1176 results found
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saving files into Property Tree
Having to constantly save files onto the computer before being able to drag and drop into Property Tree and attaching PDF files to emails is time wasting.
Being able to freely drag from Outlook or my desk top would be much better than constantly having to save into Documents3 votes -
New Drop Down under Inspection Type
Inspection Type - if " Remote " can be added.
3 votes -
Communication Inbox show PM name
It would significantly improve efficiency if the Property Manager was visible in the inbox view next to the Name and Address for email and SMS communications.
This would allow users to quickly determine whether a message should remain assigned to the company or be reallocated to the correct Property Manager—without needing to open each property to check.
For teams managing a high volume of communications, this small change would remove unnecessary steps and save considerable time across the day.
This enhancement would streamline workflows, reduce friction, and improve response times.Would love to see this considered—thank you!
2 votes -
Property Manager shown on receipt screen
When creating a receipt in tenant download, can the Property Manager also please be shown as if there's an issue then they can be easily referenced.
2 votes -
More Merge Fields for Commercial Rent Reviews
Merge field for rent reviews – can we have the “Next Rent Review date” field that would pull from Lease, Rent & Outgoings as an option for a merge field? At present we can only use the “Rent Effective date” which is not always accurate if we have backdated CPI for example.
8 votes -
Multiple Lease Terms - similar to fixed rent increases
The ability to enter all terms at the lease start would be beneficial rather than just using a note that needs to be amended
8 votes -
GST on Creditor Statements
On creditor statements, the GST amount paid to the creditor should show.
1 vote -
invoice genius
We would love the ability to view invoices that have been entered but are still awaiting PM approval.
Our current workflow is that our accounts manager enters all invoices before sending them to the relevant PM for approval. While the system displays the total number of invoices pending approval, there is currently no way for the accounts manager to view the actual invoices that are awaiting approval. This makes it difficult to follow up on outstanding approvals if the relevant PM is not in the office, answer supplier queries regarding payment status, or check if an overdue invoice has been…1 vote -
income and expenditure reports
It would be good if all invoices for maintenance etc and money spent on the property throughout the financial year be attached to the Income and Expenditure report for owners.
1 vote -
work orders
When you do a maintenance request it has a tick box for the creditor, PM why can it not have a tick box for the owner and tenant so a copy of the work order is automatically sent to them as well so they know we have sent off this request
1 vote -
app
Coming up to the Easter long weekend our team has suggested how handy it would be to be able to lodge work orders directly from the app. It seems to have mostly everything else that we need but this is one major thing that would benefit us !
3 votes -
I would like to know if under the Property Details if we could add more fields to include the Builder and Solar this would be very helpful
I would like to know if under the Property Details if we could add more fields to include the Builder and Solar this would be very helpful especially for new builds
1 vote -
Remove withheld funds when disbursing ownership
Would love the ability to be able to be able to remove / cancel any withheld funds no longer required in an ownership account when completing a bulk disbursement via "Pay Ownership" rather than having to go into individual ownership profiles to remove it.
3 votes -
Workflow Bar Visibility
Have ability to toggle "Workflow Bar" on screen at all times, regardless of if you are completing an action so that you do not need to navigate to and from the page to see Workflow. For example: at the moment, the workflow bar only appears if completing an "action" but there are only 4 actions available (being edit lease & rent, edit vacate, add rent & schedule, and send email) None of these actions relate to setting up a new management, therefore the workflow bar cannot be utilised when it would be great to have it on screen. Particularly for…
8 votes -
Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well
Highlighted area showing if a property is " Old Ownership " needs to be red or similar and be posted at the top of the ownership as well blue is not getting the point across.
1 vote -
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
8 votes -
We need to be able to create reoccurring monthly invoices for residential rent for companies paying for staff.
We have multiple tenancies were companies are paying the rent for staff and require invoices - can this option be added to the residential side where rent and dates can be carried forward without the deletion of manual invoices.
7 votes -
original management authority date
We get our management agency agreements updated and resigned when we increases fees or make changes. It would be good if under the property section, then the DETAILS TAB and under PROPERTY MANAGEMENT INFORMATION there was
- Original authority start date
- Current authority start date
- Management gained date
- Gained Reason
19 votes -
3 votes
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Tenancy traffic light system
It would be great if we can have an optional tenant profile indicator to help us quickly identify the nature of a tenancy at a glance. For example, green = good tenancy (no concerns), amber = requires extra attention (occasional issues), red = complex (significant issues like arrears, repeated breaches etc).
1 vote
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