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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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  1. I don't use budgeted outgoings. Tenant pays invoices when received every quarter eg council rates, water etc. Our % management fee is chargeable to tenants calculated each month on all monies invoiced for rent Inc. outs therefore our fee varies every month. Currently after many attempts with trainers the only workaround is I have to manually work out every month for every tenant my % management fee due on monies to be invoiced that month then add it to each tenancy's invoice before it is sent out. Very time consuming please help?

    1 vote

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    0 comments  ·  Commercial  ·  Admin →
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  2. We would like to have the option to make inactive account codes that are no longer required (that may have had transactions against them before hand). This way they cant accidentally be used again as we have had our accounts changed.

    2 votes

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  3. Please put a page break between each property owned by the Landlord to segregate each one. It does this for monthly statements

    2 votes

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  4. It would be great to have the option to add Lot and Deposited Plan (DP) details when entering a property sale. In many cases, especially with properties that don’t have a standard street address, Lot & DP are the only way to clearly identify the property.

    This feature would also help when:
    + A property includes multiple lots.
    + Buyers purchase different lots under separate names.
    + Sales need to be split and recorded individually.

    Adding Lot & DP to the address field would make property records more accurate and easier to manage.

    2 votes

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    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
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  5. Enable entered due dates, to be extended, on invoices that are part paid, to avoid arrears notices being issued to tenants. Once a part payment is in the edit section is greyed out - we have been using the stop auto comms from going out section instead but extending due date would be good

    1 vote

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  6. Allow for the automatic routine inspection scheduling to be without a set time, so it reallocates the next inspection for the same time frame as the last inspection when it is closed rather than looking at the default inspection configuration.

    6 votes

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  7. Similar to how the EOM Statements are done but for EOFY. If we could have the option to include all the invoices from the financial year with their statement, that way landlords can just send one collated document off for their tax.

    1 vote

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  8. Ability to recall emails sent through property tree

    20 votes

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  9. To have the ability to permanently change the system font and size when sending any email via communications as well as having the option to close of any email with a prepopulated closing line to show professionalism like Kind Regards rather then having to manually type this for every email sent. Also with the threat of cyber fraud it would be most helpful to allow us the option to put in our own agency's disclaimers at the end of each email which is also prepopulated and legible.

    2 votes

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  10. To have the ability to permanently change the system font and size when sending any email via communications as well as having the option to close of any email with a prepopulated closing line to show professionalism like Kind Regards rather then having to manually type this for every email sent. Also with the threat of cyber fraud it would be most helpful to allow us the option to put in our own agency's disclaimers at the end of each email which is also prepopulated and legible.

    2 votes

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  11. 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

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    Ready for Votes  ·  3 comments  ·  Profiles  ·  Admin →
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  12. When I do my end of month, the system withhold funds for invoices that I have set to be paid mid-next-month.

    I don't want this months rent to pay those invoices.
    I want next months rent to pay those invoices, that is why I have put next months date. However the system auto holds it.

    It would be good to have an override button for this.

    1 vote

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  13. When updating compliance, you should be able to add the new compliance certificate

    9 votes

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  14. Further integration between Eagle and PT to allow listings to push from Eagle to PT, save time, push and advance information, seamless functionality, less confusion. This would allow users of both to have better control and usabilty and would be a game changer.

    1 vote

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  15. As part of the new legislation we need to be able to retrieve strata By Laws to provide this to the tenant. We should be able to save the document against the strata details under the property.

    4 votes

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  16. When reconciling multiple bonds, bond top-ups & pet bonds, it would be helpful if the property tree authority transaction also included the property address, which is entered by the property manager when processing payment to the bond authority.

    2 votes

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  17. A recycling bin if you accidently delete something important

    3 votes

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  18. create a report which shows who charged a manual fee for property/owner/tenant

    3 votes

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  19. It would be nice if the compliance reminder and its details could be emailed to the relevant PM, turning red is fine but if we don't go into the property card, we don't see it?

    13 votes

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  20. Recently I discovered that my recent model iPhone is saving photos in a HEIC format and P/T workorders only appears to accept JPEG and perhaps PNG. Going forward I suspect I could change my iphone to save future images in JPEG format. However this seems like a backward step

    3 votes

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