967 results found
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Vacate Credit Owed to prioritise over Creditor Invoices
When an ownership owes a vacate credit, outstanding creditor invoices can still be paid. Vacate credits owed to tenancies should prioritse over creditor invoices and not be able to be paid until the vacate credit is processed as the funds are owed to the tenancy and is not techincally the ownerships available funds.
10 votes -
Auto Communication - custom options for things like Reticulation and Water
Can you please add in auto communication the ability to send emails on a specific dates to owners / tenants?
For example each year we send the tenants a bulk communication for the following:
*Reticulation should be turned off today due to water corporation rules.
*Water should be turned on today as the sprinkler ban is over.It would be great to be able to create custom templates in auto communication based on a specific date / need for owners and or tenants so you can set and forget.
Currently we have auto comms set up but there does not…
3 votes -
Historic Statement View On Owner Portal
Having the automatic ability that once an owner is set up on portal, their historic statements show from before they signed up to the portal.
10 votes -
Held Funds for Tenancy
It would be nice to be able to see the reason the Tenancy has Held funds at a glance or a hover over the amount,
At the moment one needs to go into the Tenancy Ledger to find the reason, or run a report to find the reason.
6 votes -
Display Property Manager next to Property in Strata Plan
When you open up the strata plan info in PT, it should have the who the Property Manager next to the list of properties we manage in that strata plan.
2 votes -
Ability to Bulk Clear Notes & Alert Reminders
Rather than clearing note & alert notifications one by one, an ability to clear them in bulk on PT would be amazing
2 votes -
Breach Inspections
The option to add breach inspections as a type of inspection for example; routine, breach, ingoing, outgoing. Allowing breach inspections to be uploaded and sent to owners through the system. Send automated reminder notice to tenant. Keeping them grouped with other inspections for the tenancy. Which would also be beneficial when going to court with the report function. Making this task easier and more efficient.
7 votes -
Suspend fees for a certain period
Ability to suspend fees for a set period (like dates for automated communications). At the moment they have to be deleted and then added back in. Other option would be to $0 out the fees (which currently you have to delete them and re-add them later), if we can enter a $0 charge then we can report on this to check/alter
42 votes -
Show past tenant invoices
It would be helpful under the financials tab in the tenants under outstanding invoices to have another area where it shows all past invoices paid a lot easier to access then to pull a ledger report each time to find the past invoices when needed.
10 votes -
Ability to have multi-line charges for Residential Tenancies (not invoiced)
In Rest we had the ability to set up 3 different rental columns for Residential Tenancies that could be set to weekly/fortnightly/monthly which was great for the likes of Rent + Carpark or Boarding Houses with regular charges. This way handled these types of tenancies better than recurring invoices
3 votes -
Be able to attach documents to communications from within Property Tree
I think you should be able to attach documents to communications from within property tree, for example sending an email to an owner and wanting to attach the Residential tenancy Agreement from the tenants folder ETC
11 votes -
A report that tells you which properties have NOT had a routine inspection done
Have a report that tells you which properties have NOT had a routine inspection done between two particular dates
37 votes -
Make re-occurring work orders for gutter cleaning, lawn mowing etc
Make re-occurring work orders for gutter cleaning, lawn mowing etc
7 votes -
Have an option per User to allow for emails to be received outside of Property Tree
We use the communications platform for emails, which works for staff that are logged into Property Tree all day, however for users that don't access Property Tree regularly (ie, Directors), we want to be able to send an email(s) and know that if it's replied to that it will come back to our external email. We can currently only have this on or off for the whole company, but it needs to be available at a user level.
2 votes -
Merge field for bond held amount
Merge field for bond held amount
There is no available merge field right now for bond held amount from “PT’s Property Management mail merge fields”. This is to be added to mail merge templates we use. Please get this added so the amount appears in the templates we use on a daily basis.
Can bond held be also visible on the tenancy card overview alongside with rent weekly, paid to date, total arrears etc.?
This really would be of great help on my end & really important to our contracts preparation. Thank you
6 votes -
Invoice Genius: Keeping creditor name for multiple invoices from the same creditor
Once you've entered an invoice and approved it, keeping the last creditors name in the creditor field so when entered water rates, council rates, OC fees, etc. you don't have to keep entering the creditors name. If the creditor changes, then you can just enter the new creditor.
6 votes -
Add Appliance Tab/Section Under Property File
Would like to be able to keep file of the type and brand of appliances, heating, cooling under the property profile e.g. in cases of hydronic heating, electrical HWS, refrigerated cooling. Would make it quick and easy to send out the correct trades/companies without needing to sift through previous maintenance or property photos (and where people will automatically look for this information).
3 votes -
Property listed for sale
Property listed for sale/settlement date.
would be helpful in the vacate section of rent & Lease to have tab for sold, so can enter settlement date so rent is not paid past settlement.19 votes -
Maintenance Notes
Once a note is entered against a maintenance job it would be good if there could be an indication that there is a note in there such as the same where it lists the number of pictures against the same maintenance job
31 votes -
Withhold Ownership Funds Automatically
It would be good if you could automatically set an amount to withhold from owner funds each month. This would allow sufficient funds to always be available to pay quarterly rates bills. We find at times that one months rent is not always enough to cover the rates levy.
4 votes
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