985 results found
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duplicate contact check
Can we have a button to merge contacts to removed duplicates set up in property tree.
2 votes -
Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
3 votes -
Creditor statement as PDF attachment
I am an electrical contractor. Some of our customers use PropertyTree, some use other programs.
With Property Tree the creditor statements come through as a link to the PDF in the email body rather than a PDF attached to the email like other programs like Property Me do.
Because Property Tree creditor remittance emails do not have an attached PDF we have to manually download the PDF and then on-send into our accounting software. With other propgrams we can auto-forward without the need to do it manually.
Can you please provide your customers with an option to send the creditor…6 votes -
3 votes
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Outstanding bond to be shown on tenancy statements
Outstanding bond to be shown on tenancy statements
1 vote -
Tabs remain visible when scrolling
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes -
Multiple property access for tenants in portal
If a tenant vacates from one property and moves into a new property also with property tree, They can not access the new tenancy until the previous one is archived which sometimes can take time when finalising. They should be able to view both properties.
1 vote -
Alternative methods for searching emails other than the subject line
Require additional search options for emails, allowing users to search using criteria such as sender, date, keywords, or attachments instead of relying only on the subject line.
23 votes -
Access to communications via Property Tree App
Access to communications via Property Tree app for Property Managers to be able to access and respond to communications away from their laptop.
1 vote -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????4 votes -
Pet Inspections .
New pet laws NSW - having the option to carry out a pet inspection 3 months after the pet is approved and being able to track this would be very beneficial.
We all delay routine inspections but we would not delay a pet inspection and having this labeled and trackable would help5 votes -
Archiving Mail Merge Templates
Option to deactivate/archive a mail merge template without deleting it from the templates in full. At present having to rename so it drops to the bottom of the template list.
1 vote -
Ownership Receipt
When receipting to an ownership in the Tenant Download screen, it would be helpful if after searching the ownership, it clearly showed the related managed property to ensure accuracy.
1 vote -
New Tenancy Fees & Prospect Tenants
We have an issue where holding deposits are taken by Direct Debit but we have to convert the tenant from a prospect to load in the direct debit details. This is then charging our new tenancy fees.
We need to be able to convert the tenant but have the trigger for the fee be Original Lease Start Date.
Having to convert a tenant from a prospect to get an ingoing completed and lease generated (without having to duplicate the information) means we are charging an owner fees before the lease commences.
The only work around is to have duplicate fees…
2 votes -
tenancy schedule vacant properties
Owners vacant properties to be included on the tenancy schedule as well as the tenanted ones.
1 vote -
Be able to view multiple phone numbers for contacts
Currently you can only see 1 number beside a contact. If a contact has multiple numbers eg a home & mobile, only 1 is visible at a time. Therefore you have to remember they have 2 and click edit to see the other number. Would be good to be able to view all numbers or at least have a drop down beside the number to prompt that they have multiple numbers
2 votes -
when you review income and expenditure statement, it would be nice to have an option to email it to yourself like you can withthe mailmerge
When we review income and expenditure statement, it would be nice to have an option to email it to yourself like you can with the mailmerge
4 votes -
Opening communications
When you exit communications if it could stay on that page where you are up to instead of refreshing Home, becoming frustrating when you have to open the communication to check if thats the email you are looking for.
OR better way to search communications.
3 votes -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
1 vote -
Status updates on Work Orders
Work orders should have "Status Updates" on work orders. Such as Quote Requested, Waiting on Approval, Work Order sent, Completed, Rejected, Hold, Owner Attending.
This will make it easier when following up on work orders where the job is currently at.93 votes
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