145 results found
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document type
Can a document type for Compliance documents be added?
1 voteThe ability to add your own document types was released in Version 5.96. This can be done under Configuration > Lists Editor
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Owners Name to appear on Creditors Work Order
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.1 voteCurrently you can add the instructions for the creditor to invoice the owners name on the work order auto communications template (add your instructions and use the merge field for ownership name). If you are unsure where to find this, please pop a ticket through to our support team and they will be able to assist. Thanks, Ange - Product Team
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Photos in Quotes and Work Orders
Being able to upload and/or paste multiple photos on a work order/quote request
1 voteHi Leo, thanks for your suggestion. You can currently add multiple photos to a job to send with a quote or work order. Once you have created your job, you have a camera icon below the description that allows you to add images. You can add more than one image here. To have these included in the quote or work order just make sure you have the correct link in the template for "Link to Quote Request Attachments" or "Link to Work Order Attachments" - and then these will be linked to in the email when sent to your creditor. These templates are found within the configuration > auto communications > property management. Please reach out to our support team should you wish to have some assistance with this. Thanks, Ange - Product Team.
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1 vote
Check 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 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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Display the effective paid to date in the main tenancy window,
Display the effective paid to date in the main tenancy window, rather than having to click through to the financials tab.
1 voteHi Brigid, thanks for your suggestion, however this information is displayed at the top of your screen in the tenancy box for easy reference alongside rent, arrears, lease dates etc. This information is also in view when you are in the property or owner profile (as long as there is just one individual tenant). Thanks, Ange - Product Team
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