular quote sent especially if we sent a few quotes for the same property, unless we check PT.
2 votes -
Being able to add photos/documents to completed work orders
Being able to add photos/documents to completed work orders
2 votes -
Owner approved tradespeople
When owners use their own trades or have specific trade person instructions for agent and tenant have a section of maintenance screen where it highlights so no errors are made in using incorrect people
3 votes -
Schedule routine inspections on Common Properties
The ability to schedule routine inspections for common properties without a linked tenant.
1 vote -
Inspection section on dashboard
On the dashboard have an inspection summary.
Show stats like:
Inspections Overdue (Confirmed and passed their inspection date)
Inspections incomplete (Tentative and passed tentative date)
Inspections confirmed for the next 30, 60 & 90 days;
Inspections cancelled per month
Properties with no inspections
Number of days since last inspection closed16 votes -
Apply a due date to maintenance requests for trades
When issuing a work order for a tradesperson, we should be able to select a due date that they need to have this completed by. If they don't complete it by this due date, we can then filter through overdue work orders and follow up from there.
28 votes -
Complete maintenance with no creditor
Sometimes we put maintenance in for a reminder to ourselves that the owners direct tradie or the builders have to attend to under warranty. We don't get their information and/or they are not a creditor that we pay and we don't send them through the system, having a way to close the job as completed by external party would be good rather than just cancelling the jobs.
5 votes -
Ingoing Inspection Creation
In order to create an ingoing inspection for a new tenant in PropertyTree, the tenant has to be first converted. To convert a tenant, information from a signed lease needs to be entered. In NSW, it is a legal requirement for an ingoing inspection to be completed and given to the tenant BEFORE a lease is signed.
There should be an option to create an ingoing inspection on a prospect, and enter the information to appear on the ingoing there, rather than having to convert the prospect and therefore charge the owner a letting fee, before a lease has been…
5 votes -
Reopen Cancelled Inspections
Can we reopen/edit cancelled inspections as to re-use instead of creating a new entry?
3 votes -
Recurring maintenance jobs
Set up a recurring maintenance order. For example Annual Pest Control.
9 votes -
Inspection type to show option of Tenant Assisted Inspection
When creating a new Inspection for a tenant it would be great to be able to have Tenant Assisted Inspection as an option - currently it is only Routine, Ingoing and Outgoing. When looking at a tenant profile and an inspection is in the confirmed stage we can not tell if it is a Tenant Assisted Routine or an Agent Routine which is booked.
7 votes -
follow up inspection option
It would be great to have another inspection type 'follow-up inspection' we can use for return inspections. The reason being, it would then be able to be scheduled without taking the next scheduled routine out of the system which unfortunately can result in an error putting it back in after the follow-up is complete. The follow up should be it's own separate type and schedule. That way it can be scheduled after a routine without affecting the next routine.
32 votes -
Darken the blue highlight when selecting creditors on a work order
When selecting a creditor on a work order, the faint blue is so hard to see - i click on and off it a few times to make sure i have a creditor attached.
Thanks for listening2 votes -
Maintenance follow up features
- I found it's hard to maintain the repairs movements without option to send email/message following up with our trades.
- Also the photos uploader only allows photos to be uploaded one by one and no video allowed If these two features can be added, this will be very helpful.
2 votes -
Inspections for landlords wanting to attend
In the inspections tab - when scheduling - to be able to see if the landlord is wanting to attend all inspections
35 votes -
Map planner for routine inspections
Adding routine inspections of a particular date to the map journey planner in property tree to plan your inspections. Or be able to see all your routine inspections in a list and be able to select them and have the map journey planner check the best route to see if I would like to book those inspections for those properties.
16 votes -
Being able to block out dates for public holiday or leave
When scheduling inspections into the future it would be handy to have the ability to put a note on certain dates to remind you that date should not have inspections added
27 votes
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