1217 results found
-
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 -
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 -
Workflow Search Results – Add “Next Task Due Date” Column
On the Workflow Search Results view, where all open workflows can be viewed, it would be extremely helpful to have the option to add a “Next Task Due Date” column to the results.
The existing Workflow Due Date column is very useful, however, the overall workflow due date does not always provide an immediate indication of when the next action within that workflow is required.
Having the next task due date displayed as an optional column would allow users to see, at a glance, which workflows require attention next, without having to open each individual workflow to check the tasks…
2 votes -
3 votes
-
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 -
withheld funds rent from date
When adding withheld funds to an owners account it would be helpful if there was a "rent from date" option that you could hold all rent from a certain date and the system automatically works out the charges to put on hold from that and what has been receipted.
2 votes -
BONDS
if the required amount of bond has been changed in tenancy profile can PT automatically send a tax invoice for the top up bond amount which will sit in tenancy financials tab until paid.
2 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 -
Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
2 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 -
ability to create a prospect for a commercial tenant
ability to create a prospect for a commercial tenant so that you can add deposits and documents to the tenancy prior to lease signing
3 votes -
Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
36 votes -
Statements to revert back to link attachments instead of PDF
We have some owners with very large property portfolios. Having the option to send invoices that have been paid each month in a link form as per previously, will help reduce large PDF and zip files clogging up the Owners email accounts at the end of each month.
1 vote -
tenant ledger
Property Tree tenant ledger is very difficult to read at the best of times, let along from a tenant perspective.
Property Me ledger is terrific and shows clearly when the tenant was in arrears and how many days.1 vote -
ownership statement
The option to better customise the population of information on the ownership statement template.
Rather then having to click into the actual statement, the below provides immediate summary."Hi {Recipient Salutation},
We have created a statement detailing the financial activity up to {Statement Date Generated} for:
{Statement Property Detail List} The key information is below and a full statement is attached to this email.
Income
{Statement Income Amount}
Expenses
{Statement Expenses Amount}
You Received
{Statement Received Amount}If there are any attached bills for this statement they will be listed below.
{Statement Bill Document Links}
{Agent Client Access Sentence}…1 vote -
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 -
make report fonts large enough to actually read
make report fonts large enough to actually read
1 vote
- Don't see your idea?