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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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6 results found

  1. If the compliance register included an ESC's (Electrical Safety Certificates) tab so the details and doc they can be readily accessed with current register options. All electrical compliance in one place for any property reporting/movement - new agency/new owners etc.

    1 vote

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    0 comments  ·  Compliance  ·  Admin →

    Hi Karen, thanks for your feedback. You can configure your own Compliance Register categories under Configuration > Property Compliance Category. Once entered, the new category will display when entering your Compliance against the property. Thanks, Ange - Product team

  2. 2 votes

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    0 comments  ·  Compliance  ·  Admin →

    This is located under the Compliance Tab on the properties. You are able to create your own Compliance categories under the Configuration menu > Property Compliance Categories to track exactly what you want - adding one specific for Landlord Insurance allows you to save documents against it, notes for policy number/info, expiry dates which can then be reported on within the compliance register.

  3. One of our landlords has suggested pest control be added to the compliance register to ensure this can be tracked should the landlord employ a company where future scheduling is not an option

    2 votes

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    0 comments  ·  Compliance  ·  Admin →

    You can add new compliance categories to your Property Tree database under Configuration > Property Compliance Category. Once this is configured it will appear on your Properties when setting up a new Compliance record. 

  4. When entering an Invoice for the account section. A compliance section to be added.

    2 votes

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    0 comments  ·  Compliance  ·  Admin →

    You can add your own "Account Group" and corresponding account codes for creditor expenses within the Property Tree Configuration > Accounts. If it doesn't need to be under a separate group you can also just add a new account under the current list of ownership expenses.

  5. under the compliance tab, there are 'gas', 'smoke alarm' and 'migrated smoke alarm' service records to be added, but there isn't any for electrical safety check, can we please add that onto the list? So we can update the records accurately? thanks.

    1 vote

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    0 comments  ·  Compliance  ·  Admin →
  6. 1 vote

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    0 comments  ·  Compliance  ·  Admin →
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