1217 results found
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Pending User Invite List
User Management Screen – column headers to be pinned so you can still read them when you scroll down the user list
Pending Invites – pending invites visible from the user management screen, as well as a cancel invitation option
2 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
9 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.
12 votes -
Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
3 votes -
Compliance tab on Creditor profile - show no date loaded
This is a fantastic feature, but we need a tick box please to also show all creditors that have no compliance date entered, otherwise how can we track whose we haven't received. Thank you!
3 votes -
Edit the Description of a Paid Transaction
Ability to edit the description of a paid transaction in the case of incorrect spelling or incorrect details being added.
2 votes -
4 votes
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4 votes
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Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
84 votes -
Assign or Filter Workflows and Tasks by Portfolio
A great enhancement would be the ability to assign workflows and tasks to a Portfolio or Team rather than requiring assignment to a specific user.
For example, our leasing tasks are shared across a dedicated leasing team, and we do not assign an individual Leasing Agent to each property profile. If a workflow task is assigned to the Leasing Agent business role, it would be ideal for the notification to be available to all members of the leasing team, enabling the first available team member to action the task.
2 votes -
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.
3 votes -
Search Bar In Documents Tab
It would be great to be able to search documents under tenancy, ownership and property tags "documents" tabs. This would make it easier to find documents eg. Routines, Agreements, Notices, Compliance Reports etc. Thanks!
3 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.39 votes -
Workflow automation on multiple workflow templates
Currently you can only add a workflow automation to one workflow template.
If we have varied "New Tenancy" workflows as they require different tasks for different property programs, you can only add the automation to one workflow.
It would be beneficial to be able to add automation to multiple workflow templates and link them to portfolios/properties.
3 votes -
Merge field for Total Arrears not just Rent Arrears
Merge field for Total Arrears not just Rent Arrears (Rent, outgoings, etc)
6 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 -
Ability to set up auto communication for tenancy commencement
To send both "days prior" and "days After" Original Lease Start date
2 votes -
Tenants water calculations
PT to calcualte the tenants water usage & create invoice automatically when entering water usage in the property file
2 votes -
First disbursement only released after tenancy starts
I would love the option to hold of disbursing the first rent until after the tenancy started as an automated function, not manually withholding and removing withhold.
2 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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