1217 results found
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To enable Bulk Deletion of comms in the failed tab
It would be great if we can bulk delete the communications that have failed, but have been resolved and it is the same person rather than closing each one. Because you have to wait a few seconds between each one while property tree tells you it has been completed, and doing it one by one is time consuming. It would be good if we are able to hold down the shift key and pick a bunch of them to close.
1 vote -
Statements & EOFY automatically into documents
Would be great if owner statements and EOFY I&E could automatically be put in to the Documents tab so that Owners can see them. I've been told we need to load them in individually which is just not viable...
2 votes -
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements.
I & E for owners with multiple properties should be great if each property could print on a separate page as per statements. At the moment it separates the property but they run one after the other and on separate pages.
1 vote -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
10 votes -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
General Inspection Notes Rollover
The general notes in routine inspection, would be great if they rolled over to the next inspection when created. ie so can see owner likes to attend. It can appear in the inspection summary as well. Very helpful when a junior does an inspection
11 votes -
bond
When we enter a rent adjustment, the system has updated to have the option to also add the bond adjustment, it would be great if there was a way to enter a date when the bond is due to be paid and only then have it set as payment required as we are unable to receipt funds for the bond until the rent adjustment date.
3 votes -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
2 votes -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
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.
3 votes -
Section in Lease & Rent on tenancy file to show previous rent amount after increase has taken effect
Under the tenant's file in the lease and rent tab, the section that shows a rental increase that has taken effect should have an extra column or section that shows the previous rental that it went up from, so we can better track how the rental has increased over a couple of years.
1 vote -
Show bond amount due on tenant statement
Would also be good if the bond had a due date that automatically was the rent increase date
1 vote -
Document Sharing from owner profile to tenant profile
It would be extremely useful to have the ability to share documents from the Owner Profile directly to the Tenant Profile when a document has been automatically loaded onto the owner profile from a separate action, without having to upload the same document separately to the tenant profiles.
For example, documents such as compliance certificates through the compliance tab, invoices, inspection reports and other relevant property documents are often uploaded automatically from tasks or third party applications to the Owner Profile only. It would be beneficial if, when viewing the document, there was an option such as "Show on Tenant…
1 vote -
find Creditor invoice, more filter options
When using Find Creditor Invoice SEARCH, we currently have the option to screen by: Due Date From > To We would find it very helpful to have the option of screening by: Paid Date From > To
Currently we have a Creditor that is paid daily, and need to find the daily spend by Portfolio. This is quite manual.
Would love this option to be added.
Thanks.
4 votes -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Ownership Profile field for landlord/owner background information
We'd like to suggest a dedicated "Owner Profile" field on the ownership record itself, rather than being buried in a Note.
Property managers regularly build up useful background knowledge about our landlords, things like their spouse/partner's name, where they live, how they prefer to be contacted, their preferences around leasing, whether they purchased the property through us, or general context about their portfolio. Right now the only place we capture this is a Note titled "Owner Profile," which isn't easily visible and makes it harder to find and reference at a glance.
Having a freeform text field directly on the…
1 vote -
1 vote
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strata search
In the property card file, have a section we can enter SP number (not requiring to be a creditor). And a search function where we enter the strata plan number.
2 votes -
Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
2 votes -
Expand Sales Automated Communication to send anniversary email 1 year after settlement
It would be great to be able to set up our own automated communications for sales, especially ones that we can have prompted to send after a settlement and one that includes the statement as an attachment.
Ideally would be good to be able to prompt a happy anniversary email to the buyer to go out 1 year after a settlement even after the sales is archived.
1 vote
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