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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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Property Tree

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855 results found

  1. Currently if a Rental property is in your system, you have to manually input all the same data to make a new Sales listing. It seems like a waste of time when software could automatically load data like property address and current owner and contact information. It seems so simple to copy data from an existing entity like that and use it to create a new entity.

    4 votes

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  2. Add Automated Communications Trigger for X Days to Vacate Date.
    The current system allows you to send automated communications X days from the lease end date. However if a vacate date is entered for the tenant this blocks the communications from going out. We would like to send reminders to tenants that their lease end date is x days away as well as advise them of the rent owed to vacate. As such, we request to have the option to send automated communications based on vacate date or for the vacate date to not prevent communications triggered by the lease…

    91 votes

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  3. Would be great if you could add a swimming pool icon next to bed / bath / car on the property tab. Would help running reports on property features etc

    5 votes

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  4. Option to send a TENANT a statement showing outstanding rent and invoices.
    Currently PT only generates an Invoice .. at the bottom of the Invoice it reads
    Tenancy - Statement of Outstanding Items .. with a total outstanding $$$$.
    This does not include any outstanding rent which is misleading.

    There should be an option to include RENT. This would save time and provide consistency in the way information (request for funds) is sent to the tenant.

    3 votes

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  5. When running the ‘Bonds & Deposit Summary’ report to check for the Status ‘NO BOND’, and if you have a multiple bond accounts, it shows the tenancies that don’t have that selected account.

    For example, if searching for NO BOND on Commercial Bond, it will list ALL Residential Tenancies (simply because they don't have the Commercial Bond setup on their profile).

    However, Residential Tenancies will never need a Commercial Bond. So, they should not be on that Search Result.

    An additional Filter Option for the Management Type: Residential / Commercial might also help with this.
    Also, the ability to filter…

    10 votes

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  6. Set up a recurring maintenance order. For example Annual Pest Control.

    4 votes

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  7. Property Tree could incorporate a user action logging system where every action taken by a user, such as inputting an invoice or canceling an invoice, is recorded with their username.

    3 votes

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  8. Require a field to have the Business name or Trading as.
    This is often different to the Company name (Lease name)

    25 votes

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  9. ability to bulk email owner's based on compliance status i.e. email all owners who manage their own smoke alarms and that are past due.

    11 votes

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  10. Ability to re-print bank reconciliation reports from previous dates within the same period

    6 votes

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  11. i would like to enquire on how we can add an extra tab in the Ownership profile, purely for proof of ownership, managing authorities, photo id, landlord instructions. As we constantly need to track through 5 - 10 pages in the documents tab just to look for these?
    in all - im requesting an additional tab next to communication or documents .. (under ownership tab) as these 4 we need the most when relisting a property.

    4 votes

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  12. 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.

    4 votes

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  13. Insurance entered for a property should not go over with the property during change of ownership as this would have been for when the previous owner managed it not the new ownership.

    3 votes

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  14. Ability to create a Tenancy Schedule for multiple properties/tenancies owned by the same Landlord

    8 votes

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  15. Ability to Archive Properties instead of Deleting

    If a landlord gives back a management of a property or access is required for an old report for a property, there is no ability to make a property/inspection active again without contacting support.

    Reports are not accessible on deleted properties.

    Archived properties should not be included in the active property count.

    3 votes

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  16. When entering in bond information, we should be able to send a bond invoice, like a rental invoice.
    if not paid, it should also be noted on the invoices sent out to the tenant that it is due/overdue

    5 votes

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  17. Processing Sales Marketing & Sundries Flat Fees are cumbersome and difficult to track. Doing this same task in REST was far superior and easily tracked all on the same tab. Once you have processed a marketing fee in Proerty Tree it does not show as being disbursed without referring to the ledger and will potentially allow you to disburse for that item again should there be sufficient funds. REST had a tab for marketing with the following columns - Date/Creditor/Description/Inv#/Amount/Actioned/Charged - you would complete these boxes throughout the marketing campaign. This procedure was methodical allowing you to track marketing at…

    4 votes

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  18. Notify users when any emails, messages or SMS fail rather than having to go and check a list. Perhaps an alert at the top of the page which then produces a list of what needs to be checked. The impact of missing this information is huge, particularly with compliance.

    273 votes

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    Update: Additional fields have been added to the ‘Status’ drop-down under Communications History to give you more details on email delivery status, this is available to you now. We are continuing to investigate other areas to better notify you of any sending failures.

  19. In the inspections tab - when scheduling - to be able to see if the landlord is wanting to attend all inspections

    32 votes

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  20. Add PM email as an option to be cc'd into a mail merge email.

    As an admin person, I send all rent reviews and any other letters on behalf of PM's.

    It would be good to have the PM email address as an option to add in cc. when an email is sent so that I don't have to manually do it each time.

    7 votes

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