95 results found
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Option to see Inspection Summary in calendar format
Could we have inspection summary show in calendar format?
12 votes -
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.
17 votes -
Allocation of creditors to certain properties
We have a owner who does not want a certain creditor to do any more maintenance on her properties.
Currently the only way is to pin a note to the property profile and hope the note is checked before creating the maintenance request. The information on the note is not access able once you are in the maintenance request screen
We would love it to add or removing creditors to the owner or properties so the creditors not allowed don't even appear as an option when creating the request11 votes -
Option to Bulk SMS when bulk editing inspections
We really want the option to bulk SMS when bulk editing inspections
21 votes -
Ability to Bulk Complete or Bulk Cancel Maintenance jobs
The Ability to Bulk Complete or Bulk Cancel Maintenance jobs
5 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)
11 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 you13 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 -
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.
5 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.
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 evidence7 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.
6 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
11 votes -
Remove cancelled inspections, outgoings, ingoings from the reports that you print off.
Reports for inspections dont need to show the cancelled ones- we should be able to remove them from the report.
5 votesNote: Currently you can filter to just see "routine" inspections (excluding ingoings and outgoings), and the "in progress" Status, however this will exclude closed inspections from the report alongside cancelled.
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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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