101 results found
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Need to be able to see the date a maintenance job is completed
When reporting on completed jobs have the date available for when the job complete tab was activiated in Property Tree, this will then give a timeline from job being created to being completed. This is important for those that use different system for invoicing the creditors etc.
16 votes -
Ability to Bulk Complete or Bulk Cancel Maintenance jobs
The Ability to Bulk Complete or Bulk Cancel Maintenance jobs
5 votes -
Option to see Inspection Summary in calendar format
Could we have inspection summary show in calendar format?
10 votes -
Maintenance request history to be shown on property profile
All previous maintenance for property to be found within the property profile itself, rather than having to search for it
10 votes -
Option to Bulk SMS when bulk editing inspections
We really want the option to bulk SMS when bulk editing inspections
18 votes -
Work order - who sent it?
We would like to be able to see which user has sent a work order. Currently it just shows it as auto under the communication history.
Thank you12 votes -
Change a Work Order to a Quote Request
It would be great to be able to update a Work Order status back to a Quote Request. (Scenario where a creditor was sent out to complete a repair for example, and a replacement was required, so a quote was submitted)
10 votes -
Maintenance Plus API Improvement
The ability to click through from the maintenance tab (link) to B&A if this is what is being used, again reduces the additional clicks/steps in the process to navigate through the program.
2 votes -
Attach multiple trades to one work order after quote request rather than creating a new work order for each
Would be efficient to be able to attach multiple trades to the one work order after the quote request stage rather than creating a new work order to each - for example, once you set the status to work order, and then find this creditor cannot complete the work, you have to cancel the job and add a new job with a new creditor. Would be much easier to be able to change the creditor and resend the current work order information.
13 votesUpdated suggestion. Quotes have the option to add multiple creditors, however this is not possible with a work order
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Highlight maintenance notes in the work order screen
Maintenance notes should be highlighted to draw attention to them when raising a work order - This is where key instructions or limits applied are noted.
4 votes -
Inspection Summary Report - Filter by Property Type
Ability to filter the inspection summary report by property type to see Residential properties only, especially when checking for any properties that do no have inspection dates
2 votes -
Pre-tick "owners" only when sending routine reports to owners
Pre- tick sending inspection reports to "owner" type only in inspection emails to ownership entity. It currently pre-ticks to send to all ownership entities eg. Emergency contacts.
4 votes -
Specify Inspection Type in emails
Option to add in which specific type of inspection was conducted (ingoing,routine,outgoing) in generated email to landlord/tenant
7 votes -
Please add a widget to the dashboard for maintenance that allows portfolio allocation
Please add a widget to the dashboard for maintenance that allows portfolio allocation
4 votes -
Routine Inspections - see last inspection when bulk updating
When bulk updating routine inspections it would be good to have a filter field of the date of when the property was last inspected.
It would also be good to have a stoplight system when completing the report/sending to owner to show how frequently the property needs to be inspected due to various issues i.e. green - 9 months for good tenants, amber - 6 months for average tenants, red - 3 months for below average tenants or buildings that require a higher level of monitoring.
Thank you
8 votes -
When closing maintenance, an option to mark the invoice has been sent to the owner for payment
We want to be able to flag when an invoice has been sent to the owner for payment, it's confusing when looking at closed maintenance where no invoice is linked or entered as a disbursement so a tickbox "Invoice Sent to Owner" when completing the job would be helpful
10 votes -
Issue date on work orders
Client has requested that work orders be updated to include a issue date so that creditors have a clear record of what date they were given the job. And also, if this comes up at tribunal they will need to show when it was issued.
5 votes -
Inspections: Warning when closing inspection and no report attached
Routine inspections should not be able to be closed in PT without first attaching the report.
There should be a warning pop up telling you that you cannot close inspection until report is attached.
This will help when staff leave that you know the reports are there and inspections have not just been closed without doing the inspections.
Would also help in disputes/tribunals as evidence5 votes -
Inspection Frequency
It would be great if in configuration you can add multiple inspection frequency scenarios, i.e. one for 3 month and one for 6 month.
Then when adding in a property or tenancy there is an option to select which frequency that particular property/tenant is on.Currently I am setting notes with reminders to update after each inspection and then resetting a note as most of my inspections are 3 monthly but there is a number of owners that only require 6 monthly. Not only does this involve more admin time, it could easily be removed from the alerts or missed.
7 votesHi Tash, thanks for your suggestion. I was wondering if you were aware that in the inspection tab on the tenancy, if you click the edit pencil you can override the company default (of 3 months as an example, and set this tenants inspections to 6 month frequency), so it will look to this when doing the updates. I hope this helps in the interim - as this would be a good option to have against the property, so that when tenants come and go, the set frequency for that property would remain. Thanks, Ange - Product Team
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Ingoing, Outgoing and Routine Inspections in Property Tree
Will Property Tree have the option of doing all inspections through Property Tree so we dont need to have another program for Ingoing, Outgoing and Routine inspections.
5 votesWe are currently investigating an option for a Property Tree inspection application
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