63 results found
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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
112 votes -
days in arrears on renter card (when you hover over arrears)
View when you hover over arrears that it also tells you days in arrears.
Much easier way to view this than manually work it out32 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.
43 votes -
Have a Tenant/Owner's "Preferred" Name show in the Contacts View.
Have a Tenant/Owner's "Preferred" Name show in the Contacts View. At the moment you can only view a tenant's preferred name if you open up the Contact to amend it. It would make a huge difference when making phone calls to have the preferred name show on the main Ownership/Tenancy screen.
93 votes -
Have a periodic lease button to remove from expired lease page
Once a lease has expired and rolled into a periodic lease we don't want the tenant to appear on the expired leases. We want to mark the tenancy lease as periodic and keep the lease end date entered as a record that there was a fixed term lease previously.
82 votes -
Add a date of birth section in the tenants profile
In the tenant profiles can a section to add Date Of Birth please be added. When doing many tasks such as leases, bonds, connections etc. this information is required and it is quite annoying to not have it be with the rest of the tenants details. Thank you.
33 votes -
Invoice History
I'd love to see a section in the financials of all Invoice history for that tenancy or ownership instead of having to go through the ledger or scroll through the financials tap hunting for an invoice.
2 votes -
tenant card show effective arrears
We would like the tenant card profile to show the effective arrears, not the arrears without part payment applied. The PM's go into the tenant card and see the red arrears amount and tell tenants they are in arrears, when the actually are not, as this is not effective arrears showing
5 votes -
Ability to record on ledger if a tenant is removed from the lease
It would be great to have the ability to record when a tenant has been removed from a tenancy without having to create a whole new tenant card or simply delete the outgoings tenants details.
Deleting the tenants details and changing the profile name just erases the tenant and makes it hard to provide a reference for them in future.
Creating a new tenancy card means having to download and re-upload all files from the old card to the new and prevents the display of their previous history when generating a ledger.
Perhaps a procedure on the context menu of…
14 votes -
Property Details - Theatre/Study
The property details section should have the option to include theatre/study so when looking at the property card for rent reviews/advertising, it is easy so see these additional features rather than just 4 beds, 2 baths, 2 cars.
7 votes -
Storage cage icon or word
It would be extremely beneficial to have storage cage/units as a property detail in addition to the other attributes such as beds, baths and car spaces etc. This could be signified by an icon or even the word 'storage'
3 votes -
Rent Review Timeline/Checklist
It would be good if we could have it set up that when you look at your rent review reports that it is set up like a timeline or checklist for each property so you know where you are at e.g. overdue, with landlord, instructions receive, notice issued, updated next rent review date, confirmation sent to landlord. I seen something with PropertyMe and Managed and I wish PropertyTree had something like this instead of reports in PDF and spreadsheets.
4 votes -
2FA - Turn off one code for each login
To have the option to remove the one time code on login - it is very inconvenient for our reception computer when different staff require documents or information and cannot gain access. Or if the program did not time out after a certain period and require another login.
13 votes -
Ability to choose property as Rural instead of Residential
Regional agents manage rural property with some acreage attached. Would be good to have an option to have them listed as rural instead of residential.
1 vote -
Differentiate PT accounts
We would like to be able to differentiate between two separate PT accounts, so when switching between accounts they look visibly different. This may be in the form of a different background colour (this was an option in REST).
1 vote -
archive tenant contacts
Ability to archive specific tenants in an existing profile rather than creating a brand new tenancy profile.
1 vote -
Adding a new creditor needs to appear immediately in Invoice Automate
When adding a new creditor in PT it takes too long in Invoice automate to be able to pay the invoice as they do not appear till a while later can this be worked on please?
1 vote -
ability to enter renewed lease dates prior to their start dates and have PT automatically update to the new agreement once in effect
To be able to sign a new lease agreement with the tenant prior to the current one ending and schedule the lease dates to update once the new lease is in effect, similar to how a scheduled rent increase works. Instead of needing to remember the dates on a calendar and updating them manually. This would help keep the dates for lease renewals current. I usually have my tenants sign a renewed agreement 60 days prior to the end of the current agreement when they are given notice of a rent increase. I can schedule the effective rent increase date…
1 vote -
Total Arrears on tenant profile should show rent/invoice arrears separately
In the tenant section the "Total Arrears" should only show the rent arrears & not invoices too, I suggest creating a section below that showing the total invoices owing.
5 votes -
move the bond & deposits field
move the bond & deposits field closer to lease and rent or make it part of this field so that it is completed and updated when prospects are converted or easily completed when rent increases are done.
3 votes
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