1126 results found
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Owner ledger display
I noticed that if there are multiple properties under one ownership, then the owner ledger shows all properties records together, it is hard for us to find a record of one single property, hope you can a function allowing user to check owner records of one single property.
37 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.
6 votes -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes -
strata search
In the property card file, have a section we can enter SP number (not requiring to be a creditor). And a search function where we enter the strata plan number.
2 votes -
Email replies in PT - better identify unread emails
I love how the communications tab on left side bar has a red dot to alert new email received or a reply to one sent. I was wondering if a red alert dot could also be shown on the email in the list itself, to easily recognise which email has been responded to.
2 votes -
Communications for Creditors
We would like to mass email creditors with regards to their Insurance paperwork. For landlord it's {OwnershipPrimaryGivenName}. Is there one for Creditors? Eg. {CreditorContactGivenName},
It will be great if Property Tree can populate the Insurance Expiry Date in Mail Merge. Eg. ({InsuranceExpiryDate})2 votes -
BPay Facility to pay Settlement Agents from Sales Trust
Settlement Agents/Conveyancers are starting to use BPay facilities as it is a safer payment system and easier reconciliation for them. Currently PT is only set for cheque or EFT payments.
3 votes -
Communications being able to be deleted
To have an admin function where communications can be deleted that were sent out in error and we do not want the record on their card. For example a breach notice
3 votes -
Time based fee triggers
Please add time based fee triggers for property transactions. Eg we require admin fees to be entered under the property for some of our managements and only for the common property for unit blocks owned by one ownership. Would be great if we can have this set up to trigger on a certain day of each month prior to end of month being run so they will appear on these owner statements.
29 votes -
Pop up on rent increase if dated within 12 months of last increase
With the new legislation coming into effect, is it possible to have an alert when entering a new rent schedule that the last rent change was within the last 12 months? The user then has the option to continue with the new rent schedule or cancel. thanks
32 votes -
original lease start on profile summary
Please add the Original Lease Start date on the tenant profile summary box so we don't have to click into the profile to check
2 votes -
Saving a draft email when the system shuts down in the middle of an email.
Saving a draft email when the system shuts down in the middle of an email.
3 votes -
Auto fill tenants email in maintenance request
On Quote & work order can you please have a tick box for tenant: so they can be cc in Maintenance without having to manually enter
2 votes -
saving files into Property Tree
Having to constantly save files onto the computer before being able to drag and drop into Property Tree and attaching PDF files to emails is time wasting.
Being able to freely drag from Outlook or my desk top would be much better than constantly having to save into Documents3 votes -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
9 votes -
New Drop Down under Inspection Type
Inspection Type - if " Remote " can be added.
3 votes -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
8 votes -
Communication Inbox show PM name
It would significantly improve efficiency if the Property Manager was visible in the inbox view next to the Name and Address for email and SMS communications.
This would allow users to quickly determine whether a message should remain assigned to the company or be reallocated to the correct Property Manager—without needing to open each property to check.
For teams managing a high volume of communications, this small change would remove unnecessary steps and save considerable time across the day.
This enhancement would streamline workflows, reduce friction, and improve response times.Would love to see this considered—thank you!
2 votes -
Property Manager shown on receipt screen
When creating a receipt in tenant download, can the Property Manager also please be shown as if there's an issue then they can be easily referenced.
2 votes
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