91 results found
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Compliance tab on Creditor Profile
We would like to see a "Compliance" tab on the Creditor profile, so we can add the Insurance/Certificate of Currency documents. thank you
230 votes -
Change of tenancy
Similar to a change of ownership, it would be great if there was a change of tenancy option. This would be used when there are multiple tenants on a lease/in a property and one/some of them were to move out and others moved in. The change of tenancy option would allow for a record to be kept of the original tenants, the change over and all the details associated whilst also not having to delete any names or create entire new profiles and manage rent dates etc.
13 votes -
Approved Occupants
Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property
55 votes -
Move Bond to Lease & Rent Information
Can you please Move the Bond set up to the Lease & Rent Information. Or make the Bond set up a mandatory field when setting up a new tenancy. It can be easily missed how it is currently set up.
4 votes -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts3 votes -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
5 votes -
2 votes
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Pets displayed
On the tenant card, it would be great if there was a pet icon if pets were approved as a quick reference
302 votes -
applying a credit and showing on the owners ledger
When applying a credit to a tenant, either for rent or against an invoice.
If they have paid for something on behalf of the LL, which the landlord could claim, it would be great if this could reflect on both the owners statements and also on the tenants to reflect why the credit was applied.3 votes -
Flag if a Tenancy ID is not unique
Please make a feature the same as key numbers where it doesn't allow duplicate use of Tenancy IDs.
2 votes -
lease break label
When a tenancy is vacating and you select 'lease break', a label shows up at the top of the tenancy profile, which is good; however, once the move out date has been reached, the label changes to 'vacated'. Is there anyway 'lease break' can remain there as well?
3 votes -
duplicate contact check
Can we have a button to merge contacts to removed duplicates set up in property tree.
2 votes -
Tab
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes -
Be able to view multiple phone numbers for contacts
Currently you can only see 1 number beside a contact. If a contact has multiple numbers eg a home & mobile, only 1 is visible at a time. Therefore you have to remember they have 2 and click edit to see the other number. Would be good to be able to view all numbers or at least have a drop down beside the number to prompt that they have multiple numbers
2 votes -
Email Thread - not able to reply to emails
To be able to reply to an email through PT and have that email thread, not have to start a new email altogether.
3 votes -
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section
Under the contacts it would be helpful to have a "middle" name section as there is currently a first, last and preferred name section. As we saved tenant and owners middle names they are currently being saved under the first name but to be more streamlined and tidy/easier to navigate it wuld be helpful to have a middle name section.
2 votes -
archiving occupants / co-tenants
Ability to archive occupants or co-tenants instead of deleteing them or having to leave them in the portal (marked as vacated).
As sometimes it can clog up list of tenants in properties where we have had a few change of tenancies, but ability to still search them up if archived if needing to do a rental reference.3 votes -
Please create a section to duplicate properties. e.g. one owner with 20 units in one property
Please create a section to duplicate properties. e.g. one owner with 20 units all on one property instead of entering every unit one by one.
1 vote -
Management Notice period area
It would be ideal if under the Landlord profile per property if the Management notice period was visible ie 30/60 days notice instead of having to look at the management agency agreement
1 vote -
Owner profile show property under management
When receipting owner funds would be good to have the Owner profile to also reflect property they own, not THEIR postal address.
When have the same owner entered more than once cannot tell which is which without knowing their profile ID
3 votes
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