46 results found
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When entering notes and pinning to profile pop up rather than just be pinned (so all staff are aware)
When entering notes and pinning to profile / receipts etc. a pop up appears rather than just being pinned (so all staff are aware and have to click out of the note before proceeding)
61 votes -
Checklists to attach to profiles
Checklists - it would be great to have checklists available to attach to either an owner, property or tenant for new managements, lost managements, new tenancies, break leases, lease renewals, vacating tenants etc. If we could customise them to suit the business and they attach to the corresponding event. Setup same as merge mail templates so it is easy to adopt your own procedures.
11 votes -
Pinned Notes Options
We would like the ability to have the ''pinned'' items open by choice so that they appear at the top of the screen, perfect when we have to remember something like ''partner died, don't call him they broke up"
11 votes -
assign task to 2 people
A function to assign a task to 2 people (in case they work as a pod)
6 votes -
Archive Tasks once set to Done
With the addition of the new Tasks feature, it would be great once a Task has been Done to also have the ability to Archive. I have noticed that although the task has been changed to Done, it still appears on the Task Tab against the Property, Tenant etc, and it gets confusing when you are working through tasks specific to that property, as the Tasks list looks long, when in fact it isn't.
8 votes -
Ability to create Recurring Tasks
Can we please have the ability to create 'Recurring' tasks?
9 votes -
Automated Tasks
Would be great if Property Tree would automatically create a task against the tenancy 90 days prior to the lease ending and a task when the rent review is due.
4 votes -
Adding a follow up date back to the notes section.
Since the tasks upgrade has happened we are finding we are having to double handle a lot of things. especially maintenance, to be able to follow up
when entering maintenance we used to just put a note in with a follow up date, now we have to create a maintenance request, a task and a note which is creating a lot more work and becomes confusing when having to redirect to different pages to update dates and notes.4 votes -
Task Calendar or To Do List
I want to be able to view my daily/upcoming tasks in a calendar on my dashboard
8 votes -
dashboard show tile for tasks
As one of the tiles for the Dashboard, have tasks that are due and overdue for the day
2 votes -
Tasks tab to include 'date created'
Can we please have the 'date created' listed on each task showing on the task tab in the individual profiles, not just on the task management report. We need this feature to easily identify how long a task has been hanging around without having to resort to bringing up the full report each time. This feature was previously available in the notes tab.
2 votes -
Ability to Delete a Note
It would be good to have the ability to delete a note on an owner or tenancy file. Currently if I accidentally create a note to the wrong file I can't delete it, only edit it to say note created in error
14 votes -
calendars and alerts
The alarm bell in the top right corner should "visually vibrate" or blow in and out of size, or create a pop-up reminder notification for Tasks. Also once task marked as DONE, they should automatically save to PT and clear from the active tasks list bar.
1 vote -
Bulk Assignment of Tasks
This is a pain, I have 97 ‘open’ tasks that I have to transfer to two other team members, and the only way to do this is to open each one to see who the property manager is now following the re-distribution of properties between these two team members.
1 vote -
3 strikes for tenant breaches
On the tenant card have 3 boxes that you can mark with an "X" for referencing the number of breaches, rent arrears, communication issues, accessing the premises, behaviour or other issues that you've had with that tenant. Once you click on the box it will enter an "X" and ask for the reason you are putting a mark next to their name.
5 votes -
convert prospect - show bond field
When converting a prospect to a tenant you enter all the lease information however the bond field doesn't come up at that stage. Once the tenant is created you have to go to bond section and enter it then. Many times it is overlooked, so would be best to do it at the conversion stage.
1 vote -
Auto creation of Tasks once lease vacation & renewal occurs
Once vacate date/ vacation approaches & lease renewal occurs > triggers tasks to be generated
1 vote -
Task Category reverting back to 'All' on Task Management screen, after selection made on Task Notifications column
When selecting a Task Category within the Task Notifications column, then client ‘View All’, the Category selection on the Task Management screen reverts back to ‘All’.
It would be great if the behaviour is consistent/the same as when selecting ‘View’ on a Dashboard, which is taking you to the selected report while keeping the filters as selected on the Dashboard.
1 vote -
Automated Water Usage Calculation and Forecasting for Vacating Tenants
Feature Overview:
The proposed feature involves the automatic calculation and forecasting of water usage for tenants who are about to vacate a property. This would be based on their past water bills and would provide an estimate of the total water usage and cost from the last payment date to the vacate date.Feature Details:
Data Collection: The feature would first gather data from the latest water bills available for the tenant.
Average Daily Usage Calculation: It would then calculate the average daily water usage based on these bills.
Usage Forecasting: Using the average daily usage, the feature would forecast…
1 vote -
Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
84 votes
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