145 results found
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Add owner preferred tradesmen info tab under the property
Add owner preferred tradesmen info tab under the property
3 votesThere is the authorised creditor section within the property > financials tab for this information. If there is further information you would like to record please let us know the details.
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Unpaid creditor invoices and withheld funds for invoices to show on ownership statements so owners can see unpaid Invoices
It would be great if we can get unpaid creditor invoices on the ownership statements that show withheld funds and what they are for so the owner can see why the funds are withheld from them.
11 votesWithheld funds and outstanding invoices/fees do appear on owner statements when they are due within 30 days. If wanting to adjust this timeframe, there is a current suggestion for this that we are monitoring.
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1 vote
Use the Statistics Report - You can enter the date range for the calendar year and it will give you stats for that whole period - just like you'd see from that same report each month.
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Ability to easily send rent arrears notice manually for just one tenant when needed
Some tenants need reminding that rent has just dropped into arrears sooner than others, like repeat offenders, on the tenancy profile, where you can turn on or off rent arrears notices, it would be great to be able to quickly click a button that would send a rent arrears notice via email or text to only that tenant.
10 votesWe recommend you add a Group/Tag for these tenants, and you can easily send a mail merge to those tenancies only. Alternatively you can use the templates via Ad Hoc Emails to send a reminder to a single tenant.
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Spell check
Spell check for communications
1 voteSpelling errors are underlined in ad hoc communications, communication platform emails and sms, these can be corrected by right-clicking on the underlined word to see the suggested corrections
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Contact numbers
Hello Team
I use PT from my smartphone.
when i need to call a contact, i have to go into the contact and copy the number and paste to make a call.
Is there a way that we can make a call straight from the contact instead of copying and pasting. (same as if i was calling someone from google)
Can you guys look into that.
Kind Regards
Abdul Moussalli2 votesThe PT Contacts App allows you to find your profiles and select the number to call / email address etc and it will initial this from the app
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Communication Platform Replies - Adhoc
When receiving replies for statement/receipts into the comms platform, it changes thread to ad-hoc communication. Which does not make sense.
1 voteIf any adhoc email is sent, the reply is labelled as adhoc. Statements and Receipts are labelled accordingly and not changed when replies are received
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multiple tenant contact details for maintenance
It would be lovely to be able to include more than 1 tenant contact details to a maintenance request.
2 votesCurrently we have the option to select one tenancy or all tenancy contacts for a maintenance request.
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Filter Inbox messages by Person
To have the ability to filter All inbox messages by User. When someone is away, it is easy to see just their messages. And from a managment perspective, it would make it much easier to see where each of the team is at with their messages. Currently we can only see "All", "Assigned to me" or "Company".
5 votesYou can filter by assignee in the communication platform - under All Inboxes, use the filter icon to see the Assignee filter. This does not appear under Assigned to Me or Company as those inboxes are already assigned.
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Bond
To be able to generate a report of all bonds noted/ held in property tree. To enable us to easily cross reference with Bond Authority and conduct audits
2 votesThis information is found in the Tenancy Leases Report. Go into this report (you don't need any date range filters populated as you want to see all tenancies), use the three dots to the right of the Tenancy list and you will see column options there for Bonds - add these to your report.
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Rent Receipting
Where there is more than 1 person on the lease it would be good if we could receipt the rent paid to each person. It would be more transparent and when they question why they are in arrears it would be easier to track back to see who has not paid their share of the rent.
1 voteWhen selecting a contact during receipting the contact name displays on the tenant ledger as the payee.
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REI Forms Integration
As an agent, I would like to integrate with REI FORMS LIVE which can help me to create forms like " listing forms " and "offer and acceptance" forms automatically. It's much more efficient and easy to clarify forms to match each property.
- Anna Tan sales@jborealestate.com.au1 votePlease see the following knowledgebase link for activating and using the REI Forms integration https://propertytree.elevio.help/en/articles/93123
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Maintenance
We were able to check the entire list of maintenance against a property profile, now if you expand the list it goes out of the property profile into search entire portfolio.
Extremely time consuming and frustrating. Can we have it back to the way it was on an individual property profile?1 voteThe maintenance shown on the property has always displayed all "open" maintenance for the property and when clicking the magnifying glass will take you to the maintenance report displaying all jobs for that property that you could then filter/drill down on
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The new communications section can that please filter into the communications tab for owner or tenant
The new communications section can that please filter into the communications tab for owner or tenant
1 voteEmails that are sent and received save against the profile they are linked to (in the communication platform, within the email, it will show the profile it is linked to). If it's a conversation trail, then in the communication tab against the profile you can click on the saved communication and it will bring up the list of back and forth emails
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direct link from iphone website to call contact directly?
Hi, can you advise please of how on an iphone when i click the tenants details can I call directly as able to via REST mobile? I had to get a pen, write it down then call the tenant as can't copy/paste to call? thanks in advance
1 voteBy downloading the Property Tree Contacts App, you can easily communicate with your tenants by SMS, Email or Call (by selecting the contact details in the app).
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conversation records
Can we have a space like the REST conversation diary, where we can document phone conversations we have had with tenants. This was really handy, and it allowed all staff within an agency to view where something is up to. Its especially useful when staff are on leave, or if you are having a legal issue with a tenant.
1 voteCurrent profile notes allow for record keeping
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Tenancies with part payments
Our agency has been having issues with tenants with a part payment receiving arrears notices stating there behind in rent when they aren't. The computer should be able to identify the dates of when the rent is paid to and send notices according to the date they have paid to not the part payment.
1 voteRent Arrears notifications can be triggered on Period or Effective Arrears. To check or alter this setting go to configuration > Automatic Communications > Property Management > and click edit on the rent arrears section (next to the on/off option) this will allow you to switch the trigger on the notice to effective arrears. IMPORTANT - if you change this setting, you need to then edit each template you have set up so that you can change the arrears merge fields, as there are different merge fields depending on the setting you choose. If you need assistance with this, please reach out to the support team.
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Export phone numbers with landlord and tenant names
Export phone numbers with tenant/landlord names, address etc on the same spreadsheet
2 votesCheck out the new Contacts area under Business Insights where you can create all sorts of custom reports. Once you are given access as a User, you can create a new report showing owner / tenancy names, property addresses and contact details. Here is the link to the knowledgebase article https://propertytree.elevio.help/en/articles/93158
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Pinned notes for Maintenance requests
to alert if a particular contractor is not to be used or maintenance not arranged at all.
1 voteThe maintenance notes on the property profile alert you on the maintenance request screen to any important information you have noted
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Add dated note
To be able to add an automatically generated dated note into a maintenance request, to add such things as updates or how the issue was resolved.
1 voteThe Add/Edit Notes in the Maintenance Job records notes, changes to notes and tracks the date/time/user that made the change specific to this job.
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