1176 results found
-
SMS Unsubscribe Report
Property Tree has the option to generate a report for contacts that have unsubscribed to email however not SMS.
3 votes -
automatic update to app
When changing time and dates on an inspection in Property Tree. When synced to MRi inspect if it would automatically change the time and date of the inspection on your app.
1 vote -
key number
Adding key numbers into work orders automatically
1 vote -
Owner portal to show owner invoices due
Owner portal to show owner invoices due
1 vote -
Owner portal to show owner funds currently held
Owner portal to show owner funds currently held
1 vote -
Landlord received monthly statement regardless they receive money or not
Landlord received monthly statement regardless they receive money or not. All owners expect statement at the end of the month, specially if they dont receive anything, they need to know why they dont receive anything.
2 votes -
WorkFlow Visibility
When a workflow has been added to a tenancy, property or ownership having the visibility seen in direct sight rather then going,
- tenancy, property, ownership
- task
- workflowSeems like when you create one they are just sitting there in the back end of PT with lots of clicks just to find one.
2 votes -
Merge field for Original Lease Start date
Can we have a merge field for Original Lease Start date -this is needed for renewal documents and Rent increase notices and has to be manually entered at the moment.
2 votes -
The ability to generate separate credits for Commercial Tenants
Can we have the option to create multiple credits against a tenant? Only 1 credit can be created for future invoices at the moment which is tricky when it might apply to several different types of charges - ie Rent, Rates ,Insurance. The ability to recoup this from future ownership funds to refund to the tenant rather than have to process the refund as a creditor payment would also be better.
6 votes -
Hold funds to be allocated to nomitated creditors
e.g. If a rent is $1000pw we should be able to hold $200 (or 20%) for Council, then $250 (or 25%) to Strata, $100 (or 10%) to Water etc. or the named creditor the balance or % to the owner at the end of the month so when it comes time for invoice processing there will always be funds
2 votes -
Add a menu item to the ownership to create the Income and Expenditure statement
An Income & Expenditure statement should be able to be created directly through the Ownership profile.
10 votes -
EOFY reports Agents/team
Business Owners/Team Leaders should be able to generate a EOFY Report, with month to month data.
This would be similar to the Statistics Report & would include complete Financial Year stats for either individual staff/team/portfolio/office.
This would generate - where they started the year>finished to be used for KPIs, portfolio health check, growth trajectory etc.
1 vote -
Display Property Address in Task/Workflow Notifications
Currently, property address is only displayed when task is created under a property profile. I’d like to suggest including the property address in task notifications when tasks are created under owner or tenant cards too. This would make it much easier to quickly identify which property each task relates to.
2 votes -
Expand email screen size
Requesting the ability to increase the size of the email template screen (similar to this option which is available in Notes by dragging down the triangle/dashes in the bottom right hand corner)
Driving me mad not being able to see the entirety of my email when composing.
THANKS :)
4 votes -
Agency Statement emailed out as a PDF after Pay Agency has been completed
Agency Statement emailed out as a PDF after Pay Agency has been completed
7 votes -
Creating a merge link that shows only overdue invoices.
Create a merge link that pulls only invoices in arrears, the current link "Tenancy_OutstandingInvoices" pulls amounts for all invoices, whether overdue or not.
16 votes -
Approved Occupants
Need a total of approved occupants displayed in the tenancy card so its easy when you're doing routines or lease renewals to know who should be at the property
59 votes -
2 votes
-
Automated Owner Invoice Overdue Notifications
Feature Request: Automated Owner Invoice Overdue Notifications
Property Tree already offers strong automation for arrears, inspections and maintenance, but there’s a gap when it comes to ownership invoices.
I’d like to propose an automated workflow that triggers when an ownership invoice becomes overdue, with the ability to send a branded email reminder to the rental provider. This would be particularly useful for items like landlord insurance renewals, smoke alarm subscriptions, compliance services and other owner-funded invoices that require timely payment to avoid lapses in coverage.
The key elements that would make this feature valuable:
• Event trigger: Invoice becomes overdue…
5 votes -
Sales Ledger and Sales Marketing and Sundries Report
When generating a Sales Ledger and Sales Marketing and Sundries Report when processing EOM, the report is excessively long as it includes sales from previous years regardless of the accounting period (e.g. the month to be closed) being selected. These reports should only include sales included in the month that has been selected.
1 vote
- Don't see your idea?