53 results found
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Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
29 votes -
Workflow Feedback
Workflows is now available in Property Tree. To give feedback directly to the Product Team on this feature, please add your comments here
5 votes -
Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
55 votes -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????4 votes -
Ability to configure Automated Tasks
Automated Tasks please:
- when the rent is due for review
- when the lease is due to expire
- when a vacate date is entered
- when a new tenancy is entered
- when compliance is due to expire
that is all :-)
12 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.
40 votes -
Lease & Rent Tab-Bond & Deposits Section
Under Tenant/Lease & Rent Tab/Bond & Deposits section, we would appreciate being able to change the REQUIRED amount to be the same as the HELD BY AUTHORITY amount where there has been a rent decrease and partial bond refund back to the tenant paid by the Rental Bond Authority. At the moment all we can do is add the amount of the DIRECT REFUND and make notes in the DESCRIPTION but are unable to change the REQUIRED amount. In QLD where legislation now requires us to refund a partial bond amount if the bond held is more than 4 x…
7 votes -
Bond Top Up Due Date
New bond work flow updates are great, however to enable us to meet the requirements of the Act in providing the required notice for the Bond Top up in Automated Communication a Bond Top Due Date and the ability to set automation on the rent increase date not just prior would be required.
8 votes -
Widget for unlodged bonds
Is it possible to have a widget on the agency panel for un lodged bonds? For example when a bond is receipted, it will appear with the address of the property and how many days it was receipted. Once the bond is lodged with the bond admin, the property disappears. This would be very useful to licensees.
8 votes -
under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
2 votes -
Enable notes to be attached to Tenant + Property + Landlord
Enable notes to be attached to Tenant + Property + Landlord
5 votes -
Priority Tab for Notes
We think a HIGH PRIORITY tab would be good where we could store notes that need to be easily accessible i.e. New Appliance installations with warranty dates, Insurance Claims in progress; Emergency Details; things that you don't want to have to go looking for through pages of Notes but need quick access to.
7 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"
26 votes -
Maintenance notes showed on invoice genius
Would be good if maintenance notes showed on invoice genius, i.e. when owners pay invoices direct
9 votes -
Hide task categories so they can no longer be used, but still show for existing notes/tasks
I would like the option to 'hide' task/note categories so they can no longer be used/seen in the category drop down box, but still shows for existing notes/tasks.
2 votes -
Arrears notes or actions with action review date
Ability to show remediation action for the arrears, so if a renter has a payment plan in place, or a VCAT hearing is pending or scheduled etc. This allows the property manager to focus on the ones that require immediate management vs the ones that are already actioned
4 votes -
Change task due date in bulk
It would be great to be able to bulk update the due date on tasks please!
8 votes -
assign task to 2 people
A function to assign a task to 2 people (in case they work as a pod)
16 votes -
changing task category in bulk
Would love the ability to change the task category in bulk...........
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.
15 votes
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