1176 results found
-
Archive
For Agora Insights - Custom Reports
Suggesting a similar view as lost managements, where we can view true or false under the archive status if for a property that is lost in custom reports In Agora Insights. We download lost managements and require additional fields rather than what appear in the gains and lost management reports.1 vote -
Management Authority Overview should be able to view list by property suburb, so staff with portfolio can see what they have in a suburb
Each staff that has a portfolio, want to search and have a list by suburb, not just by owner or start of an address.
This helps with seeing how many in a suburb each staff manage, they can attend all properties in a suburb ect.
3 votes -
SMS Send and Receive Pictures
Tenants and Agents need to be able to send and receive pictures through SMS Comms. I tested this and nothing comes through into PT but you also do not get an error message to say the picture did not send so a Tenant would think that the picture has been delivered.
1 vote -
Ability to add more tags onto Creditor profile
For example, Electricians can do Electrical, Solar & Airconditioning - PT only allows one tag ie Electrical. We need others attached to the one Creditor for easier searching by tags.
1 vote -
pay all creditors from owner card
A function enabling payment of all creditor invoices on an owner account in a single action, rather than requiring each invoice to be processed individually — particularly beneficial for owners with high volumes of invoices or making bulk payments to cover invoices.
2 votes -
Missing Recurring Invoice attachments
Owners are complaining they are not receiving a copy of their invoice for council rates instalments that we set up on a recurring basis . My suggestion is having the attachment included for each recurring invoice which would be beneficial, particularly when owners are requesting copies of invoices with their statements. This would save unnecessary emails having to send copies of these invoices separately and aggravation from owners.
2 votes -
Bond Increase Amount
I believe we should be able to adjust/edit/delete the bond increase amount field when a user error has been made. For example - I prepared a new lease agreement and filled out the Rent Schedule. I included the amount for bond top up. I then found out the dates entered were incorrect. Why are we unable to edit or delete the bond increase? We can edit all other fields so why not allow for editing or deleting the bond increase amount?
1 vote -
To have inspection frequency loaded in property file not tenant
Inspection Frequency should be in property rather than tenant. When properties have different inspection frequencies, it should be loaded in the property, not the tenant as when tenants change, it is often missed if the property is meant to be inspected at a different schedule than the normal frequency.
1 vote -
Display the Annual ex GST Rent Figure for Commercial Tenants
Have the rent displayed as annual and monthly on the Lease & Rent tab
7 votes -
portal messages to come into communications
When a Landlord clicks on the email icon in the portal, can this go to the communications inbox instead of the portal messages section?
11 votesIf using the communication platform, we are working on allowing new portal messages into the inbox.
-
Inspection Scheduler
Improvement Suggestion: Streamline Routine Inspection Scheduling
Is anyone actually using Property Tree for scheduling routine inspections? I am trying and finding the current system is clunky, clumsy, and lacks essential features.
Key Pain Points:
Missed Properties: No way to track if a property has been missed for scheduling
Holiday Scheduling: No block-out periods for holidays, inspectors' leave, or public holidays.
Route Planning: No effective route planner within the scheduler, making it difficult to schedule and navigate multiple properties.
Current route planner only allows for 7 properties, which is insufficient for our needs (up to 15 inspections per day).
Proposed Improvements:
…
39 votes -
Set time for adhoc email
Id like to be able to create an adhoc emails and select the time and date it is sent out.
Example - If I am at my desk at 5am or 10pm trying to get a few things done, I would like to be able to have the email sent out to tenants or owners between 9am-6pm only.1 vote -
Adding 'Pet' Column
Adding a 'pets' Column in the Inspection Summary
1 vote -
More Info in Property Details
We need more information in the Property Details section:
- a section to enter the location of the car space(s)
- a field for number of storage cages and their location
- tick boxes for whether property has embedded electricity, gas, hot water, internet etc.
- a section for material facts7 votes -
Lost Management Reason Note or Text Box
It would be great to have a “lost reason” text box (similar to the property‑specific maintenance notes field) to add additional details explaining the reason for the lost management.
4 votes -
Needing Visible Label for STRATA in Property Details
In the Property Tab it would be great if under property Details there was provision for STRATA property to be identified next to Property Type, number of bedrooms, number of bathroom , number of parking. There are so many new houses now which look like are free standing Torens Title BUT are Strata Title... which causes so much confusion because By Laws are not thought to be asked for. Please can this be considered to alert all us property managers about STRATA properties...
3 votes -
Conveyancer account change alert
Can we have "Sensitive Alert" to be added to Conveyancer - Financial - Payment Information - if the account number is changed.
20 votes -
Outgoings Reconciliation- Invoices automatically added to Owners portal
All invoices paid or added to property tree or Invoice Automate automatically added to the owners portal under their own section so that you can give the owners auditor access to their portal to access all the invoices for reconciliation without having to request the information from the agents.
7 votes -
Lost Managements/ Not for Relet to appear when using Invoice Genius
When processing an invoice in Invoice Genius, the system should clearly identify if a property has been marked as Lost Management or Not for Relet where this has already been set up in the property profile.
At present, Accounts have no visibility of this information in Invoice Genius. If these statuses are recorded against the profile, they should flow through and be visible during invoice processing. This is basic operational information that the Accounts team needs in order to do their job accurately and efficiently.
To be frank, there is nothing “genius” about Invoice Genius in its current state. Issues…
3 votes -
Better Search Function
It is very frustrating that the SEARCH in communication is VERY basic. We can't search via SENDER, or have too many words, or little words. The filter option is also very basic. Keyword is only what's on the Subject Line. It's very frustrating trying to search for old email and we potentially don't quite remember the title of the email, or the title of the email was something generic like Ownership Statement. If it can search Subject line, Sender line, email content, or combination of different areas.
3 votes
- Don't see your idea?