98 results found
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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 -
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
28 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 -
Inspection Cancellation Reason
It would be great if all users were required to enter a short cancellation reason for all cancelled inspections.
4 votes -
Option to edit routine inspection emails before sending to owners
Would be good to have the option to edit the template email before sending the routine inspection report to the owner.
13 votes -
Inspection Change Audit
Information trail on who updates inspection times and reminders.
Example - agent moves all to an incorrect date and communications go out - we have no trail on who did this - unless user voluntarily admits to action.15 votes -
add maintenance from inspections
Attach Maintenance Box to Inspection Reports so it can be entered at the same time
7 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.
24 votes -
Bulk Edit 'No Current Inspection'
It's possible to bulk edit inspections for each individual status, but not for the ones that have 'No Current Inspection' set.
Having the bulk edit also for that status, would allow better efficiency in getting the inspections up to date.
15 votes -
Allow cancelling a creditor invoice that was created via Maintenance API
Creditor invoices that have been created via Maintenance Partner sometimes need to be cancelled for various reasons but cannot be cancelled within Property Tree. Some reasons why they need to be cancelled:
- user error
- incorrect duplicate maintenance jobs created which then have duplicate invoices
- manually created creditor invoice and paid and now can't cancel the API created invoice
- Creditor invoice paid outside of Property Tree
10 votes -
Please could we have the ability to cancel and archive several work orders at once rather than having to click into them one at a time.
Please could we have the ability to cancel and archive several work orders at once rather than having to click into them one at a time. We are in the stages of cleaning up our system and have multiple pages to archive and have only found we can do this one by one which is not an efficient method. Thankyou
5 votes -
Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
37 votes -
work order dates
When work orders are downloaded there is no date on them. recipients are complaining that there is no date for the creation on the work order. When you download the existing work order it makes the creation date the day you download it not the actual date you create the work order.
The date would and could be relevant for any tribunal issues for repairs and maintenance at tribunal.3 votes
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