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38 results found

  1. EFT Reference for agency payments

    5 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Alex Collins shared this idea  · 

  2. Easier transparency on who applies payment withhold

    3 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Alex Collins shared this idea  · 

  3. Auto credit from our general account

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Alex Collins shared this idea  · 

  4. Arrears in + instead of $0.00

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Profiles  ·  Admin →
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    Alex Collins shared this idea  · 

  5. Property Tree Application - Access more functionality from mobile

    25 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Mobile Apps  ·  Admin →
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    Alex Collins commented  · 

    User experience improvement around mobile would be well received.
    May that be via an app, or improved mobile view.

    Currently very difficult to search, save and get detail if on the road.
    Whilst the contact app does assist with some items, having better UX to access more would be greatly appreciated in our team.

    Alex Collins supported this idea  · 

  6. Increase size limit for document via API

    7 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Integrations  ·  Admin →
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    Alex Collins shared this idea  · 

  7. Compliance API/Partner improvement

    6 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Compliance  ·  Admin →
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    Alex Collins shared this idea  · 

  8. Maintenance Plus API Improvement

    2 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Alex Collins shared this idea  · 

  9. Task/workflow management

    15 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Alex Collins shared this idea  · 

  10. Team Leader Version of PropertyTree weekly agency overview

    2 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Alex Collins shared this idea  · 

  11. Property Manager Field in reports

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Alex Collins shared this idea  · 

  12. Inspection provider automatically close job in Property Tree

    7 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Alex Collins shared this idea  · 

  13. Multilingual Communication

    6 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Alex Collins supported this idea  · 
    Alex Collins shared this idea  · 

  14. Historic Statement View On Owner Portal

    10 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Portals  ·  Admin →
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    Alex Collins shared this idea  · 

  15. Property Manager Version of PropertyTree weekly agency overview

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Alex Collins shared this idea  · 

  16. Part-Payments for invoices & creditor invoices

    20 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Alex Collins shared this idea  · 

  17. Compliance tab on Creditor Profile

    171 votes

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    Ready for Votes  ·  30 comments  ·  Property Tree » Profiles  ·  Admin →
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    Alex Collins commented  · 

    An area with the ability to add, store, track and report on creditors Public Liability, License's etc.

    Currently they are visible and reportable in Maintenance+ - should you not have the product though, you cannot.

    It would be a great function to have visibility in core PT, that way it can also talk to M+ also.

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    Alex Collins commented  · 

    I would love to see PT create a section for agents to track compliance requirements for Trades within PT, as currently there is no place to put creditor insurance details, so you can’t run a basic report to see which trade has expiring insurance details so we can ensure we chase them up to get these documents.

    Alex Collins supported this idea  · 

  18. Mail Merge Attachments (where they are)

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Alex Collins shared this idea  · 
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