1202 results found
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Auto Communication for Invoices - before invoice is due
Ability to set up auto reminders for invoice payment before it is due. Currently functionality is only when invoice is overdue.
8 votes -
Automated messages to be sent out to rental providers when the tenants are in arrears
Automated messages to be sent out to rental providers when the tenants are in arrears
70 votes -
Option to CC/ BCC Property Manager in Auto Communications sent
It would be great to have the option to either CC or BCC the staff member in any Auto Communications sent out, or even create an auto generated email summary of all communications sent off for the day.
78 votes -
credit card debits
The primary method our tenants use to pay rent is via direct debit set up through property tree. At this stage, we are debiting funds directly from their bank accounts; however, we would like to explore the option of also allowing rent payments to be debited from tenants' credit cards.
6 votes -
In notes Property under keys, allow for photos to be dropped in.
Being able to drop in photo's we can exactly what keys we are either holding as well what keys building managers are holding and what we have given out. This will be a great help.
8 votes -
Income and Expenditure Statements
Currently there is no way to view an Owners Income and Expenditure Statement if they received it via post, for those few owners who don't allow emails to be sent. It would be excellent if all I & E Statements were recorded against their profile somewhere, either under the Statements or Communications tab.
4 votes -
Put a live person back on the chat in PT. I have been on hold for atleast 40 minutes now. I have not emailed as that will take days if at
I have just tried to use your live chat. It is now an AI bot. They were not able to help me. Check the most recent chat. I have tried emailing before without a response or days have past. I am now on hold. It has been 40 minutes and I am still waiting.
5 votes -
Be able to send statement & emails & CC in another party automatically
Owners have asked to have another party cc'd into emails, it would be nice to be able to set this up to happen automatically, at the moment you can only select 1 email
5 votes -
add feature to be able to keyword search in notes for each profile
add feature to be able to keyword search in notes for each profile
11 votes -
Show how many Emails/SMS in inbox
Instead of a red dot show the number of emails / sms in the communications tab
6 votes -
Make Maintenance Notes More Visible
It would be helpful if the Maintenance screen provided a visual indication when notes have been added to a job, without requiring users to click on the notes icon.
Currently, the only way to determine whether notes exist is to open the notes section for each maintenance request. This can be time-consuming, particularly when managing a large number of jobs, and important updates can easily be overlooked.
A simple indicator, such as a coloured notes icon, a badge displaying the number of notes, or a small preview showing the most recent note, would allow Property Managers to quickly identify jobs…
3 votes -
4 votes
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Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
82 votes -
Be able to add a status to the tenancy leases page for expiring leases
When looking at the tenancy leasing page, especially when looking at upcoming lease expiries, it would be good to be able to add in a status to know where that is sitting all at a glance without having to figure out in the workflows. A status that says something like "with owner", "offer with tenant", "documents being signed" etc. It would then be easy to see where the lease renewal, rent review or lease expiries are sitting across the board at a quick glance.
4 votes -
Routine inspection
Routine inspection integration with apple calendar and Microsoft calendar. (So when you setup a routine inspection date and time it automatically goes into your calendar). This is a must have. PT own Eagle software and Eagle software already does this so it would be easy for PT to do this.
11 votes -
date of birth for contacts
add a date of birth tab for contacts so we can generate lists for birthday messages as customer service
8 votes -
Easily reassign a work order
When we assign a trade and send a work order to a trade, it would be handy to have the option to unassign and re-assign a new trade to the same without having to delete and re-create the job.
So often we have the tradie ring and say they're to able to attend, so it would be good to just remove them and send to someone else, rather than cancelling and re-sending.38 votes -
Ledger Display Improvement
The tenancy ledger difficult to follow when reviewing receipts, invoices and payment allocations.
Suggested improvements:
- Clearly link receipts to the invoices they have paid.
- Display invoice numbers and receipt numbers on separate lines to make transactions easier to identify and reference.
- Add a status against invoices (Paid, Partially Paid, & Outstanding).
- Display an "In Hand" or "Available Funds" amounts showing money currently held and available for allocation.4 votes -
Cancel Individual Work Orders Without Cancelling the Entire Job
It would be beneficial to have the ability to cancel a work order for a specific contractor without having to cancel the entire maintenance job.
Currently, if a contractor is unable to complete the work, declines the job, or the Property Manager decides to engage a different contractor, the only option is to cancel the entire job and start the process again. This removes the job history and creates unnecessary administrative work.
Instead, it would be helpful to be able to cancel or close the work order for the individual contractor while keeping the maintenance job active.
3 votes -
Do not auto fill due date for invoices
At the moment when the due date for invoices is automatically entered as the date you put it in. It would be helpful if this field was not automatically filled in and is a required field to be able to finish adding the invoice into Property Tree.
5 votes
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