1202 results found
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forward communication for follow up
Create a forward or follow up button for communication within owner or tenant profile.
4 votes -
Property Tree App – Access to Property Maintenance Notes
It would be extremely beneficial if the Property Tree mobile app provided access to the Property Maintenance Notes.
Our Maintenance Coordinator relies on the app in the field, but critical information such as owner-approved maintenance spending limits and properties requiring owner approval before works can proceed is only available in the desktop version.
Having this information accessible in the mobile app would eliminate unnecessary administration, reduce delays, improve efficiency, and help ensure repairs are managed correctly while on site.
3 votes -
Attach copies of documents from the library when sending emails from the links under contact cards for tenant and / or owner.
Have an ability to attach copies of documents from within the document library when sending emails to property owners - rather than having to download the document, then attach it via searching. A one step attachment would be better from within the program.
17 votes -
Schedule correspondence/emails/messages to send at a later time/date
Not like an automated message, but a one off that you set up for someone to email out at a set time.
3 votes -
3 votes
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3 votes
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load inspection report on tenancy app/documents automatically
It would be good to be able to have the landlord and tenant inspection reports load straight onto their tenancy documents and mark them as visible on app from the inspection manager page, same area where you can email it off, would be good to "make available on app" at that same time.
3 votes -
Merge field for Total Arrears not just Rent Arrears
Merge field for Total Arrears not just Rent Arrears (Rent, outgoings, etc)
5 votes -
Add Approved Occupant information under tenancy details
Add Approved Occupant information under tenancy contacts without having to put in contact information, just name and date of births.
3 votes -
Sending options for Routine inspection Reports on Inspection Manager
In Inspection Manager, it would be great to have the option to send routine inspection to ALL landlords and ALL tenants rather than just the main contacts. A drop down to add the others in would be good.
Would also be good to be able to mail merge into the email some more options like the notes we put in the "General Comments", "work to be carried out" etc, sections.
Additionally, it would also be great to toggle on, either in the main settings, or for each report, to send the report straight over to their documents on their tenancy…
3 votes -
Allow Email to Buyer action in sales workflow
Allow Email to Buyer action in sales workflow, currently only has vendor as the option.
3 votes -
Receipt rent for tenant but not pay owners until rent due.
QLD - Rent is not to be paid to the owner until rent is due (Advised by Auditor). If a tenant wants to pay a few months in advance only way I can find is to put to held and allocate as required.
If the pay owner page had a way to pay owner and agency up to a date range or pay all would be great.3 votes -
Include Line Items for Creditor Invoices so Instalments can be entered at once instead of leaving the same screen and entering multiple time
Currently, when you manually enter a creditor invoice you cannot break down the invoice. In order to split the invoice you have to tick the 'same supplier' box and repeat the process multiple times. It would be helpful to allow 'line items' so that you can enter instalments (such as 4x council rates) at once instead of having to input these 4 times without leaving the same screen.
2 votes -
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust account.
Allow Property Tree to automatically email a receipt to owners when an ownership payment has been received into an agencies trust accoun
44 votes -
Maintenance Plus Tenant Contact Privacy Settings
It would be extremely beneficial to have a setting within Maintenance Plus that allows agencies to control whether tenant contact details are automatically included on maintenance work orders sent to tradespeople.
We have tenants who have explicitly instructed us that their personal contact details are not to be disclosed to third parties due to privacy and safety concerns. The current system, where tenant details are automatically populated on every maintenance task, creates a significant risk of agencies inadvertently breaching their obligations under privacy legislation or failing to comply with a tenant's expressed instructions.
Ideally, this would be configurable on a…
3 votes -
3 votes
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3 votes
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Automated Communications compliance expire / renewal required
Creditor Certificate of Compliance (public liability insurance) - 1 month prior to the public liability insurance expiring, there should be an automated email sent from the system to the creditor reminding requesting them to send an updated COC (public liability insurance).
Where a compliance responsibility rests with the owner, an automated email should be sent to them requesting an updated document be sent to us so we can update the compliance information.
Both of the above will improve efficiency in terms of ensuring compliance is up to date.
2 votes -
Change pinned notes on profile to a bright red to flag there is a note - The blue is easily overlooked
To improve visibility, pinned notes on profiles should use a red colour rather than the standard blue PT colour scheme. This will ensure important information is immediately noticeable when accessing a profile.
2 votes -
Put approved/preferred contractors on to the tenants shell that then shows on their app with contact cards, etc.
Make it individual to each tenancy so we can link the contractors listed on their leases.
2 votes
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