22 results found
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Remove Authentication required for adding ownership & creditor profiles
The SSO update is intended to improve security and ease access; but, every time we add ownership or a creditor, we must input an OTP. Assume we add 10 ownerships/creditors per day, means we must also generate 10 OTPs.
Code takes too long to arrive at times and is quite time consuming. Instead of always entering OTP, I believe we should have the choice to verify once and trust a device without constantly inputting OTP.
44 votes -
REI intergration - Should grab the "ownership name" not the ownership contact - incorrect info populating -
REI intergration - It should grab the "ownership name" not the ownership contact name. This leads to incorrect info populating which is less than helpful
54 votes -
Deactivating Bricks & Agents (Maintenance Plus) without having to close all jobs first
Bricks & Agents (Maintenance Plus) is a third party product that integrates into PT/MRI. We as PT/MRI Clients should be able to deactivate regardless of whether jobs are open or not in the maintenance tab section.
By PT/MRI not allowing this option it allows the third party application to hold us ransom to their product which we are no longer wishing to use.
Either -:
PT imports the job information in full form third party and allows deactivation without jobs requiring closure
PT allows deactivation without jobs requiring closure so that we can start using the property tree maintenance product…
3 votes -
Property Tree Calender
Implement a calender into property tree that will pull across all rent increases, inspections, vacating tenants etc, that way you can pull up your calender for the day, EXAMPLE: if you've selected 'notify rent increases 14 days prior' it will be there ready to go for you 14 days before it is due.
10 votes -
Bricks+Agent Maintenance Information
We would love our integration with Better Bricks+Agent Maintenance feeding through information to the PT maintenance Dashboard tab and Statistic Reports.
1 vote -
Integration with REA ignite
Would be great to have integration with REA ignite, similar to Snug integration. This would allow approved tenants to be imported straight into property tree, cutting down data entry and saving any manual processing errors. Our REA rep advises that they are open and willing to begin working on an integration.
6 votes -
Ability to clone Property Tree accounts
When setting up a new PT account, there should be an option allowing the agency to clone all templates in their original PT account, i.e. logos, letters, notices, tasks, categories & business roles.
This would greatly help if the agency is expanding into new PT accounts using their current trading name.2 votes -
Smoke Alarms Australia straight to compliance register
Smoke Alarms Australia can push invoices through to us via Invoice Automate (B+A) but the system cannot recognise these and add them to the compliance register. It would be super efficient if approving the invoice added the invoice to the compliance documents and updated the register's expiry and inspection dates.
2 votes -
Inspection Manager
Would be good to have all the properties synced into Inspection Manager rather than just the ones with upcoming inspections. We have to enter them into inspections summary as ingoing/outgoing and then sync to IM but once we close it it charges a routine inspection
3 votes -
Integrate with Myob
Please can we sync Property Tree to Myob, it would make my job and my accountants job a lot easier.
2 votes -
Calendar integration for inspections
Calendar integration for Inspections. Inspections times are sent to the PM Calendar 7 days prior to the booked inspection.
40 votes -
map fees to rei
Merge fees and charges from property tree to REI forms. This would save so much time when having to do new agency agreements for existing owners with the same fees and charges carrying over.
3 votes -
Compliance dates to trigger job drafts from Property Tree to Bricks+Agent
We currently utilise Bricks+Agent for maintenance which is integrated with Property Tree.
We would love to have the following two features:
The compliance dates in Property Tree to create draft jobs (work orders), which would then generate work orders in Bricks+Agent.
When these recurring jobs are completed in Bricks+Agent, the compliance dates in Property Tree would then auto-update (e.g. +12 months, +24 months, etc.)
6 votes -
Xero Integration with Ownerships
Incorporate Xero for our owners who want to streamline their accounting process of the rent and gst collected.
3 votes -
Rent Increase notices integration with REI Forms doesn't populate relevant fields
So when doing rent increases the system upgrade suggestions are as below.
- The system doesn’t populate the second and proceeding tenants.
- The system doesn’t populate the rent increase amount or date of increase even though the information is populated in PT
- The PT system names the file as Notice of Rent Increase11 Esher Street, BurwoodMaria Falguera & Leonardo Falguera_Ref-0045608940.p but wont allow you to save it in PT saying it includes invalid characters, then why doesn’t the system name it something compatible. They created the system.
So we have no choice but to save the notice to property…
11 votes -
Integration with Airtable system
I understand that companies with large portfolios and who use an offshore team use Airtable to assist with with managing workflows so it would be fantastic to have some integration to minimize the manual data and workflow entries.
13 votes -
Increase size limit for document via API
Documents coming back from inspections currently capped at 30MG, this is not working for many large homes, pools etc.
Can this be increased? It is causing manual work currently that could be avoided.
6 votes -
EagleCRM
Hi, just wondering if we could bing the integration with EagleCRM, we've been heavily working on this CRM and PropertyTree, and we wish that we could get this two working seamlessly with Database exchange. many thanks
2 votes -
create a merge field to set as a future date for merge templates - Form 1B - Termination form
Create a merge field to set a future date for merge templates - example - Form 1B - Termination form - you need to set a future date in this form
2 votes -
Intergrate Docusign so it records any leases etc that is sent for an electronic signatures
Intergrate Docusign to record that an email has been sent for electronic signature.
10 votesHi Supporters!
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Regards,
The Product Team
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