80 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
231 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.
9 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
56 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.7 votes -
Pets displayed
On the tenant card, it would be great if there was a pet icon if pets were approved as a quick reference
303 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 -
Tabs remain visible when scrolling
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 -
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 -
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 -
Archiving a tenancy when management is lost
When you have a lost management and this is ticked in the property, you should be able to archive the tenancy without putting in a vacate date as technically they have not vacated. This would be useful if the tenancy has a rent credit and the ownership has already received the funds.
26 votes -
Change of ownership - Transfer documents and maintenance
when change of ownership is carried out, property documents and maintenance jobs need to transfer with it, the owner may change but the property issues and documents remain with the property always.
99 votes -
Making Bond and Deposit Information Mandatory for Residential Setup
It would be lovely if residential profiles could not be able to be finalised without the required bond amount being entered. This would stop bond payments being automatically allocated to rent in the meantime.
5 votes -
duplication detection when creating new profiles or contacts
When creating a new profile, in particular an ownership or vendor (as well as adding a new contact!), the system should lookup possible duplicate owners, vendors, or contacts. There have been multiple times where a duplicate owner is created and because it was achieved or overlooked. In contacts you can search for existing contacts but similar to how you type an address in it should try to match with the existing database.
1 vote -
Vehicle Registration
It would be very helpful to have a section of the tenancy profile that will allow you to include a tenant's vehicle registration plate to there profile.
It would be nice if they can access this on the portal to update it.
This will be very helpful in apartments.1 vote -
Adding an alert or notification to PM's when a lease is going to expire
Adding lease expiring alert/notification functionality. Currently Property Tree functionally allows for emailing tenants and owners this notification, but there is nothing to alert a PM that the lease ending, which would really help a PM manage their own portfolio.
This would take away for the manual need to add reminders to separate platforms such an email calendar, which isn't efficient and creates extra work for a PM. It would also eliminate human error.
A simple alert when at a time of the PM's choosing (ie. 3 months prior, 6 weeks, 1 month etc - I also think this function should…
3 votes -
Ability to add a forwarding address for a vacating tenant
Ability to add a forwarding address for a vacating tenant
15 votes
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