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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.

Share your great ideas with us via Post Idea, however, before you do - please use the search box to see if it has already been suggested. If the idea already exists you can add your vote and also include any additional comments. When adding new ideas, please explain how this idea will improve your Property Tree experience as this will greatly assist our Product Team as well as other voters.

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1027 results found

  1. Critical Date Changes recorded

    A log is required for critical date changes. This includes lease, management and rent review dates. Extremely important especially if there is a PM with a beef and is leaving who loses the care factor. It makes people more accountable.

    3 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  2. Have a portfolio check of all tasks for the day/week.

    Being able to have a portfolio check of all tasks for the day/week. A checklist that can be used/printed off that shows the daily arrears, vacates, expired leased etc.

    11 votes
    Ready for Votes  ·  0 comments  ·  Configuration and User Management  ·  Admin →
    How important is this to you?

  3. internal communication

    Have an area in communications for staff to communicate important information regarding the property/tenant so everyone can see what is happening, eg "advised plumber that the owner authorised replacement of hwu". Everyone can see that it has been actioned.

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

  4. Integration with Airtable system

    I understand that companies with large portfolios and who use an offshore team use Airtable to assist with with managing workflows so it would be fantastic to have some integration to minimize the manual data and workflow entries.

    13 votes
    Ready for Votes  ·  2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  5. Create credit for future invoices (residential)

    Currently, credits can only be applied to rent or existing invoices.
    If a tenant receives an incorrect invoice and has paid it already, it would be ideal to be able to apply the credit to future invoices to make up for the over payment.

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

  6. Notes & Alerts - show notes & alerts due 6 months in advance. HIGHLY IMPORTANT as this is used as a reminder to do list!

    Show notes & alerts due 6 months in advance. HIGHLY IMPORTANT as this is used as a reminder to do list!

    3 votes
    Ready for Votes  ·  0 comments  ·  Notes, Tasks and Workflows  ·  Admin →
    How important is this to you?

  7. Could we have the option to colour code tabs for tenant, property and owner cards?

    We could set for example:
    Owner tab with a colour for GST registered and another for NON-GST registered
    Tenant tab with a colour when it is a Retail Lease

    That could save having to search for the information especially when someone on leave or handing over the portfolio to someone else.

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

  8. Ability to change when to withhold funds for invoices

    Currently owner funds are withheld for payments due in the next 30 days, we'd like the ability to change this to make it shorter based on our business requirements for instance only withhold funds for payments due in the next 15 days.

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

  9. Show notes when receipting or invoicing

    Have the option to flag this note to appear during receipting or invoicing (whether a tenant invoice or creditor invoice)

    27 votes
    Ready for Votes  ·  1 comment  ·  Notes, Tasks and Workflows  ·  Admin →
    How important is this to you?

  10. Break down of options for charging inspection fee in automation

    We would like to see automation for ingoing report fee, inspection fee and outgoing report fee

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

  11. The ability to email creditors using mail merge templates for updates on maintenance

    The ability to email creditors using mail merge templates for updates on maintenance

    6 votes
    Ready for Votes  ·  2 comments  ·  Communications  ·  Admin →
    How important is this to you?

  12. PT really needs to have a feature that flags a Property Manager if a council or strata rate has not been paid. Even if there is a report

    Would like for PT to have a feature where it will flag or alert the Property Manager if a council or strata rate has not been paid when the owner has opted for this. Or, a report can be generated that will show properties where council/strata rates are to be paid by the agency.

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

  13. Upload rental listings straight from PT to domain and realestate and other rental sites

    Be able to upload rental listings from PT to domain and realestate- like an uploader does and be able to schedule your open houses

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

  14. Compliance API/Partner improvement

    The ability to click through from the compliance tab and redirected to the relevant partner platform.

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

  15. See easily if maintenance/work order has been sent

    When you are doing work order, it would be really handy to be able to see if you have created a work order but not actually sent the work or quote order. At the moment it says it's open but you can't see until you go into each work order if it has been sent to not. we have had a couple of issues lately where they have not been sent and we think they have.

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

  16. Owners on hold to withhold payment to creditors

    When an owner is put on hold then there should be an option to either withhold everything (including paying creditor invoices) or withhold only payment to the owner but pay the creditors.

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

  17. Allow bonds to be filtered by Property Manager

    Allow outstanding bonds to be filtered by Property Manager under Trust & Reports > Bond and Deposit Summary

    17 votes
    Ready for Votes  ·  0 comments  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  18. Add a Business Role filter to anywhere there is a filter for Portfolio

    Add a 'Business Role' filter to anywhere there is a filter for Portfolio.

    Including Find Pages, Reporting and all Dashboards

    This will assist immensely when reporting or searching for anything by Portfolio to define the results by a specific Business' Role.

    As an example, currently in Find Profile > You cannot find a simple list of properties that are UNASSIGNED for the Business Role 'Property Manager'.

    23 votes
    Ready for Votes  ·  1 comment  ·  Search, Filters and Reports  ·  Admin →
    How important is this to you?

  19. Ability to archive notes

    Ability to archive or complete notes. Perhaps a checkbox to show archived/completed notes (have this as no by default)

    20 votes
    Ready for Votes  ·  7 comments  ·  Notes, Tasks and Workflows  ·  Admin →
    How important is this to you?

  20. Tenant ID to be added to the available merge fields for tenant invoices.

    Tenant ID to be added to the available merge fields when sending tenant invoices.

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