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Property Tree

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As we continue to invest in the development and growth of our products, the ideas and contributions of our customers help our Product Team develop and implement improvements and enhancements that best support your business.

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1026 results found

  1. Sale template fields

    We need more template options in sales, we need sale commission, marketing etc., this will be a lot easier for generation account sales to solicitors

    11 votes
    Ready for Votes  ·  0 comments  ·  Sales  ·  Admin →
    How important is this to you?

  2. Recurring credit for commercial tenancies

    It would be beneficial to be able to set up a recurring credit against rent or outgoings. This would better handle landlord incentives such as covid concessions and allow them to be recorded rather than just netted off against rent. The alternative now is to manually enter the credit monthly or net it off against the rent, losing the audit trail to some extent. The ability to categorise the credit type, similar to the way residential can, would also be beneficial.

    18 votes
    Ready for Votes  ·  1 comment  ·  Commercial  ·  Admin →
    How important is this to you?

  3. Preview documents in the document tab

    It would be very useful to be able to see each page in preview form of the documents uploaded into the property/owner/tenant card so we do not have to download each document to view it.

    11 votes
    Ready for Votes  ·  1 comment  ·  Document Management  ·  Admin →
    How important is this to you?

  4. Owner invoices sent to owner even though not paid in PT

    Can PT include documents marked as Owner Invoice when not being paid. For example we receive copies of water/council/strata when they are direct debited from the owner, but not included with the owner statements. Then when the owner is doing their tax the accountants want copies of the invoices. We then have to download and save them, then email them.

    The other option is to be able to select the invoices we want to send and be able to email them direct to the owner like we can do from File Smart

    18 votes
    Ready for Votes  ·  4 comments  ·  Document Management  ·  Admin →
    How important is this to you?

  5. apply signatures to receipt/document templates

    Have templates saved with signatures so for example when receipts are issued, they are signed.

    7 votes
    Ready for Votes  ·  0 comments  ·  Compliance  ·  Admin →
    How important is this to you?

  6. Show arrears and invoicing owing on receipts

    Have the total arrears display on the receipt. On the receipt screen once entered it shows the arrears for rent, this should come through to the printed/emailed receipt. Same for invoices - it doesn't currently show the outstanding amount, only what has been paid (it doesn't even show what the original invoice amount was)

    31 votes
    Ready for Votes  ·  2 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  7. Tenant Report for Water Usage

    Ability to report whether a tenancy is selected as Yes/No for Water Usage

    30 votes
    Ready for Votes  ·  3 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  8. Apply to all when receipting payments

    When applying receipted payments in Property Tree manual receipt screen, there should be an 'apply to all' button, rather than having to receipt against each line item

    2 votes
    Ready for Votes  ·  0 comments  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  9. outlook autosave

    Integrate with outlook so that emails sent from Property Tree can be responded to through Outlook AND autosave function where all communications to and from tenants and landlords email address through Outlook autosave to Property Tree communication or documents

    14 votes
    Ready for Votes  ·  4 comments  ·  Communications  ·  Admin →
    How important is this to you?

  10. Chat Box

    Allow the chat window to be moved into different locations on your screen, in particular if using a laptop it covers the configuration box.

    16 votes
    Ready for Votes  ·  2 comments  ·  Configuration and User Management  ·  Admin →
    How important is this to you?

  11. Additional Sales Merge Fields

    There is no option for a merge field for commission, the commission amount needs to be on the Sales Advice & Tax Invoice to Vendor, not being able to merge this information directly onto the Sales Advice & Tax Invoice leaves alot of room for human error, especially when entering multiple sales. There are also no merge fields for Vendor & Purchaser Conveyancer contact details (phone numbers, emails etc) also important to be noted on the Sales Advice

    29 votes
    Ready for Votes  ·  3 comments  ·  Sales  ·  Admin →
    How important is this to you?

  12. SMS Templates - for Ad Hoc messages

    We would like to be able to set up sms templates, for example when requesting funds for outstanding accounts from owners we will not email our bank details and will send details via text, having a template option will assist in getting information out quickly and efficiently.

    6 votes
    Ready for Votes  ·  0 comments  ·  Communications  ·  Admin →
    How important is this to you?

  13. Tribunal report - statement for all the water rates charged throughout the tenancy

    Tribunal Report should have the statement for all the water rates charged throughout the tenancy so it becomes easy for us to check for what tenants are charged so far.

    2 votes
    Ready for Votes  ·  0 comments  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  14. Auto receipts to be sent to ownership when they make a contribution ( eg deposits for repairs )

    It should be a requirement to provide an owner with a receipt if they make a deposit to the trust account. This should occur automatically.
    Everyone else gets an invoice emailed but not the ownership

    9 votes
    Ready for Votes  ·  1 comment  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  15. Instalment feature for creditor invoices using Invoice Genius

    When you upload an invoice into Invoice Genius that has instalments, it would be great if you are able to tick a box if you want to do instalments and then be able to enter the amounts and dates due for each instalment instead of either downloading the file and renaming for each instalment or manually entering for each.

    11 votes
    Ready for Votes  ·  0 comments  ·  Transactions and Statements  ·  Admin →
    How important is this to you?

  16. Maintenance Job Search option for open jobs only

    Have a section to search only open work orders and quotes.
    When currently putting in dates, it caps off at 2000 because it shows all completed jobs.
    Maintenance Request Summary does show all jobs, but not the creditor.

    19 votes
    Ready for Votes  ·  1 comment  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  17. SMS Thank you

    an automation where the system sends a sms thank you to the tenant once the inspection has been updated to conducted.

    4 votes
    Ready for Votes  ·  0 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  18. Inspection provider automatically close job in Property Tree

    This will be a a significant time saver and reduction of ‘10’+ extra clicks along with the sync time delay.

    Currently having to complete in both inspection provider and PT.

    The ability if the Inspection API and PT speak would mean, ‘Finalised’ in inspection provider updates the inspection status in PT to ‘closed’ - saving PM's and teams non required clicks/time.

    7 votes
    Ready for Votes  ·  0 comments  ·  Inspections and Maintenance  ·  Admin →
    How important is this to you?

  19. Set certain document management categories to show on portal by default

    Set certain document management categories to show on portal by default, like invoices and inspections (and have the option by tenant or owner)

    23 votes
    Ready for Votes  ·  8 comments  ·  Document Management  ·  Admin →
    How important is this to you?

  20. New Tenant Water Invoice

    Add a Water invoice for tenants where we can add a water reading into the tenancy invoice and have that new water reading update against the reading information stored on the tenant profile. This information should then populate against the new water invoice that is entered against this tenant

    30 votes
    Ready for Votes  ·  1 comment  ·  Transactions and Statements  ·  Admin →
    How important is this to you?
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